投资者出现一定程度的动摇在意料之中。他们现在拥有的苹果公司与两年前不同,而且他们的期望值更高了。即便在周二的暴跌之后,苹果的股价也仍比两年前高了一倍。蒂姆錠克(Tim Cook)的首席执行官地位稳如磐石。
But the growth story is still intact. The iPhone remains a magical success story, with 47.5munits sold in the last three months, up 35 per cent year-on-year. Consumers are willing to paysignificantly more for them, with the average selling price up $99, or 18 per cent, in 12 months.China’s economy may be slowing, but so far it has done nothing to slow customer demand:revenue from the region rose 112 per cent year-on-year to $13.2bn. At that pace, it willoutstrip the Americas as Apple’s biggest market in the next few months.
但苹果的增长故事仍然完好无损。iPhone依然取得了非凡的成功,在过去3个月里售出了4750万部,同比增长35%。消费者愿意花更多的钱购买它们,其平均售价在12个月里上涨了99美元,涨幅为18%。中国经济可能在放缓,但迄今还没有导致消费者需求下降:苹果在大中华区的收入同比增长112%,至132亿美元。按照这种速度,大中华区市场将在几个月后超过美国市场,成为苹果的最大市场。
None of this is to argue that Apple can keep growing at its current pace indefinitely. How thecompany can follow the iPhone 6 and the conquest of China is a legitimate question; the AppleWatch is not yet showing signs of being a world beater. Anxieties about Apple eventuallylosing share to cheaper rivals are similarly legitimate. The point is that nothing in Tuesday’snumbers diminishes the fact that Apple absolutely dominates the most profitable part ofmobile technology today, or the stubborn fact that dominance is hard to maintain.
【苹果增长故事完好无损】相关文章:
最新
2020-09-15
2020-09-15
2020-09-15
2020-09-15
2020-09-15
2020-09-15