近日,蘋(píng)果斬獲“全球最有價(jià)值的公司”頭銜,這在該公司的發(fā)展史上具有里程碑式的意義。有傳聞稱(chēng),下一代iPad(iPad3)將于今年10月進(jìn)行試產(chǎn)。有樂(lè )觀(guān)人士指出,在iPad這一新增長(cháng)點(diǎn)的驅動(dòng)下,未來(lái)蘋(píng)果的市值還將進(jìn)一步攀升,并且有可能創(chuàng )造增長(cháng)率長(cháng)期保持在70%以上水平的奇跡。
U.S. technology company Apple is now worth as much as the 32 biggest euro zone banks. That’s the stark result from a steep fall in the share price of banks including Spain’s Santander,France’s BNP Paribas,Germany’s Deutsche Bank and Italy’s Unicredit,compared to a steady rise in Apple’s valuation,according to Thomson Reuters data.
美國科技公司蘋(píng)果現在的市值相當于歐元區32家最大的銀行市值之和。湯姆森路透的數據顯示,相比蘋(píng)果估值的穩定上升,包括西班牙國際銀行、法國巴黎銀行、德國德意志銀行和意大利聯(lián)合信貸銀行在內的歐元區大銀行股價(jià)大幅下跌,上述結論正是這一對比的結果。(路透社)
歐元區銀行的市值從2007年5月的歷史高點(diǎn)大幅下滑了75%,相比之下,蘋(píng)果的市值則受iPad及iPhone等產(chǎn)品的推動(dòng)而大漲,已升至3400億美元。
Fourteen years ago,strapped for cash and with faith in his company at rock bottom,Steve Jobs was forced to go cap in hand to arch-enemy Microsoft for a $150m investment. A business worth just $1.7bn when Mr. Jobs returned in 1997 is now worth more than $335bn and has been instrumental in overhauling both the personal computing and mobile communications industries.
14年前,蘋(píng)果現金吃緊,人們對該公司的信心也處于谷底,史蒂夫·喬布斯被迫低頭請求頭號敵人微軟施以援手、向蘋(píng)果注資1.5億美元。1997年喬布斯回歸時(shí),蘋(píng)果市值僅17億美元;如今,蘋(píng)果市值已逾3350億美元,而且促成了個(gè)人電腦業(yè)和移動(dòng)通訊業(yè)的徹底改變。(英國《金融時(shí)報》)
回想10年前,微軟的市值高于?松梨,而蘋(píng)果才只是勉強登上排行榜。如今,微軟的市值比蘋(píng)果少約40%,而蘋(píng)果已超過(guò)?松梨,成為全球市值最大的公司,令人們不禁感慨華爾街總是這樣變幻無(wú)常。
By the end of this year,the iPad will already be more profitable for Apple than its traditional Mac business. In 2012, it is also expected to produce considerably higher revenues. A company with sales topping $100bn cannot keep growing at more than 70 per cent for long, but strapping on a new engine such as the iPad certainly helps.
到今年年底,iPad為蘋(píng)果帶來(lái)的利潤就將超過(guò)其傳統的Mac電腦業(yè)務(wù)。預計在2012年,iPad創(chuàng )造的營(yíng)收也將大幅提高。一家銷(xiāo)售額超過(guò)1000億美元的企業(yè)不可能把增長(cháng)率長(cháng)期保持在70%以上的水平,但抓住像iPad這樣的新增長(cháng)點(diǎn)顯然會(huì )起到積極作用。(英國《金融時(shí)報》)
蘋(píng)果對市場(chǎng)的牢牢掌控令人印象深刻。今年本應是iPad類(lèi)的產(chǎn)品爆發(fā)之年,但如今已到8月,卻仍未出現一款能與iPad抗衡的產(chǎn)品。
Rivals have been routed so far. Motorola cut the price of its Xoom tablet after its February launch,released a cheaper model and warned shipments will decline this quarter. RIM’s PlayBook was delayed until April and still isn’t being offered for sale by the two biggest U.S. wireless carriers. Hewlett-Packard Co. is dropping the price of its TouchPad tablet by 20% little more than a month after it hit stores. Samsung Electronics Co. is now embroiled in a patent dispute with Apple that threatens sales of its Galaxy Tab in most of Europe.
到目前為止,蘋(píng)果的競爭對手都潰不成軍。摩托羅拉2月發(fā)布Xoom平板電腦后下調了價(jià)格,推出了更便宜的版本,并警告說(shuō)本季度發(fā)貨量將下滑。RIM的PlayBook延遲到4月才推出,而且目前仍沒(méi)有在美國兩大無(wú)線(xiàn)運營(yíng)商那里銷(xiāo)售;萜展緦⑵渖鲜袃H僅一個(gè)多月的平板電腦TouchPad的價(jià)格下調20%以促進(jìn)銷(xiāo)量。三星電子現在則和蘋(píng)果公司卷入了一場(chǎng)專(zhuān)利糾紛,這可能威脅其平板電腦Galaxy Tab在歐洲大部分地區的銷(xiāo)售。(美國《華爾街日報》)
有消息稱(chēng),蘋(píng)果正與亞洲原件供應商及組裝商協(xié)調,擬從10月份開(kāi)始試生產(chǎn)下一代iPad(iPad3),以在平板電腦市場(chǎng)的競爭中保持領(lǐng)先優(yōu)勢。
Apple Inc plans to invest in a Sharp Corp factory to secure a supply of LCD screens for iPhones and iPads,sources said. The proposed move,along with an investment in a new LCD factory of Toshiba Corp,comes as Apple and key supplier Samsung Electronics battle in courts over patent disputes,spurring talk that Apple may diversify suppliers.
有消息稱(chēng),蘋(píng)果公司計劃投資夏普公司的一家工廠(chǎng),以保障iPhone和iPad液晶顯示屏(LCD)的供應。這一行動(dòng)計劃,和蘋(píng)果此前對東芝旗下一家LCD新生產(chǎn)廠(chǎng)的投資,都發(fā)生在蘋(píng)果和LCD主要供應商三星電子就專(zhuān)利糾紛對決法庭的時(shí)間點(diǎn)。有輿論稱(chēng),蘋(píng)果可能在實(shí)現供應商的多元化。(路透社)
由于與三星之間的專(zhuān)利官司愈演愈烈,蘋(píng)果不得不考慮更多的退路。如果有一天專(zhuān)利之戰全面爆發(fā),蘋(píng)果也好迅速將大量訂單進(jìn)行轉移。