今日圖表:蘋果已經(jīng)把土豪一網(wǎng)打盡了嗎
????本周一,伯恩斯坦證券分析師托尼?薩克納西發(fā)布了上面這張圖片,從中可看出蘋果公司(Apple)的一大隱患。 ????是否還有足夠多的高端用戶來支撐iPhone銷量?
????請注意,代表首次購買者的黑色區(qū)域正在呈現(xiàn)出收縮的態(tài)勢。 ????據(jù)此,薩克納西得出結(jié)論稱:除非蘋果能與中國移動(China Mobile)達(dá)成合作協(xié)議,或者將iPhone價格下調(diào)至發(fā)展中國家消費(fèi)者可接受的區(qū)間,否則,“iPhone將很難吸引到足夠多的首次購買者,而分析師對蘋果2014及2015財年的預(yù)期自然頗難實現(xiàn)。”(財富中文網(wǎng)) ????譯者:項航 |
????Bernstein's Toni Sacconaghi produced the chart above for a report out Monday that raises what is, for Apple (AAPL), an existential question: ????Are There Enough Wealthy People in the World to Sustain iPhone Unit Growth? ????Note that the black bars in the chart that represent first-time buyers are shrinking. ????Sacconaghi's conclusion: Barring a signed contract with China Mobile (CHL) or an iPhone priced to sell to the developing world, there is, he writes, "a slim margin of error that Apple will attract sufficient first-time iPhone buyers going forward to meet consensus forecasts for FY14 and FY15."? |
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