蘋果(Apple)的零部件供應商在9月13日紛紛遭遇股價下跌,此前全球最大科技公司宣布其起售價999美元的iPhone X將晚于預期上市。
The UK’s Dialog Semiconductor and IQE, which sell chips and parts to Apple for its smartphone, headed lower as trading opened.
向蘋果銷售智能手機芯片和零件的英國戴樂格半導體(Dialog Semiconductor)和IQE公司,一開盤股價就開始走低。
IQE, the semiconductor maker, fell more than 6 per cent, while Dialog, which draws about three-quarters of its revenues from Apple, was down 1.2 per cent. AMS, an Austrian chipmaker that this week touched all-time highs, fell 3.9 per cent.
半導體制造商IQE的股價跌幅超過6%,而四分之三收入來自蘋果的戴樂格股價下跌1.2%。本周股價曾觸及歷史高位的奧地利芯片制造商AMS股價下跌了3.9%。
The iPhone X, Apple’s “super premium” handset, will not be available until November, compared with the company’s usual September releases, as planned for the iPhone 8 and 8 Plus, which were also announced on Tuesday. The X boasts a number of new features, including facial recognition.
蘋果的“超級高端”手機iPhone X不會在11月前上市,而往年該公司都是在9月發(fā)售新機,同樣是在9月12日發(fā)布的iPhone 8和8 Plus就定于9月下旬上市。X擁有許多新的功能特性,包括人臉識別。
The trading highlighted the dependence of a global ecosystem of businesses on the Californian company and an associated rise in market volatility around its announcements. Analysts also noted that almost every feature revealed by Apple on Tuesday relied on custom chips that it designs in-house, suggesting it would be reducing its use of outside suppliers in future.
這些行情突顯出一個全球企業(yè)生態(tài)系統(tǒng)對這家加州公司的依賴,以及在其宣布的前后市場波動性隨之上升。分析師們還指出,蘋果在9月12日宣布的幾乎每一項功能,都依賴于其內(nèi)部設計的定制芯片,這似乎表明該公司將來可能減少對外部供應商的使用。
In Asia, Apple supplier Taiwan Semiconductor Manufacturing, the world’s biggest contract chipmaker, dropped 0.5 per cent. In China, other Apple-linked stocks fell.
在亞洲,蘋果供應商、全球最大芯片代工商臺積電(TSMC)股價下跌了0.5%。在中國,其他蘋果概念股的股價也紛紛下跌。
In New York, Apple’s own shares were 1.3 per cent lower in midday trading. They have risen nearly 40 per cent so far in 2017.
在紐約,蘋果自己的股價收盤下跌0.8%。2017年迄今該股上漲了近40%。
“Companies live and die by their relationship with Apple,” said Ben Wood, an analyst at CCS Insight, who suggested that the market move was linked to “some expectation built in to the volume of components that would be sold . . . that failed to materialise [Tuesday] night”.
CCS Insight的分析師本•伍德(Ben Wood)說:“企業(yè)與蘋果的關系決定著它們的存亡,”他認為市場的走向與一些預期相關,“這些預期建立在零部件的銷量上……而9月12日晚這些預期落了空”。
He added that the issue only stood to affect the stock prices of suppliers in the near term, pointing to “pent-up demand”. “The biggest challenge will be satisfying the huge demand for iPhone X,” he said.
他補充道,這一問題只會在近期影響供應商的股價,指出存在“被壓抑的需求”。他說:“最大的挑戰(zhàn)將是滿足對iPhone X的巨大需求。”