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專欄 - 蘋果2_0

iPad 2“灰市”內(nèi)幕

Philip Elmer-DeWitt 2011年03月17日

蘋果(Apple)公司內(nèi)部流傳著一個(gè)老笑話,,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實(shí)扭曲力場”:你離他太近的話,就會(huì)相信他所說的話,。蘋果的數(shù)百萬用戶中已經(jīng)有不少成了該公司的“信徒”,,而很多蘋果投資者也賺得盆滿缽滿。不過,,Elmer-DeWitt認(rèn)為,,在報(bào)道蘋果公司時(shí)有點(diǎn)懷疑精神不是壞事。聽他的應(yīng)該沒錯(cuò),。要知道,,他自從1982年就開始報(bào)道蘋果、觀察史蒂夫·喬布斯經(jīng)營該公司,。
從上周日起,,新版iPad 2就已現(xiàn)身中國,不過售價(jià)比官方標(biāo)價(jià)提高了105%,。

iPad 2被塞進(jìn)旅行箱,準(zhǔn)備在香港重新銷售,。圖片來源:M.I.C Gadget

????上周五,,位于紐約第五大道的蘋果(Apple)專賣店被無數(shù)玩家圍得水泄不通,大家都在競相購買iPad 2,。據(jù)店員估計(jì),,當(dāng)天售出的iPad 2中,有一半將會(huì)被帶往海外,,重新出售,。

????此番景象讓人頗為熟悉。去年9月,,《紐約時(shí)報(bào)》(New York Times)發(fā)表了一篇調(diào)查報(bào)告,,描述中國顧客是如何排隊(duì)搶購多部售價(jià)600美元的iPhone 4手機(jī),然后將其以每部750美元的價(jià)格賣給唐人街的中間商,,最后這些手機(jī)漂洋過海,,抵達(dá)香港,被以每部1000美元的高價(jià)售出,。

????M.I.C Gadget是一家因史蒂夫?喬布斯“死亡之握”人偶聞名的網(wǎng)站,。上周日,該網(wǎng)站發(fā)布了一篇關(guān)于羅先生的文章,。據(jù)其描述,,羅先生是香港iPhone灰市的“教父”,。他同時(shí)也控制著香港iPad 2灰市。他的手下分布在紐約,、芝加哥,、舊金山和洛杉磯,隨時(shí)準(zhǔn)備將一個(gè)個(gè)裝滿iPad 2的手提箱空運(yùn)至香港,。上周日,,iPad 2就已現(xiàn)身香港市場,不過價(jià)格提高了83%到105%,。

????羅先生版iPad 2的售價(jià)如下表所示:

????The staff manning the huge crowd that mobbed Apple's (AAPL) Fifth Avenue Store Friday estimate that as many as half the iPads sold that day were being bought for re-sale overseas.

????It's a familiar pattern. In September, the New York Times ran an investigative report detailing how Chinese customers were lining up to buy pairs of $600 iPhone 4s, selling them for $750 apiece to a Chinatown middleman who shipped them to Hong Kong, where they could fetch as much as $1,000 each.

????On Sunday, M.I.C Gadget -- best known for its Steve Jobs action figure -- profiled a Mr. Lo, whom it describes as the "master" of the Hong Kong iPhone gray market. According to this report, Lo did the same thing with the new iPad. He had couriers in New York, Chicago, San Francisco and Los Angeles ready to fly suitcases stuffed with iPad 2s across the Pacific, and by Sunday was selling them for mark-ups ranging from 83% to 105%.

????Mr. Lo's price list below the fold.

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