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專欄 - 蘋果2_0

水貨iPad在華價(jià)格跳水之謎

 Philip Elmer-DeWitt 2012年03月28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。
有報(bào)道稱,,這是因?yàn)樾耰Pad需求低迷,。但也有報(bào)道稱是因?yàn)槭袌龉┻^于求。

準(zhǔn)備運(yùn)往中國內(nèi)地的一箱子iPad。圖片來源:《每日郵報(bào)》(Daily Mail)

????路透社(Reuters)和英國《金融時(shí)報(bào)》(Financial Times)周一均刊登了關(guān)于中國水貨蘋果(Apple)市場的文章,,雖然兩篇文章的結(jié)論迥異,,但有一點(diǎn)是一致的,即兩周來新iPad售價(jià)已下跌了大約 30%,。

????新iPad——即擁有那款神乎其神Retina顯示屏的iPad——在美國上市后的第二天就出現(xiàn)在了北京的水貨市場,。當(dāng)時(shí),,這款在美國零售價(jià)不到500美元的機(jī)型中國經(jīng)銷商可賣到1,100 美元,。路透社的報(bào)道稱,如今,,600美元或700美元的售價(jià)更為常見,。

????這是怎么回事?

????英國《金融時(shí)報(bào)》用兩位采訪對象的直接引語給出了兩種解釋:

????“現(xiàn)在的人們對iPad理性多了,,”北京科技園區(qū)中關(guān)村的一位經(jīng)銷商薛金鵬(音譯)稱,。“他們更愿意等價(jià)格跌下來,,甚至等到行貨上市?!?/p>

????上海某外資保險(xiǎn)公司的秘書Annie Zeng是一位眾所周知的果粉,,她說,她感覺新iPad價(jià)格更高,,但并沒有提供什么新的東西。

????路透社的文章顯然花了更多心思,,它全程追蹤了iPad在舊金山地區(qū)的蘋果專賣店被購入,、裝入手提箱、速遞至香港,、然后再由背包客走私運(yùn)入中國內(nèi)地的整個(gè)過程,,最后得出了一個(gè)截然不同的結(jié)論。

????文章指出,,不同于iPad 2在美國上市后近兩個(gè)月才在中國香港和上海開售,第三代iPad在美國上市后一周就已經(jīng)可以在中國香港和上海經(jīng)銷商處批量購買,。

????兩篇文章并不矛盾,,但標(biāo)題發(fā)出了截然不同的信號:

????? 路透社:中國走私iPad生意遭遇倒春寒

????? 英國《金融時(shí)報(bào)》:新iPad在中國內(nèi)地遇冷,;商家紛紛降價(jià)甩貨

????譯者:早稻米

????Dueling stories Monday in Reuters and the Financial Times about the Chinese gray market for Apple (AAPL) products agree on one thing: The prices the new iPad can fetch have fallen roughly 30% in the past two weeks.

????When the latest iPad -- the one with the much-hyped Retina display -- showed up in Beijing the day after its U.S. launch, Chinese resellers could get as much as $1,100 for a model that retails for less than $500. Today, according to Reuters, prices like $600 or $700 are more common.

????What's going on?

????The Financial Times offers two explanations in the form of a pair of quotes:

????"People are getting a lot more rational about the iPad now," said Xue Jinpeng, a reseller in Zhongguancun, Beijing's technology district. "They are a lot more willing to wait until prices come down or even until the official launch."

????Annie Zeng, a secretary at a foreign insurance company in Shanghai and a confessed Apple fan, said she felt the latest iPad offered nothing new for the higher price.

????Reuters, in a considerably more ambitious story that follows the path of iPads bought in San Francisco-area Apple Stores, stuffed in suitcases, shipped by courier to Hong Kong and smuggled by backpack onto the mainland, draws a different conclusion.

????It points out that unlike the iPad 2, which went on sale in Hong Kong and Shanghai nearly two months after its U.S. launch, the third-generation iPad was available in quantity in Hong Kong and Shanghai Apple Stores a week after U.S. sales began.

????"This whole game is over," a Beijing gray marketer complained to Reuters. "There's an overabundance of supply. The market's flooded."

????The two reports are not contradictory. But the headlines send a very different signal:

????? Reuters: Tough times in the U.S.-China iPad smuggling game

????? FT: Latest Apple iPad Struggles in China; Sellers Cut Price

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