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專欄 - 蘋(píng)果2_0

中國(guó)移動(dòng)版蘋(píng)果iPhone預(yù)售超百萬(wàn)

Philip Elmer-DeWitt 2014年01月17日

蘋(píng)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(chǎng)”:你離他太近的話,就會(huì)相信他所說(shuō)的話,。蘋(píng)果的數(shù)百萬(wàn)用戶中已經(jīng)有不少成了該公司的“信徒”,,而很多蘋(píng)果投資者也賺得盆滿缽滿。不過(guò),,Elmer-DeWitt認(rèn)為,,在報(bào)道蘋(píng)果公司時(shí)有點(diǎn)懷疑精神不是壞事。聽(tīng)他的應(yīng)該沒(méi)錯(cuò),。要知道,,他自從1982年就開(kāi)始報(bào)道蘋(píng)果、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司,。
本周五,,中國(guó)移動(dòng)版蘋(píng)果iPhone正式發(fā)售。此前兩天,,中國(guó)移動(dòng)董事長(zhǎng)奚國(guó)華向媒體透露,,移動(dòng)定制版iPhone的預(yù)購(gòu)訂單達(dá)“數(shù)百萬(wàn)臺(tái)”。不過(guò),,CNBC的報(bào)道稱,,預(yù)售量在120萬(wàn)部左右。受此利好消息刺激,蘋(píng)果股價(jià)應(yīng)聲大漲,。

????庫(kù)克與奚國(guó)華在北京,。來(lái)源:CNBC

????經(jīng)過(guò)多年的長(zhǎng)途談判,,本周三,蘋(píng)果(Apple)和中國(guó)移動(dòng)(China Mobile)兩家公司的掌門人終于在北京舉行了首次聯(lián)合新聞發(fā)布會(huì),。

????本周五,,中國(guó)移動(dòng)就將開(kāi)始向7.6億用戶發(fā)售移動(dòng)定制版iPhone手機(jī)。

????消費(fèi)者新聞與財(cái)經(jīng)電視頻道(CNBC)報(bào)道稱,,在移動(dòng)于周五發(fā)售iPhone前,,中國(guó)第二大和第三大運(yùn)營(yíng)商——中國(guó)聯(lián)通(China Unicom)與中國(guó)電信(China Telecom)雙雙下調(diào)了各自定制版iPhone的售價(jià)。

????在美國(guó),,投資者一直在猜測(cè),,在中國(guó)這個(gè)全球最大的手機(jī)市場(chǎng)上,與中國(guó)移動(dòng)的合作能否幫助蘋(píng)果收復(fù)被韓國(guó)以及中國(guó)本土廠商奪走的“失地”,。

????蘋(píng)果首席執(zhí)行官蒂姆?庫(kù)克接受《華爾街日?qǐng)?bào)》(the Wall Street Journal)采訪時(shí)表示:“截止本周末,,我們將在另外3000多個(gè)網(wǎng)店銷售iPhone。中國(guó)移動(dòng)在許多蘋(píng)果尚未設(shè)點(diǎn)的城市都建立了銷售網(wǎng)點(diǎn),?!?/p>

????《華爾街日?qǐng)?bào)》援引中國(guó)移動(dòng)董事長(zhǎng)奚國(guó)華的話稱,移動(dòng)用戶已經(jīng)預(yù)訂了“數(shù)百萬(wàn)”臺(tái)iPhone,。

????After years of long-distance negotiations, the chairmen of Apple (AAPL) and China Mobile (CHL) staged their first joint press conference in Beijing Wednesday.

????CNBC reports that ahead of Friday's launch, China Unicom (CHU) and China Telecom (CHA), the country's No. 2 and No. 3 carriers, respectively, cut their iPhone prices.

????In the U.S., investors have been placing bets on whether the China Mobile deal will enable Apple to win back the share it has been losing to Korean and Chinese manufacturers in the world's largest mobile phone market.

????"As of this weekend we will be selling iPhones in more than 3,000 additional locations," Apple CEO Tim Cook told the Wall Street Journal. "China Mobile already has a reach to many cities that Apple does not have a reach to."

????The Journal quoted China Mobile CEO Xi Guo-hua saying that "millions" of Apple's iPhones already have been ordered by the carrier's customers.

????蘋(píng)果股價(jià)在盤前交易中漲至每股556.75美元,。
?

????這個(gè)數(shù)字與CNBC記者尤尼斯?尹了解到的情況有些出入。在他視頻采訪的附文中,,尹寫(xiě)道,,2013年12月25日至2014年1月13日,中國(guó)移動(dòng)共接到120萬(wàn)部iPhone訂單,,約合每天6萬(wàn)部,。

????在本周二發(fā)布的另一篇報(bào)道中,《華爾街日?qǐng)?bào)》援引“熟悉此事的人士”稱,,富士康(Foxconn)已向中國(guó)移動(dòng)發(fā)貨140萬(wàn)部iPhone,。

????另外,臺(tái)灣廠商和碩(Pegatron)也在為蘋(píng)果代工組裝iPhone,。

????2013年12月對(duì)蘋(píng)果分析師的調(diào)查顯示,,分析師們對(duì)中國(guó)移動(dòng)2014年iPhone銷量的預(yù)測(cè)從500萬(wàn)臺(tái)到3900萬(wàn)臺(tái)不等。

????蘋(píng)果公司股價(jià)于本周二收于每股546.49美元,,漲幅達(dá)到了10.66美元(約合2%)。眼下一夜之間每股價(jià)格又攀升了10美元。(財(cái)富中文網(wǎng))

????譯者:項(xiàng)航

????

????That's not what CNBC's Eunice Yoon heard. In the story accompanying her video report, she wrote that between Dec. 25 and Jan. 13 China Mobile had received 1.2 million pre-orders, or 60,000 per day.

????In a separate report Tuesday, the Journal reported, citing "a person familiar with the matter," that Foxconn had shipped 1.4 million iPhones to China Mobile.

????iPhones are also being assembled for Apple by Pegatron, a Taiwanese manufacturer.

????In a December survey of Apple analysts, estimates for how many iPhones Chine Mobile would sell in 2014 ranged from 5 million to 39 million.

????Apple shares, which closed at $546.49 Tuesday, up $10.66 (2%), added another $10 overnight.

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