https://tw.news.yahoo.com/大陸不愛瘋了-高盛-將重傷蘋果-215008007--finance.html
大陸不愛瘋了 高盛：將重傷蘋果
中時電子報
9.9k 人追蹤
楊日興╱綜合報導
2018年10月17日 上午5:50
工商時報【楊日興╱綜合報導】
投行高盛看淡大陸智慧型手機需求，對蘋果第三季的獲利能力趨向悲觀。高盛分析，大陸當前急速減緩的手機需求將讓蘋果度過一個嚴寒秋季，儘管蘋果有新品和品牌優勢可減緩部分影響，但仍認為其Q3獲利將下滑，最壞情況下，蘋果Q4的每股盈餘（EPS）將大幅滑落。
CNBC引述高盛分析師Rod Hall報告稱，儘管大陸Q2智慧型手機需求增速稍有提振，但多種跡象並不樂觀，預估大陸Q3對智慧型手機需求增速將年減15％。因當前大陸市場對於iPhone銷量、蘋果獲利至關重要，這份報告亦警示投資者，蘋果Q3（第4財季）獲利將有所減少。
報告分析，9月發布三款新手機加上市場領導品牌的優勢，使蘋果在大陸市場尚不會處於風口浪尖，但難免會受到影響。報告強調，以往Q3是蘋果在大陸銷售旺季，如今旺季業績都遭到懷疑，也象徵蘋果難以抵擋這個總體市場的寒冬。
Hall還稱，最壞的狀況下，蘋果Q4的EPS將較如今高盛預估值再減少4％。在報告中Hall給蘋果未來12個月目標價240美元，持「中性」評等，蘋果周一股價跌2.14％報217美元。
值得注意的是，報告認為蘋果的轉機在於大螢幕手機在大陸市場對的需求是否會再起，而蘋果9月發布有6.5吋螢幕的旗艦機XS Max，被高盛視為蘋果在大陸的潛在增長因素。同時，Hall預估，iPhone在Q4的銷量將是8千萬支，大陸占其中1,300萬支，佔全球市場比重16.25％，低於2017、2016年同期的19％、18％。
蘋果CEO庫克動向反映公司對大陸的關注，上周庫克前往上海、北京，至蘋果商店、字節跳動（今日頭條、抖音的母公司）等知名企業造訪。根據中國信通院統計，大陸今年前9個月智慧型手機銷售增長率急速放緩，僅5月年增1.2％，其餘8個月均呈現雙位數年減。
https://tw.news.yahoo.com/安卓用戶忠誠度超愛瘋-2大關鍵曝光-080145159.html
安卓用戶忠誠度超愛瘋 2大關鍵曝光
三立新聞網 setn.com
17.9k 人追蹤
三立新聞網
2018年10月13日 下午4:01
科技中心／綜合報導
現今人手一支手機，不外乎就是使用蘋果的iOS系統或他牌的安卓（Android）系統，然而隨著手機造型、功能推成出新，消費者換手機的頻率愈來愈高，但有科技網站調查發現，安卓系統的用戶忠誠度高於蘋果用戶！
檢視相片
▲蘋果用戶的忠誠度不及安卓用戶。（圖／資料照）
根據《iFunn.com》報導，調研機構CIRP（Consumer Intelligence Research Partners）公布最新報告，截至2018年9月止，安卓用戶的忠誠度為92％、蘋果用戶忠誠度則是89％。該數據顯示，安卓與蘋果的用戶忠誠度都是近年來的最高，從此也可以發現，過去印象裡蘋果能吸引安卓用戶跳槽的狀況，已不再那麼明顯。
檢視相片
▲安卓手機在價格上有較大彈性。（圖／翻攝自快科技）
蘋果雖不斷強調iOS系統的流暢性、穩定性、安全性等，但隨著近年來iPhone的新創性不大，加上價格愈來愈貴，使得吸引安卓用戶跳槽的吸引力不大，甚至使部分原有蘋果用戶流向安卓系統。另外，安卓系統手機近年在軟、硬體進步，且在多家廠牌競爭下，安卓手機的價格擁有較大的彈性，使得安卓用戶不一定想跳至iOS系統。
雖不及安卓系統的92％的忠誠度，但蘋果用戶忠誠度也創下新高，分析指出雖蘋果手機創意性降低，還愈賣愈貴，但用戶仍不願跳槽至安卓陣營，寧願使用舊款iPhone，並等待新機發表。（編輯：林緯平）
更多三立新聞網報導
iPhone愈用愈卡？三大關鍵曝光
神！台灣駭客花1元買502台愛瘋
舊款愛瘋大降價 最低只要1.6萬
出國不用帶護照！愛瘋「新專利」曝光
更多追蹤報導
被解放軍動手腳？他罕見反擊
蘋果、亞馬遜 疑遭陸駭客攻擊 NCSC否認
大陸不愛瘋了 高盛：將重傷蘋果
3分鐘萬元飛！陸iPhone近千用戶遭盜刷
XR解析 果粉都被庫克騙了？！
＿＿＿＿＿＿＿＿＿＿＿＿＿
有話想說？歡迎投稿>>>【Yahoo論壇】
https://tw.news.yahoo.com/大陸不愛瘋了-% E9%AB%98%E7%9B%9B-%E5%B0%87%E9%87%8D%E5%82%B7%E8%98%8B%E6%9E%9C-215008007--finance.html
The mainland does not love to go crazy. Goldman Sachs: Will seriously hurt Apple
[中时电子报]
Zhongshi News
9.9k person tracking
Yang Rixing's comprehensive report
October 17, 2018, 5:50 am
Business Times [Yang Rixing's comprehensive report]
Investment bank Goldman Sachs is pessimistic about Apple’s demand for smart phones in the third quarter. Goldman Sachs analysis, the mainland's current slowdown in demand for mobile phones will allow Apple to spend a cold autumn, although Apple's new products and brand advantages can mitigate some of the impact, but still believe that its Q3 profit will decline, in the worst case, Apple Q4 each The stock surplus (EPS) will fall sharply.
CNBC quoted Goldman Sachs analyst Rod Hall as saying that although the growth rate of Q2 smart phone demand in mainland China has slightly improved, many signs are not optimistic. It is estimated that the growth rate of demand for smart phones in mainland Q3 will be reduced by 15% annually. As the current mainland market is crucial for iPhone sales and Apple's profit, this report also warns investors that Apple Q3 (fourth quarter) profit will be reduced.
According to the report analysis, the release of three new mobile phones in September and the advantages of the market leading brand will make Apple not in the forefront of the mainland market, but it will inevitably be affected. The report emphasizes that Q3 was Apple's sales season in the mainland, and now the performance of the peak season is suspected, which also means that it is difficult for Apple to resist the winter of this overall market.
Hall also said that in the worst case, Apple's Q4 EPS will be 4% lower than today's Goldman Sachs estimates. In the report, Hall gave Apple a target price of $240 for the next 12 months, with a "neutral" rating. Apple's share price fell 2.14% to $217 on Monday.
It is worth noting that the report believes that Apple's turnaround is whether the demand for large screen mobile phones in the mainland market will rise again, and Apple released the flagship XS Max with 6.5 screens in September, which is regarded by Goldman Sachs as a potential growth factor for Apple in the mainland. . At the same time, Hall estimates that the iPhone will sell 80 million in Q4, and the mainland accounted for 13 million, accounting for 16.25% of the global market, down from 19% and 18% in 2017 and the same period of 2016.
Apple CEO Cook's move reflects the company's concern for the mainland. Last week, Cook went to Shanghai, Beijing, to Apple stores, byte jumps (today headlines, the parent company of the vibrato) and other well-known companies to visit. According to the statistics of China's ICT, the sales growth rate of smart phones in the first nine months of this year has slowed down sharply, increasing by 1.2% in May alone, and the double-digit annual decline in the remaining eight months.
https://tw.news.yahoo.com/%E5%AE%89%E5%8D%93%E7%94%A8%E6%88%B6%E5%BF%A0%E8%AA%A0%E5 %BA%A6%E8%B6%85%E6%84%9B%E7%98%8B-2%E5%A4%A7%E9%97%9C%E9%8D%B5%E6%9B%9D%E5 %85%89-080145159.html
Android user loyalty super love crazy 2 key exposure
[三立新闻网 setn.com]
Sanli News Network setn.com
17.9k person tracking
Sanli News Net
October 13, 2018, 4:01 PM
Technology Center / Comprehensive Report
Nowadays, with a mobile phone, it is nothing more than using Apple's iOS system or his Android (Android) system. However, as mobile phone models and functions are pushed out, consumers are changing their mobile phones more frequently, but there are The technology website survey found that Android user loyalty is higher than Apple users!
View photo
▲ Apple users are less loyal than Android users. (Figure / information photo)
According to iFunn.com, the research organization CIRP (Consumer Intelligence Research Partners) released the latest report. As of September 2018, Android users' loyalty was 92%, and Apple's user loyalty was 89%. The data shows that Android and Apple's user loyalty is the highest in recent years, and it can be found that Apple's ability to attract Android users to quit in the past impressions is no longer so obvious.
View photo
▲ Android phones have greater flexibility in price. (Figure / flip self-fast technology)
Although Apple constantly emphasizes the fluency, stability, security, etc. of the iOS system, with the new creation of the iPhone in recent years, and the increasing price, the attractiveness of attracting Android users is not very attractive. Let some of the original Apple users flow to the Android system. In addition, the Android system mobile phone has been improving in soft and hard in recent years, and under the competition of many brands, the price of the Android mobile phone has greater flexibility, so that the Android user does not necessarily want to jump to the iOS system.
Although not as good as Android's 92% loyalty, Apple's user loyalty has also reached a new high. The analysis pointed out that although Apple's mobile phone is less creative, it is more expensive, but users are still reluctant to switch to the Android camp, preferring to use the old iPhone. And waiting for the new machine to be published. (Editor: Lin Weiping)
More Sanli News Network reports
The more I use the iPhone? Three key exposures
God! Taiwan hacker spends 1 yuan to buy 502 love mad
Old love, crazy price cuts, as low as 16,000
No need to bring a passport abroad! Love crazy "new patent" exposure
More tracking reports
Was the hands of the People's Liberation Army? He rarely counterattacks
Apple, Amazon suspected of land attack attack NCSC denied
The mainland does not love to go crazy. Goldman Sachs: Will seriously hurt Apple
3 minutes to fly! Nearly thousands of iPhone users have been stolen
XR analysis Fruit powder has been cheated by Cook? !
_____________
Do you want to say something? Welcome to contribute>>>【Yahoo Forum】
大陸不愛瘋了 高盛：將重傷蘋果
中時電子報
9.9k 人追蹤
楊日興╱綜合報導
2018年10月17日 上午5:50
工商時報【楊日興╱綜合報導】
投行高盛看淡大陸智慧型手機需求，對蘋果第三季的獲利能力趨向悲觀。高盛分析，大陸當前急速減緩的手機需求將讓蘋果度過一個嚴寒秋季，儘管蘋果有新品和品牌優勢可減緩部分影響，但仍認為其Q3獲利將下滑，最壞情況下，蘋果Q4的每股盈餘（EPS）將大幅滑落。
CNBC引述高盛分析師Rod Hall報告稱，儘管大陸Q2智慧型手機需求增速稍有提振，但多種跡象並不樂觀，預估大陸Q3對智慧型手機需求增速將年減15％。因當前大陸市場對於iPhone銷量、蘋果獲利至關重要，這份報告亦警示投資者，蘋果Q3（第4財季）獲利將有所減少。
報告分析，9月發布三款新手機加上市場領導品牌的優勢，使蘋果在大陸市場尚不會處於風口浪尖，但難免會受到影響。報告強調，以往Q3是蘋果在大陸銷售旺季，如今旺季業績都遭到懷疑，也象徵蘋果難以抵擋這個總體市場的寒冬。
Hall還稱，最壞的狀況下，蘋果Q4的EPS將較如今高盛預估值再減少4％。在報告中Hall給蘋果未來12個月目標價240美元，持「中性」評等，蘋果周一股價跌2.14％報217美元。
值得注意的是，報告認為蘋果的轉機在於大螢幕手機在大陸市場對的需求是否會再起，而蘋果9月發布有6.5吋螢幕的旗艦機XS Max，被高盛視為蘋果在大陸的潛在增長因素。同時，Hall預估，iPhone在Q4的銷量將是8千萬支，大陸占其中1,300萬支，佔全球市場比重16.25％，低於2017、2016年同期的19％、18％。
蘋果CEO庫克動向反映公司對大陸的關注，上周庫克前往上海、北京，至蘋果商店、字節跳動（今日頭條、抖音的母公司）等知名企業造訪。根據中國信通院統計，大陸今年前9個月智慧型手機銷售增長率急速放緩，僅5月年增1.2％，其餘8個月均呈現雙位數年減。
https://tw.news.yahoo.com/安卓用戶忠誠度超愛瘋-2大關鍵曝光-080145159.html
安卓用戶忠誠度超愛瘋 2大關鍵曝光
三立新聞網 setn.com
17.9k 人追蹤
三立新聞網
2018年10月13日 下午4:01
科技中心／綜合報導
現今人手一支手機，不外乎就是使用蘋果的iOS系統或他牌的安卓（Android）系統，然而隨著手機造型、功能推成出新，消費者換手機的頻率愈來愈高，但有科技網站調查發現，安卓系統的用戶忠誠度高於蘋果用戶！
檢視相片
▲蘋果用戶的忠誠度不及安卓用戶。（圖／資料照）
根據《iFunn.com》報導，調研機構CIRP（Consumer Intelligence Research Partners）公布最新報告，截至2018年9月止，安卓用戶的忠誠度為92％、蘋果用戶忠誠度則是89％。該數據顯示，安卓與蘋果的用戶忠誠度都是近年來的最高，從此也可以發現，過去印象裡蘋果能吸引安卓用戶跳槽的狀況，已不再那麼明顯。
檢視相片
▲安卓手機在價格上有較大彈性。（圖／翻攝自快科技）
蘋果雖不斷強調iOS系統的流暢性、穩定性、安全性等，但隨著近年來iPhone的新創性不大，加上價格愈來愈貴，使得吸引安卓用戶跳槽的吸引力不大，甚至使部分原有蘋果用戶流向安卓系統。另外，安卓系統手機近年在軟、硬體進步，且在多家廠牌競爭下，安卓手機的價格擁有較大的彈性，使得安卓用戶不一定想跳至iOS系統。
雖不及安卓系統的92％的忠誠度，但蘋果用戶忠誠度也創下新高，分析指出雖蘋果手機創意性降低，還愈賣愈貴，但用戶仍不願跳槽至安卓陣營，寧願使用舊款iPhone，並等待新機發表。（編輯：林緯平）
更多三立新聞網報導
iPhone愈用愈卡？三大關鍵曝光
神！台灣駭客花1元買502台愛瘋
舊款愛瘋大降價 最低只要1.6萬
出國不用帶護照！愛瘋「新專利」曝光
更多追蹤報導
被解放軍動手腳？他罕見反擊
蘋果、亞馬遜 疑遭陸駭客攻擊 NCSC否認
大陸不愛瘋了 高盛：將重傷蘋果
3分鐘萬元飛！陸iPhone近千用戶遭盜刷
XR解析 果粉都被庫克騙了？！
＿＿＿＿＿＿＿＿＿＿＿＿＿
有話想說？歡迎投稿>>>【Yahoo論壇】
https://tw.news.yahoo.com/大陸不愛瘋了-% E9%AB%98%E7%9B%9B-%E5%B0%87%E9%87%8D%E5%82%B7%E8%98%8B%E6%9E%9C-215008007--finance.html
The mainland does not love to go crazy. Goldman Sachs: Will seriously hurt Apple
[中时电子报]
Zhongshi News
9.9k person tracking
Yang Rixing's comprehensive report
October 17, 2018, 5:50 am
Business Times [Yang Rixing's comprehensive report]
Investment bank Goldman Sachs is pessimistic about Apple’s demand for smart phones in the third quarter. Goldman Sachs analysis, the mainland's current slowdown in demand for mobile phones will allow Apple to spend a cold autumn, although Apple's new products and brand advantages can mitigate some of the impact, but still believe that its Q3 profit will decline, in the worst case, Apple Q4 each The stock surplus (EPS) will fall sharply.
CNBC quoted Goldman Sachs analyst Rod Hall as saying that although the growth rate of Q2 smart phone demand in mainland China has slightly improved, many signs are not optimistic. It is estimated that the growth rate of demand for smart phones in mainland Q3 will be reduced by 15% annually. As the current mainland market is crucial for iPhone sales and Apple's profit, this report also warns investors that Apple Q3 (fourth quarter) profit will be reduced.
According to the report analysis, the release of three new mobile phones in September and the advantages of the market leading brand will make Apple not in the forefront of the mainland market, but it will inevitably be affected. The report emphasizes that Q3 was Apple's sales season in the mainland, and now the performance of the peak season is suspected, which also means that it is difficult for Apple to resist the winter of this overall market.
Hall also said that in the worst case, Apple's Q4 EPS will be 4% lower than today's Goldman Sachs estimates. In the report, Hall gave Apple a target price of $240 for the next 12 months, with a "neutral" rating. Apple's share price fell 2.14% to $217 on Monday.
It is worth noting that the report believes that Apple's turnaround is whether the demand for large screen mobile phones in the mainland market will rise again, and Apple released the flagship XS Max with 6.5 screens in September, which is regarded by Goldman Sachs as a potential growth factor for Apple in the mainland. . At the same time, Hall estimates that the iPhone will sell 80 million in Q4, and the mainland accounted for 13 million, accounting for 16.25% of the global market, down from 19% and 18% in 2017 and the same period of 2016.
Apple CEO Cook's move reflects the company's concern for the mainland. Last week, Cook went to Shanghai, Beijing, to Apple stores, byte jumps (today headlines, the parent company of the vibrato) and other well-known companies to visit. According to the statistics of China's ICT, the sales growth rate of smart phones in the first nine months of this year has slowed down sharply, increasing by 1.2% in May alone, and the double-digit annual decline in the remaining eight months.
https://tw.news.yahoo.com/%E5%AE%89%E5%8D%93%E7%94%A8%E6%88%B6%E5%BF%A0%E8%AA%A0%E5 %BA%A6%E8%B6%85%E6%84%9B%E7%98%8B-2%E5%A4%A7%E9%97%9C%E9%8D%B5%E6%9B%9D%E5 %85%89-080145159.html
Android user loyalty super love crazy 2 key exposure
[三立新闻网 setn.com]
Sanli News Network setn.com
17.9k person tracking
Sanli News Net
October 13, 2018, 4:01 PM
Technology Center / Comprehensive Report
Nowadays, with a mobile phone, it is nothing more than using Apple's iOS system or his Android (Android) system. However, as mobile phone models and functions are pushed out, consumers are changing their mobile phones more frequently, but there are The technology website survey found that Android user loyalty is higher than Apple users!
View photo
▲ Apple users are less loyal than Android users. (Figure / information photo)
According to iFunn.com, the research organization CIRP (Consumer Intelligence Research Partners) released the latest report. As of September 2018, Android users' loyalty was 92%, and Apple's user loyalty was 89%. The data shows that Android and Apple's user loyalty is the highest in recent years, and it can be found that Apple's ability to attract Android users to quit in the past impressions is no longer so obvious.
View photo
▲ Android phones have greater flexibility in price. (Figure / flip self-fast technology)
Although Apple constantly emphasizes the fluency, stability, security, etc. of the iOS system, with the new creation of the iPhone in recent years, and the increasing price, the attractiveness of attracting Android users is not very attractive. Let some of the original Apple users flow to the Android system. In addition, the Android system mobile phone has been improving in soft and hard in recent years, and under the competition of many brands, the price of the Android mobile phone has greater flexibility, so that the Android user does not necessarily want to jump to the iOS system.
Although not as good as Android's 92% loyalty, Apple's user loyalty has also reached a new high. The analysis pointed out that although Apple's mobile phone is less creative, it is more expensive, but users are still reluctant to switch to the Android camp, preferring to use the old iPhone. And waiting for the new machine to be published. (Editor: Lin Weiping)
More Sanli News Network reports
The more I use the iPhone? Three key exposures
God! Taiwan hacker spends 1 yuan to buy 502 love mad
Old love, crazy price cuts, as low as 16,000
No need to bring a passport abroad! Love crazy "new patent" exposure
More tracking reports
Was the hands of the People's Liberation Army? He rarely counterattacks
Apple, Amazon suspected of land attack attack NCSC denied
The mainland does not love to go crazy. Goldman Sachs: Will seriously hurt Apple
3 minutes to fly! Nearly thousands of iPhone users have been stolen
XR analysis Fruit powder has been cheated by Cook? !
_____________
Do you want to say something? Welcome to contribute>>>【Yahoo Forum】
