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A | 对冲基金经理丹•奈尔斯（DanNiles）认为，苹果的麻烦远不止是中国销量的下降。华尔街在很大程度上忽视了其他问题。在科技领域享有盛誉的奈尔斯警告说，iPhone的高价格将导致苹果今年的股价进一步下跌。 Speaking at a groundbreaking ceremony in Wenchang, Hainan Provincial Governor Feng Fei said that once the project is completed in 2024, the island province will use it to turn Wenchang into a world-class spaceport, establishing an “entire space industry chain” including carrier rockets, satellites, and data processing centers.,China Aerospace Construction Group is building the facility for the Hainan government and three state-owned space firms: China Aerospace Science and Technology Corp, China Aerospace Science and Industry Corp and China Satellite Network Group.,© Guo Cheng/ XinhuaPhoto taken on July 6, 2022 shows the construction site of Hainan commercial spacecraft launch site in Wenchang City, south China's Hainan Province. Construction of China's first commercial spacecraft launch site started Wednesday in Wenchang City, south China's island province of Hainan. As a major project of the Hainan free trade port construction, the Hainan commercial spacecraft launch site is committed to becoming world-class, market-oriented, and further improving the launching capability of China's commercial carrier rockets.Photo taken on July 6, 2022 shows the construction site of Hainan commercial spacecraft launch site in Wenchang City, south China's Hainan Province. Construction of China's first commercial spacecraft launch site started Wednesday in Wenchang City, south China's island province of Hainan. As a major project of the Hainan free trade port construction, the Hainan commercial spacecraft launch site is committed to becoming world-class, market-oriented, and further improving the launching capability of China's commercial carrier rockets.© Guo Cheng/ Xinhua,The nearby Wenchang Space Launch Center is operated by the Chinese state alongside three other launch centers in Jiquan, Taiyuan, and Xichang, which together focus on state programs like lunar exploration and manned space flight. However, the new commercial launch center will be aimed at meeting China’s burgeoning commercial space industry in the longer term.,"The existing government-run launch centers are well developed but they are too busy to handle the increasing demands from the commercial space sector and it is not uncommon that even a government-assigned mission would have to wait for arrangement at those sites," Hu Shengyun, a senior rocket designer at China Aerospace Science and Industry Corp, told China Daily.,He added that the state-operated launch sites were not designed for the volume of traffic that the commercial site will have to handle, so it is better if they don’t have to worry about it.,© Guo Cheng/XinhuaAerial photo taken on July 6, 2022 shows the construction site of Hainan commercial spacecraft launch site in Wenchang City, south China's Hainan Province. Construction of China's first commercial spacecraft launch site started Wednesday in Wenchang City, south China's island province of Hainan. As a major project of the Hainan free trade port construction, the Hainan commercial spacecraft launch site is committed to becoming world-class, market-oriented, and further improving the launching capability of China's commercial carrier rockets.Aerial photo taken on July 6, 2022 shows the construction site of Hainan commercial spacecraft launch site in Wenchang City, south China's Hainan Province. Construction of China's first commercial spacecraft launch site started Wednesday in Wenchang City, south China's island province of Hainan. As a major project of the Hainan free trade port construction, the Hainan commercial spacecraft launch site is committed to becoming world-class, market-oriented, and further improving the launching capability of China's commercial carrier rockets.© Guo Cheng/Xinhua,The new commercial launch site will also feature a rocket recovery site and specialized launch pads for the Long March 5, 7 and 8 families of rockets, and will have a launch pad reserved for manned missions to the Moon. It will also include facilities for rocket assembly and testing. Its location so close to Earth’s equator will give rockets a major speed boost, saving on fuel.,Ningbo, in the eastern Zhejiang Province, is also expected to build a similarly impressive commercial launch facility, as is Haiyan in Shandong Province.,However, the private space industry sector, which is still small in China, reportedly has doubts about the new facility.,“I don’t think those pads are going to be cheap,” a source who works for a commercial launch start-up based in Beijing told the South China Morning Post. “I’m not sure how many commercial launches will be planned each year, but that is likely to be a small number, so each launch is going to be really expensive.”。”他周三对CNBC的“贸易国”表示：“iPhone的销量正在急剧下降。
B | ”中国的人均国内生产总值是1万美元，印度的人均国内生产总值是2000美元，所以我们不能向这些市场出售高达1000美元的手机。奈尔斯将赌注押在苹果身上，他说，他相信这个问题会产生“雪球”效应。他指出，iPhone销量的下滑将对苹果的服务业务造成比华尔街预期的更大的损害。”iPhone是苹果服务业务背后的驱动力，但它有滞后效应。那么，如果iPhone销量下降，像Apple Care或Apple Musis这样的服务如何销售呢？这就是苹果的问题所在。苹果将继续失去市场份额，这最终将导致其服务业务受损。“苹果上周发布了前所未有的盈利警告，警告称国际贸易紧张正在侵蚀其利润，导致其股价下跌10%。苹果的股价在过去一周上涨了8%，但在过去三个月下跌了29%。根据奈尔斯的说法，苹果的盈利预警并不令人惊讶。去年8月，他在接受《贸易国》采访时预测，苹果将受到国际贸易紧张的不利影响。现在他想知道为什么苹果的首席执行官蒂姆·库克没有提出这个问题。”人们忘记的一件事是，在过去的一个季度，苹果18%的收入来自中国市场。事实上，中国市场是其业务的驱动力。因此，我认为目前的贸易争端确实令人担忧。Nells说，除非苹果降低iPhone的价格，否则苹果将面临一个巨大的困境。”情况越来越糟，而不是越来越好，所以你不想拥有股票，”他说。苹果还没有发表评论。
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