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漩鸣飞
02-07
赶上了哟~[开心][开心]
漩鸣飞
02-02
往年都会吃鱼,大年三十吃一半,放到第二天再吃一半,寓意年年有余。不过后来家人信佛,不忍心杀鱼,就没再继续了[开心]
漩鸣飞
2023-11-14
$苹果(AAPL)$
哈哈哈pick me, pick me!!![开心]
漩鸣飞
2023-05-26
$台积电(TSM)$
唉…
漩鸣飞
2021-08-05
$Datadog(DDOG)$
今天咋了?财报飙了?
漩鸣飞
2021-01-26
$Jumia Technologies AG(JMIA)$
要开始割韭菜了吗[摊手]
漩鸣飞
2021-01-15
$Jumia Technologies AG(JMIA)$
讲真不看好,之前做大型人民币基金的朋友投过印度电商品牌,他们跟了小半年,报到投决会的调研结论是印度电商都比非洲电商靠谱、有潜力,非洲这个纯粹炒上去的[汗颜] [汗颜] 市场相当落后,各方面配套都不够发达,烧钱烧了那么多年,要想起来还早得很…
漩鸣飞
2020-10-12
其实我觉得苹果迟早要搬走的,现在中国劳动力明显比印度贵,成本优势在慢慢变小(或许已经很小了,没仔细研究过,不好判断),而且科技方面苹果也可以带着印度慢慢发展,就像当初带着中国一样。即使印度方面还有一个发展周期,需要时间,苹果也会一边够着中国(慢慢退出,除非有很吸引的政策或者好处),一边布局印度。个人觉得这才是最聪明的做法。还有消费方面,不管苹果是否退出中国,他的销售量在中国应该影响也不大。除此之外就是中国的人口红利、素质、发达的物流和工厂,这些放在以前我们也没有,有的就是人而已,其实和印度差别也不是太大。其实去了解国内外其他企业的文章、打法、布局,不难发现现在几乎全世界(包括中国自己)的企业家都把印度当成第二个中国。在未来某个阶段迟早会达到的。至于苹果一开始的不回应,也许是不想得罪中国,也不想得罪川普。大家都说,不要看这人是怎么说的,要看他是怎么做的不是吗。啰嗦了这么多,我又突然想起个事,其实要说素质问题,有些印度人教育蛮好的,英语几乎就是母语,国外名校、名企们不乏印度高管,而且这些人还在大幅增加。我也不了解印度的具体情况,但我觉得单从苹果,以及其他也在布局印度的企业来看,他们这么做一定是有很好的理由的,并且一定程度上是利于企业的。
抱歉,原内容已删除
漩鸣飞
2020-08-07
$Datadog(DDOG)$
38的本我怕谁,抄他![得意]
漩鸣飞
2020-07-31
$Jumia Technologies AG(JMIA)$
这货打鸡血了?就没有做空的机会吗???[流泪]
漩鸣飞
2019-09-11
$苹果(AAPL)$ 昨晚发布会前全仓苹果🍎,可惜是模拟的哈哈哈哈哈
漩鸣飞
2019-07-31
$Spotify Technology S.A.(SPOT)$ 不晓得当初196卖了是咋想的,可能突然幸运女神附体[财迷]
漩鸣飞
2019-04-17
$阿斯麦(ASML)$ 捏了这么久也算是有点回报了
漩鸣飞
2019-04-12
$摩根大通(JPM)$ 说真的要不是他突然大涨,我都忘了买过他了??之前一直半死不活好久了[笑哭]
漩鸣飞
2017-05-09
京东买途牛?
$途牛(TOUR)$听说京东在和途牛谈收购?有没有大神来分析下可信度呀?
京东买途牛?
漩鸣飞
2016-12-08
嘿嘿来凑个热闹
#晒单有奖##晒单有奖# 可惜没买多少😁
嘿嘿来凑个热闹
漩鸣飞
2016-09-16
$Portola Pharmaceuticals Inc.(PTLA)$今天打鸡血了??
漩鸣飞
2016-08-11
$京东(JD)$看着走势真是醉了,跟阿里比真是同国不同命啊我去
漩鸣飞
2016-08-04
$Square, Inc(SQ)$深套的终于看到点曙光了
去老虎APP查看更多动态
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但股票 不就是这样吗 隔壁尼古拉新能源造假都爆出来了还照样涨","html":"17的时候我都看空 但股票 不就是这样吗 隔壁尼古拉新能源造假都爆出来了还照样涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":23014,"gmtCreate":1470264717922,"gmtModify":1704872336602,"author":{"id":"107222779878690","authorId":"107222779878690","name":"漩鸣飞","avatar":"https://static.laohu8.com/6f7b4dae54e4befb8d9648f202d4b323","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$Square, Inc(SQ)$深套的终于看到点曙光了","listText":"$Square, Inc(SQ)$深套的终于看到点曙光了","text":"$Square, Inc(SQ)$深套的终于看到点曙光了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/23014","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0},"content":"发了,盘前暴涨","text":"发了,盘前暴涨","html":"发了,盘前暴涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900133146,"gmtCreate":1555497384885,"gmtModify":1704798858556,"author":{"id":"107222779878690","authorId":"107222779878690","name":"漩鸣飞","avatar":"https://static.laohu8.com/6f7b4dae54e4befb8d9648f202d4b323","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$阿斯麦(ASML)$ 捏了这么久也算是有点回报了","listText":"$阿斯麦(ASML)$ 捏了这么久也算是有点回报了","text":"$阿斯麦(ASML)$ 捏了这么久也算是有点回报了","images":[{"img":"https://static.tigerbbs.com/9968a6d15030fc1fcfb6b88a0f158e81"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/900133146","isVote":1,"tweetType":1,"viewCount":2857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":899150698,"gmtCreate":1628170680414,"gmtModify":1628170680414,"author":{"id":"107222779878690","authorId":"107222779878690","name":"漩鸣飞","avatar":"https://static.laohu8.com/6f7b4dae54e4befb8d9648f202d4b323","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$</a>今天咋了?财报飙了?","listText":"<a href=\"https://laohu8.com/S/DDOG\">$Datadog(DDOG)$</a>今天咋了?财报飙了?","text":"$Datadog(DDOG)$今天咋了?财报飙了?","images":[{"img":"https://static.tigerbbs.com/cd29ab96257f583bb8b44303f3583868","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899150698","isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":930609699,"gmtCreate":1568209295811,"gmtModify":1704717450432,"author":{"id":"107222779878690","authorId":"107222779878690","name":"漩鸣飞","avatar":"https://static.laohu8.com/6f7b4dae54e4befb8d9648f202d4b323","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$苹果(AAPL)$ 昨晚发布会前全仓苹果🍎,可惜是模拟的哈哈哈哈哈","listText":"$苹果(AAPL)$ 昨晚发布会前全仓苹果🍎,可惜是模拟的哈哈哈哈哈","text":"$苹果(AAPL)$ 昨晚发布会前全仓苹果🍎,可惜是模拟的哈哈哈哈哈","images":[{"img":"https://static.tigerbbs.com/d3e75baa68f81d1362bc8d97f6eb7796"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/930609699","isVote":1,"tweetType":1,"viewCount":1682,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"137823859558816","authorId":"137823859558816","name":"奔波在美国最底层","avatar":"https://static.tigerbbs.com/8089f1ad13d9560f4bee37f7ef0eb665","crmLevel":1,"crmLevelSwitch":0},"content":"手机卖不动了。股票要下跌","text":"手机卖不动了。股票要下跌","html":"手机卖不动了。股票要下跌"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":309995688,"gmtCreate":1602512884544,"gmtModify":1703826814468,"author":{"id":"107222779878690","authorId":"107222779878690","name":"漩鸣飞","avatar":"https://static.laohu8.com/6f7b4dae54e4befb8d9648f202d4b323","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"其实我觉得苹果迟早要搬走的,现在中国劳动力明显比印度贵,成本优势在慢慢变小(或许已经很小了,没仔细研究过,不好判断),而且科技方面苹果也可以带着印度慢慢发展,就像当初带着中国一样。即使印度方面还有一个发展周期,需要时间,苹果也会一边够着中国(慢慢退出,除非有很吸引的政策或者好处),一边布局印度。个人觉得这才是最聪明的做法。还有消费方面,不管苹果是否退出中国,他的销售量在中国应该影响也不大。除此之外就是中国的人口红利、素质、发达的物流和工厂,这些放在以前我们也没有,有的就是人而已,其实和印度差别也不是太大。其实去了解国内外其他企业的文章、打法、布局,不难发现现在几乎全世界(包括中国自己)的企业家都把印度当成第二个中国。在未来某个阶段迟早会达到的。至于苹果一开始的不回应,也许是不想得罪中国,也不想得罪川普。大家都说,不要看这人是怎么说的,要看他是怎么做的不是吗。啰嗦了这么多,我又突然想起个事,其实要说素质问题,有些印度人教育蛮好的,英语几乎就是母语,国外名校、名企们不乏印度高管,而且这些人还在大幅增加。我也不了解印度的具体情况,但我觉得单从苹果,以及其他也在布局印度的企业来看,他们这么做一定是有很好的理由的,并且一定程度上是利于企业的。","listText":"其实我觉得苹果迟早要搬走的,现在中国劳动力明显比印度贵,成本优势在慢慢变小(或许已经很小了,没仔细研究过,不好判断),而且科技方面苹果也可以带着印度慢慢发展,就像当初带着中国一样。即使印度方面还有一个发展周期,需要时间,苹果也会一边够着中国(慢慢退出,除非有很吸引的政策或者好处),一边布局印度。个人觉得这才是最聪明的做法。还有消费方面,不管苹果是否退出中国,他的销售量在中国应该影响也不大。除此之外就是中国的人口红利、素质、发达的物流和工厂,这些放在以前我们也没有,有的就是人而已,其实和印度差别也不是太大。其实去了解国内外其他企业的文章、打法、布局,不难发现现在几乎全世界(包括中国自己)的企业家都把印度当成第二个中国。在未来某个阶段迟早会达到的。至于苹果一开始的不回应,也许是不想得罪中国,也不想得罪川普。大家都说,不要看这人是怎么说的,要看他是怎么做的不是吗。啰嗦了这么多,我又突然想起个事,其实要说素质问题,有些印度人教育蛮好的,英语几乎就是母语,国外名校、名企们不乏印度高管,而且这些人还在大幅增加。我也不了解印度的具体情况,但我觉得单从苹果,以及其他也在布局印度的企业来看,他们这么做一定是有很好的理由的,并且一定程度上是利于企业的。","text":"其实我觉得苹果迟早要搬走的,现在中国劳动力明显比印度贵,成本优势在慢慢变小(或许已经很小了,没仔细研究过,不好判断),而且科技方面苹果也可以带着印度慢慢发展,就像当初带着中国一样。即使印度方面还有一个发展周期,需要时间,苹果也会一边够着中国(慢慢退出,除非有很吸引的政策或者好处),一边布局印度。个人觉得这才是最聪明的做法。还有消费方面,不管苹果是否退出中国,他的销售量在中国应该影响也不大。除此之外就是中国的人口红利、素质、发达的物流和工厂,这些放在以前我们也没有,有的就是人而已,其实和印度差别也不是太大。其实去了解国内外其他企业的文章、打法、布局,不难发现现在几乎全世界(包括中国自己)的企业家都把印度当成第二个中国。在未来某个阶段迟早会达到的。至于苹果一开始的不回应,也许是不想得罪中国,也不想得罪川普。大家都说,不要看这人是怎么说的,要看他是怎么做的不是吗。啰嗦了这么多,我又突然想起个事,其实要说素质问题,有些印度人教育蛮好的,英语几乎就是母语,国外名校、名企们不乏印度高管,而且这些人还在大幅增加。我也不了解印度的具体情况,但我觉得单从苹果,以及其他也在布局印度的企业来看,他们这么做一定是有很好的理由的,并且一定程度上是利于企业的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309995688","repostId":"2074383748","repostType":4,"repost":{"id":"2074383748","pubTimestamp":1602508923,"share":"https://www.laohu8.com/m/news/2074383748?lang=&edition=full","pubTime":"2020-10-12 21:22","market":"us","language":"zh","title":"苹果再次要求供应商搬离中国?!","url":"https://stock-news.laohu8.com/highlight/detail?id=2074383748","media":"OFweek物联网","summary":"对于苹果来说,其能在短短十余年时间把iPhone系列建立为全球顶级的产业,除了系统之外,就是中国市场的协助——借助中国相对“低廉”的劳动力,iPhone得以实现大量出货的需求。\n但随着贸易问题的出现,","content":"<p>对于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>来说,其能在短短十余年时间把iPhone系列建立为全球顶级的产业,除了系统之外,就是中国市场的协助——借助中国相对“低廉”的劳动力,iPhone得以实现大量出货的需求。</p>\n<p>但随着贸易问题的出现,作为美国企业的苹果,被要求“回国发展”,而市场也不断传出“美国即将搬离中国”的声音。</p>\n<p>对于这件事,中国用户似乎已经“习以为常”——从数年前开始,美国就开始要求苹果把工厂搬回美国,从而解决美国的就业率问题。但苹果CEO库克深知,一旦苹果把工程搬回美国,那么苹果各方面的产业链必然会受到影响,同时也会加大生产成本的支出。</p>\n<p>为此,库克一直没有正面回答美国政府的要求。</p>\n<p>但在最近,<a href=\"https://laohu8.com/S/NTES\">网易</a>科技称,“许多苹果供应商被施压,要求它们将15%至30%的生产业务搬出中国。相关公司包括<a href=\"https://laohu8.com/S/TSM\">台积电</a>、富士康、纬创以及和硕等”,这一则消息似乎确定了苹果下一步的发展——苹果真的要把相关产业搬离中国。</p>\n<p><b>搬离中国的苹果</b></p>\n<p>对于资本社会而言,如何创造更多的价值才是核心要求,而苹果,也是一个追求价值最大的企业。</p>\n<p>在8月初,印度当地官媒《印度时报》曾报道,苹果从中国向印度转移了6条生产线,全面开启印度制造生涯,预计在未来一年时间内,可以为印度当地创造将近6万个左右工作岗位。</p>\n<p>据印度媒体称,在过去两个月时间内,苹果在印度增加了两座工厂,这些工厂中的生产线可以生产平板、Mac电脑等产品。</p>\n<p>不得不说,这次苹果快速在印度市场扩建生产线,确实也是非常值得耐人寻味。</p>\n<p>而在此前,库克就一直在劝说富士康CEO郭台铭,将更多的iPhone手机生产线搬迁至印度市场,而库克之所以选择印度市场,最主要目的也是为了印度市场以及印度的廉价劳动力,因为印度作为全球第二大智能手机市场,拥有超过13亿人口,可以为苹果创造更多的利润。</p>\n<p>而在最近,苹果供应商称,苹果要求它们将15%至30%的生产业务搬出中国——如果搬离中国,那么中国将有数万人或将进入失业状态——就目前而言,富士康等企业基于苹果公司的订单,不断在各地建立生产车间,从而为苹果产品销售提供了强有力的后援。一旦苹果不在中国生产,那么富士康等企业只能选择关闭车间,从而降低成本支出。</p>\n<p>此外,我国税收也会受到一定的影响——苹果作为产业龙头之一,其所带动的税收相对较多。</p>\n<p>对于苹果来说,这一举动似乎能大量减少成本的支出,但对于苹果整体而言,却是“滑坡”的开始。</p>\n<p><b>中国的优势</b></p>\n<p>中国作为人口大国,人口红利的优势随着整体经济上升而降低,人工红利的优势已经不再是中国工业发展的优势。但随之发展的,则是整体产业链的全面发展:</p>\n<p>在文化方面,由于我国在数十年不间断开展“扫盲”活动,我国顶尖人才数量虽然无法与美国这类顶级国家相比,但在底层的百姓,却具备极强的动手能力,能更好、更快的接纳并使用新技术。</p>\n<p>在工作态度方面,我国百姓坚持“有付出,才有收获”的态度,可以通过支付一定的工资,从而提供加班生产活动,提高产品产能。</p>\n<p>工业环境方面,我国已经实现高速的物品运输能力,从而提升产品所需设备的高速运输,使生产不受物料运输限制。</p>\n<p>在市场方面,我国不仅是苹果产品的生产大国,同时也是消费大国——据相关数据显示,在疫情期间,我国是苹果公司唯一提升营业额的国家。</p>\n<p>基于这几个方面,苹果在我国不仅仅可以有效降低运输成本,同时也能让全球用户能在第一时间获得苹果相关产品,对于苹果而言,把工厂放置在中国是最优的选择。</p>\n<p><b>“印度制造”,能为苹果带来什么?</b></p>\n<p>对于苹果来说,去到印度,除了低廉的劳动力外,基本没有太多的优势——不管是从整体科技还是环境来说,印度都远不如中国。</p>\n<p>除此之外,印度由于内部等级问题,能参与到工厂生产的人群主要以底层人群为主,这一类人群的文化程度相对较低,并不能快速掌握各类生产技术。</p>\n<p>其次,印度作为西方文化为主的国家,其对于加班等问题极为敏感——企业必须支付高昂的成本,否则企业将面临工会的各类处罚。</p>\n<p>但对于印度工作者而言,加班并不是首要选择——对于海外普通工作者而言,加班并不是首要选择。某海外工作的中国高层管理人员称:“海外人员的思想是有钱就休息,没钱才工作,非常不好管理。”</p>\n<p>此外,印度整体环境并不如中国,苹果供应商称,如果苹果把车间搬到印度,物料运输时间将从原本的2小时直接增加到7-14天。</p>\n<p><b>苹果“无奈”的选择?</b></p>\n<p>对于苹果来说,选择印度似乎是“无奈”的选择。</p>\n<p>纵观全球手机市场发展,不难发现随着小米、OPPO、vivo、华为等国产企业的发展,苹果手机市场的份额逐步降低,华为更是在2020年第二季度实现了超越苹果,位列全球第一的成绩。</p>\n<p>可以说,苹果最大的竞争对手,已经变为中国企业——与中国企业相比,苹果的竞争力已经被5G削弱不少,再加上国产手机针对用户的不同需求,推出了一系列不同功能的手机,充分满足了各类用户的需求。</p>\n<p>苹果在国产企业的打击下,背影显得尤为孤单。</p>\n<p>而去到印度的苹果,又能否实现自己的梦想?</p>","source":"lsy1602508904890","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果再次要求供应商搬离中国?!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-12 21:22 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010122117437b3bfa1a&s=b><strong>OFweek物联网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于苹果来说,其能在短短十余年时间把iPhone系列建立为全球顶级的产业,除了系统之外,就是中国市场的协助——借助中国相对“低廉”的劳动力,iPhone得以实现大量出货的需求。\n但随着贸易问题的出现,作为美国企业的苹果,被要求“回国发展”,而市场也不断传出“美国即将搬离中国”的声音。\n对于这件事,中国用户似乎已经“习以为常”——从数年前开始,美国就开始要求苹果把工厂搬回美国,从而解决美国的就业率...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010122117437b3bfa1a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028","relate_stocks":{"AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010122117437b3bfa1a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2074383748","content_text":"对于苹果来说,其能在短短十余年时间把iPhone系列建立为全球顶级的产业,除了系统之外,就是中国市场的协助——借助中国相对“低廉”的劳动力,iPhone得以实现大量出货的需求。\n但随着贸易问题的出现,作为美国企业的苹果,被要求“回国发展”,而市场也不断传出“美国即将搬离中国”的声音。\n对于这件事,中国用户似乎已经“习以为常”——从数年前开始,美国就开始要求苹果把工厂搬回美国,从而解决美国的就业率问题。但苹果CEO库克深知,一旦苹果把工程搬回美国,那么苹果各方面的产业链必然会受到影响,同时也会加大生产成本的支出。\n为此,库克一直没有正面回答美国政府的要求。\n但在最近,网易科技称,“许多苹果供应商被施压,要求它们将15%至30%的生产业务搬出中国。相关公司包括台积电、富士康、纬创以及和硕等”,这一则消息似乎确定了苹果下一步的发展——苹果真的要把相关产业搬离中国。\n搬离中国的苹果\n对于资本社会而言,如何创造更多的价值才是核心要求,而苹果,也是一个追求价值最大的企业。\n在8月初,印度当地官媒《印度时报》曾报道,苹果从中国向印度转移了6条生产线,全面开启印度制造生涯,预计在未来一年时间内,可以为印度当地创造将近6万个左右工作岗位。\n据印度媒体称,在过去两个月时间内,苹果在印度增加了两座工厂,这些工厂中的生产线可以生产平板、Mac电脑等产品。\n不得不说,这次苹果快速在印度市场扩建生产线,确实也是非常值得耐人寻味。\n而在此前,库克就一直在劝说富士康CEO郭台铭,将更多的iPhone手机生产线搬迁至印度市场,而库克之所以选择印度市场,最主要目的也是为了印度市场以及印度的廉价劳动力,因为印度作为全球第二大智能手机市场,拥有超过13亿人口,可以为苹果创造更多的利润。\n而在最近,苹果供应商称,苹果要求它们将15%至30%的生产业务搬出中国——如果搬离中国,那么中国将有数万人或将进入失业状态——就目前而言,富士康等企业基于苹果公司的订单,不断在各地建立生产车间,从而为苹果产品销售提供了强有力的后援。一旦苹果不在中国生产,那么富士康等企业只能选择关闭车间,从而降低成本支出。\n此外,我国税收也会受到一定的影响——苹果作为产业龙头之一,其所带动的税收相对较多。\n对于苹果来说,这一举动似乎能大量减少成本的支出,但对于苹果整体而言,却是“滑坡”的开始。\n中国的优势\n中国作为人口大国,人口红利的优势随着整体经济上升而降低,人工红利的优势已经不再是中国工业发展的优势。但随之发展的,则是整体产业链的全面发展:\n在文化方面,由于我国在数十年不间断开展“扫盲”活动,我国顶尖人才数量虽然无法与美国这类顶级国家相比,但在底层的百姓,却具备极强的动手能力,能更好、更快的接纳并使用新技术。\n在工作态度方面,我国百姓坚持“有付出,才有收获”的态度,可以通过支付一定的工资,从而提供加班生产活动,提高产品产能。\n工业环境方面,我国已经实现高速的物品运输能力,从而提升产品所需设备的高速运输,使生产不受物料运输限制。\n在市场方面,我国不仅是苹果产品的生产大国,同时也是消费大国——据相关数据显示,在疫情期间,我国是苹果公司唯一提升营业额的国家。\n基于这几个方面,苹果在我国不仅仅可以有效降低运输成本,同时也能让全球用户能在第一时间获得苹果相关产品,对于苹果而言,把工厂放置在中国是最优的选择。\n“印度制造”,能为苹果带来什么?\n对于苹果来说,去到印度,除了低廉的劳动力外,基本没有太多的优势——不管是从整体科技还是环境来说,印度都远不如中国。\n除此之外,印度由于内部等级问题,能参与到工厂生产的人群主要以底层人群为主,这一类人群的文化程度相对较低,并不能快速掌握各类生产技术。\n其次,印度作为西方文化为主的国家,其对于加班等问题极为敏感——企业必须支付高昂的成本,否则企业将面临工会的各类处罚。\n但对于印度工作者而言,加班并不是首要选择——对于海外普通工作者而言,加班并不是首要选择。某海外工作的中国高层管理人员称:“海外人员的思想是有钱就休息,没钱才工作,非常不好管理。”\n此外,印度整体环境并不如中国,苹果供应商称,如果苹果把车间搬到印度,物料运输时间将从原本的2小时直接增加到7-14天。\n苹果“无奈”的选择?\n对于苹果来说,选择印度似乎是“无奈”的选择。\n纵观全球手机市场发展,不难发现随着小米、OPPO、vivo、华为等国产企业的发展,苹果手机市场的份额逐步降低,华为更是在2020年第二季度实现了超越苹果,位列全球第一的成绩。\n可以说,苹果最大的竞争对手,已经变为中国企业——与中国企业相比,苹果的竞争力已经被5G削弱不少,再加上国产手机针对用户的不同需求,推出了一系列不同功能的手机,充分满足了各类用户的需求。\n苹果在国产企业的打击下,背影显得尤为孤单。\n而去到印度的苹果,又能否实现自己的梦想?","news_type":1},"isVote":1,"tweetType":1,"viewCount":2320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942538737,"gmtCreate":1596157628729,"gmtModify":1704211544561,"author":{"id":"107222779878690","authorId":"107222779878690","name":"漩鸣飞","avatar":"https://static.laohu8.com/6f7b4dae54e4befb8d9648f202d4b323","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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