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Hector888
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IP属地:安徽
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Hector888
2023-06-11
$哔哩哔哩(BILI)$
B站现在改版改的和屎一样,越改越恶心。
Hector888
2023-05-18
$哔哩哔哩(BILI)$
B站短期债务飙升!!!这可不是个好现象,可能B站在一个较短的时间内要遇到债务危机。
Hector888
2023-02-22
$纳斯达克(.IXIC)$
美半导体行业陷入停滞,未来规划不明。持续看空美半导体行业。
Hector888
2023-01-27
$纳斯达克(.IXIC)$
英特尔四季度财报业务大幅度萎缩。净利润更是跌幅超60%,传统美国科技英特尔的表现,映照了美国高科技企业的萎缩,以及对未来发展方向迷茫和手足无措的表现的一个缩影。[笑哭] [笑哭] [笑哭] [笑哭] [笑哭]
Hector888
2023-01-26
$纳斯达克(.IXIC)$
google apple facebook nvdia 等所谓高科技股2023年不仅积压了大量的库存 ,消耗了大量投资者的资金 ,而且没能扩大边疆,消除库存,给出销售优秀的成绩弹。甚至对未来给出的设想也显得味同嚼蜡。在全球发展中国家对技术的不断追赶中。亦使美国的科技股显得更加鸡肋。
Hector888
2023-01-23
三问 一问 美国消费半导体库存严重却连续暴力拉升股价,是现金流出现问题了嘛 二问 俄乌战争持续恶化美国深陷援助泥潭还能援助多久。 三问 全球汽车销量下降,国产新能源汽车逆势增长,特斯拉败走降价,美国是否有余力应对即将到来的衰退。
Hector888
2023-01-22
没意思,苹果实在没有活可以咬打火机。外观现在也土的不行。
抱歉,原内容已删除
Hector888
2023-01-21
俄乌冲突继续升级,俄罗斯可能在近期发起新的攻势。美科技互联网企业未来增长点寥寥,芯片企业库存积压严重,加上世界主要经济体消费萎缩。美国5年内进入人口负增长几率极大。[可爱] [可爱] [可爱] [可爱]
Hector888
2023-01-21
$纳斯达克(.IXIC)$
千万不要把钱放在美股过夜啊太危险了。。。[惊讶] [惊讶] [惊讶] [惊讶]
Hector888
2023-01-21
$纳斯达克(.IXIC)$
美科技股新年诱多,尽快离场[惊讶] [惊讶] [惊讶] [惊讶]
Hector888
2023-01-21
美科技股新年诱多,请谨慎建仓。[呆住] [呆住] [呆住] [呆住]
Hector888
2023-01-20
中国人口首次负增长,人口负增长85万,未来人口依旧乏力。一二线城市恐出现城市空心化。[呆住] [呆住] [呆住]
Hector888
2023-01-19
阶段性反弹结束了,1月18日俄乌局势升级,美科技股未来增长点依然迷茫。看空美股。[呆住] [呆住] [呆住] [呆住]
Hector888
2023-01-19
$纳斯达克(.IXIC)$
阶段性反弹已经结束,美科技股未来依旧迷茫。
Hector888
2023-01-17
一线二线城市要开始空心化了[笑哭] [笑哭] [笑哭] [笑哭]
抱歉,原内容已删除
Hector888
2023-01-17
好!大势所趋!
抱歉,原内容已删除
Hector888
2023-01-05
苹果本来就不行
抱歉,原内容已删除
去老虎APP查看更多动态
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全球汽车销量下降,国产新能源汽车逆势增长,特斯拉败走降价,美国是否有余力应对即将到来的衰退。","images":[{"img":"https://static.tigerbbs.com/635573df393996534b89eaf36d9faa39","width":"2244","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626583818","isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":626509034,"gmtCreate":1674357012528,"gmtModify":1674357015162,"author":{"id":"4133371403358460","authorId":"4133371403358460","name":"Hector888","avatar":"https://static.tigerbbs.com/dccf80521dae275e8dbe0392d5271288","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133371403358460","authorIdStr":"4133371403358460"},"themes":[],"htmlText":"没意思,苹果实在没有活可以咬打火机。外观现在也土的不行。","listText":"没意思,苹果实在没有活可以咬打火机。外观现在也土的不行。","text":"没意思,苹果实在没有活可以咬打火机。外观现在也土的不行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/626509034","repostId":"2305944190","repostType":2,"isVote":1,"tweetType":1,"viewCount":2703,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133371403358460","authorId":"4133371403358460","name":"Hector888","avatar":"https://static.tigerbbs.com/dccf80521dae275e8dbe0392d5271288","crmLevel":1,"crmLevelSwitch":0,"idStr":"4133371403358460","authorIdStr":"4133371403358460"},"content":"苹果没有新活可以咬打火机,外观也土的不行。 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09:03","market":"us","language":"zh","title":"史诗级升级!iPhone 16 Pro传闻将获得显","url":"https://stock-news.laohu8.com/highlight/detail?id=2305944190","media":"视频","summary":"appleinsider报道,另一份报告称,由于采用了一些新技术,2024年的iPhone 16 Pro和iPhone 16 Pro Max将拥有没有切口或动态岛的全屏显示屏。Apple iPhone 14 Pro 128GB 暗紫色 支持移动联通电信5G 双卡双待手机[经销商]京东商城[产品售价]¥7999元进...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://img11.360buyimg.com/n0/s200x200_jfs/t1/103801/29/25968/19477/63191944E2c9bee4e/89c532ec32506fc3.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>appleinsider报道,另一份报告称,由于采用了一些新技术,2024年的iPhone 16 Pro和iPhone 16 Pro Max将拥有没有切口或动态岛的全屏显示屏。</p><div><div><p><span></span><img src=\"https://img11.360buyimg.com/n0/s200x200_jfs/t1/103801/29/25968/19477/63191944E2c9bee4e/89c532ec32506fc3.jpg\"/></p><p><strong>Apple iPhone 14 Pro (A2892) 128GB 暗紫色 支持移动联通电信5G 双卡双待手机</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ¥7999元</p><p>进入购买</p></div></div><div><div><p><img src=\"https://img13.360buyimg.com/n0/s200x200_jfs/t1/67813/19/24090/42498/63c67f28Ff4d1c5bb/e3b83a2afd6fa013.jpg\"/></p><p><strong>Apple iPhone 14 Plus (A2888) 128GB 星光色 支持移动联通电信5G 双卡双待手机</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ¥6199元</p><p>进入购买</p></div></div><p><img src=\"https://mercrt-fd.zol-img.com.cn/t_s928x594/g7/M00/00/04/ChMkK2PMirGIcv37AAT_-kfaW-8AAMAKQIbWnMABQAS707.png\"/></p><div></div><div><p>此前曾预测<a href=\"https://laohu8.com/S/AAPL\">苹果</a>会将Face ID传感器移动到iPhone 16 Pro的显示屏下方 -或者有时移动到iPhone 15Pro。现在,<em>The Elec</em>的一份报告,可能是从与供应链公司的讨论中推断出来的,支持了之前的说法。</p></div><div><p><em>Elec</em>的报告承认早些时候的说法,即“底板”Face ID可以在iPhone 15系列中使用,但表示“目前似乎很困难”。</p></div><div><p>相反,该出版物声称iPhone 16 Pro将获得该功能,并在显示屏正面仅显示摄像头。它也将“依次采用面板下摄像头(UPC)”。</p></div><div><p>目前尚不清楚<em>The Elec</em>的消息来源是否意味着UPC将配备iPhone 16 Pro或iPhone 17 Pro。但是,该出版物确实说“底板[面部] ID和UPC的应用原理是相同的。</p></div><div><p>自iPhone X早期以来,就有传言称这一发展。</p></div><div><p>2022 年 4 月,分析师郭明𫓹还预测,iPhone 16 Pro 可能会将 Face ID 移到屏幕下方。郭明𫓹认为,“2024年的高端iPhone将采用屏下前置摄像头。</p></div><p>本文属于原创文章,如若转载,请注明来源:史诗级升级!iPhone 16 Pro传闻将获得显示屏下的Face IDhttps://mobile.zol.com.cn/810/8109826.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签:</span>手机</div><div>\n<span itemprop=\"url\">https://mobile.zol.com.cn/810/8109826.html</span>\n<span itemprop=\"indexUrl\">mobile.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://mobile.zol.com.cn/810/8109826.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">1083</span>\n<span itemprop=\"description\">appleinsider报道,另一份报告称,由于采用了一些新技术,2024年的iPhone 16 Pro和iPhone 16 Pro Max将拥有没有切口或动态岛的全屏显示屏。Apple iPhone 14 Pro (A2892) 128GB 暗紫色 支持移动联通电信5G 双卡双待手机[经销商] 京东商城[产品售价] ¥7999元进...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>史诗级升级!iPhone 16 Pro传闻将获得显</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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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史诗级升级!iPhone 16 Pro传闻将获得显\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-22 09:03 北京时间 <a href=http://mobile.zol.com.cn/810/8109826.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>appleinsider报道,另一份报告称,由于采用了一些新技术,2024年的iPhone 16 Pro和iPhone 16 Pro Max将拥有没有切口或动态岛的全屏显示屏。Apple iPhone 14 Pro (A2892) 128GB 暗紫色 支持移动联通电信5G 双卡双待手机[经销商] 京东商城[产品售价] ¥7999元进入购买Apple iPhone 14 Plus (A2888) ...</p>\n\n<a href=\"http://mobile.zol.com.cn/810/8109826.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4515":"5G概念","BK4554":"元宇宙及AR概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4571":"数字音乐概念","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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ACC","LU0082616367.USD":"摩根大通美国科技A(dist)"},"source_url":"http://mobile.zol.com.cn/810/8109826.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305944190","content_text":"appleinsider报道,另一份报告称,由于采用了一些新技术,2024年的iPhone 16 Pro和iPhone 16 Pro Max将拥有没有切口或动态岛的全屏显示屏。Apple iPhone 14 Pro (A2892) 128GB 暗紫色 支持移动联通电信5G 双卡双待手机[经销商] 京东商城[产品售价] ¥7999元进入购买Apple iPhone 14 Plus (A2888) 128GB 星光色 支持移动联通电信5G 双卡双待手机[经销商] 京东商城[产品售价] ¥6199元进入购买此前曾预测苹果会将Face ID传感器移动到iPhone 16 Pro的显示屏下方 -或者有时移动到iPhone 15Pro。现在,The Elec的一份报告,可能是从与供应链公司的讨论中推断出来的,支持了之前的说法。Elec的报告承认早些时候的说法,即“底板”Face ID可以在iPhone 15系列中使用,但表示“目前似乎很困难”。相反,该出版物声称iPhone 16 Pro将获得该功能,并在显示屏正面仅显示摄像头。它也将“依次采用面板下摄像头(UPC)”。目前尚不清楚The Elec的消息来源是否意味着UPC将配备iPhone 16 Pro或iPhone 17 Pro。但是,该出版物确实说“底板[面部] ID和UPC的应用原理是相同的。自iPhone X早期以来,就有传言称这一发展。2022 年 4 月,分析师郭明𫓹还预测,iPhone 16 Pro 可能会将 Face ID 移到屏幕下方。郭明𫓹认为,“2024年的高端iPhone将采用屏下前置摄像头。本文属于原创文章,如若转载,请注明来源:史诗级升级!iPhone 16 Pro传闻将获得显示屏下的Face IDhttps://mobile.zol.com.cn/810/8109826.html\n纠错与问题建议标签:手机\nhttps://mobile.zol.com.cn/810/8109826.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttps://mobile.zol.com.cn/810/8109826.html\nreport\n1083\nappleinsider报道,另一份报告称,由于采用了一些新技术,2024年的iPhone 16 Pro和iPhone 16 Pro Max将拥有没有切口或动态岛的全屏显示屏。Apple iPhone 14 Pro (A2892) 128GB 暗紫色 支持移动联通电信5G 双卡双待手机[经销商] 京东商城[产品售价] ¥7999元进...","news_type":1},"isVote":1,"tweetType":1,"viewCount":2703,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133371403358460","authorId":"4133371403358460","name":"Hector888","avatar":"https://static.tigerbbs.com/dccf80521dae275e8dbe0392d5271288","crmLevel":1,"crmLevelSwitch":0,"idStr":"4133371403358460","authorIdStr":"4133371403358460"},"content":"苹果没有新活可以咬打火机,外观也土的不行。 [笑哭] [笑哭] [笑哭]h你是广告么还删评论。。","text":"苹果没有新活可以咬打火机,外观也土的不行。 [笑哭] [笑哭] [笑哭]h你是广告么还删评论。。","html":"苹果没有新活可以咬打火机,外观也土的不行。 [笑哭] [笑哭] [笑哭]h你是广告么还删评论。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626696310,"gmtCreate":1674076217530,"gmtModify":1674076218632,"author":{"id":"4133371403358460","authorId":"4133371403358460","name":"Hector888","avatar":"https://static.tigerbbs.com/dccf80521dae275e8dbe0392d5271288","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133371403358460","authorIdStr":"4133371403358460"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v>阶段性反弹已经结束,美科技股未来依旧迷茫。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a><v-v data-views=\"0\"></v-v>阶段性反弹已经结束,美科技股未来依旧迷茫。","text":"$纳斯达克(.IXIC)$ 阶段性反弹已经结束,美科技股未来依旧迷茫。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626696310","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628380383,"gmtCreate":1672897339242,"gmtModify":1672898454981,"author":{"id":"4133371403358460","authorId":"4133371403358460","name":"Hector888","avatar":"https://static.tigerbbs.com/dccf80521dae275e8dbe0392d5271288","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133371403358460","authorIdStr":"4133371403358460"},"themes":[],"htmlText":"苹果本来就不行","listText":"苹果本来就不行","text":"苹果本来就不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628380383","repostId":"1105669477","repostType":2,"repost":{"id":"1105669477","kind":"news","pubTimestamp":1672895494,"share":"https://www.laohu8.com/m/news/1105669477?lang=&edition=full","pubTime":"2023-01-05 13:11","market":"us","language":"zh","title":"警惕,苹果可能真的“不行了”","url":"https://stock-news.laohu8.com/highlight/detail?id=1105669477","media":"格隆汇","summary":"凛冬将至,苹果凭什么独善其身?","content":"<html><head></head><body><p>截至1月4日周三,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司股价从去年初的历史高点回撤超过30%,整体蒸发了逾9000亿美元。艰难的2022年,苹果几乎以一己之力支撑着美国科技股的荣耀,而如今似乎有些独木难支,带领着纳斯达克继续冲向阶段新低。</p><p><img src=\"https://static.tigerbbs.com/d7ced821da0adb490288bbd74be5320d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>远在<a href=\"https://laohu8.com/S/601099\">太平洋</a>的东岸,苹果核心供应商被感紧张与无助。资本市场率先给出了答案。周三的A股市场中,<a href=\"https://laohu8.com/S/002475\">立讯精密</a>跌停,<a href=\"https://laohu8.com/S/002384\">东山精密</a>逼近跌停,<a href=\"https://laohu8.com/S/601231\">环旭电子</a>、<a href=\"https://laohu8.com/S/002938\">鹏鼎控股</a>纷纷重挫超5.5%。港股市场中,<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>大跌逾10%,高伟电子大跌4%。</p><p><img src=\"https://static.tigerbbs.com/24fe075dc4868d5a8e9c1d85b68f46b6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>引发苹果产业链股价剧震的导火索是苹果需求下行了。据媒体周一报道,苹果公司已经通知几家零部件供应商在今年第一季度减产AirPods、AppleWatch和MacBook组件。</p><p>而在此前,苹果就曾挥刀大砍价,让供应商很是受伤。去年12月底,郭明錤在推特发文表示,由于明年上半年苹果iPhone14镜头价格降价幅度将比过去更剧烈,部分镜头砍价幅度甚至高达2成,镜头供应商大立光、玉晶光、舜宇光学明年上半年或将盈利承压。</p><p>他表示,苹果降价虽然是家常便饭,但镜头供应商正面临比以往更大的苹果降价压力,这与镜头的毛利率高于其他组件,以及苹果试图减轻经济衰退对其利润的负面影响有关。</p><p>苹果削减旗下重要产品产能、大砍供应商价格,引发了市场对其需求深深的担忧。站在海外经济即将进入衰退的十字路口,苹果以及背后的一船人又将何去何从?</p><p><b>01红利殆尽</b></p><p>2022财年,苹果业绩是非常亮眼的。总营收3943亿美元,同比增长8%,净利润为998亿美元,同比增长5.4%。其中,美国、欧洲、大中华区为前三大营收重点区,分别占比高达37.5%、24.12%、18.82%。</p><p>分业务看,iPhone营收2054.89亿美元,同比增长7%,占总营收比例为52.11%。其实,自从2012年开始,iPhone销售收入占比就一直保持在50%以上,在2015年曾接近2/3。</p><p>第二大业务是苹果服务,2022财年营收781.29亿美元,占总营收比例的19.81%。其次是可穿戴设备及家庭和配件、Mac、iPad,全年营收分别为412.4亿美元、401.77亿美元、292.92亿美元,占总营收比例为10.46%、10.19%、7.43%。</p><p>最近几年,全球智能手机其实是实实在在的红海市场。2019年,全球出货量为13.8亿台,2020-2021年仅有12.16亿台、11.2亿台。2022年第三季度,全球出货量仅有2.89亿台,环比减少0.9%,同比下降11%。</p><p>苹果却逆势杀出重围,2022Q3全球市占率为18%,排名第二,仅次于三星。<b>这是苹果过去12年来Q3最高的市占水平,也是全球5大智能手机厂商中唯一实现增长的公司。</b></p><p><img src=\"https://static.tigerbbs.com/af2b118180d9a4712965f97028f4702c\" tg-width=\"860\" tg-height=\"691\" referrerpolicy=\"no-referrer\"/></p><p>在中国市场,苹果同样大杀四方。今年10月,苹果占据市场份额高达25%,为历史最高水平,而其他竞争对手均录得下滑,但苹果逆势环比增长21%。苹果在国内市场已经连续2个月录得销量最高。</p><p><img src=\"https://static.tigerbbs.com/89ec78a0bf978b4ce8d6f0e935cd3593\" tg-width=\"862\" tg-height=\"714\" referrerpolicy=\"no-referrer\"/></p><p>究其原因,苹果主要是抢占了华为被制裁大背景下的高端市场份额,得以实现销量、业绩高速增长的。</p><p>2019年Q2,华为在中国的市场份额高达37%,而苹果只有6.7%。到了2020年Q2,华为进一步扩大其份额,达到45%。其中,2500元以上的中高端机型占到56%的份额,而苹果只有7.8%。2020年上半年,600美元以上的超高端智能手机中,华为市占率44.1%,超越苹果的44%。在海外市场,2019年第二季度拿下全球第一市场份额的宝座。其中,欧洲市场,华为与三星的市占率差距由一季度的16%缩小至4%。</p><p><img src=\"https://static.tigerbbs.com/7a4f291a0fbca0c66350b23227dc28aa\" tg-width=\"870\" tg-height=\"588\" referrerpolicy=\"no-referrer\"/></p><p>后来,华为被制裁,核心芯片无法生产制造。另一方面,美国切断了其供应链,导致华为出现了部分手机元器件缺失。国内70%的市场份额被苹果拿下,海外高端市场也被苹果与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>强势瓜分。</p><p><b>但苹果吃华为的红利已经殆尽。2023年,苹果的业绩压力将与日俱增,迎来真正考验。</b></p><p>有分析师认为,苹果2022财年第四财季业绩亮眼,或许跟iPhone14提前发布有一定关系。但发布之后,包括以中国在内的市场中,iPhone14、14Plus、14Pro以及14ProMax等主力机型销量均不及预期,业绩压力在今年四季度以及明年一季度开始集中显现。</p><p>据VisibleAlpha的数据,<b>苹果今年第四季度的净利润将下降8%以上,这是14个季度以来第一次没有实现增长。</b>另据TrendForce预测,2023年一季度苹果iPhone系列出货量将大幅下降至4700万台,同比骤降22%。</p><p><b>销量全球第二,营收利润规模第一的苹果也将不得不面临全球消费电子行业寒冬的压力。</b></p><p><b>02寒冬</b></p><p>消费电子寒冬,并不是说说而已。</p><p>据DIGITIMES最新报告,2022年第3及4季智能手机出货量为2.77亿及3.11亿台,同比大幅下滑13.8%、17%。</p><p><img src=\"https://static.tigerbbs.com/e8a93e1072aea97fd6eae01d41661ea3\" tg-width=\"865\" tg-height=\"563\" referrerpolicy=\"no-referrer\"/></p><p>去年第三季度,全球平板电脑总出货量3820万台,同比下降16%。其中,苹果占比39%,三星、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、联想、华为占比分别为19%、10%、7%。同期,全球PC出货量为7425.2万台,同比大幅下滑15%。其中,联想、<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、<a href=\"https://laohu8.com/S/DELL\">戴尔</a>、苹果(Mac)分别占比为22.7%、17.1%、16.1%、13.5%。</p><p>以上重要的消费电子产品还是在全球主要经济体并没有滑入衰退的宏观背景下取得的。而2023年,全球经济将迎来巨大挑战。</p><p>IMF近日表示,世界经济2023年很可能更加艰难,全球1/3地区经济将陷入衰退。IMF总裁Kristalina Georgieva则解释称,这是因为美国、欧洲等全球经济增长的主要引擎,经济活动在同时放缓。她还补充到,新冠疫情的肆虐也将拖累全球经济的增长。</p><p>美国、欧洲、中国是全球经济的火车头。而欧美在2023年陷入深度衰退的可能性比较大。</p><p>1月3日数据显示,美国12月<a href=\"https://laohu8.com/S/MRKT\">Markit</a>制造业PMI终值录得46.2,为2020年5月以来新低。而去年加息初期的4月,该数据一度高达59.7。</p><p><img src=\"https://static.tigerbbs.com/6e51ab42195ad84269ed705a08969b54\" tg-width=\"865\" tg-height=\"566\" referrerpolicy=\"no-referrer\"/></p><p>12月服务业PMI仅为44.4,低于预期的46.8和前值的46.2,创下8月份以来新低。综合PMI仅为44.6,远逊预期,为2009年有数据记录以来最糟糕的表现之一。欧洲方面,亦不乐观。欧元区12月Markit制造业PMI终值为47.8,较11月的47.1有小幅回升,但仍然处于明显的收缩区间。</p><p><b>但欧美实体经济的严峻考验才刚刚开始。</b></p><p>2022年,国际清算银行统计的全球38家央行共加息210次,成为40年来利率上涨最为急剧的一年。全球国债利率也从2020年的0利率左右大幅攀升至2022年末的3.5%左右。</p><p>但到去年6月15日,美联储仅仅把联邦基准利率提升至1.5%-1.75%,处于中性利率水平的区间,对于经济的灭活并不大。到了11月,利率才来到了高利率区间的3.75%-4%。欧洲方面,欧央行从去年7月开始加息,到年末加息到2.5%,处于相对较高利率水平。</p><p>2023年,美联储或将继续加息3次,利率水平提升至5%左右,具体加息次数以及高度还要参考通胀进展。欧洲方面,行长拉加德明确表示,后续几次会议可能都维持50个基点的加息幅度。</p><p>到目前为止,欧美实体经济仅仅承受了2个月时间的高利率水平,但经济呈现的羸弱状态已经够让人担忧的。</p><p>明年还将在目前的基础上继续加息数次,且缩表的威力也将显现出来。2022年,美联储累计缩表4140亿美元,但加速是从9月中旬开始的。明年,每个月满打满算950亿美元,全年将缩表1.14万亿美元。而欧洲央行也将加入缩表序列之中,将从3月份开始以每月150亿欧元的速度缩减5万亿欧元债券投资组合。</p><p><img src=\"https://static.tigerbbs.com/edb4ac4d5f7a1ac82eac4363572134dc\" tg-width=\"872\" tg-height=\"551\" referrerpolicy=\"no-referrer\"/></p><p>高利率之上还将继续加息数次,叠加缩表加速,货币高强度紧缩将在接下来对实体经济产生明显冲击。其次,财政政策又受制于高通胀以及国债市场流动性压力的掣肘。两者叠加效应将在2023年充分演绎,实体经济陷入泥沼将会是绝大概率事件。</p><p><b>而宏观经济疲弱对于消费电子的打击是首当其冲的。</b>截止今年11月,美国个人储蓄为5200亿美元(较10月减少1000亿美元),较2020年高峰的4.85万亿美元大幅骤降近90%。目前储蓄率为2.3%,已经接近2005年7月出现的历史最低点2.1%。2023年,这些数据可能进一步恶化。</p><p>美国本土、欧洲是苹果公司非常重要的市场,接下来其遭遇的经营压力无疑是很大的。降本是苹果公司对冲可能经济衰退的重要手段之一。这亦是苹果冻结招聘、对供应商产品砍价的重要逻辑。</p><p><b>03尾声</b></p><p>美国硅谷大裁员将在继续。</p><p>12月底,有媒体报道称,<a href=\"https://laohu8.com/S/GS\">高盛</a>可能最多裁员4000人,占人手约8%。近日,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>则祭出一项骚操作——突然收紧绩效考核标准,6%员工可能将被打出低绩效评级,比改革之前上涨整整三倍。这项改变让人担心谷歌将步亚马逊、Meta等大厂后尘,迎来新一轮大裁员。</p><p>美国科技巨头以及华尔街巨头们对于未来经济形势的前瞻把握以及敏感度会是比较高的。它们不约而同进行大裁员降本其实已经暗示了未来经济的衰退深度与烈度。Meta首席执行官扎克伯格就曾表示,这可能是我们最近历史上见过的最严重的经济衰退之一。而后没多久,Meta裁员逾1.1万人,约占公司总人数的13%。</p><p>凛冽寒冬将至,苹果凭什么独善其身?<b>我们有必要警惕苹果需求的超预期下滑,也需要防范果链龙头进一步的下跌回撤风险。</b></p><p>壬寅之年,变局之年,谁都不容易,那怕你是盈利能力顶尖的公司。</p></body></html>","source":"gelonghui_highlight","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警惕,苹果可能真的“不行了”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-05 13:11 北京时间 <a href=https://www.gelonghui.com/p/572376><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至1月4日周三,苹果公司股价从去年初的历史高点回撤超过30%,整体蒸发了逾9000亿美元。艰难的2022年,苹果几乎以一己之力支撑着美国科技股的荣耀,而如今似乎有些独木难支,带领着纳斯达克继续冲向阶段新低。远在太平洋的东岸,苹果核心供应商被感紧张与无助。资本市场率先给出了答案。周三的A股市场中,立讯精密跌停,东山精密逼近跌停,环旭电子、鹏鼎控股纷纷重挫超5.5%。港股市场中,舜宇光学科技大跌逾...</p>\n\n<a href=\"https://www.gelonghui.com/p/572376\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f80e830abd7c68a4a68947dba917ef0a","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.gelonghui.com/p/572376","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"1105669477","content_text":"截至1月4日周三,苹果公司股价从去年初的历史高点回撤超过30%,整体蒸发了逾9000亿美元。艰难的2022年,苹果几乎以一己之力支撑着美国科技股的荣耀,而如今似乎有些独木难支,带领着纳斯达克继续冲向阶段新低。远在太平洋的东岸,苹果核心供应商被感紧张与无助。资本市场率先给出了答案。周三的A股市场中,立讯精密跌停,东山精密逼近跌停,环旭电子、鹏鼎控股纷纷重挫超5.5%。港股市场中,舜宇光学科技大跌逾10%,高伟电子大跌4%。引发苹果产业链股价剧震的导火索是苹果需求下行了。据媒体周一报道,苹果公司已经通知几家零部件供应商在今年第一季度减产AirPods、AppleWatch和MacBook组件。而在此前,苹果就曾挥刀大砍价,让供应商很是受伤。去年12月底,郭明錤在推特发文表示,由于明年上半年苹果iPhone14镜头价格降价幅度将比过去更剧烈,部分镜头砍价幅度甚至高达2成,镜头供应商大立光、玉晶光、舜宇光学明年上半年或将盈利承压。他表示,苹果降价虽然是家常便饭,但镜头供应商正面临比以往更大的苹果降价压力,这与镜头的毛利率高于其他组件,以及苹果试图减轻经济衰退对其利润的负面影响有关。苹果削减旗下重要产品产能、大砍供应商价格,引发了市场对其需求深深的担忧。站在海外经济即将进入衰退的十字路口,苹果以及背后的一船人又将何去何从?01红利殆尽2022财年,苹果业绩是非常亮眼的。总营收3943亿美元,同比增长8%,净利润为998亿美元,同比增长5.4%。其中,美国、欧洲、大中华区为前三大营收重点区,分别占比高达37.5%、24.12%、18.82%。分业务看,iPhone营收2054.89亿美元,同比增长7%,占总营收比例为52.11%。其实,自从2012年开始,iPhone销售收入占比就一直保持在50%以上,在2015年曾接近2/3。第二大业务是苹果服务,2022财年营收781.29亿美元,占总营收比例的19.81%。其次是可穿戴设备及家庭和配件、Mac、iPad,全年营收分别为412.4亿美元、401.77亿美元、292.92亿美元,占总营收比例为10.46%、10.19%、7.43%。最近几年,全球智能手机其实是实实在在的红海市场。2019年,全球出货量为13.8亿台,2020-2021年仅有12.16亿台、11.2亿台。2022年第三季度,全球出货量仅有2.89亿台,环比减少0.9%,同比下降11%。苹果却逆势杀出重围,2022Q3全球市占率为18%,排名第二,仅次于三星。这是苹果过去12年来Q3最高的市占水平,也是全球5大智能手机厂商中唯一实现增长的公司。在中国市场,苹果同样大杀四方。今年10月,苹果占据市场份额高达25%,为历史最高水平,而其他竞争对手均录得下滑,但苹果逆势环比增长21%。苹果在国内市场已经连续2个月录得销量最高。究其原因,苹果主要是抢占了华为被制裁大背景下的高端市场份额,得以实现销量、业绩高速增长的。2019年Q2,华为在中国的市场份额高达37%,而苹果只有6.7%。到了2020年Q2,华为进一步扩大其份额,达到45%。其中,2500元以上的中高端机型占到56%的份额,而苹果只有7.8%。2020年上半年,600美元以上的超高端智能手机中,华为市占率44.1%,超越苹果的44%。在海外市场,2019年第二季度拿下全球第一市场份额的宝座。其中,欧洲市场,华为与三星的市占率差距由一季度的16%缩小至4%。后来,华为被制裁,核心芯片无法生产制造。另一方面,美国切断了其供应链,导致华为出现了部分手机元器件缺失。国内70%的市场份额被苹果拿下,海外高端市场也被苹果与三星强势瓜分。但苹果吃华为的红利已经殆尽。2023年,苹果的业绩压力将与日俱增,迎来真正考验。有分析师认为,苹果2022财年第四财季业绩亮眼,或许跟iPhone14提前发布有一定关系。但发布之后,包括以中国在内的市场中,iPhone14、14Plus、14Pro以及14ProMax等主力机型销量均不及预期,业绩压力在今年四季度以及明年一季度开始集中显现。据VisibleAlpha的数据,苹果今年第四季度的净利润将下降8%以上,这是14个季度以来第一次没有实现增长。另据TrendForce预测,2023年一季度苹果iPhone系列出货量将大幅下降至4700万台,同比骤降22%。销量全球第二,营收利润规模第一的苹果也将不得不面临全球消费电子行业寒冬的压力。02寒冬消费电子寒冬,并不是说说而已。据DIGITIMES最新报告,2022年第3及4季智能手机出货量为2.77亿及3.11亿台,同比大幅下滑13.8%、17%。去年第三季度,全球平板电脑总出货量3820万台,同比下降16%。其中,苹果占比39%,三星、亚马逊、联想、华为占比分别为19%、10%、7%。同期,全球PC出货量为7425.2万台,同比大幅下滑15%。其中,联想、惠普、戴尔、苹果(Mac)分别占比为22.7%、17.1%、16.1%、13.5%。以上重要的消费电子产品还是在全球主要经济体并没有滑入衰退的宏观背景下取得的。而2023年,全球经济将迎来巨大挑战。IMF近日表示,世界经济2023年很可能更加艰难,全球1/3地区经济将陷入衰退。IMF总裁Kristalina Georgieva则解释称,这是因为美国、欧洲等全球经济增长的主要引擎,经济活动在同时放缓。她还补充到,新冠疫情的肆虐也将拖累全球经济的增长。美国、欧洲、中国是全球经济的火车头。而欧美在2023年陷入深度衰退的可能性比较大。1月3日数据显示,美国12月Markit制造业PMI终值录得46.2,为2020年5月以来新低。而去年加息初期的4月,该数据一度高达59.7。12月服务业PMI仅为44.4,低于预期的46.8和前值的46.2,创下8月份以来新低。综合PMI仅为44.6,远逊预期,为2009年有数据记录以来最糟糕的表现之一。欧洲方面,亦不乐观。欧元区12月Markit制造业PMI终值为47.8,较11月的47.1有小幅回升,但仍然处于明显的收缩区间。但欧美实体经济的严峻考验才刚刚开始。2022年,国际清算银行统计的全球38家央行共加息210次,成为40年来利率上涨最为急剧的一年。全球国债利率也从2020年的0利率左右大幅攀升至2022年末的3.5%左右。但到去年6月15日,美联储仅仅把联邦基准利率提升至1.5%-1.75%,处于中性利率水平的区间,对于经济的灭活并不大。到了11月,利率才来到了高利率区间的3.75%-4%。欧洲方面,欧央行从去年7月开始加息,到年末加息到2.5%,处于相对较高利率水平。2023年,美联储或将继续加息3次,利率水平提升至5%左右,具体加息次数以及高度还要参考通胀进展。欧洲方面,行长拉加德明确表示,后续几次会议可能都维持50个基点的加息幅度。到目前为止,欧美实体经济仅仅承受了2个月时间的高利率水平,但经济呈现的羸弱状态已经够让人担忧的。明年还将在目前的基础上继续加息数次,且缩表的威力也将显现出来。2022年,美联储累计缩表4140亿美元,但加速是从9月中旬开始的。明年,每个月满打满算950亿美元,全年将缩表1.14万亿美元。而欧洲央行也将加入缩表序列之中,将从3月份开始以每月150亿欧元的速度缩减5万亿欧元债券投资组合。高利率之上还将继续加息数次,叠加缩表加速,货币高强度紧缩将在接下来对实体经济产生明显冲击。其次,财政政策又受制于高通胀以及国债市场流动性压力的掣肘。两者叠加效应将在2023年充分演绎,实体经济陷入泥沼将会是绝大概率事件。而宏观经济疲弱对于消费电子的打击是首当其冲的。截止今年11月,美国个人储蓄为5200亿美元(较10月减少1000亿美元),较2020年高峰的4.85万亿美元大幅骤降近90%。目前储蓄率为2.3%,已经接近2005年7月出现的历史最低点2.1%。2023年,这些数据可能进一步恶化。美国本土、欧洲是苹果公司非常重要的市场,接下来其遭遇的经营压力无疑是很大的。降本是苹果公司对冲可能经济衰退的重要手段之一。这亦是苹果冻结招聘、对供应商产品砍价的重要逻辑。03尾声美国硅谷大裁员将在继续。12月底,有媒体报道称,高盛可能最多裁员4000人,占人手约8%。近日,谷歌则祭出一项骚操作——突然收紧绩效考核标准,6%员工可能将被打出低绩效评级,比改革之前上涨整整三倍。这项改变让人担心谷歌将步亚马逊、Meta等大厂后尘,迎来新一轮大裁员。美国科技巨头以及华尔街巨头们对于未来经济形势的前瞻把握以及敏感度会是比较高的。它们不约而同进行大裁员降本其实已经暗示了未来经济的衰退深度与烈度。Meta首席执行官扎克伯格就曾表示,这可能是我们最近历史上见过的最严重的经济衰退之一。而后没多久,Meta裁员逾1.1万人,约占公司总人数的13%。凛冽寒冬将至,苹果凭什么独善其身?我们有必要警惕苹果需求的超预期下滑,也需要防范果链龙头进一步的下跌回撤风险。壬寅之年,变局之年,谁都不容易,那怕你是盈利能力顶尖的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624982897,"gmtCreate":1677023411019,"gmtModify":1677023412152,"author":{"id":"4133371403358460","authorId":"4133371403358460","name":"Hector888","avatar":"https://static.tigerbbs.com/dccf80521dae275e8dbe0392d5271288","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133371403358460","authorIdStr":"4133371403358460"},"themes":[],"htmlText":"<a 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","listText":"俄乌冲突继续升级,俄罗斯可能在近期发起新的攻势。美科技互联网企业未来增长点寥寥,芯片企业库存积压严重,加上世界主要经济体消费萎缩。美国5年内进入人口负增长几率极大。[可爱] [可爱] [可爱] [可爱] ","text":"俄乌冲突继续升级,俄罗斯可能在近期发起新的攻势。美科技互联网企业未来增长点寥寥,芯片企业库存积压严重,加上世界主要经济体消费萎缩。美国5年内进入人口负增长几率极大。[可爱] [可爱] [可爱] [可爱]","images":[{"img":"https://static.tigerbbs.com/4b13daa6a2a49f89071ed32ef35494f5","width":"592","height":"924"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626271779","isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":626227735,"gmtCreate":1674248244527,"gmtModify":1674248247194,"author":{"id":"4133371403358460","authorId":"4133371403358460","name":"Hector888","avatar":"https://static.tigerbbs.com/dccf80521dae275e8dbe0392d5271288","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133371403358460","authorIdStr":"4133371403358460"},"themes":[],"htmlText":"<a 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[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626224804","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626696127,"gmtCreate":1674076419970,"gmtModify":1674076423308,"author":{"id":"4133371403358460","authorId":"4133371403358460","name":"Hector888","avatar":"https://static.tigerbbs.com/dccf80521dae275e8dbe0392d5271288","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133371403358460","authorIdStr":"4133371403358460"},"themes":[],"htmlText":"阶段性反弹结束了,1月18日俄乌局势升级,美科技股未来增长点依然迷茫。看空美股。[呆住] [呆住] [呆住] [呆住] ","listText":"阶段性反弹结束了,1月18日俄乌局势升级,美科技股未来增长点依然迷茫。看空美股。[呆住] [呆住] [呆住] [呆住] ","text":"阶段性反弹结束了,1月18日俄乌局势升级,美科技股未来增长点依然迷茫。看空美股。[呆住] [呆住] [呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626696127","isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626113429,"gmtCreate":1673928685261,"gmtModify":1673929627211,"author":{"id":"4133371403358460","authorId":"4133371403358460","name":"Hector888","avatar":"https://static.tigerbbs.com/dccf80521dae275e8dbe0392d5271288","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133371403358460","authorIdStr":"4133371403358460"},"themes":[],"htmlText":"好!大势所趋!","listText":"好!大势所趋!","text":"好!大势所趋!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626113429","repostId":"1170380308","repostType":2,"repost":{"id":"1170380308","kind":"news","pubTimestamp":1673925740,"share":"https://www.laohu8.com/m/news/1170380308?lang=&edition=full","pubTime":"2023-01-17 11:22","market":"sh","language":"zh","title":"2022年全国人口减少85万人!61年来首次负增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1170380308","media":"北京日报","summary":"2022年全年出生人口956万人,人口出生率为6.77‰。","content":"<html><head></head><body><p>记者 赵语涵</p><p>1月17日,国家统计局发布2022年国民经济运行数据。2022年,中国人口出现近61年来的首次人口负增长。2022年年末全国人口(包括31个省、自治区、直辖市和现役军人的人口,不包括居住在31个省、自治区、直辖市的港澳台居民和外籍人员)141175万人,比上年末减少85万人。</p><p>具体来看,2022年全年出生人口956万人,人口出生率为6.77‰;死亡人口1041万人,人口死亡率为7.37‰;人口自然增长率为-0.60‰。从性别构成看,男性人口72206万人,女性人口68969万人,总人口性别比为104.69(以女性为100)。</p><p>从年龄构成看,16-59岁的劳动年龄人口87556万人,占全国人口的比重为62.0%;60岁及以上人口28004万人,占全国人口的19.8%,其中65岁及以上人口20978万人,占全国人口的14.9%。</p><p>从城乡构成看,城镇常住人口92071万人,比上年末增加646万人;乡村常住人口49104万人,减少731万人;城镇人口占全国人口比重(城镇化率)为65.22%,比上年末提高0.50个百分点。</p></body></html>","source":"lsy1567982807092","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2022年全国人口减少85万人!61年来首次负增长</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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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\">\n2022年全国人口减少85万人!61年来首次负增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-17 11:22 北京时间 <a href=https://bj.bjd.com.cn/5b165687a010550e5ddc0e6a/contentShare/5b16573ae4b02a9fe2d558f9/AP63c6020ee4b0ed71f927faaf.html?from=appMessage×tamp=1673922879572><strong>北京日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 赵语涵1月17日,国家统计局发布2022年国民经济运行数据。2022年,中国人口出现近61年来的首次人口负增长。2022年年末全国人口(包括31个省、自治区、直辖市和现役军人的人口,不包括居住在31个省、自治区、直辖市的港澳台居民和外籍人员)141175万人,比上年末减少85万人。具体来看,2022年全年出生人口956万人,人口出生率为6.77‰;死亡人口1041万人,人口死亡率为7.37‰...</p>\n\n<a href=\"https://bj.bjd.com.cn/5b165687a010550e5ddc0e6a/contentShare/5b16573ae4b02a9fe2d558f9/AP63c6020ee4b0ed71f927faaf.html?from=appMessage×tamp=1673922879572\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0142d031ab0c43cb48a1fa3396bdd6a","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://bj.bjd.com.cn/5b165687a010550e5ddc0e6a/contentShare/5b16573ae4b02a9fe2d558f9/AP63c6020ee4b0ed71f927faaf.html?from=appMessage×tamp=1673922879572","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170380308","content_text":"记者 赵语涵1月17日,国家统计局发布2022年国民经济运行数据。2022年,中国人口出现近61年来的首次人口负增长。2022年年末全国人口(包括31个省、自治区、直辖市和现役军人的人口,不包括居住在31个省、自治区、直辖市的港澳台居民和外籍人员)141175万人,比上年末减少85万人。具体来看,2022年全年出生人口956万人,人口出生率为6.77‰;死亡人口1041万人,人口死亡率为7.37‰;人口自然增长率为-0.60‰。从性别构成看,男性人口72206万人,女性人口68969万人,总人口性别比为104.69(以女性为100)。从年龄构成看,16-59岁的劳动年龄人口87556万人,占全国人口的比重为62.0%;60岁及以上人口28004万人,占全国人口的19.8%,其中65岁及以上人口20978万人,占全国人口的14.9%。从城乡构成看,城镇常住人口92071万人,比上年末增加646万人;乡村常住人口49104万人,减少731万人;城镇人口占全国人口比重(城镇化率)为65.22%,比上年末提高0.50个百分点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}