进击的巨人
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一 | 1月10日晚,苹果的主要代理商制造商富士康今天公布了其12月和全年业绩。去年12月,由于电子产品市场需求疲软,富士康的收入下降了8%,拖累了整个2018年的业绩。根据今天向监管机构提交的文件,富士康12月份的收入为6193亿新台币(合201.2亿美元),比去年同期下降了8.3%。这是自去年2月以来富士康的月收入首次同比下降。

二 | (ECNS) -- Chinese and Thai police have dismantled a transnational credit card fraud ring targeting Chinese citizens, arresting nine suspects in a coordinated operation, China's Ministry of Public Security said Thursday. The joint action destroyed multiple criminal hideouts, with four Chinese and five Thai suspects taken into custody. Officials said it marked the first synchronized law-enforcement operation between the two countries against economic crime. Investigators found that in 2024, suspects Ji and Xiao conspired to carry out the scheme. Ji allegedly opened a dried-fruit shop in Thailand and lured victims with discounts for purchases using UnionPay cards, illegally obtaining their credit card information. Xiao allegedly produced counterfeit cards and recruited individuals to use them for fraudulent transactions and sell the stolen cards for profit. The amount of money involved in the case has so far been found to exceed 5 million yuan (about $700,000). The Ministry said the operation has effectively deterred transnational economic crime and underscored the growing cooperation between Chinese and Thai police in tackling financial offenses.
。相比之下,富士康2017年12月的收入为6751亿新台币,比去年同期增长了50%。至于12月份的收入下降,富士康的一位代表解释说:“主要原因是消费者对产品的需求急剧下降。”2018年,富士康的收入同比仅增长12.5%。

三 | 最近几周,消费电子市场需求下滑的迹象一直存在。上周,苹果将其第一季度(2018年第四季度)盈利预测调整为840亿美元,从890亿美元降至930亿美元。这是苹果近20年来首次降低收入预期。苹果表示,这主要是由于iPhone在大中华区的销量下滑。受此影响,今天的主要投资者下调了苹果的目标股价或股票评级。昨日,也有报道称,苹果在未来三个月将其新iPhone生产计划削减了10%,再次显示出市场需求疲软。此外,有报道称,华强北方频道已从美国收到价格调整信息,一些iPhone已开始以高达450美元的降价销售。

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Published on:07:48:55