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稳准狠

稳准狠

2023年戒骄戒躁，戒话多！

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32粉丝

7主题

0勋章

05-22

$世纪互联(VNET)$ 一个出售股份一个购买股份这有什么好恐慌的不是一件非常正常的事情吗而且现在的买家比卖家更有实力啊储能业务可以帮助公司这不是更好的搭档吗还在恐慌我不知道在恐慌什么

05-22

有人买就有人卖！这很正常！而且这个买家实力也不差！有什么好恐慌的

山高控股的“算力财技”：出售世纪互联股权，两年半收益215%

04-14

$超微电脑(SMCI)$ 这个公司的董事长被抓其实并非坏事，反而可以清除这种不务正业的掌舵人！让公司重回正轨，专心干正事搞发展

03-26

$超微电脑(SMCI)$ 对于这种不务正业的核心领导人抓去坐牢也不是什么坏事！

2025-10-29

$超微电脑(SMCI)$ 为什么54这么难逾越

2025-10-07

$蜜雪集团(02097)$还早够得跌

2025-09-30

$超微电脑(SMCI)$ 大A休息了，美股应该尽情的舞了

2025-09-16

$世纪互联(VNET)$ 名副其实的萎哥

2025-09-09

$世纪互联(VNET)$ 这货一会儿就阳痿

2025-09-08

$世纪互联(VNET)$ 垃圾中的战斗机！非你莫属呀

2025-08-29

$世纪互联(VNET)$ 这就是个废物标的天天都早泄举而不坚

2025-07-16

$阿斯麦(ASML)$ 有本事跌到300 老子砸锅卖铁买进

2025-05-24

那就继续加税[捂脸] [捂脸] [捂脸]

特朗普威胁iPhone征税25%，分析师：“荒谬”！苹果扛下关税都比迁回美国强

2025-05-19

跌了的股票就踢出涨了的股票就调入说白了就是做光面子

恒生指数有限公司宣布指数季度检讨结果恒生指数调入美的集团(00300)、中通快递(02057)

2024-10-04

$闪送(FLX)$ 真的是无论什么垃圾都上市圈钱呀

2024-03-19

$小鹏汽车(XPEV)$ 这就是传说中的垃圾吗

2024-02-17

苹果把主要精力都放在了零配件加密上了

郭明錤发布手机市场简报：iPhone降价依然卖不动

2024-01-26

$蔚来(NIO)$ 从哪里来回哪里去！1美金在招手

2023-11-28

$蔚来(NIO)$ 从哪里来回哪里去

2023-10-27

$极兔速递-W(01519)$ 在2元附近等这货

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#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山高控股的“算力财技”：出售世纪互联股权，两年半收益215%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-22 17:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202605223746820180.html><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>21世纪经济报道记者费心懿　　5月22日，山高控股（0412.HK）复牌。尽管盘前高开，但盘中遭遇杀跌。截至发稿时，该公司股价跌幅超过9%。　　此前，5月14日，山高控股因旗下子公司股权变动而短暂停牌。　　5月21日晚，山高控股发布公告，以9.42亿美元（约64亿元人民币）向宁德时代关联方PJ Millennium出售所持世纪互联（VNET.O）全部6.5亿股A类普通股，占世纪互联总股本...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605223746820180.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BK1154":"新能源发电业者","BK4607":"DeepSeek概念股","BK4116":"互联网服务与基础架构","VNET":"世纪互联","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4535":"淡马锡持仓","BK1208":"其它综合性金融服务","00412":"山高控股"},"source_url":"http://finance.eastmoney.com/a/202605223746820180.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637318857","content_text":"21世纪经济报道记者费心懿　　5月22日，山高控股（0412.HK）复牌。尽管盘前高开，但盘中遭遇杀跌。截至发稿时，该公司股价跌幅超过9%。　　此前，5月14日，山高控股因旗下子公司股权变动而短暂停牌。　　5月21日晚，山高控股发布公告，以9.42亿美元（约64亿元人民币）向宁德时代关联方PJ Millennium出售所持世纪互联（VNET.O）全部6.5亿股A类普通股，占世纪互联总股本38.78%，每股作价1.4486美元。交易完成后，山高控股彻底退出，宁德时代关联方将成为世纪互联第一大股东。　　山东国资的“算力财技”　　山高控股是山东省基础设施领域的国有资本投资公司。该公司于2023年11月以2.99亿美元战略入股世纪互联。两年半时间，其账面投资回报约6.43亿美元，收益率215%。　　值得一提的是，此次山高控股拟以每股1.4486美元现金（对应每份美国存托凭证(ADS)为8.6914美元）出售世纪互联股份，对应后者最新股价9.93美元，相当于折让约12%。这一折价隐含两层信号：一是山高控股追求一次性出清而非慢慢减持；二是世纪互联2025年资本开支将激增至100-120亿元，且仍需大量外部融资扩张。　　而宁德时代作为产业方，此时引入世纪互联，对其后续融资与订单获取具有战略价值，相当于提前锁定了AIDC场景下的应用订单。　　山高控股方面在公告中提及，其交易所得款项将用于偿还2026年至2027年一季度到期计息负债约7.84亿美元，优化债务结构；剩余约1.58亿美元用于一般企业用途。换言之，此次出售并非简单的获利了结，而是带有强烈的债务纾困色彩。此外，山高控股另有4.84亿美元融资将用于交通基建、新能源与AIDC产业链上下游投资。　　相关人士表示，此次交易完成后，山高控股旗下山高新能源将与世纪互联持续推进乌兰察布源网荷储一体化项目，协同推动“电算一体”战略落地，将实现资本退出与产业赋能并行推进的良性互动。　　山高控股在这场与世纪互联的资本联姻中展示了高超的“财技”。　　其在2025年曾因“绿电+算力”概念经历一轮大开大合的行情。三个月股价飙涨三倍至18.95港元，市值突破千亿港元。但香港证监会随后警示其股权高度集中，股价单月暴跌75%。截至2026年5月13日，股价跌至1.17港元，较高点缩水93.8%。这一过山车行情侧面反映了市场对算电概念的关注。　　但是，对于此次出售意图，山高控股在其公告中解释，自本公司首次收购世纪互联股份以来，山高控股通过参与世纪互联重大决策、资源赋能以及“电力+算力”业务协同，帮助其摆脱了2023年年底流动性承压、业绩增长趋势不明确的困境，实现了国际信用评级提升，业绩扭亏为盈，重点项目上架率和预签约率持续提升，使世纪互联逐步获得资本市场投资者的认可。　　山高控股表示，此次有序退出既实现了对前期投资的价值收获，也标志着“投资—培育—退出—反哺核心产业”这一良性循环模式的跑通。通过本次交易，山高控股不仅获得了可观回报，更积累了从产业赋能到有序退出的完整经验，充分体现了产融协同的巨大价值。　　管理层认为，出售事项的代价为每股1.4486美元，较本集团原始收购成本存在显著溢价。董事会认为，出售事项为本集团提供了及时变现其在目标公司投资的机会。未来，公司将继续发挥香港独特的金融优势，依托前期积累的运营经验与资产基础，将这一成熟模式快速复制到更多战略性新兴产业，以产业深耕与生态协同创造长期可持续价值。　　算电协同玩家强强联手　　世纪互联是国内知名的第三方数据中心运营商。　　在2025年第四季度的电话会上，山高控股的管理层介绍，中国IDC行业持续受益于AI驱动的算力需求与国家数字经济发展政策支持，市场正加速向大规模、集群化、高可靠性数据中心集中，有效供给受限。　　管理层强调，国家发改委窗口指导政策对新增电力配额审批作出限制，且审批通过率偏低，反而强化了头部企业竞争优势。世纪互联于2025年底成功获批大北京地区新增电力配额，体现其政策沟通与项目合规能力领先。行业需求结构向高功率密度、低时延、绿色化演进，客户集中于互联网巨头、云服务商与智能驾驶企业，订单呈现规模化、长期化趋势。　　21世纪经济报道记者注意到，2026年政府工作报告首次将算电协同纳入新基建工程，国家数据局等五部门之后也明确八大东数西算枢纽节点新建数据中心绿电消费比例须≥80%。　　在近期举办的AI算力与数字能源论坛上，世纪互联集团高级副总裁兼能源规划负责人戚野白谈到，长期来看，算电融合分为三个阶段。第一个阶段是“寄生”，算力作为用电负荷和电网进行交互，和其他用电主体没有明显差别。第二阶段是“共生”，互联网与电力网络贴合更加紧密，能够就近平衡，电力市场与算力市场价格打通，通过市场机制引导来实现能量和信息双向互动。最后一个阶段是“新生”，电算双方在相互交融了一段时期之后，会在彼此长期联动的影响下，对彼此的形态进行二次重塑。“面向未来，数据中心将成为token工厂，单位token成本要有竞争力，需要打通算力前端的碳市场、电力市场，甚至煤炭和天然气市场。”　　事实上，世纪互联获得的新增电力配额，对宁德时代是极具战略价值的稀缺资源。通过控股世纪互联，宁德时代有望锁定未来GW级智算集群的能源入口。　　而本次收购方宁德时代，作为锂电池供应的龙头，已经多次入局AIDC领域，深入布局零碳战略。4月8日，宁德时代以约41亿元人民币增资对价，获取中恒投资（中恒电气控股股东）49%股权。　　资料显示，中恒电气深耕电力电子领域三十余年，拥有覆盖HVDC高压直流电源、巴拿马电源等AIDC直流供电完整产品矩阵，已覆盖数据中心电源供应链的关键部件，为宁德时代提供切入AIDC供电生态的核心能力。　　加上此次投资世纪互联，宁德时代在AIDC两笔交易合计投入已超过100亿元，覆盖电力电子与数据中心运营两大核心环节。　　在今年4月的北京储能展上，宁德时代以“钠锂双星打造全场景储能解决方案”为主题，首次展出储能钠离子电池，与现有587Ah锂电池采用了同壳体的平台化设计，可实现系统对锂电、钠电的最大兼容，容量300+Ah，效率97%，循环寿命超15000次。公司介绍，该钠电储能产品能够覆盖2小时到8小时大型储能以及AIDC储能的应用场景。　　摩根大通则认为，收购世纪互联股权是一项关键的渠道锁定行动，将推动宁德时代从电池供应商转变为AI算力建设的策略性能源基础设施合作伙伴。（文章来源：21世纪经济报道）","news_type":1,"symbols_score_info":{"00412":1.5,"VNET":1.5}},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553543120105760,"gmtCreate":1776176928311,"gmtModify":1776176930680,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 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准 狠","avatar":"https://static.tigerbbs.com/c26e5e50cbb146cb3545ed48752448f6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"241899086951680","idStr":"241899086951680"},"themes":[],"title":"","htmlText":"那就继续加税[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"那就继续加税[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"那就继续加税[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438383987605656","repostId":"2537152477","repostType":2,"repost":{"id":"2537152477","kind":"news","pubTimestamp":1748033051,"share":"https://www.laohu8.com/m/news/2537152477?lang=zh_CN&edition=full","pubTime":"2025-05-24 04:44","market":"us","language":"zh","title":"特朗普威胁iPhone征税25%，分析师：“荒谬”！苹果扛下关税都比迁回美国强","url":"https://stock-news.laohu8.com/highlight/detail?id=2537152477","media":"华尔街见闻","summary":"分析预计，若征25%关税，苹果年度EPS或降逾7%，若同时iPhone还不涨价，苹果下财年毛利率或降3.5个百分点。郭明𫓹称，就盈利能力而言，苹果承受25%的关税冲击，远比将iPhone组装线搬回美国好得多；特朗普任期内将iPhone组装全迁回美国不现实，而且他还反对印度造，无法保证他任期内不会再次面临关税威胁。","content":"<html><head></head><body><blockquote><p>分析预计，若征25%关税，苹果年度EPS或降逾7%，若同时iPhone还不涨价，苹果下财年毛利率或降3.5个百分点。郭明錤称，就盈利能力而言，苹果承受25%的关税冲击，远比将iPhone组装线搬回美国好得多；特朗普任期内将iPhone组装全迁回美国不现实，而且他还反对印度造，无法保证他任期内苹果不会再次面临关税威胁。</p></blockquote><p style=\"text-align: justify;\">苹果遭遇了特朗普2.0任期内的最严厉、最直白的关税威胁。华尔街普遍认为这对苹果会有重大负面影响，分析师们预计，iPhone可能被迫涨价，苹果的毛利率可能下降多达3.5个百分点。</p><p style=\"text-align: justify;\">可特朗普这种希望推动制造业回流的威胁也许不会起到多少效果。在分析师看来，苹果无法顺应特朗普的这种“荒谬”威胁，因为本来就做不到这点，短期、甚至中期内都不大可能实现真正的iPhone“美国造”。而且，对苹果来说，就算背上了高关税，相比美国造，海外造iPhone还是更有利可图。</p><h2 id=\"id_3258960838\">特朗普针对苹果的最严厉iPhone制造回流要求</h2><p style=\"text-align: justify;\">美东时间5月23日周五一早，特朗普在旗下社交媒体发贴称：</p><blockquote><p style=\"text-align: justify;\">“我早就告诉苹果公司的（CEO）蒂姆·库克，我希望他们在美国销售的iPhone在美国生产制造，而不是在印度或其他任何地方。如果不是这样，苹果必须向美国支付至少25%的关税。”</p></blockquote><p style=\"text-align: justify;\">特朗普发出威胁后，周五苹果的股价在美股一开盘就跳水，盘初一度跌逾3.9%，早盘跌幅曾收窄到3%以内，收跌约3%，连跌八个交易日。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4445a680460f88a53c47b8512bd78afb\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">这是特朗普迄今为止对苹果做出的最严厉本土组装iPhone要求。此后，同在周五，美国财长贝森特在媒体采访中也提到了苹果。</p><p style=\"text-align: justify;\">贝森特称，美国“最大的一个弱点就是在海外生产，尤其是半导体领域。苹果的很大一部分零部件都来自半导体。所以，我们希望苹果能帮助我们确保半导体供应链的安全。”</p><h2 id=\"id_107823560\">EPS或降逾7% 若不涨价 年度毛利率或降3.5个百分点</h2><p style=\"text-align: justify;\">Vital Knowledge认为，特朗普周五的威胁很“荒谬”，指出“特朗普从未兑现他最夸张的关税威胁”。不过该机构也警告，“虽然特朗普总是屈服，但一个经济体不可能连续几个月被一把上了膛的枪指着脑袋而不做出反应。”</p><p style=\"text-align: justify;\">彭博行业研究分析称，如果苹果为了应对关税威胁被迫涨价，该司在美国的市场份额“可能会面临严重风险”，而如果苹果不涨价，“吃下进口手机的更高成本”，在苹果始于自然年今年第四季度的2026财年，公司的毛利率就可能下降3到3.5个百分点。</p><p style=\"text-align: justify;\">KeyBanc Capital Markets的分析师Brandon Nispel也认为毛利率会受打击。他在报告中写道：</p><blockquote><p style=\"text-align: justify;\">“这显然是一个负面因素。对苹果而言，现在似乎必须提高iPhone价格，这很可能在iPhone 17发布时发生。然而，在短期内，这可能意味着更显著的毛利率影响。&#34;</p></blockquote><p style=\"text-align: justify;\">瑞银分析师David Vogt在周五的研报中写道：</p><blockquote><p style=\"text-align: justify;\">“如果对每年从中国和印度进口到美国的约7000万部iPhone征收25%的统一关税，我们估计（苹果）的年度每股收益（EPS）将减少0.51美元。”</p></blockquote><p style=\"text-align: justify;\">华尔街目前预计苹果本财年的EPS为7.18美元，以此计算，瑞银估算减少0.51美元意味着，EPS会仅仅因为从中印两国进口iPhone的关税而下降7%以上。</p><h2 id=\"id_2208405135\">供应链难转移 就算有25%关税 海外造iPhone的盈利也远强于返美</h2><p style=\"text-align: justify;\">对现阶段的苹果而言，转移整个iPhone的供应链到美国“不可能完成的任务”。</p><p style=\"text-align: justify;\">评论认为，美国缺乏苹果供应商的丰富生态系统、制造业和工程技术，目前这些只能在亚洲找到。除了亚洲，苹果难以在其他地方设立FATP（最终组装、测试和包装）设施，它们规模庞大且复杂，自身几乎就等于一个城镇，拥有数十万人、学校、健身房、医疗设施和宿舍。</p><p style=\"text-align: justify;\">有一种比较流行的支持iPhone制造回流观点是，苹果应该在美国大举买地，建立一个完全机器人操作的自动化iPhone生产工厂。这将消除制造过程中任何与人力资源相关的挑战，但供应链专家表示，由于苹果自己的需求频频变化，这种做法并不现实。此外，许多制造设备都是中国制造的。</p><p style=\"text-align: justify;\">有评论指出，iPhone生产转移到美国的成本仍可能远高于支付关税的成本。</p><p style=\"text-align: justify;\">Wedbush分析师Dan Ives此前估算，苹果在美国制造iPhone的成本约为3500美元，远超目前市面上最新一代iPhone高配版iPhone 16 Pro约1000美元的零售价。他在本周五的研报中写道：</p><blockquote><p style=\"text-align: justify;\">“考虑到颠倒的成本模式和此类举措需要像（希腊神话中完成不可能完成任务的希腊英雄）赫拉克勒斯那样的供应链物流，我们认为，iPhone生产在短期内开始在美国进行的可能性为零。”</p></blockquote><p style=\"text-align: justify;\">瑞穗科技行业专家Jordan Klein写道：“库克在这里没有什么好出路”，而且“苹果公司短期内将iPhone主要组装业务转移到美国的可能性很小甚至为零。”</p><p style=\"text-align: justify;\">彭博行业分析指出：“即使苹果同意在美国组装手机，也可能需要几个季度才能实现。”</p><p style=\"text-align: justify;\">晨星分析师 William Kerwin 周五的研报认为，中期内在美国生产iPhone也不可行。报告写道：</p><blockquote><p style=\"text-align: justify;\">“对我们来说，这是一种谈判策略，旨在推动苹果加大对美国的投资，可能采取国内芯片投资的形式，并可能生产比旗舰 iPhone 产量更低的设备。”</p></blockquote><p style=\"text-align: justify;\">天风国际的分析师、苹果“预言帝”郭明錤在社交媒体评论称：</p><blockquote><p style=\"text-align: justify;\">“就盈利能力而言，苹果承受在美国市场销售iPhone的25%关税冲击，远比将iPhone组装线搬回美国好得多。”</p></blockquote><h2 id=\"id_623311681\">特朗普态度与首个任期截然不同 这次苹果“逃不过”</h2><p style=\"text-align: justify;\">在本周五特朗普发出威胁前，一些媒体提到，本周二，特朗普刚刚和苹果CEO库克在白宫会面。</p><p style=\"text-align: justify;\">评论认为，新的威胁标志着特朗普的态度和他的第一个总统任期相比有了显著变化。当时，库克利用与特朗普的个人关系为苹果的产品赢得了关税豁免，主要经济体之间的贸易协议将核心苹果产品排除在关税之外。这次，苹果可能“逃不过”巨大的关税冲击</p><p style=\"text-align: justify;\">Huntington National Bank股票研究总监Randy Hare评论称，特朗普继续针对苹果并且似乎对该司有意见，这对他来说是一个警报信号。“这并不意味着特朗普会采取更多行动，但你无法预测会发生什么，这让我保持谨慎。”</p><p style=\"text-align: justify;\">苹果已宣布计划在未来四年内在美国投资5000亿美元，包括在休斯顿建设新的服务器制造设施，但还未达到特朗普设想的向美国生产的全面转移。</p><p style=\"text-align: justify;\">郭明錤认为，本周五特朗普的威胁让人难以忽视苹果面临逃不掉的关税危险。他发帖提出以下三个要点：</p><blockquote><p style=\"text-align: justify;\">1、特朗普提出的针对iPhone的具体关税比例并非主要担忧。更大的问题是，这已是特朗普近期第二次针对苹果的尖锐言论——这是一个苹果不容忽视的警告信号。</p><p style=\"text-align: justify;\">2、苹果在与特朗普谈判中的首要任务应该是设法避免、推迟或阻止提高iPhone关税。例如，苹果可以调整其DEI政策，确保特朗普暂时承诺不针对iPhone。</p><p style=\"text-align: justify;\">3、在特朗普任期结束前将所有美国iPhone的组装工作迁回美国是不现实的，而且特朗普也反对苹果在印度产美国iPhone。因此，即使苹果这次与特朗普达成临时协议以避免iPhone关税，也无法保证在其任期内不会再次面临关税威胁。”</p></blockquote></body></html>","source":"wallstreetcn_hot_news","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>特朗普威胁iPhone征税25%，分析师：“荒谬”！苹果扛下关税都比迁回美国强</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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特朗普威胁iPhone征税25%，分析师：“荒谬”！苹果扛下关税都比迁回美国强\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-24 04:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747755><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析预计，若征25%关税，苹果年度EPS或降逾7%，若同时iPhone还不涨价，苹果下财年毛利率或降3.5个百分点。郭明錤称，就盈利能力而言，苹果承受25%的关税冲击，远比将iPhone组装线搬回美国好得多；特朗普任期内将iPhone组装全迁回美国不现实，而且他还反对印度造，无法保证他任期内苹果不会再次面临关税威胁。苹果遭遇了特朗普2.0任期内的最严厉、最直白的关税威胁。华尔街普遍认为这对苹果会有...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747755\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8207f376e39fc6fb5dcd904f314ec0e0","relate_stocks":{"IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) 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ACC"},"source_url":"https://wallstreetcn.com/articles/3747755","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537152477","content_text":"分析预计，若征25%关税，苹果年度EPS或降逾7%，若同时iPhone还不涨价，苹果下财年毛利率或降3.5个百分点。郭明錤称，就盈利能力而言，苹果承受25%的关税冲击，远比将iPhone组装线搬回美国好得多；特朗普任期内将iPhone组装全迁回美国不现实，而且他还反对印度造，无法保证他任期内苹果不会再次面临关税威胁。苹果遭遇了特朗普2.0任期内的最严厉、最直白的关税威胁。华尔街普遍认为这对苹果会有重大负面影响，分析师们预计，iPhone可能被迫涨价，苹果的毛利率可能下降多达3.5个百分点。可特朗普这种希望推动制造业回流的威胁也许不会起到多少效果。在分析师看来，苹果无法顺应特朗普的这种“荒谬”威胁，因为本来就做不到这点，短期、甚至中期内都不大可能实现真正的iPhone“美国造”。而且，对苹果来说，就算背上了高关税，相比美国造，海外造iPhone还是更有利可图。特朗普针对苹果的最严厉iPhone制造回流要求美东时间5月23日周五一早，特朗普在旗下社交媒体发贴称：“我早就告诉苹果公司的（CEO）蒂姆·库克，我希望他们在美国销售的iPhone在美国生产制造，而不是在印度或其他任何地方。如果不是这样，苹果必须向美国支付至少25%的关税。”特朗普发出威胁后，周五苹果的股价在美股一开盘就跳水，盘初一度跌逾3.9%，早盘跌幅曾收窄到3%以内，收跌约3%，连跌八个交易日。这是特朗普迄今为止对苹果做出的最严厉本土组装iPhone要求。此后，同在周五，美国财长贝森特在媒体采访中也提到了苹果。贝森特称，美国“最大的一个弱点就是在海外生产，尤其是半导体领域。苹果的很大一部分零部件都来自半导体。所以，我们希望苹果能帮助我们确保半导体供应链的安全。”EPS或降逾7% 若不涨价 年度毛利率或降3.5个百分点Vital Knowledge认为，特朗普周五的威胁很“荒谬”，指出“特朗普从未兑现他最夸张的关税威胁”。不过该机构也警告，“虽然特朗普总是屈服，但一个经济体不可能连续几个月被一把上了膛的枪指着脑袋而不做出反应。”彭博行业研究分析称，如果苹果为了应对关税威胁被迫涨价，该司在美国的市场份额“可能会面临严重风险”，而如果苹果不涨价，“吃下进口手机的更高成本”，在苹果始于自然年今年第四季度的2026财年，公司的毛利率就可能下降3到3.5个百分点。KeyBanc Capital Markets的分析师Brandon Nispel也认为毛利率会受打击。他在报告中写道：“这显然是一个负面因素。对苹果而言，现在似乎必须提高iPhone价格，这很可能在iPhone 17发布时发生。然而，在短期内，这可能意味着更显著的毛利率影响。\"瑞银分析师David Vogt在周五的研报中写道：“如果对每年从中国和印度进口到美国的约7000万部iPhone征收25%的统一关税，我们估计（苹果）的年度每股收益（EPS）将减少0.51美元。”华尔街目前预计苹果本财年的EPS为7.18美元，以此计算，瑞银估算减少0.51美元意味着，EPS会仅仅因为从中印两国进口iPhone的关税而下降7%以上。供应链难转移 就算有25%关税 海外造iPhone的盈利也远强于返美对现阶段的苹果而言，转移整个iPhone的供应链到美国“不可能完成的任务”。评论认为，美国缺乏苹果供应商的丰富生态系统、制造业和工程技术，目前这些只能在亚洲找到。除了亚洲，苹果难以在其他地方设立FATP（最终组装、测试和包装）设施，它们规模庞大且复杂，自身几乎就等于一个城镇，拥有数十万人、学校、健身房、医疗设施和宿舍。有一种比较流行的支持iPhone制造回流观点是，苹果应该在美国大举买地，建立一个完全机器人操作的自动化iPhone生产工厂。这将消除制造过程中任何与人力资源相关的挑战，但供应链专家表示，由于苹果自己的需求频频变化，这种做法并不现实。此外，许多制造设备都是中国制造的。有评论指出，iPhone生产转移到美国的成本仍可能远高于支付关税的成本。Wedbush分析师Dan Ives此前估算，苹果在美国制造iPhone的成本约为3500美元，远超目前市面上最新一代iPhone高配版iPhone 16 Pro约1000美元的零售价。他在本周五的研报中写道：“考虑到颠倒的成本模式和此类举措需要像（希腊神话中完成不可能完成任务的希腊英雄）赫拉克勒斯那样的供应链物流，我们认为，iPhone生产在短期内开始在美国进行的可能性为零。”瑞穗科技行业专家Jordan Klein写道：“库克在这里没有什么好出路”，而且“苹果公司短期内将iPhone主要组装业务转移到美国的可能性很小甚至为零。”彭博行业分析指出：“即使苹果同意在美国组装手机，也可能需要几个季度才能实现。”晨星分析师 William Kerwin 周五的研报认为，中期内在美国生产iPhone也不可行。报告写道：“对我们来说，这是一种谈判策略，旨在推动苹果加大对美国的投资，可能采取国内芯片投资的形式，并可能生产比旗舰 iPhone 产量更低的设备。”天风国际的分析师、苹果“预言帝”郭明錤在社交媒体评论称：“就盈利能力而言，苹果承受在美国市场销售iPhone的25%关税冲击，远比将iPhone组装线搬回美国好得多。”特朗普态度与首个任期截然不同 这次苹果“逃不过”在本周五特朗普发出威胁前，一些媒体提到，本周二，特朗普刚刚和苹果CEO库克在白宫会面。评论认为，新的威胁标志着特朗普的态度和他的第一个总统任期相比有了显著变化。当时，库克利用与特朗普的个人关系为苹果的产品赢得了关税豁免，主要经济体之间的贸易协议将核心苹果产品排除在关税之外。这次，苹果可能“逃不过”巨大的关税冲击Huntington National Bank股票研究总监Randy Hare评论称，特朗普继续针对苹果并且似乎对该司有意见，这对他来说是一个警报信号。“这并不意味着特朗普会采取更多行动，但你无法预测会发生什么，这让我保持谨慎。”苹果已宣布计划在未来四年内在美国投资5000亿美元，包括在休斯顿建设新的服务器制造设施，但还未达到特朗普设想的向美国生产的全面转移。郭明錤认为，本周五特朗普的威胁让人难以忽视苹果面临逃不掉的关税危险。他发帖提出以下三个要点：1、特朗普提出的针对iPhone的具体关税比例并非主要担忧。更大的问题是，这已是特朗普近期第二次针对苹果的尖锐言论——这是一个苹果不容忽视的警告信号。2、苹果在与特朗普谈判中的首要任务应该是设法避免、推迟或阻止提高iPhone关税。例如，苹果可以调整其DEI政策，确保特朗普暂时承诺不针对iPhone。3、在特朗普任期结束前将所有美国iPhone的组装工作迁回美国是不现实的，而且特朗普也反对苹果在印度产美国iPhone。因此，即使苹果这次与特朗普达成临时协议以避免iPhone关税，也无法保证在其任期内不会再次面临关税威胁。”","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":436714993439288,"gmtCreate":1747632811624,"gmtModify":1747632813605,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 准 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恒生指数调入美的集团(00300)、中通快递(02057)","url":"https://stock-news.laohu8.com/highlight/detail?id=2535313224","media":"金吾财讯","summary":"金吾财讯 | 恒生指数有限公司宣布指数季度检讨结果。恒生指数调入美的集团(00300)、中通快递(02057)，成份股数目将由83只增加至85只。恒生科技指数调入比亚迪股份(01211)，剔除阅文集团(00772)，成份股维持30只。恒生中国企业指数成份股没有变动，成份股数目维持50只。香港恒生综合指数将加入布鲁可(00325)、古茗(01364)以及蜜雪集团(02097)。成份股数目由502只增加至505只。","content":"<html><body><p>金吾财讯 | 恒生指数有限公司宣布指数季度检讨结果。恒生指数调入<a href=\"https://laohu8.com/S/000333\">美的集团</a>(00300)、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>(02057)，成份股数目将由83只增加至85只。恒生科技指数调入<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)，剔除<a href=\"https://laohu8.com/S/00772\">阅文集团</a>(00772)，成份股维持30只。<a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>指数成份股没有变动，成份股数目维持50只。香港恒生综合指数将加入<a href=\"https://laohu8.com/S/00325\">布鲁可</a>(00325)、<a href=\"https://laohu8.com/S/01364\">古茗</a>(01364)以及<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>(02097)。成份股数目由502只增加至505只。</p></body></html>","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>恒生指数有限公司宣布指数季度检讨结果 恒生指数调入美的集团(00300)、中通快递(02057)</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恒生指数有限公司宣布指数季度检讨结果 恒生指数调入美的集团(00300)、中通快递(02057)\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-05-16 21:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 恒生指数有限公司宣布指数季度检讨结果。恒生指数调入<a href=\"https://laohu8.com/S/000333\">美的集团</a>(00300)、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>(02057)，成份股数目将由83只增加至85只。恒生科技指数调入<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>(01211)，剔除<a href=\"https://laohu8.com/S/00772\">阅文集团</a>(00772)，成份股维持30只。<a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>指数成份股没有变动，成份股数目维持50只。香港恒生综合指数将加入<a href=\"https://laohu8.com/S/00325\">布鲁可</a>(00325)、<a href=\"https://laohu8.com/S/01364\">古茗</a>(01364)以及<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>(02097)。成份股数目由502只增加至505只。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/ZjY2YjQxYzhiZWM4YjljOTY5ZWUyMTU0MTAyMDMwNzUxNzY3MzQ=.jpg","relate_stocks":{"81211":"比亚迪股份-R","513600":"恒生指数ETF南方","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","00325":"布鲁可","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","BK1616":"咖啡茶饮","HSI":"恒生指数","000333":"美的集团","HYDD.SI":"BYD HK SDR 10to1","HSTECH":"恒生科技指数","LU0594300419.USD":"富达中国消费基金A","ZTO":"中通快递","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","BK1539":"汽车股","02833":"恒指ETF","LU1039395188.USD":"BNP PARIBAS GREEN TIGERS \"C\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","01364":"古茗","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets 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20:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>天风证券分析师郭明錤今天发布市场研究简报，简要回顾了今年1月到春节（2月中旬）期间手机产业的重要更新。</p><p>郭明錤指出，该时间段内一方面3000-4000元价位安卓机型需求稳定恢复，另一方面是2023年第1季度出货量基数较低，因此国内安卓手机出货量同比稳定增长。<strong>苹果iPhone在国内市场出货量同比继续下降，年初的降价对于提振出货量的贡献比较有限。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f2d6b2f654f9b77960ce3f7edcb3a947","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174826116","content_text":"天风证券分析师郭明錤今天发布市场研究简报，简要回顾了今年1月到春节（2月中旬）期间手机产业的重要更新。郭明錤指出，该时间段内一方面3000-4000元价位安卓机型需求稳定恢复，另一方面是2023年第1季度出货量基数较低，因此国内安卓手机出货量同比稳定增长。苹果iPhone在国内市场出货量同比继续下降，年初的降价对于提振出货量的贡献比较有限。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":2624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":267015520890928,"gmtCreate":1706198874224,"gmtModify":1706198875161,"author":{"id":"241899086951680","authorId":"241899086951680","name":"稳 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