被三星超越，苹果痛失全球手机份额第一_老虎社区_美港股上老虎

被三星超越，苹果痛失全球手机份额第一

华尔街见闻2023-04-19

全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果...

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专注的投资者
·2023-04-20
手机行业会出现头部效应，强者恒强，苹果和三星的市场份额会越来越高
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夏有钱
·2023-04-19
看图说话 1苹果每个Q4都是脉冲上升的市场份额，趋势上比三星好 2小米21年比较好，可能也会由于经济复苏获得更多反弹
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- 去二三四五:
  我手中有三星的股票，这就是我的态度
  2023-05-08
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- 杜向峰:
  苹果的股票我是不敢碰，但是苹果的手机我很喜欢
  2023-05-08
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- 银河小铁骑00:
  所以你是不是买有苹果的股票
  2023-05-08
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度度假
·2023-04-19
苹果份额一直不是第一，利润才是一直第一。标题误导人
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Tastemaker
·2023-04-19
你这个标题有问题，你知道还有多少人在用苹果前几代的手机吗？
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- 带老鼠:
  但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.
  2023-04-19
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- 真的英雄:
  说的很对
  2023-04-19
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Chaurasia表示，今年一季度智能手机市场的下滑在整个行业的预期之内：宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。 此外，持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：对某些智能手机产品和价格段的需求有了改善。此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。Canalys预测，到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":651595542,"gmtCreate":1681946831386,"gmtModify":1681946833098,"author":{"id":"3522994245105188","authorId":"3522994245105188","name":"专注的投资者","avatar":"https://static.tigerbbs.com/b87dfad76100f77d00b16fd822ca41ae","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"手机行业会出现头部效应，强者恒强，苹果和三星的市场份额会越来越高","listText":"手机行业会出现头部效应，强者恒强，苹果和三星的市场份额会越来越高","text":"手机行业会出现头部效应，强者恒强，苹果和三星的市场份额会越来越高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651595542","repostId":2328784770,"repostType":4,"repost":{"id":"2328784770","pubTimestamp":1681914071,"share":"https://www.laohu8.com/m/news/2328784770?lang=&edition=full","pubTime":"2023-04-19 22:21","market":"us","language":"zh","title":"被三星超越，苹果痛失全球手机份额第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2328784770","media":"华尔街见闻","summary":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上","content":"<html><head></head><body><blockquote><strong>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。</strong></blockquote><p>受困于全球智能手机需求减弱，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一季度份额尽管实现了同比增长，但被<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>反超。</p><p>根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。</p><p>具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/366c14280c914e25686fb1d56b0b33cb\" title=\"\" tg-width=\"900\" tg-height=\"506\"/></p><p>三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。</p><p>去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。</p><p>该机构分析师Sanyam Chaurasia表示，<strong>今年一季度智能手机市场的下滑在整个行业的预期之内：</strong></p><blockquote><strong>宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。</strong> 此外，<strong>持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。</strong>为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。</blockquote><p>不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：</p><blockquote><strong>对某些智能手机产品和价格段的需求有了改善。</strong>此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。</blockquote><p>Canalys预测，<strong>到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。</strong>现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。</p><p>此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。</p></body></html>","source":"wallstreetcn_api","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\" 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.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被三星超越，苹果痛失全球手机份额第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-19 22:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3686938><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686938\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"BK4571":"数字音乐概念","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4507":"流媒体概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4575":"芯片概念","BK4566":"资本集团","LU0097036916.USD":"贝莱德美国增长A2 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ACC"},"source_url":"https://wallstreetcn.com/articles/3686938","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328784770","content_text":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。该机构分析师Sanyam Chaurasia表示，今年一季度智能手机市场的下滑在整个行业的预期之内：宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。 此外，持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：对某些智能手机产品和价格段的需求有了改善。此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。Canalys预测，到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":651504245,"gmtCreate":1681918658487,"gmtModify":1681918719843,"author":{"id":"3567374212050715","authorId":"3567374212050715","name":"夏有钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"看图说话 1苹果每个Q4都是脉冲上升的市场份额，趋势上比三星好 2小米21年比较好，可能也会由于经济复苏获得更多反弹","listText":"看图说话 1苹果每个Q4都是脉冲上升的市场份额，趋势上比三星好 2小米21年比较好，可能也会由于经济复苏获得更多反弹","text":"看图说话 1苹果每个Q4都是脉冲上升的市场份额，趋势上比三星好 2小米21年比较好，可能也会由于经济复苏获得更多反弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/651504245","repostId":2328784770,"repostType":2,"repost":{"id":"2328784770","pubTimestamp":1681914071,"share":"https://www.laohu8.com/m/news/2328784770?lang=&edition=full","pubTime":"2023-04-19 22:21","market":"us","language":"zh","title":"被三星超越，苹果痛失全球手机份额第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2328784770","media":"华尔街见闻","summary":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上","content":"<html><head></head><body><blockquote><strong>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。</strong></blockquote><p>受困于全球智能手机需求减弱，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一季度份额尽管实现了同比增长，但被<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>反超。</p><p>根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。</p><p>具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/366c14280c914e25686fb1d56b0b33cb\" title=\"\" tg-width=\"900\" tg-height=\"506\"/></p><p>三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。</p><p>去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。</p><p>该机构分析师Sanyam Chaurasia表示，<strong>今年一季度智能手机市场的下滑在整个行业的预期之内：</strong></p><blockquote><strong>宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。</strong> 此外，<strong>持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。</strong>为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。</blockquote><p>不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：</p><blockquote><strong>对某些智能手机产品和价格段的需求有了改善。</strong>此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。</blockquote><p>Canalys预测，<strong>到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。</strong>现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。</p><p>此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。</p></body></html>","source":"wallstreetcn_api","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>被三星超越，苹果痛失全球手机份额第一</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被三星超越，苹果痛失全球手机份额第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-19 22:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3686938><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686938\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"BK4571":"数字音乐概念","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4507":"流媒体概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4575":"芯片概念","BK4566":"资本集团","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4559":"巴菲特持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4527":"明星科技股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc 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ACC"},"source_url":"https://wallstreetcn.com/articles/3686938","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328784770","content_text":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。该机构分析师Sanyam Chaurasia表示，今年一季度智能手机市场的下滑在整个行业的预期之内：宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。 此外，持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：对某些智能手机产品和价格段的需求有了改善。此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。Canalys预测，到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7975241,"gmtCreate":1683551710600,"gmtModify":1683551714990,"authorId":3479274686403159,"author":{"id":3479274686403159,"authorId":3479274686403159,"name":"去二三四五","avatar":"https://static.laohu8.com/picture7","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":651504245,"type":1,"supId":0,"prevId":0,"content":"<p>我手中有三星的股票，这就是我的态度</p>","text":"<p>我手中有三星的股票，这就是我的态度</p>","html":"<p>我手中有三星的股票，这就是我的态度</p>"},{"id":7975240,"gmtCreate":1683551695402,"gmtModify":1683551698967,"authorId":3479274708638467,"author":{"id":3479274708638467,"authorId":3479274708638467,"name":"杜向峰","avatar":"https://static.laohu8.com/picture38","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":651504245,"type":1,"supId":0,"prevId":0,"content":"<p>苹果的股票我是不敢碰，但是苹果的手机我很喜欢</p>","text":"<p>苹果的股票我是不敢碰，但是苹果的手机我很喜欢</p>","html":"<p>苹果的股票我是不敢碰，但是苹果的手机我很喜欢</p>"},{"id":7975239,"gmtCreate":1683551677975,"gmtModify":1683551681925,"authorId":9000000000000481,"author":{"id":9000000000000481,"authorId":9000000000000481,"name":"银河小铁骑00","avatar":"https://static.tigerbbs.com/84ac53ac922106fd5cb4dcb848ba94cb","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":651504245,"type":1,"supId":0,"prevId":0,"content":"<p>所以你是不是买有苹果的股票</p>","text":"<p>所以你是不是买有苹果的股票</p>","html":"<p>所以你是不是买有苹果的股票</p>"}],"langContent":"CN"},{"id":651504918,"gmtCreate":1681918432335,"gmtModify":1681918434349,"author":{"id":"3562799679355134","authorId":"3562799679355134","name":"度度假","avatar":"https://static.tigerbbs.com/af8ad0814c19ac68cb9bbfe1d47d5aeb","vip":2,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"苹果份额一直不是第一，利润才是一直第一。标题误导人","listText":"苹果份额一直不是第一，利润才是一直第一。标题误导人","text":"苹果份额一直不是第一，利润才是一直第一。标题误导人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651504918","repostId":2328784770,"repostType":2,"repost":{"id":"2328784770","pubTimestamp":1681914071,"share":"https://www.laohu8.com/m/news/2328784770?lang=&edition=full","pubTime":"2023-04-19 22:21","market":"us","language":"zh","title":"被三星超越，苹果痛失全球手机份额第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2328784770","media":"华尔街见闻","summary":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上","content":"<html><head></head><body><blockquote><strong>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。</strong></blockquote><p>受困于全球智能手机需求减弱，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一季度份额尽管实现了同比增长，但被<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>反超。</p><p>根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。</p><p>具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/366c14280c914e25686fb1d56b0b33cb\" title=\"\" tg-width=\"900\" tg-height=\"506\"/></p><p>三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。</p><p>去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。</p><p>该机构分析师Sanyam Chaurasia表示，<strong>今年一季度智能手机市场的下滑在整个行业的预期之内：</strong></p><blockquote><strong>宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。</strong> 此外，<strong>持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。</strong>为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。</blockquote><p>不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：</p><blockquote><strong>对某些智能手机产品和价格段的需求有了改善。</strong>此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。</blockquote><p>Canalys预测，<strong>到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。</strong>现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。</p><p>此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。</p></body></html>","source":"wallstreetcn_api","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\" 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.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被三星超越，苹果痛失全球手机份额第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-19 22:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3686938><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686938\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"BK4571":"数字音乐概念","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4507":"流媒体概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4575":"芯片概念","BK4566":"资本集团","LU0097036916.USD":"贝莱德美国增长A2 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ACC"},"source_url":"https://wallstreetcn.com/articles/3686938","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328784770","content_text":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。该机构分析师Sanyam Chaurasia表示，今年一季度智能手机市场的下滑在整个行业的预期之内：宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。 此外，持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：对某些智能手机产品和价格段的需求有了改善。此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。Canalys预测，到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":651506351,"gmtCreate":1681916958373,"gmtModify":1681916960341,"author":{"id":"3567032447067177","authorId":"3567032447067177","name":"Tastemaker","avatar":"https://static.tigerbbs.com/cabde4fed202b2d61e86ef55c4c27b5e","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"你这个标题有问题，你知道还有多少人在用苹果前几代的手机吗？","listText":"你这个标题有问题，你知道还有多少人在用苹果前几代的手机吗？","text":"你这个标题有问题，你知道还有多少人在用苹果前几代的手机吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/651506351","repostId":2328784770,"repostType":2,"repost":{"id":"2328784770","pubTimestamp":1681914071,"share":"https://www.laohu8.com/m/news/2328784770?lang=&edition=full","pubTime":"2023-04-19 22:21","market":"us","language":"zh","title":"被三星超越，苹果痛失全球手机份额第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2328784770","media":"华尔街见闻","summary":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上","content":"<html><head></head><body><blockquote><strong>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。</strong></blockquote><p>受困于全球智能手机需求减弱，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一季度份额尽管实现了同比增长，但被<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>反超。</p><p>根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。</p><p>具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/366c14280c914e25686fb1d56b0b33cb\" title=\"\" tg-width=\"900\" tg-height=\"506\"/></p><p>三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。</p><p>去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。</p><p>该机构分析师Sanyam Chaurasia表示，<strong>今年一季度智能手机市场的下滑在整个行业的预期之内：</strong></p><blockquote><strong>宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。</strong> 此外，<strong>持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。</strong>为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。</blockquote><p>不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：</p><blockquote><strong>对某些智能手机产品和价格段的需求有了改善。</strong>此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。</blockquote><p>Canalys预测，<strong>到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。</strong>现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。</p><p>此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。</p></body></html>","source":"wallstreetcn_api","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\" 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href=https://wallstreetcn.com/articles/3686938><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3686938\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c79d9ba94a347164a5cd3ec1bac06488","relate_stocks":{"BK4571":"数字音乐概念","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4507":"流媒体概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4575":"芯片概念","BK4566":"资本集团","LU0097036916.USD":"贝莱德美国增长A2 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ACC"},"source_url":"https://wallstreetcn.com/articles/3686938","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2328784770","content_text":"全球智能手机出货量连续第五个季度收窄，仅有三星实现环比增长。受困于全球智能手机需求减弱，苹果一季度份额尽管实现了同比增长，但被三星反超。根据科技市场调查机构Canalys的最新报告，全球智能手机销量上季度萎缩12%，为连续第五个季度收窄，只有三星实现了环比增长，以22%份额重回全球份额第一，苹果以21%居于第二。具体而言，在2023年第一季度对其iPhone 14 Pro系列的强劲需求推动下，苹果占据21%的市场份额，高于去年同期的18%。小米以11%的市场份额保持第三位，OPPO和Vivo则分别占据了10%和8%的市场份额。三星领先的原因很可能是今年第一季度发布了新的旗舰Galaxy S23系列，但这一优势相比去年同期几乎“微不足道”。去年一季度，三星发布Galaxy S22系列之后，份额领先苹果6个百分点。该机构分析师Sanyam Chaurasia表示，今年一季度智能手机市场的下滑在整个行业的预期之内：宏观经济状况继续阻碍了供应商在几个市场的投资和运营。尽管供应商降价和大力促销，但消费者需求仍然低迷，特别是在低端市场，因为高通胀影响了消费者信心和支出。 此外，持续低迷的终端用户需求引发了整个供应链的大面积去库存化浪潮，渠道减少库存水平以保证运营。为了维持低水平的销售量，供应商继续使用谨慎的生产技术，这对零部件供应链的运营表现产生了长期的负面影响。不过，Canalys分析师Toby Zhu也指出，行业持续下降中也出现了一些缓和迹象：对某些智能手机产品和价格段的需求有了改善。此外，一些智能手机供应商在生产计划和订购部件方面变得更加积极。Canalys预测，到2023年第二季度末，智能手机行业的库存，不论是渠道还是厂商，都能达到一个相对健康的水平。现在预测整体消费需求的恢复还为时尚早。然而，由于未来几个季度库存的减少，全球智能手机市场的销售量预计会有所改善。此外，供应商在经过一轮波动后，更加注重创新，提高生产和渠道效率，从为数量和份额增长转向为质量增长。5G的普及和折叠屏手机也正在成为行业的新驱动力。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7958021,"gmtCreate":1681917659581,"gmtModify":1681917663329,"authorId":3520311914319676,"author":{"id":3520311914319676,"authorId":3520311914319676,"name":"带老鼠","avatar":"https://static.tigerbbs.com/5efff083d92123a9144dd4ce6f0a5537","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":651506351,"type":1,"supId":0,"prevId":0,"content":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.","text":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧.","html":"但是利润是计算现在的、以前卖的多跟现在有什么关系、这种思维告别股市吧."},{"id":7958019,"gmtCreate":1681917150606,"gmtModify":1681917154276,"authorId":3472509891364152,"author":{"id":3472509891364152,"authorId":3472509891364152,"name":"真的英雄","avatar":"https://static.tigerbbs.com/840859d8f7d3c5c63498b7f330b98705","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.04.24","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":651506351,"type":1,"supId":0,"prevId":0,"content":"说的很对","text":"说的很对","html":"说的很对"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":6,"commentSize":0,"repostSize":3,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false}}