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蘋果iPad砍單花旗、高盛力挺影響鴻海 @ 2011-09-28T09: Back Hot News
Keyword:蘋果 砍單
Concept:
摩根大通引述供應鏈消息指出,過去兩周內,蘋果大砍第4季iPad出貨到通路(sell-in)的訂單,幅度高達25%,單季出貨量可能從第3季的1700萬台縮減到1300萬台,將對供應鏈造成沖擊。蘋果公司北京發言人卡羅琳·吳(Carolyn Wu)與鴻海都未立即響應此消息。法人認為,歐債風暴持續擴大,全球景氣加速急凍,蘋果下調出貨,反映連最熱賣的iPad也難逃景氣循環沖擊,今年第4季的聖誕節旺季銷售堪慮。除了iPad2傳出第4季訂單下修外,iPhone5也傳出可能因零組件短缺,影響出貨預期,使得蘋果概念股成為近期空頭標的。

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