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财经简讯(2019-01-10)

香港
2019-01-10 16:14

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苹果计划一季度将iPhone产量削减10% 

日经亚洲评论(Nikkei Asian Review)周三报道称,苹果公司将在未来三个月将目前的新款iPhone生产计划削减约10%。日经新闻援引了消息人士的话称,这家科技巨头去年12月告诉供应商,新iPhone的产量低于最初计划的第一季度的产量。这将是苹果在两个月内第二次下调其智能手机的计划产量。日经新闻补充称,最新修改的产量计划适用于所有新款iPhone——XS Max、XS和XR。根据修改后的计划,今年第一季度,所有新老iPhone产量计划将减少到约4000万至4300万辆,低于早前预测的4700万至4800万辆。
Apple is cutting down its current production plans for new iPhones by about 10 percent for the next three months, the Nikkei Asian Review reported on Wednesday. The tech giant told its suppliers in December to produce fewer new iPhones than what was initially planned for the March quarter, the Nikkei said, citing sources with knowledge of Apple's request. It would be the second time in two months that Apple trimmed its planned production for its smartphones, according to the Nikkei, which added that the newest revision applies to all new iPhone models — the XS Max, XS and XR. Under the revised proposal, the overall planned production volume for new and old iPhones will be reduced to about 40 million to 43 million units for the March quarter — down from an earlier prediction of 47 million to 48 million units, the Nikkei said citing a source familiar with the situation.

摩根大通CEO:股市反应过度,不会出现经济衰退
摩根大通CEO Jamie Dimon表示,从股票到高收益债券,市场一直在发出警告信号,这可能是对增长放缓的过度反应,而不是即将到来的衰退的前兆。“我认为,市场因为一系列事项对短期情绪做出了过度反应”,Jamie Dimon还补充道,“市场举动是对增长放缓和中美贸易争端的“正常回应”,但总的来说,去年12月股市下跌以及银行停止发行高收益债券都是没有道理的”。
Markets from equities to high-yield bonds that have been flashing warning signs are probably an overreaction to slowing growth rather than a precursor of imminent recession, according to J.P. Morgan Chase CEO Jamie Dimon. “I think markets are overreacting to short-term sentiment around a whole bunch of complex issues,” Dimon said in a Fox Business interview released Tuesday. He quickly added that the market moves were a “rational response” to slower growth and the U.S.-China trade dispute. But overall, Dimon, who leads the biggest U.S. lender, said the December stock declines and the halting by banks of high-yield debt issuance last month were unwarranted. He said he’s “really not worried about” what happened to riskier corporate debt because credit spreads are returning to normal after a long period of suppression.

美中贸易谈判开始弥合分歧
美中两国弥合贸易分歧出现进展,在中国采购美国商品和服务并扩大市场准入方面进展突出,但距离达成协议仍有较长路程。据中美双方听取谈判简报的人士,双方已在北京进行了两天的紧张会谈,两国的中等级别官员磋商了诸多棘手问题,同时也在尝试找到确保中国落实承诺的具体方式。谈判将在周三继续进行。预计美国代表团在周三下午之前不会离开北京。美国总统特朗普在双方于北京时间晚9:00结束周二的谈判时发表推文称:“和中国的谈判进行得很好!”一位了解谈判的中国官员称,双方的对话“富有建设性”。美中贸易争端已搅动全球市场,并为中美之间的恶性竞争增添了一层新的压力。双方均认为本周已取得足够进展,可能于本月稍晚在华盛顿举行下一轮部长级会谈。
The U.S. and China made progress on narrowing their differences on trade issues, especially on purchases of U.S. goods and services and widening access to China’s markets, though the two sides are far from striking a deal. In two intense days of talks in Beijing that will continue into Wednesday, U.S. and Chinese midlevel negotiators addressed a number of nettlesome issues and tried to specify how to ensure China will carry out pledges it made, according to people on both sides briefed on the discussions. The U.S. team isn’t expected to leave Beijing until late Wednesday afternoon.“Talks with China are going very well!” President Trump wrote in a tweet while the negotiations were wrapping up for the day Tuesday after 9 p.m. Beijing time. A Chinese official with knowledge of the talks described the conversations as “constructive.” The bilateral trade tensions have roiled global markets and added a new, bitter dimension to the increasingly rancorous competition between the two powers. Both sides believe they’re making enough progress this week for a next round of talks among cabinet-level officials, probably later this month in Washington.
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