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中國股市暴跌,殃及蘋果等各大科技巨頭

中國股市暴跌,殃及蘋果等各大科技巨頭

Jonathan Vanian 2015-08-27
蘋果、思科和英特爾等科技公司一直在全力拓展在華業務。但隨著中國經濟增長勢頭減弱,股市暴跌,這些科技巨頭遭遇巨大挑戰。

????中國已經成長為一個非常巨大的商業硬件和軟件市場。思科系統、英特爾、惠普和微軟等大型科技公司都在該國押下重注。不過隨著中國經濟增長勢頭減弱,股市暴跌,這些美國科技巨頭或許將在那里度過一段艱難時光。

????中國市場的糟糕表現,可能會對美國科技公司的財務業績造成巨大影響。在此之前,他們就已經面臨了來自中國對手的激烈競爭,此外,中國政府還向本國公司施壓,要求他們舍棄美國產品,購買國貨。

????去年秋天,英特爾斥資15億美元,收購了清華紫光20%的股份。這是一家旗下擁有兩家中國電腦芯片設計公司的國有企業,出資方是中國最出色的研究型大學之一清華大學。

????因錯失美國移動市場的機遇,半導體巨頭英特爾曾經遭受很長時間的指責,而他們在中國開展移動芯片業務的計劃,又面臨著來自全志科技等中國芯片制造商的激烈競爭。

????為推動在該地區的銷量,惠普也試圖討好清華大學。今年五月,惠普將其在華服務器和網絡業務51%的股權廉價賣給了清華大學。

????在最近一次收入電話會議上,惠普CEO梅格?惠特曼對投資者表示:“對我們來說,中國仍然是很大,很重要的市場,但也存在著激烈競爭。”她表示惠普最近在中國達成的交易,如與清華大學的交易,已經給公司在中國的表現帶來了一些提升。不過她也承認“宏觀經濟環境,尤其是在惠普已充分開展業務的國家,如俄羅斯和中國,構成相當大的挑戰。”

????網絡巨頭思科的中國業務也遭遇了挑戰。前思科首席執行官約翰?錢伯斯在5月的收入電話會議上對投資者表示,思科在中國的第三財季業績下跌了20%。思科發言人透露稱,思科在華業務目前在公司整體業務的占比不足3%。

????為了讓中國的業務煥發生機,思科在6月的一份聲明中表示,將向中國投資100億美元,以“促進地方經濟和商業的發展”。

????微軟在中國的移動手機業務最近也受到影響。一家市場分析公司報告稱,微軟第二季度智能手機的出貨量從前一年的5030萬部猛跌至2780萬部。該研究公司表示,由于微軟表現下滑,華為公司超過微軟成為了中國第三大智能手機制造商。

????另外,蘋果首席執行官蒂姆?庫克試圖平息投資者對該公司中國業績的擔憂。他在本周一發郵件給美國全國廣播公司CNBC財經頻道主持人吉姆?克拉默,表示一切順利。他在郵件中聲稱,蘋果7月和8月在中國的銷量繼續保持強勁態勢,該地區的增長速度超過了這家科技巨頭的總體增長速度。

????顯然,美國的科技公司正在中國遭遇困境。盡管每家公司似乎都在推出新的投資和創意,嘗試著與中國建立更好的關系,但由于中國經濟疲軟,短期內恐怕難以取得多少收獲。

????在周一的午盤交易中,思科、惠普、微軟和英特爾的股價都受中國影響而下跌。思科下跌4.69%,惠普下跌3.48%,微軟下跌3.46%,英特爾下跌0.3%。(財富中文網)

????譯者:嚴匡正

????審校:任文科

????Big technology companies like Cisco Systems, Intel, Hewlett-Packard, and Microsoft have all made big bets on China, an already huge market for business hardware and software. But with China’s economy weakening and its swooning stock markets, U.S. tech giants may be facing a difficult time there.

????The consequences could have a major impact on the financial performance for U.S. tech companies. Even before, they faced increasingly tough competition from Chinese competitors and government pressure on Chinese companies to buy domestic products instead of American.

????Last fall, Intel INTC -0.04% plunked down $1.5 billion for a 20% stake in Tsinghua Unigroup, a state-run corporation that owns two Chinese computer chip designers and is funded by one of China’s premier research universities, Tsinghua University.

????The semiconductor company has long been criticized for missing the boat on mobile in the U.S. market, and it’s plans to generate a mobile chip business in China faces tough competition from Chinese-based chip manufacturers like Allwinner Technology.

????Hewlett-Packard HPQ -3.17% has also tried to cozy up with Tsinghua University in an effort to boost sales in the region, with the company selling off 51% of its Chinese server and networking business to the university in May.

????During a recent earnings call, HP CEO Meg Whitman told investors that “China remains a very big and important market for us, but it is very competitive.” She said HP’s recent China deals like the one it landed with Tsinghua University has already led to some improvements but she admitted that the “macroeconomic environment, particularly in places like Russia where we are over exposed, and China, is pretty challenging.”

????Networking giant Cisco has also seen challenges in its China business. Former Cisco CSCO -5.06% CEO John Chambers told investors in an earnings call in May that Cisco’s China business dropped 20% in the company’s fiscal third quarter. According to a Cisco spokesperson, Cisco’s China business currently accounts for less than 3% of the company’s total business.

????In an attempt to spark some life in the region, Cisco in June said in a statement that it would invest $10 billion into China to “support the growth of local economies and businesses.”

????As for Microsoft, it recently saw its mobile phone business take a hit in China with a market analyst firm reporting that shipments of mobile phones decreased to 27.8 million in the second quarter from the 50.3 million shipments it saw the previous year. Because of the decline, the research firm said that China-based Huawei overtook Microsoft as the country’s third biggest mobile phone maker.

????Separately, Apple CEO Tim Cook AAPL -2.50% tried to quell investor concern about his company’s performance in China by emailing CNBC host Jim Kramer Monday to say that business was doing just fine. In the note, he said sales in China remained strong in through July and August and that growth in the region outpaced the tech titan’s overall growth.

????Clearly, U.S. based technology giants are having a tough time doing business in China. And while each company seems to have been pushing new investments and initiatives to build better relationships with the country, the likelihood of those bearing any fruit any time soon is tougher now that China’s economy is hurting.

????As of mid-day trading Monday afternoon, shares of Cisco, HP, Microsoft MSFT -3.34% , and Intel were all fell amid the China news. Cisco’s shares fell 4.69%; Hewlett-Packard was down 3.48%; Microsoft lost 3.46%, and Intel dropped .3%.

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