蘋果公司要將囤積海外的現(xiàn)金轉(zhuǎn)回美國，付清相關(guān)稅款后就可以支配巨款。追蹤蘋果動(dòng)向的觀察人士正在猜測(cè)，蘋果可能會(huì)怎么花這筆錢。

長(zhǎng)期研究蘋果的分析師吉恩·明斯特現(xiàn)任風(fēng)投公司Loup Ventures的管理合伙人。他認(rèn)為，蘋果可能用這筆巨資收購增強(qiáng)現(xiàn)實(shí)領(lǐng)域初創(chuàng)公司Magic Leap，以及健身初創(chuàng)公司Peloton。明斯特與財(cái)經(jīng)科技資訊網(wǎng)站Business Insider討論蘋果可能的計(jì)劃時(shí)表示，蘋果不太可能做“大型并購交易。”

蘋果上周三宣布，近2500億美元囤積海外的現(xiàn)金將轉(zhuǎn)回國內(nèi)。蘋果要為大規(guī)模轉(zhuǎn)賬納稅380億美元，好處是終于可以自由使用這筆資金。蘋果表示，將用幾十億美元招募2萬名新員工，并且在美國大力投資。

但明斯特和其他很多業(yè)內(nèi)觀察者認(rèn)為，蘋果也可能考慮收購。過去幾個(gè)月，有關(guān)蘋果可能發(fā)起重大收購的猜測(cè)甚囂塵上，視頻流媒體巨頭奈飛和電動(dòng)汽車公司特斯拉都成為傳聞中的收購對(duì)象。而明斯特對(duì)此有不同看法。

他認(rèn)為蘋果可能耗資數(shù)十億美元收購Magic Leap，因?yàn)镸agic Leap已經(jīng)打入增強(qiáng)現(xiàn)實(shí)頭盔市場(chǎng)，而蘋果說過會(huì)大筆投資該領(lǐng)域，所以收購可能比較大。Peloton已經(jīng)全面涉獵健身行業(yè)，產(chǎn)品從健身設(shè)備到健康培訓(xùn)課程都有涉及，有可能幫助蘋果加快推進(jìn)健康領(lǐng)域的業(yè)務(wù)。

Business Insider報(bào)道稱，明斯特認(rèn)為，蘋果轉(zhuǎn)回大筆海外現(xiàn)金后，有很大一部分都會(huì)回饋股東。他預(yù)計(jì)，今年2月1日公布財(cái)報(bào)的時(shí)候，蘋果可能宣布回購700億美元的股票，還可能派發(fā)120億美元股息。他并沒有透露如何預(yù)測(cè)出這些數(shù)據(jù)。（財(cái)富中文網(wǎng)）

譯者：Pessy

審校：夏林

Apple is repatriating its overseas cash hoard, giving the company the opportunity to do whatever it wants with that money once it pays taxes. And now one noted Apple tracker is guessing at the big buys the company might make with all that cash.

Gene Munster, a longtime Apple analyst who now serves as managing partner at venture capital firm Loup Ventures, believes Apple could acquire augmented reality startup Magic Leap and fitness-focused company Peloton with its newfound cash windfall. Speaking to Business Insider about Apple’s plans, Munster added that he doesn’t believe Apple will engage in “any big M&A deals.”

Apple announced on Wednesday plans to repatriate its nearly quarter-trillion in overseas cash. The move will cost the company $38 billion in taxes, but will also free up the sum to be spent. Apple has already said that it plans to use billions of the cash to bring on 20,000 new employees and invest heavily in the U.S.

But Munster, along with many other industry-watchers, believes Apple’s cash could also be used on acquisitions. And while speculation has been running rampant for months that Apple could make a major acquisition, including buying Netflix or Tesla, Munster sees it differently.

He believes Magic Leap, which would likely cost Apple several billion dollars, has tapped into the augmented-reality headset market and could attract Apple, which has already said that it’s investing heavily in that space. Peloton, which has build a multi-faced fitness company that offers everything from workout hardware to classes on how to improve health, could also help Apple accelerate its health-focused operations.

According to Business Insider, Munster believes the lion’s share of Apple’s freed-up cash will be sent back to shareholders. When Apple reports earnings on February 1, he said, the company could announce a $70 billion share buyback program and a $12 billion dividend. He didn’t say how he arrived at those figures.