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專欄 - 蘋(píng)果2_0

白色iPhone意義重大?

Philip Elmer-DeWitt 2011年04月27日

蘋(píng)果(Apple)公司內(nèi)部流傳著一個(gè)老笑話,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實(shí)扭曲力場(chǎng)”:你離他太近的話,就會(huì)相信他所說(shuō)的話。蘋(píng)果的數(shù)百萬(wàn)用戶中已經(jīng)有不少成了該公司的“信徒”,而很多蘋(píng)果投資者也賺得盆滿缽滿。不過(guò),Elmer-DeWitt認(rèn)為,在報(bào)道蘋(píng)果公司時(shí)有點(diǎn)懷疑精神不是壞事。聽(tīng)他的應(yīng)該沒(méi)錯(cuò)。要知道,他自從1982年就開(kāi)始報(bào)道蘋(píng)果、觀察史蒂夫·喬布斯經(jīng)營(yíng)該公司。
一位分析師預(yù)測(cè)蘋(píng)果股價(jià)在未來(lái)3到5個(gè)月里將上漲100美元以上,并認(rèn)為白色iPhone意義重大。

圖片來(lái)源:蘋(píng)果公司

????“消費(fèi)者對(duì)電子產(chǎn)品的購(gòu)買并非完全理性的決策。人們購(gòu)買蘋(píng)果(Apple)產(chǎn)品的原因多種多樣,其中包括:身份、美感、功能、質(zhì)量和‘酷’。”

????本周一,Ticonderoga的布萊恩?懷特在致客戶的報(bào)告中寫(xiě)下了上面這番話。他的依據(jù)來(lái)自于AppleInsider的一份報(bào)道,該報(bào)道稱蘋(píng)果趕在4月27日白色iPhone 4發(fā)售之前,在上周末將產(chǎn)品發(fā)至零售商。

????懷特表示:“延期發(fā)售‘白色’iPhone在一定程度上制造了一種神秘感,我們認(rèn)為一些消費(fèi)者對(duì)它很有興趣。所以我們預(yù)計(jì)在替換、升級(jí)和新購(gòu)買iPhone 4等因素的推動(dòng)下,iPhone 4的銷量將得到提升。我們?cè)趤喼蘼眯衅陂g發(fā)現(xiàn)人們對(duì)‘白色’iPhone相當(dāng)感興趣,這將促使他們?nèi)ベ?gòu)買該產(chǎn)品。中國(guó)顯然正處在‘蘋(píng)果熱’中,我們認(rèn)為它將成為‘白色’iPhone 4的主要市場(chǎng)。”

????我們不清楚懷特為何一定要在‘白色’上打引號(hào)。但有一點(diǎn)可以肯定,懷特認(rèn)為蘋(píng)果股價(jià)的調(diào)整期已經(jīng)過(guò)去。他表示:“蘋(píng)果的股價(jià)大起大落。”他預(yù)計(jì)未來(lái)3到5個(gè)月里,蘋(píng)果股價(jià)將上漲100美元甚至更多。

????懷特將蘋(píng)果目標(biāo)股價(jià)定為612美元,這是華爾街所做出的最高預(yù)期之一。蘋(píng)果股票周一的開(kāi)盤(pán)價(jià)為350.52美元。

????譯者:項(xiàng)航

????"The purchase of consumer electronic devices is not always a completely rational decision, and people buy Apple products for many different reasons, including status, aesthetics, functionality, quality and the "cool factor."

????So wrote Ticonderoga's Brian White in a note to clients Monday, taking his cue from an AppleInsider report that Apple (AAPL) began shipping white iPhones to retail stores over the weekend in advance of an April 27 launch.

????"The delayed launch of a 'white' iPhone," Write says, "has created a certain mystique around the product, and we believe certain demographics will find the product appealing. As such, we expect incremental iPhone 4 purchases due to this launch, driven by replacements, upgrades and/or new iPhone 4 purchases. During our travels to Asia, we found quite a bit of interest in a 'white' iPhone 4, which could prompt users to make a purchase. China has clearly caught 'Apple fever,' and we believe the country is a prime candidate for a 'white' iPhone 4."

????Why White insists on putting quote marks around the word "white" is not clear. What is clear is that he thinks the period of consolidation that preceded last week's earnings report is over. "Apple's stock moves in big waves," he says, predicting that its shares will pick up another 100 points or more over the next 3-5 months.

????White's price target of $612 is one of the highest on Wall Street. The stock opened Monday at $350.52.

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