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财联社4月17日讯(编辑刘蕊)美东时间周三,苹果股价收盘下跌近4%,其市值重新滑落到3万亿美元以下,至2.92万亿美元。

尽管本周早些时候,特朗普“豁免”电子类别产品关税的消息曾一度推动苹果股价经历了所谓的“缓解性反弹”,但在特朗普后来澄清豁免消息并启动对出口半导体产品的调查后,苹果股价又重新背负上关税带来的压力。

特朗普关税令苹果市值出现巨大波动

苹果的这轮市值波动开始于特朗普关税。

4月2日,特朗普宣布将于4月9日生效的全球对等关税。

上周三(4月9日),特朗普总统宣布将大部分国家对等关税计划暂停90天,这一进展受到了苹果投资者的欢迎,推动苹果股价单日暴涨。

上周五,美国海关和边境保护局晚些时候发布了规定,豁免了对消费电子产品(几乎涉及所有苹果产品)的对等关税。但是特朗普随后又声称,这些豁免是短暂的,相关产品只是被转移到另一个关税类别。

在这期间,苹果股价经历了过山车式的变动。苹果的市值在上周一度跌至近一年来的最低水平,跌破2.6万亿美元,在4月2日至4月8日期间,苹果的市值蒸发了7700多亿美元。

苹果股价年初至今走势

但在4月9日后苹果市值又一度升至3万亿美元以上。花旗的阿提夫·马利克(AtifMalik)认为,这轮回升仅仅是特朗普暂缓对等关税后的“缓解性反弹”。

美东时间本周三,苹果股价再次在关税重压下跌至3万亿美元下方。不过,鉴于美股“七巨头”股价近期都出现了大幅下滑,目前,苹果仍然是世界上市值最高的公司,略领先于第二位的微软,后者市值为2.76万亿美元。

关税压力进一步加重

在苹果股价周三下跌之前,英伟达周二晚间披露,公司H20芯片和达到H20内存带宽、互连带宽等的芯片向中国等国家和地区出口需要获得许可证。

然而在英伟达披露这一消息之前,又有报道称,特朗普政府有望改变限制英伟达向中国出口H20人工智能芯片的计划。

在杰富瑞分析师EdisonLee看来,这些事态发展表明,“特朗普团队内部在关税、针对中国的战略和美国技术限制等问题上存在许多相互矛盾的意见。”

戴维森(DADavidson)分析师吉尔·卢里亚(GilLuria)表示:“市场对苹果的担忧是,随着关税和限制出口规定的影响,苹果想要从中美之间的交锋中保全自身将变得更加困难。”

快科技4月15日消息,据新浪科技报道,小米日前内部宣布,在手机部产品部组织架构下成立芯片平台部,任命秦牧云担任芯片平台部负责人,向产品部总经理李俊汇报。

资料显示,秦牧云此前曾在高通任职,担任高通产品市场高级总监,后加入小米。

值得注意的是,目前正值小米自研玄戒SoC芯片即将亮相的关键时刻,小米此时成立部门,一方面是坚定了自研芯片的决心,另一方面也证明对玄戒有十足信心。

小米最早在小米5C上搭载了小米首款自主处理器松果,但仅仅一代就再无下文。

2017年2月,小米发布首款自研手机芯片澎湃S1,成为继苹果、三星、华为后全球第四家可同时研发设计芯片和手机的企业。

之后小米不断发布了多款自研小芯片,包括自研影像芯片澎湃C1、澎湃P1/P2充电管理芯片、G1电池管理芯片等等,从小芯片入手积累能力。

前段时间,小米联合创始人林斌确认了小米15SPro新机的存在,消息称将在本月发布。

该机将首发搭载最新的玄戒SoC芯片,基于台积电N4P制程工艺打造,采用比较传统的八核三丛集的设计,综合性与骁龙8Gen1相当,甚至有希望对标骁龙8Gen2。

这将是小米布局芯片多年的里程碑作品,后续能否成长为下一个海思麒麟,就让我们拭目以待吧。

【本文结束】如需转载请务必注明出处:快科技

责任编辑:建嘉

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