¤¤°êÀˬ̨¾¯f¬rÂX´²±¹¬I ®ÆÄò¤zÂZ¹q¤l»s³y·~¶}¤u
¡i©ú³ø±M°T¡j¥þ²y¨ÑÀ³Ã줤¤ßªº¤¤°ê¤u¼t¦]·s«¬«aª¬¯f¬rÃzµo¦Ó¦b¤¤°ê¹A¾ä¦~«á©µ´Á¶}¤u¡C¤j³¡¤À¤u¼t¹w©w2¤ë10¤é´_¤u¡A¸ûì©w´_¤u¤é´Á±ß¤F¤@©P¡C»s³y·~±M®aªí¥Ü¡A§Y¨Ï¤u¼t¯à°÷«Ü§Ö«ì´_¥þ²£¯à¡A¦ý¥Ñ©ó¤¤°êªºÀˬ̤Ψä¥L¨¾¤î¯f¬rÂX´²±¹¬I¡A¤´·|Ä~Äò¤zÂZ¹q¤l»s³y·~ªº¥¿±`¹B§@¡A¼vÅT§ó¥i¯àªi¤Î¦Ü¤µ¦~ªº°²´Á±ÄÁÊ©u¡C
ª«¬y·ÀIºÞ²z¤½¥qResillience 360·ÀI¤ÀªR®v¥dÁÚº¸(Sherina Kamal)ªí¥Ü¡A¨ÑÀ³Ã즤w¦]¤u¼t©µ«á¶}¤u¦Ó¨ü¨ì¤zÂZ¡C¡u±q¤¤°ê¤@Ó¦a°ÏÂX´²¥X¨Óªºº§º¬®ÄÀ³«e©Ò¥¼¨£¡C¡v
¥Ñ©ó³\¦h¤¤°ê¤u¼t¤u¤H¨C¤Ñ³£±q¥°Ïu¥«°Ï¤u¼t¤W¯Z¡A¬G¤u¼t¤H¤â¤£¨¬±N¦¨¬°¤@Ó°ÝÃD¡C
±M®aªí¥Ü¡A¸gÀç¨}¦nªº¤½¥q¤@¯ë³£¦³À³ÅÜp¹º¡C¦pªG¤½¥q¯à§ä¨ì²Ä2Ó¥Dn¹s¥ó¨ÑÀ³ªÌ¡A¥ḺN¦³¥i¯àÄ~Äò¥Í²£²{¦³ªº²£«~¡A¥u¬O³t«×¸ûºC¨Ç¡C¦ý¬O¡A³]p©M쫬»s§@¹Lµ{¤¤ªº©µ¿ð¥i¯à·|¤@ª½©µÄò¦Ü°²´Á±ÄÁÊ©u¡C
³o¬O¦]¬°¹q¤l²£«~¤½¥q¦b¤¤°ê¤u¼t¥Í²£¥h¦~²£«~ªº¦P®É¥ç¦b¶}µo·s²£«~¡A¥ç§Y©Ò¿×ªº¡u·s²£«~¤¶²Ð¹Lµ{¡v(new product introduction¡ANPI)¡C³o·N¨ýþÓ¼ÆÓ¤ë«e§Y¶·Äw¹ºªº°²´Á±ÄÁÊ©u²£«~¥Í²£·|¾D¨ì©µ»~¡C
¤@¨Ç±M®a¬Æ¦Ü¹w´ÁÄ«ªG¤½¥q(Apple)³Ì«nªº²£«~iPhone¥Í²£¥ç±N¾D¨ì©µ»~¡A¨Ã¼vÅT¨ìÄ«ªG·s²£«~±À¥Xªº®É¶¡¡C
TF Securities¤ÀªR®vMing-Chi Kuoªí¥Ü¡G¡u§Ú̳̪ñªº½Õ¬dÅã¥Ü¡AiPhone¨ÑÀ³¥¿¦b¨ü¨ì·s«¬«aª¬¯f¬rªº¼vÅT¡A¦]¦¹§Ú̱NiPhone¥X³f¶q¹w¦ô«d´î10%¡C¡v¤W©P¦b¤½¥¬¬Õ§Q³ø§iªºµø°T·|ij¤W¡AÄ«ªG¦æ¬FÁ`µô®w§J(Tim Cook)ªí¥Ü¡A¸Ó¤½¥qªºÀ禬«ü¤Þ¤w±N·s«¬«aª¬¯f¬r³y¦¨ªº¤£½T©w©Ê¯Ç¤J¦Ò¶q¡A¦Ó´ò¥_¬Ù¥H¥~¨ÑÀ³°Óªº¼vÅT¡u¥Ø«e©|¤£²M·¡¡v¡C
¤¤°ê³Ì¤j¹µ¥D©MÄ«ªG³Ì¥DnªºiPhone²Õ¸Ë°Ó´I¤h±d(Foxconn)©|¥¼½T»{¤u¼t¬O§_·|¦b2¤ë10¤é´_¤u¡C¤@¦Wµo¨¥¤Hªí¥Ü¡A´I¤h±d¤¤°ê¤u¼t´_¤u¤é´Á±N¿í¦u·í¦a¬F©²ªº³W©w¡A¦Ó¨´¤µ¬°¤î¡A´I¤h±d©|¥¼±µÀò¨Ó¦ÛÅU«È´£¦¶}¤uªºn¨D¡C