c*******2
发帖数: 617 | 1 “We believe the economic environment in China has been further impacted by
rising trade tensions with the United States,” CEO Tim Cook wrote in a
letter to investors that sent Apple stock plummeting and brought the broader
stock market down with it.
In response, White House Council of Economic Advisers chief Kevin Hassett
told CNN that Cook is basically right, and that Apple isn’t going to be
alone in the feeling the pain.
“It’s not going to be just Apple,” Hassett said Thursday morning. “There
are a heck of a lot of U.S. companies that have sales in China that are
going to be watching their earnings being downgraded next year until we get
a deal with China.”
The president’s top economic adviser saying that the White House’s
economic agenda is hurting American companies and causing the stock market
to decline is a bit of an unusual tactic. But far from being worried by the
prospect of more negative earnings shocks, Hassett sees it as evidence that
Trump’s policies are working.
What’s bad for China is good for Trump’s China policy
The basic logic of Hassett’s argument is like this:
Apple’s revenue and share price are falling because the Chinese economy is
sliding, so Chinese consumers are buying fewer iPhones. Because this
reflects a general problem in the Chinese economy, it ought to end up
afflicting not just Apple but a lot of American companies that have
significant Chinese sales. About 20 percent of Apple’s revenue comes from
China, which is a lot, but companies like Corning, Starbucks, and Intel are
even more dependent on China, and even less exposed companies like Nike,
Boeing, and 3M still count on China for about 10 percent of sales.
On one level, that sounds pretty bad.
But Hassett is arguing that because the cause of the bad news for American
companies is the overall bad news about the Chinese economy, this means that
Chinese people are suffering much more. And that’s good because it means
the Chinese government is going to have to surrender.
“That puts a lot of pressure on China to make a deal,” Hassett said. “If
we have a successful negotiation with China, then Apple’s sales and
everybody else’s sales will recover.” | P****i
发帖数: 12972 | 2 nike怎么说？
中国经济下滑，不工作都是打球跑步了？
by
broader
There
get
【在 c*******2 的大作中提到】
: “We believe the economic environment in China has been further impacted by
: rising trade tensions with the United States,” CEO Tim Cook wrote in a
: letter to investors that sent Apple stock plummeting and brought the broader
: stock market down with it.
: In response, White House Council of Economic Advisers chief Kevin Hassett
: told CNN that Cook is basically right, and that Apple isn’t going to be
: alone in the feeling the pain.
: “It’s not going to be just Apple,” Hassett said Thursday morning. “There
: are a heck of a lot of U.S. companies that have sales in China that are
: going to be watching their earnings being downgraded next year until we get
| l******t
发帖数: 55733 | | B********n
发帖数: 2062 | | t*c
发帖数: 8291 | 5 最后崩掉的是美国牌子。 中国市场依旧活跃， 欧洲日本品牌获益， 中国本土品牌也
会收益。 比如手机就是本土品牌受益。
美国牌子被川普砸扁了。 恭喜川普贺喜川普。
by
broader
There
get
【在 c*******2 的大作中提到】
: “We believe the economic environment in China has been further impacted by
: rising trade tensions with the United States,” CEO Tim Cook wrote in a
: letter to investors that sent Apple stock plummeting and brought the broader
: stock market down with it.
: In response, White House Council of Economic Advisers chief Kevin Hassett
: told CNN that Cook is basically right, and that Apple isn’t going to be
: alone in the feeling the pain.
: “It’s not going to be just Apple,” Hassett said Thursday morning. “There
: are a heck of a lot of U.S. companies that have sales in China that are
: going to be watching their earnings being downgraded next year until we get
| l*******2
发帖数: 1 | | f*******d
发帖数: 1 | 7 lol,这逻辑
假如公司破产了，这个人也能怪到消费者头上去 |
|
