苹果产品研发链空期近一年, 外部压力倍增
<p><span word="Here">Here</span>'<span word="s">s</span> <span word="what">what</span> <span word="Apple">Apple</span> <span word="told">told</span> <span word="investors">investors</span> <span word="about">about</span> <span word="its">its</span> <span word="business">business</span> <span word="Tuesday">Tuesday</span>: <span word="Margins">Margins</span>, <span word="revenues">revenues</span>, <span word="and">and</span> <span word="profits">profits</span> <span word="in">in</span> <span word="the">the</span> <span word="next">next</span> <span word="quarter">quarter</span> <span word="all">all</span> <span word="will">will</span> <span word="be">be</span> <span word="worse">worse</span> <span word="than">than</span> <span word="investors">investors</span> <span word="had">had</span> <span word="expected">expected</span>. <span word="Here">Here</span>'<span word="s">s</span> <span word="what">what</span> <span word="Apple">Apple</span> <span word="didn">didn</span>'<span word="t">t</span> <span word="address">address</span> <span word="Wednesday">Wednesday</span>: <span word="Specific">Specific</span> <span word="plans">plans</span> <span word="for">for</span> <span word="any">any</span> <span word="new">new</span> <span word="product">product</span> <span word="categories">categories</span> <span word="or">or</span> <span word="personnel">personnel</span> <span word="moves">moves</span>, <span word="either">either</span> <span word="among">among</span> <span word="its">its</span> <span word="long">long</span>-<span word="serving">serving</span> <span word="management">management</span> <span word="team">team</span> <span word="or">or</span> <span word="to">to</span> <span word="fill">fill</span> <span word="at">at</span> <span word="least">least</span> <span word="one">one</span> <span word="long">long</span>-<span word="vacant">vacant</span> <span word="hole">hole</span>. <span word="The">The</span> <span word="stock">stock</span> <span word="rallied">rallied</span> <span word="in">in</span> <span word="after">after</span>-<span word="hours">hours</span> <span word="trading">trading</span>.</p><p>本周二，苹果（<span word="Apple">Apple</span>）这样告诉投资者：下个季度的利润率、收入和净利润都会低于投资者此前的预期。苹果没有谈到的是：没有任何关于新的产品品类或人事变动的具体计划，既没有对长期服务的管理团队进行调整，也没有填补什么长期空缺职位。随后，苹果股价在盘后交易中反弹。</p><p><span word="Oh">Oh</span> <span word="yeah">yeah</span>, <span word="one">one</span> <span word="more">more</span> <span word="thing">thing</span>: <span word="Apple">Apple</span> (<span word="AAPL">AAPL</span>) <span word="said">said</span> <span word="it">it</span> <span word="will">will</span> <span word="dramatically">dramatically</span> <span word="increase">increase</span> <span word="its">its</span> <span word="dividend">dividend</span>, <span word="its">its</span> <span word="share">share</span> <span word="buybacks">buybacks</span>, <span word="and">and</span>, <span word="for">for</span> <span word="the">the</span> <span word="first">first</span> <span word="time">time</span>, <span word="that">that</span> <span word="it">it</span> <span word="will">will</span> <span word="borrow">borrow</span> <span word="significant">significant</span> <span word="amounts">amounts</span> <span word="of">of</span> <span word="money">money</span> <span word="to">to</span> <span word="fuel">fuel</span> <span word="this">this</span> <span word="return">return</span> <span word="of">of</span> <span word="capital">capital</span> <span word="to">to</span> <span word="shareholders">shareholders</span>. <span word="Apple">Apple</span> <span word="actually">actually</span> <span word="bragged">bragged</span> <span word="on">on</span> <span word="its">its</span> <span word="earnings">earnings</span> <span word="call">call</span> <span word="with">with</span> <span word="investors">investors</span> <span word="that">that</span> <span word="it">it</span> <span word="will">will</span> <span word="be">be</span> <span word="one">one</span> <span word="of">of</span> <span word="the">the</span> <span word="biggest">biggest</span> <span word="payers">payers</span> <span word="of">of</span> <span word="dividends">dividends</span> <span word="in">in</span> <span word="the">the</span> <span word="world">world</span>. <span word="Think">Think</span>: <span word="Insanely">Insanely</span> <span word="great">great</span> … <span word="dividends">dividends</span>·</p><p>哦，对了，还有一件事：苹果宣布将大幅增加派息和股票回购，还将首次借入相当的资金来提高股东的资本回报率。事实上，苹果在这次面向投资者的业绩电话会议上甚至夸口，苹果将成为全球派息最高的公司之一。想想：超高……派息？</p>
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