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对冲基金经理：如果iPhone价格过高，苹果将继续面临困难。_我的网站

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一 | Last week, Gallup, which has been measuring the audiences' confidence in newspapers since 1973 and television news since 1993, presented the results of its latest poll on the confidence in US news media, showing that only 11% have a great deal/quite a lot of confidence in TV news, while 16% have the same degree of confidence in newspapers.,"The lack of trust in media goes along with the decline in trust in other institutions, including government. People have been told for years that they can't trust institutions, and now, thanks to media deregulation (which paved the way for partisan channels and websites), numerous sources can regularly tell their audience that only OUR channel can be trusted but everyone else's is just filled with lies," Donna Halper, a professor of communication and media studies at Lesley University, said.,She compared the current situation with the periods of polarization during the Vietnam war and the Watergate scandal when despite profound political disagreements people still were receiving information from the same sources. This, however, was changed by the arrival of cable TV and the end of the so-called Fairness Doctrines, which required balanced reporting on contentious issues with different points of view presented.,"The news was still the news, and there were still honest and hardworking news reporters. But now, there were opinion shows, filled with commentators who could distort the facts to suit the partisan audience. As a result, millions of folks were exposed to only one side of the story. Partisan media flourished, leading to Fox News on cable, and then, a few fledgling efforts on the left to put in some talk shows that expressed their side," Halper stated.,Her sentiment was echoed by Kirby Goidel, a political science professor at Texas A&M University, who noted that Fox News used the claim that traditional media outlets are biased against conservatives as a marketing strategy to build an audience. According to the expert, despite the network's insistence on being fair and balanced, it was "a conservative counter-balance to what was perceived as liberal media.","Polarization adds to this as - primarily conservative candidates and causes - have claimed leading media organizations are biased against them. This is typically a political strategy aimed at minimizing the effects of bad news but - heard often enough - it has consequences for media trust," Goidel explained, adding that while such rhetoric can be found on the other end of the political spectrum as well but has been much common on the right than on the left.,He concluded by noting that when survey respondents are asked whether they trust the news sources they consume they are usually more trusting. In light of that, to obtain more meaningful data people should be asked about confidence in particular news outlets and then determine whether a news outlet is distrusted by those who do not belong to its audience.。对冲基金经理丹•奈尔斯（DanNiles）认为，苹果的麻烦远不止是中国销量的下降。华尔街在很大程度上忽视了其他问题。在科技领域享有盛誉的奈尔斯警告说，iPhone的高价格将导致苹果今年的股价进一步下跌。”他周三对CNBC的“贸易国”表示：“iPhone的销量正在急剧下降。”中国的人均国内生产总值是1万美元，印度的人均国内生产总值是2000美元，所以我们不能向这些市场出售高达1000美元的手机。奈尔斯将赌注押在苹果身上，他说，他相信这个问题会产生“雪球”效应。他指出，iPhone销量的下滑将对苹果的服务业务造成比华尔街预期的更大的损害。”iPhone是苹果服务业务背后的驱动力，但它有滞后效应。

二 | 那么，如果iPhone销量下降，像Apple Care或Apple Musis这样的服务如何销售呢？这就是苹果的问题所在。苹果将继续失去市场份额，这最终将导致其服务业务受损。“苹果上周发布了前所未有的盈利警告，警告称国际贸易紧张正在侵蚀其利润，导致其股价下跌10%。苹果的股价在过去一周上涨了8%，但在过去三个月下跌了29%。根据奈尔斯的说法，苹果的盈利预警并不令人惊讶。去年8月，他在接受《贸易国》采访时预测，苹果将受到国际贸易紧张的不利影响。现在他想知道为什么苹果的首席执行官蒂姆·库克没有提出这个问题。”人们忘记的一件事是，在过去的一个季度，苹果18%的收入来自中国市场。事实上，中国市场是其业务的驱动力。因此，我认为目前的贸易争端确实令人担忧。Nells说，除非苹果降低iPhone的价格，否则苹果将面临一个巨大的困境。”情况越来越糟，而不是越来越好，所以你不想拥有股票，”他说。

三 | 苹果还没有发表评论。

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