蘋果計畫一季度將iPhone產量削減10%
日經亞洲評論（Nikkei Asian Review）週三報導稱，蘋果公司將在未來三個月將目前的新款iPhone生產計畫削減約10%。日經新聞援引了消息人士的話稱，這家科技巨頭去年12月告訴供應商，新iPhone的產量低於最初計畫的第一季度的產量。這將是蘋果在兩個月內第二次下調其智慧手機的計畫產量。日經新聞補充稱，最新修改的產量計畫適用於所有新款iPhone——XS Max、XS和XR。根據修改後的計畫，今年第一季度，所有新老iPhone產量計畫將減少到約4000萬至4300萬輛，低於早前預測的4700萬至4800萬輛。
Apple is cutting down its current production plans for new iPhones by about 10 percent for the next three months, the Nikkei Asian Review reported on Wednesday. The tech giant told its suppliers in December to produce fewer new iPhones than what was initially planned for the March quarter, the Nikkei said, citing sources with knowledge of Apple's request. It would be the second time in two months that Apple trimmed its planned production for its smartphones, according to the Nikkei, which added that the newest revision applies to all new iPhone models — the XS Max, XS and XR. Under the revised proposal, the overall planned production volume for new and old iPhones will be reduced to about 40 million to 43 million units for the March quarter — down from an earlier prediction of 47 million to 48 million units, the Nikkei said citing a source familiar with the situation.
摩根大通CEO：股市反應過度，不會出現經濟衰退
摩根大通CEO Jamie Dimon表示，從股票到高收益債券，市場一直在發出警告信號，這可能是對增長放緩的過度反應，而不是即將到來的衰退的前兆。“我認為，市場因為一系列事項對短期情緒做出了過度反應”，Jamie Dimon還補充道，“市場舉動是對增長放緩和中美貿易爭端的“正常回應”，但總的來說，去年12月股市下跌以及銀行停止發行高收益債券都是沒有道理的”。
Markets from equities to high-yield bonds that have been flashing warning signs are probably an overreaction to slowing growth rather than a precursor of imminent recession, according to J.P. Morgan Chase CEO Jamie Dimon. “I think markets are overreacting to short-term sentiment around a whole bunch of complex issues,” Dimon said in a Fox Business interview released Tuesday. He quickly added that the market moves were a “rational response” to slower growth and the U.S.-China trade dispute. But overall, Dimon, who leads the biggest U.S. lender, said the December stock declines and the halting by banks of high-yield debt issuance last month were unwarranted. He said he’s “really not worried about” what happened to riskier corporate debt because credit spreads are returning to normal after a long period of suppression.
美中貿易談判開始彌合分歧
美中兩國彌合貿易分歧出現進展，在中國採購美國商品和服務並擴大市場准入方面進展突出，但距離達成協議仍有較長路程。據中美雙方聽取談判簡報的人士，雙方已在北京進行了兩天的緊張會談，兩國的中等級別官員磋商了諸多棘手問題，同時也在嘗試找到確保中國落實承諾的具體方式。談判將在週三繼續進行。預計美國代表團在週三下午之前不會離開北京。美國總統特朗普在雙方於北京時間晚9:00結束週二的談判時發表推文稱：“和中國的談判進行得很好！”一位瞭解談判的中國官員稱，雙方的對話“富有建設性”。美中貿易爭端已攪動全球市場，並為中美之間的惡性競爭增添了一層新的壓力。雙方均認為本周已取得足夠進展，可能於本月稍晚在華盛頓舉行下一輪部長級會談。
The U.S. and China made progress on narrowing their differences on trade issues, especially on purchases of U.S. goods and services and widening access to China’s markets, though the two sides are far from striking a deal. In two intense days of talks in Beijing that will continue into Wednesday, U.S. and Chinese midlevel negotiators addressed a number of nettlesome issues and tried to specify how to ensure China will carry out pledges it made, according to people on both sides briefed on the discussions. The U.S. team isn’t expected to leave Beijing until late Wednesday afternoon.“Talks with China are going very well!” President Trump wrote in a tweet while the negotiations were wrapping up for the day Tuesday after 9 p.m. Beijing time. A Chinese official with knowledge of the talks described the conversations as “constructive.” The bilateral trade tensions have roiled global markets and added a new, bitter dimension to the increasingly rancorous competition between the two powers. Both sides believe they’re making enough progress this week for a next round of talks among cabinet-level officials, probably later this month in Washington.
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