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小可爱一枚
2021-05-26
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Three factors indicate that the "reverse period" of technology stocks is not over yet
小可爱一枚
2021-05-10
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Is Foxconn raising salaries significantly in preparation for the iPhone 13? Too many applications, interviews suspended.
Go to Tiger App to see more news
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14:38","market":"us","language":"zh","title":"Three factors indicate that the \"reverse period\" of technology stocks is not over yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2138519408","media":"Wind资讯","summary":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14","content":"<p>The Nasdaq index has rebounded since May 19 as market concerns about inflation have subsided. However, analysts say that future price volatility, current valuations of technology stocks, and capital flows all indicate that the current correction in US technology companies is not over.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has corrected by nearly 3%. While the index’s more than 1.5% gain on Monday may reassure some investors, the macroeconomic drivers of technology stocks, which have led the market over the past decade, still face challenges.</p><p>RBC strategist Lori Calvasina said, \"We believe there are no problems with the fundamentals of the technology sector, but we believe this is an overheld and overvalued part of the market, which is currently a wrong macroeconomic context for this part of the market.\"</p><p>The current market backdrop is that growth and inflation are accelerating as the economy reopens after the shock of a pandemic. Therefore, industries and investment styles that benefit more from accelerated GDP growth are more favored than sectors and investment styles that can achieve growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>A report released by strategists last Friday showed that investors continue to invest in stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials, and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices are soaring, and expectations for infrastructure are also rising. The combination of higher economic growth and higher interest rates has injected vitality into the financial system.</p><p>The money entering this field comes from investors who are reducing their technology transactions. Calvasina stated, \"We believe inflationary pressures already exist, and the technology sector is one of the largest sources of funding for a return to inflation... so we don't think now is the best time to return to this sector.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, attempting to explore whether the pullback in large tech companies has been sufficient. Several reasons indicate that the correction in technology companies is not yet over.</p><p>Calvasina points out that technology stocks are still overvalued relative to historical valuations in other parts of the market and technology stocks. As we mentioned above, capital inflows are not encouraging, with technology ETFs experiencing flat inflows this year.</p><p><b>Economic data disappointed the market</b></p><p>Consumer confidence fell short of expectations in April, while the Conference Board's overall confidence index fell more than expected last month. The Conference Board of Economic Advisors noted that, at least to some extent, the short-term income outlook is under pressure from inflation concerns. Another report released Tuesday morning showed that house prices rose by the most in 15 years in March, highlighting that a mismatch between supply and demand in more key areas of the economy is pushing up house prices.</p><p>However, some members of the U.S. Federal Open Market Committee (fomc) have suggested that market participants may not need to worry that rising prices will lead to near-term changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Caijing stated that he believes the rise in inflation is \"mostly temporary,\" and that the Federal Reserve \"has not yet reached that level\" when discussing tapering its asset purchases.</p><p>In another commentary, Esther George, president of the Federal Reserve Bank of Kansas City, said she did not want the Federal Reserve to \"rely too much on historical relationships and dynamics when judging the inflation outlook.\" Federal Reserve officials have recently delivered a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>Although the past two days of trading have provided investors with at least a brief respite following last week's stock market sell-off, some strategists remain cautious about the stock market given that concerns about inflation remain high.</p><p>\"Everyone now knows they should be worried about inflationary pressures and the potential impact that could have on monetary policy or corporate profitability,\" Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday. \"If they decide to keep rising input costs on their balance sheets, that's fine, at least on the consumer side. We won't see inflation rise, but when earnings come out (in the second quarter), we might see profit margins rise.\"</p><p>Others have also pointed out that the advances led by the latest technologies may be short-lived. Calvasina stated, \"We still believe inflationary pressures exist, with people shifting funds from technology stocks to other sectors such as financials, energy, and materials. We do not believe these inflationary pressures will ease in the short term.\"</p>","source":"wind","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Three factors indicate that the \"reverse period\" of technology stocks is not over yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThree factors indicate that the \"reverse period\" of technology stocks is not over yet\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2021-05-26 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Nasdaq index has rebounded since May 19 as market concerns about inflation have subsided. However, analysts say that future price volatility, current valuations of technology stocks, and capital flows all indicate that the current correction in US technology companies is not over.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has corrected by nearly 3%. While the index’s more than 1.5% gain on Monday may reassure some investors, the macroeconomic drivers of technology stocks, which have led the market over the past decade, still face challenges.</p><p>RBC strategist Lori Calvasina said, \"We believe there are no problems with the fundamentals of the technology sector, but we believe this is an overheld and overvalued part of the market, which is currently a wrong macroeconomic context for this part of the market.\"</p><p>The current market backdrop is that growth and inflation are accelerating as the economy reopens after the shock of a pandemic. Therefore, industries and investment styles that benefit more from accelerated GDP growth are more favored than sectors and investment styles that can achieve growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>A report released by strategists last Friday showed that investors continue to invest in stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials, and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices are soaring, and expectations for infrastructure are also rising. The combination of higher economic growth and higher interest rates has injected vitality into the financial system.</p><p>The money entering this field comes from investors who are reducing their technology transactions. Calvasina stated, \"We believe inflationary pressures already exist, and the technology sector is one of the largest sources of funding for a return to inflation... so we don't think now is the best time to return to this sector.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, attempting to explore whether the pullback in large tech companies has been sufficient. Several reasons indicate that the correction in technology companies is not yet over.</p><p>Calvasina points out that technology stocks are still overvalued relative to historical valuations in other parts of the market and technology stocks. As we mentioned above, capital inflows are not encouraging, with technology ETFs experiencing flat inflows this year.</p><p><b>Economic data disappointed the market</b></p><p>Consumer confidence fell short of expectations in April, while the Conference Board's overall confidence index fell more than expected last month. The Conference Board of Economic Advisors noted that, at least to some extent, the short-term income outlook is under pressure from inflation concerns. Another report released Tuesday morning showed that house prices rose by the most in 15 years in March, highlighting that a mismatch between supply and demand in more key areas of the economy is pushing up house prices.</p><p>However, some members of the U.S. Federal Open Market Committee (fomc) have suggested that market participants may not need to worry that rising prices will lead to near-term changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Caijing stated that he believes the rise in inflation is \"mostly temporary,\" and that the Federal Reserve \"has not yet reached that level\" when discussing tapering its asset purchases.</p><p>In another commentary, Esther George, president of the Federal Reserve Bank of Kansas City, said she did not want the Federal Reserve to \"rely too much on historical relationships and dynamics when judging the inflation outlook.\" Federal Reserve officials have recently delivered a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>Although the past two days of trading have provided investors with at least a brief respite following last week's stock market sell-off, some strategists remain cautious about the stock market given that concerns about inflation remain high.</p><p>\"Everyone now knows they should be worried about inflationary pressures and the potential impact that could have on monetary policy or corporate profitability,\" Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday. \"If they decide to keep rising input costs on their balance sheets, that's fine, at least on the consumer side. We won't see inflation rise, but when earnings come out (in the second quarter), we might see profit margins rise.\"</p><p>Others have also pointed out that the advances led by the latest technologies may be short-lived. Calvasina stated, \"We still believe inflationary pressures exist, with people shifting funds from technology stocks to other sectors such as financials, energy, and materials. We do not believe these inflationary pressures will ease in the short term.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/481817.html\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d770a193c6a88684d0203fd2ec91e4a","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/481817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138519408","content_text":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori Calvasina表示：“我们认为科技领域的基本面没有任何问题，但我们认为，这是市场上被过度持有、估值过高的一部分，目前对这部分市场来说，这是一个错误的宏观背景。”\n当前市场的背景是，随着经济在一场疫情引发的冲击后重新开放，增长和通胀正在加速。因此，与能够在其他环境中获得增长的领域和投资风格相比，从GDP加速增长中获益更多的行业和投资风格更受青睐。\n以Parag Thatte为首的德意志银行策略师上周五发布报告显示，投资者继续将资金投入被视为通胀赢家的股票和固定收益产品，如TIPS、能源、材料和金融类股。\n\n能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升，对基础设施的期望也在上升。更高的经济增长与更高的利率相结合，为金融体系注入了活力。\n进入这一领域的资金来自于减少科技交易的投资者。Calvasina称：\"我们认为通胀压力已经存在，科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”\n在上周发表的一份报告中，Calvasina和她的团队从不同的角度深入研究了投资者风格的转变，试图探索大型科技公司的回调是否已经充分。而几大原因表明，目前科技公司的回调尚未结束。\nCalvasina指出，相对于市场其他部分和科技股的历史估值，科技股当前的估值仍然偏高。正如我们上面提到的，资金流入情况并不令人鼓舞，今年科技ETF的资金流入持平。\n经济数据令市场失望\n4月份消费者信心指数低于预期，美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出，至少在一定程度上，短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示，3月份房价创下15年来的最大涨幅，突显出经济中更多关键领域的供需不匹配推高了房价。\n不过，美国联邦公开市场委员会(fomc)部分成员暗示，市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对雅虎财经表示，他认为通胀上升\"大多是暂时的\"，而美联储在讨论缩减资产购买规模时\"还没有达到\"。\n堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示，她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话，淡化了采取短期货币政策措施的必要性，这些措施可能会抑制市场涨势。\n尽管在上周的股市抛售之后，过去两天的交易给投资者提供了至少短暂的喘息机会，但鉴于对通胀的担忧仍居高不下，一些策略师仍对股市持谨慎态度。\nTD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示，\"现在所有人都知道，他们应该担心通胀压力，以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上，那很好，至少在消费者方面，我们不会看到通胀上升，但(第二季度)盈利出来时，我们可能会看到利润率上升。”\n其他人也指出，最新的技术引领的进步可能是短暂的。Calvasina表示：“我们仍认为通胀压力存在，人们将资金从科技股移至其他板块，如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190419697,"gmtCreate":1620642852019,"gmtModify":1704345990320,"author":{"id":"3575031027965311","authorId":"3575031027965311","name":"小可爱一枚","avatar":"https://static.tigerbbs.com/56ac4cf0e913b423cf7075363685a627","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575031027965311","idStr":"3575031027965311"},"themes":[],"title":"","htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190419697","repostId":"1103961035","repostType":4,"repost":{"id":"1103961035","kind":"news","pubTimestamp":1620638035,"share":"https://ttm.financial/m/news/1103961035?lang=en_US&edition=fundamental","pubTime":"2021-05-10 17:13","market":"us","language":"zh","title":"Is Foxconn raising salaries significantly in preparation for the iPhone 13? Too many applications, interviews suspended.","url":"https://stock-news.laohu8.com/highlight/detail?id=1103961035","media":"时代周报","summary":"iPhone 13可能真的要开始量产了。","content":"<p>Author: Zheng Xutong</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Mobile phone manufacturer Foxconn is frequently increasing bonuses for recruiting employees, and the iPhone 13 may really be about to begin mass production.</p><p>According to the South China Morning Post, an internal announcement from Foxconn on May 7 showed that new employees at Foxconn's Zhengzhou factory who have worked for 90 days and been on the job for no less than 55 days will receive a bonus of 7,500 yuan. This bonus amount is a significant increase compared to March and April.</p><p>Based on rumors that the iPhone 13 will be released at Apple's fall event, industry insiders generally interpret this \"salary increase\" as Foxconn preparing for mass production of the iPhone 13 in advance and expanding its workforce.</p><p>On May 9, an employee of Foxconn's Zhengzhou factory told the Times Weekly reporter that the bonuses paid by his Foxconn factory for recruiting employees change frequently, mainly related to production schedules and not to the season.</p><p>According to Foxconn's job postings, the company's previous bonus payments were highly correlated with the timeline of Apple's iPhone upgrades. Since the beginning of last year, the bonuses for internal referral partners of Foxconn's related business groups have been increased layer by layer, and after the release of the iPhone 12, the bonus amount reached a historical peak of 10,000 yuan.</p><p>The bonus amount is strongly correlated with the iPhone upgrade cycle, reflecting the significant impact of Apple iPhones on Foxconn's performance.</p><p>Currently, due to the relocation of Apple's supply chain, Foxconn's decision to relocate its iPhone production plant to overseas regions with lower labor costs has attracted much attention from the industry. Foxconn had previously planned to shift some of its Apple iPhone production demand to India, but the plan was thwarted due to issues such as supporting supply and personnel management.</p><p>Regarding issues such as increasing bonuses and factory relocation, a reporter from Time Weekly contacted relevant Foxconn officials on May 10, but had not received a response by press time.</p><p><b>iPhone 13 is imminent</b></p><p>As a major contract manufacturer for Apple iPhones, Foxconn's every move touches the hearts of Apple fans.</p><p><img src=\"https://static.tigerbbs.com/7c92d9e62f730ac2157e78876073cb0b\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\">Image source:<a href=\"https://laohu8.com/S/000681\">Visual China</a></p><p>According to the recruitment information provided by employees at Foxconn's Zhengzhou factory, the announcement of the bonus increase was made by Foxconn's IDPBG business group, whose Zhengzhou plant is a major base for producing Apple iPhones.</p><p>According to the relevant notice, the new internal partner referral policy for Foxconn's Zhengzhou factory will be implemented from May 2. If job seekers work for a full month, the referrer will receive a bonus of 500 yuan. Job seekers who have been employed for no less than 90 days and have attended 55 days will receive a bonus of 7,500 yuan. The bonus will be paid in one lump sum, which is equivalent to Foxconn raising the salary of job seekers by 2,500 yuan a month.</p><p>Job seekers can also choose a bonus model of \"equal pay for equal work + hourly rate difference\". Before the start of equal pay for equal work on July 1, the bonus for job seekers was 26 yuan per hour worked.</p><p>On May 9, another employee of Foxconn's Zhengzhou factory told the Times Weekly reporter that after the new bonus policy was released, the company had suspended interviews on May 8 and 9 due to the large number of applicants.</p><p>According to a recruitment notice from Foxconn's Zhengzhou factory, the factory has raised bonuses three times in a row since April to recruit partners. Given the same requirements for attendance and number of days on the job, the bonus for job seekers was 5,000 yuan on April 11, increased to 5,500 yuan on April 16, 6,000 yuan on April 25, and finally jumped to 7,500 yuan.</p><p>According to a job advertisement posted by Foxconn employees on social media, the bonus could rise to tens of thousands of yuan by August.</p><p>In fact, shortly after the release of the iPhone 12 last October, the partner bonus for job seekers at Foxconn's Zhengzhou factory once rose to a historical high of 10,000 yuan.</p><p>Regarding whether the bonus increase is related to iPhone 13 production, Foxconn stated that it does not comment on carrier or customer work due to company policy and commercial sensitivities.</p><p>Although there has been no official announcement, the news that the iPhone 13 will be unveiled at Apple's fall event seems more credible as Foxconn invests heavily in expanding its workforce.</p><p>According to media reports, the iPhone 13 may feature an LTPO screen with a 120Hz refresh rate, a more powerful A15 chip, and a smaller notch.</p><p><b>Facing challenges from Apple's supply chain transfer</b></p><p>It is worth noting that Foxconn, which is deeply tied to Apple, not only benefited from the release of Apple's new iPhone, but also faced risks as Apple's supply chain shifted to regions with lower labor costs.</p><p>Currently, India, Vietnam and other places have become the main battlegrounds for the relocation of Apple's supply chain. Last July, there were reports that Foxconn was preparing to invest $1 billion in India to build a factory to assemble Apple iPhones. In January of this year, Foxconn officially began producing Apple iPads and laptops in Vietnam.</p><p>Due to the lack of infrastructure and supply chains in places like India, Foxconn's establishment of factories in many overseas locations has not been smooth. The recent outbreak of the COVID-19 pandemic in India has also affected Apple's local supply chain.</p><p><img src=\"https://static.tigerbbs.com/d90a9425ce8d23c862dc92d22b8888f7\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\">Image source: Apple official website</p><p>On May 9, IT industry analyst Liang Zhenpeng told the Times Weekly reporter that as a contract manufacturer in the complete machine process, Foxconn's supply chain faces significant risks. Recently, affected by the relocation of Apple's supply chain, Foxconn has also been shifting to Southeast Asia and other regions, which reflects that Foxconn still holds a weak position in Apple's supply chain. Currently, Foxconn has only relocated a portion of its industries, and China still has a strong supply chain advantage. However, how Foxconn's factories will be relocated in the future will depend on some national export control policies.</p><p>According to Foxconn official<a href=\"https://laohu8.com/S/WB\">Weibo</a>According to the disclosure, in 2020, more than 75% of the group's production capacity was still concentrated in mainland China, and the proportion of production capacity increased. In April of this year, Foxconn's Zhoukou plant in Henan Province, with an investment of 1.5 billion yuan and an annual output value of 3.1 billion yuan, broke ground. The plant will be used for the research and development of key components such as mobile phones and tablets, and to expand Apple's iPhone production line.</p><p>Undeniably, Foxconn does face many challenges, such as rising labor costs.</p><p>According to a recent recruitment announcement released by Foxconn in Vietnam, frontline workers earn between 8 million and 10 million Vietnamese dong per month, which is equivalent to only 2,200 to 2,800 yuan. In contrast, Foxconn's Zhengzhou factory currently offers bonuses of no less than 3,600 yuan for recruiting permanent employees and partners.</p><p>It's not just Foxconn; since the beginning of this year, due to factors such as Apple's supply chain shift,<a href=\"https://laohu8.com/S/002475\">Luxshare Precision</a>,blue<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>Stock prices of Apple concept stocks, including technology stocks, have all fallen significantly.</p><p>\"The future release of the iPhone 13 will boost Foxconn's performance to some extent,\" Liang Zhenpeng told the Times Weekly reporter. He added that with Huawei freeing up some of its market share in the high-end phone market, the surge in Apple iPhone shipments in the first quarter did indeed benefit Foxconn, and Foxconn's operations should remain good in the short term.</p><p>Liang Zhenpeng also pointed out that Foxconn's profits are still being squeezed, it is highly substitutable in the industrial chain, and it faces problems such as the lack of its own brands and the lack of R&D and design.</p>","source":"lsy1568674126351","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Foxconn raising salaries significantly in preparation for the iPhone 13? 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Too many applications, interviews suspended.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">时代周报</strong><span class=\"h-time small\">2021-05-10 17:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Zheng Xutong</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Mobile phone manufacturer Foxconn is frequently increasing bonuses for recruiting employees, and the iPhone 13 may really be about to begin mass production.</p><p>According to the South China Morning Post, an internal announcement from Foxconn on May 7 showed that new employees at Foxconn's Zhengzhou factory who have worked for 90 days and been on the job for no less than 55 days will receive a bonus of 7,500 yuan. This bonus amount is a significant increase compared to March and April.</p><p>Based on rumors that the iPhone 13 will be released at Apple's fall event, industry insiders generally interpret this \"salary increase\" as Foxconn preparing for mass production of the iPhone 13 in advance and expanding its workforce.</p><p>On May 9, an employee of Foxconn's Zhengzhou factory told the Times Weekly reporter that the bonuses paid by his Foxconn factory for recruiting employees change frequently, mainly related to production schedules and not to the season.</p><p>According to Foxconn's job postings, the company's previous bonus payments were highly correlated with the timeline of Apple's iPhone upgrades. Since the beginning of last year, the bonuses for internal referral partners of Foxconn's related business groups have been increased layer by layer, and after the release of the iPhone 12, the bonus amount reached a historical peak of 10,000 yuan.</p><p>The bonus amount is strongly correlated with the iPhone upgrade cycle, reflecting the significant impact of Apple iPhones on Foxconn's performance.</p><p>Currently, due to the relocation of Apple's supply chain, Foxconn's decision to relocate its iPhone production plant to overseas regions with lower labor costs has attracted much attention from the industry. Foxconn had previously planned to shift some of its Apple iPhone production demand to India, but the plan was thwarted due to issues such as supporting supply and personnel management.</p><p>Regarding issues such as increasing bonuses and factory relocation, a reporter from Time Weekly contacted relevant Foxconn officials on May 10, but had not received a response by press time.</p><p><b>iPhone 13 is imminent</b></p><p>As a major contract manufacturer for Apple iPhones, Foxconn's every move touches the hearts of Apple fans.</p><p><img src=\"https://static.tigerbbs.com/7c92d9e62f730ac2157e78876073cb0b\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\">Image source:<a href=\"https://laohu8.com/S/000681\">Visual China</a></p><p>According to the recruitment information provided by employees at Foxconn's Zhengzhou factory, the announcement of the bonus increase was made by Foxconn's IDPBG business group, whose Zhengzhou plant is a major base for producing Apple iPhones.</p><p>According to the relevant notice, the new internal partner referral policy for Foxconn's Zhengzhou factory will be implemented from May 2. If job seekers work for a full month, the referrer will receive a bonus of 500 yuan. Job seekers who have been employed for no less than 90 days and have attended 55 days will receive a bonus of 7,500 yuan. The bonus will be paid in one lump sum, which is equivalent to Foxconn raising the salary of job seekers by 2,500 yuan a month.</p><p>Job seekers can also choose a bonus model of \"equal pay for equal work + hourly rate difference\". Before the start of equal pay for equal work on July 1, the bonus for job seekers was 26 yuan per hour worked.</p><p>On May 9, another employee of Foxconn's Zhengzhou factory told the Times Weekly reporter that after the new bonus policy was released, the company had suspended interviews on May 8 and 9 due to the large number of applicants.</p><p>According to a recruitment notice from Foxconn's Zhengzhou factory, the factory has raised bonuses three times in a row since April to recruit partners. Given the same requirements for attendance and number of days on the job, the bonus for job seekers was 5,000 yuan on April 11, increased to 5,500 yuan on April 16, 6,000 yuan on April 25, and finally jumped to 7,500 yuan.</p><p>According to a job advertisement posted by Foxconn employees on social media, the bonus could rise to tens of thousands of yuan by August.</p><p>In fact, shortly after the release of the iPhone 12 last October, the partner bonus for job seekers at Foxconn's Zhengzhou factory once rose to a historical high of 10,000 yuan.</p><p>Regarding whether the bonus increase is related to iPhone 13 production, Foxconn stated that it does not comment on carrier or customer work due to company policy and commercial sensitivities.</p><p>Although there has been no official announcement, the news that the iPhone 13 will be unveiled at Apple's fall event seems more credible as Foxconn invests heavily in expanding its workforce.</p><p>According to media reports, the iPhone 13 may feature an LTPO screen with a 120Hz refresh rate, a more powerful A15 chip, and a smaller notch.</p><p><b>Facing challenges from Apple's supply chain transfer</b></p><p>It is worth noting that Foxconn, which is deeply tied to Apple, not only benefited from the release of Apple's new iPhone, but also faced risks as Apple's supply chain shifted to regions with lower labor costs.</p><p>Currently, India, Vietnam and other places have become the main battlegrounds for the relocation of Apple's supply chain. Last July, there were reports that Foxconn was preparing to invest $1 billion in India to build a factory to assemble Apple iPhones. In January of this year, Foxconn officially began producing Apple iPads and laptops in Vietnam.</p><p>Due to the lack of infrastructure and supply chains in places like India, Foxconn's establishment of factories in many overseas locations has not been smooth. The recent outbreak of the COVID-19 pandemic in India has also affected Apple's local supply chain.</p><p><img src=\"https://static.tigerbbs.com/d90a9425ce8d23c862dc92d22b8888f7\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\">Image source: Apple official website</p><p>On May 9, IT industry analyst Liang Zhenpeng told the Times Weekly reporter that as a contract manufacturer in the complete machine process, Foxconn's supply chain faces significant risks. Recently, affected by the relocation of Apple's supply chain, Foxconn has also been shifting to Southeast Asia and other regions, which reflects that Foxconn still holds a weak position in Apple's supply chain. Currently, Foxconn has only relocated a portion of its industries, and China still has a strong supply chain advantage. However, how Foxconn's factories will be relocated in the future will depend on some national export control policies.</p><p>According to Foxconn official<a href=\"https://laohu8.com/S/WB\">Weibo</a>According to the disclosure, in 2020, more than 75% of the group's production capacity was still concentrated in mainland China, and the proportion of production capacity increased. In April of this year, Foxconn's Zhoukou plant in Henan Province, with an investment of 1.5 billion yuan and an annual output value of 3.1 billion yuan, broke ground. The plant will be used for the research and development of key components such as mobile phones and tablets, and to expand Apple's iPhone production line.</p><p>Undeniably, Foxconn does face many challenges, such as rising labor costs.</p><p>According to a recent recruitment announcement released by Foxconn in Vietnam, frontline workers earn between 8 million and 10 million Vietnamese dong per month, which is equivalent to only 2,200 to 2,800 yuan. In contrast, Foxconn's Zhengzhou factory currently offers bonuses of no less than 3,600 yuan for recruiting permanent employees and partners.</p><p>It's not just Foxconn; since the beginning of this year, due to factors such as Apple's supply chain shift,<a href=\"https://laohu8.com/S/002475\">Luxshare Precision</a>,blue<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>Stock prices of Apple concept stocks, including technology stocks, have all fallen significantly.</p><p>\"The future release of the iPhone 13 will boost Foxconn's performance to some extent,\" Liang Zhenpeng told the Times Weekly reporter. He added that with Huawei freeing up some of its market share in the high-end phone market, the surge in Apple iPhone shipments in the first quarter did indeed benefit Foxconn, and Foxconn's operations should remain good in the short term.</p><p>Liang Zhenpeng also pointed out that Foxconn's profits are still being squeezed, it is highly substitutable in the industrial chain, and it faces problems such as the lack of its own brands and the lack of R&D and design.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/3wmKVS9YpwKnKqwtI5x0dQ\">时代周报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d90a9425ce8d23c862dc92d22b8888f7","relate_stocks":{"AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/3wmKVS9YpwKnKqwtI5x0dQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103961035","content_text":"作者：郑栩彤苹果手机代工厂富士康频繁为招聘员工增加奖金，iPhone 13可能真的要开始量产了。据《南华早报》报道，富士康5月7日的一份内部公告显示，富士康郑州工厂新员工若工作90天且到岗不少于55天，将获得7500元奖金。此奖金数额比3月和4月有显著上涨。结合iPhone 13即将在苹果秋季发布会发布的传闻，业界普遍将此次“涨薪”解读为，富士康为iPhone 13量产提前准备，扩充员工队伍。5月9日，一名富士康郑州工厂的员工告诉时代周报记者，其所在的富士康工厂为招聘员工发放的奖金时常有变，主要与生产安排有关，与季节无关。从富士康招聘信息看，公司此前奖金发放力度便与苹果手机更新换代时间线高度关联。从去年年初起，富士康相关事业群的内部推荐合伙人奖金层层加码，到iPhone 12发布后，该奖金数额达到历史顶峰的1万元。奖金数额与iPhone更新换代周期强关联，背后反应着苹果手机对富士康业绩的显著影响。眼下，由于苹果产业链转移，富士康将iPhone生产工厂转移至国外劳动成本更低地区的事情也备受业界关注。此前富士康准备将部分苹果手机的生产需求转移至印度，但该计划因配套供应、人员管理等原因受挫。对于增加奖金、工厂转移等问题，5月10日时代周报记者联系富士康相关负责人，但截至发稿未获回复。iPhone13呼之欲出作为苹果手机的主要代工厂，富士康的一举一动牵动着“果粉“的心。图源：视觉中国据上述富士康郑州工厂员工提供的招聘信息，此次奖金加码消息由富士康IDPBG事业群发出，该事业群郑州厂区正是生产苹果手机的一个主要基地。相关通知显示，富士康郑州工厂新内部推荐合伙人政策从5月2日开始实施，求职者若做满一个月，介绍人将获得500元奖金。求职者在职不少于90天且出勤满55天，将获得7500元奖金。奖金将一次性发放，相当于富士康为求职者一个月涨了2500元工资。求职者也可选择“同工同酬+小时差价“的奖金模式，在7月1日开始同工同酬之前，求职者奖金为每出勤工时26元。5月9日，另一名富士康郑州工厂员工告诉时代周报记者，新奖金政策发布后，由于报名人数较多，5月8日和9日公司已暂停安排面试。据富士康郑州工厂的招募通知，4月至今，该厂区为招募合伙人已连续三次调高奖金。在出勤和在职天数要求相同的情况下，4月11日的求职者奖金为5000元，4月16日升至5500元，4月25日升至6000元，最终一举跃上7500元。据富士康员工在社交媒体上发布的招聘广告，到8月，该项奖金还可能升至上万元。实际上，去年10月iPhone 12发布后不久，富士康郑州工厂针对求职者的合伙人奖金便一度升至1万元的历史高点。针对此次奖金提升是否与iPhone 13生产相关，富士康表示出于公司政策和商业敏感性考虑，不对运营商或客户工作发表评论。尽管没有“官宣”，但随着富士康重金扩招员工队伍，iPhone 13将在苹果秋季发布会上亮相的消息似乎更加可信。据媒体爆料，iPhone 13或采用120Hz刷新率的LTPO屏幕，搭载性能更强的A15芯片，并缩小刘海。遭遇苹果产业链转移挑战值得注意的是，与苹果公司深度绑定的富士康，业绩不仅因苹果新款手机发布而迎来利好，也因苹果产业链向人力成本更低的地区转移而面临风险。目前，印度、越南等地已成为苹果产业链转移的主要阵地。去年7月，便有消息称富士康准备在印度投资10亿美元建工厂，进行苹果手机组装。今年1月，富士康正式在越南生产苹果iPad和笔记本电脑。由于印度等地的基础设施、供应链缺失，富士康在国外多地建厂并不顺利。近期印度疫情暴发，当地苹果供应链也受到影响。图源：苹果官网5月9日，IT行业分析师梁振鹏告诉时代周报记者，作为整机环节的代工商，富士康产业链风险较大。近期受苹果产业链转移影响，富士康也在向东南亚等地转移，这体现了富士康在苹果产业链中仍处弱势地位。目前，富士康只有一部分产业转移，国内仍有很强的供应链优势，但未来富士康工厂如何转移还要看一些国家出口管控政策等。据富士康官方微博披露，2020年，集团约75%以上产能仍集中在中国大陆，产能占比有所增加。而在今年4月，投资15亿元、年产值可达31亿元的富士康河南周口厂开工，厂区将用于研发手机、平板电脑等关键零组件，扩大苹果iPhone生产线。不可否认的是，富士康确实面临人力成本不断攀升等诸多挑战。近期，据富士康在越南发布的招聘公告显示，一线工人月薪在800万至1000万越南盾之间，仅相当于人民币2200元-2800元。相比之下，目前富士康郑州工厂招聘正式工、合伙人的奖金均不低于3600元。不仅是富士康，今年以来，由于苹果产业链转移等因素，立讯精密、蓝思科技等苹果概念股股价均出现明显下跌。“未来iPhone 13发布，将一定程度拉动富士康的业绩。”梁振鹏向时代周报记者表示，在华为空出一部分高端机市场份额的情况下，一季度苹果手机出货量大增确实使富士康受益，且短期内富士康运营情况应该维持较好。梁振鹏也指出，目前，富士康仍利润受压缩，在产业链中可替代性强，面临自主品牌缺位、缺少研发设计环节的问题。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":5158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":136259317,"gmtCreate":1622022616939,"gmtModify":1704366249351,"author":{"id":"3575031027965311","authorId":"3575031027965311","name":"小可爱一枚","avatar":"https://static.tigerbbs.com/56ac4cf0e913b423cf7075363685a627","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575031027965311","idStr":"3575031027965311"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/136259317","repostId":"2138519408","repostType":4,"repost":{"id":"2138519408","kind":"highlight","pubTimestamp":1622011111,"share":"https://ttm.financial/m/news/2138519408?lang=en_US&edition=fundamental","pubTime":"2021-05-26 14:38","market":"us","language":"zh","title":"Three factors indicate that the \"reverse period\" of technology stocks is not over yet","url":"https://stock-news.laohu8.com/highlight/detail?id=2138519408","media":"Wind资讯","summary":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14","content":"<p>The Nasdaq index has rebounded since May 19 as market concerns about inflation have subsided. However, analysts say that future price volatility, current valuations of technology stocks, and capital flows all indicate that the current correction in US technology companies is not over.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has corrected by nearly 3%. While the index’s more than 1.5% gain on Monday may reassure some investors, the macroeconomic drivers of technology stocks, which have led the market over the past decade, still face challenges.</p><p>RBC strategist Lori Calvasina said, \"We believe there are no problems with the fundamentals of the technology sector, but we believe this is an overheld and overvalued part of the market, which is currently a wrong macroeconomic context for this part of the market.\"</p><p>The current market backdrop is that growth and inflation are accelerating as the economy reopens after the shock of a pandemic. Therefore, industries and investment styles that benefit more from accelerated GDP growth are more favored than sectors and investment styles that can achieve growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>A report released by strategists last Friday showed that investors continue to invest in stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials, and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices are soaring, and expectations for infrastructure are also rising. The combination of higher economic growth and higher interest rates has injected vitality into the financial system.</p><p>The money entering this field comes from investors who are reducing their technology transactions. Calvasina stated, \"We believe inflationary pressures already exist, and the technology sector is one of the largest sources of funding for a return to inflation... so we don't think now is the best time to return to this sector.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, attempting to explore whether the pullback in large tech companies has been sufficient. Several reasons indicate that the correction in technology companies is not yet over.</p><p>Calvasina points out that technology stocks are still overvalued relative to historical valuations in other parts of the market and technology stocks. As we mentioned above, capital inflows are not encouraging, with technology ETFs experiencing flat inflows this year.</p><p><b>Economic data disappointed the market</b></p><p>Consumer confidence fell short of expectations in April, while the Conference Board's overall confidence index fell more than expected last month. The Conference Board of Economic Advisors noted that, at least to some extent, the short-term income outlook is under pressure from inflation concerns. Another report released Tuesday morning showed that house prices rose by the most in 15 years in March, highlighting that a mismatch between supply and demand in more key areas of the economy is pushing up house prices.</p><p>However, some members of the U.S. Federal Open Market Committee (fomc) have suggested that market participants may not need to worry that rising prices will lead to near-term changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Caijing stated that he believes the rise in inflation is \"mostly temporary,\" and that the Federal Reserve \"has not yet reached that level\" when discussing tapering its asset purchases.</p><p>In another commentary, Esther George, president of the Federal Reserve Bank of Kansas City, said she did not want the Federal Reserve to \"rely too much on historical relationships and dynamics when judging the inflation outlook.\" Federal Reserve officials have recently delivered a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>Although the past two days of trading have provided investors with at least a brief respite following last week's stock market sell-off, some strategists remain cautious about the stock market given that concerns about inflation remain high.</p><p>\"Everyone now knows they should be worried about inflationary pressures and the potential impact that could have on monetary policy or corporate profitability,\" Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday. \"If they decide to keep rising input costs on their balance sheets, that's fine, at least on the consumer side. We won't see inflation rise, but when earnings come out (in the second quarter), we might see profit margins rise.\"</p><p>Others have also pointed out that the advances led by the latest technologies may be short-lived. Calvasina stated, \"We still believe inflationary pressures exist, with people shifting funds from technology stocks to other sectors such as financials, energy, and materials. We do not believe these inflationary pressures will ease in the short term.\"</p>","source":"wind","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Three factors indicate that the \"reverse period\" of technology stocks is not over yet</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThree factors indicate that the \"reverse period\" of technology stocks is not over yet\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Wind资讯</strong><span class=\"h-time small\">2021-05-26 14:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Nasdaq index has rebounded since May 19 as market concerns about inflation have subsided. However, analysts say that future price volatility, current valuations of technology stocks, and capital flows all indicate that the current correction in US technology companies is not over.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211 points. Since then, the index has corrected by nearly 3%. While the index’s more than 1.5% gain on Monday may reassure some investors, the macroeconomic drivers of technology stocks, which have led the market over the past decade, still face challenges.</p><p>RBC strategist Lori Calvasina said, \"We believe there are no problems with the fundamentals of the technology sector, but we believe this is an overheld and overvalued part of the market, which is currently a wrong macroeconomic context for this part of the market.\"</p><p>The current market backdrop is that growth and inflation are accelerating as the economy reopens after the shock of a pandemic. Therefore, industries and investment styles that benefit more from accelerated GDP growth are more favored than sectors and investment styles that can achieve growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>A report released by strategists last Friday showed that investors continue to invest in stocks and fixed-income products seen as inflation winners, such as TIPS, energy, materials, and financial stocks.</p><p><img src=\"https://static.tigerbbs.com/f3a6d3d53b8204d51b0cd1ebdb3c8fb7\" tg-width=\"796\" tg-height=\"691\" referrerpolicy=\"no-referrer\"></p><p>Energy, materials, and financial stocks also performed well in cyclical trading, value trading, and reopening trading. Commodity prices are soaring, and expectations for infrastructure are also rising. The combination of higher economic growth and higher interest rates has injected vitality into the financial system.</p><p>The money entering this field comes from investors who are reducing their technology transactions. Calvasina stated, \"We believe inflationary pressures already exist, and the technology sector is one of the largest sources of funding for a return to inflation... so we don't think now is the best time to return to this sector.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different perspectives, attempting to explore whether the pullback in large tech companies has been sufficient. Several reasons indicate that the correction in technology companies is not yet over.</p><p>Calvasina points out that technology stocks are still overvalued relative to historical valuations in other parts of the market and technology stocks. As we mentioned above, capital inflows are not encouraging, with technology ETFs experiencing flat inflows this year.</p><p><b>Economic data disappointed the market</b></p><p>Consumer confidence fell short of expectations in April, while the Conference Board's overall confidence index fell more than expected last month. The Conference Board of Economic Advisors noted that, at least to some extent, the short-term income outlook is under pressure from inflation concerns. Another report released Tuesday morning showed that house prices rose by the most in 15 years in March, highlighting that a mismatch between supply and demand in more key areas of the economy is pushing up house prices.</p><p>However, some members of the U.S. Federal Open Market Committee (fomc) have suggested that market participants may not need to worry that rising prices will lead to near-term changes in monetary policy in the short term. St. Louis Federal Reserve Bank President James Bullard on Monday<a href=\"https://laohu8.com/S/YHOO\">Yahoo</a>Caijing stated that he believes the rise in inflation is \"mostly temporary,\" and that the Federal Reserve \"has not yet reached that level\" when discussing tapering its asset purchases.</p><p>In another commentary, Esther George, president of the Federal Reserve Bank of Kansas City, said she did not want the Federal Reserve to \"rely too much on historical relationships and dynamics when judging the inflation outlook.\" Federal Reserve officials have recently delivered a series of speeches downplaying the need for short-term monetary policy measures that could dampen market gains.</p><p>Although the past two days of trading have provided investors with at least a brief respite following last week's stock market sell-off, some strategists remain cautious about the stock market given that concerns about inflation remain high.</p><p>\"Everyone now knows they should be worried about inflationary pressures and the potential impact that could have on monetary policy or corporate profitability,\" Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday. \"If they decide to keep rising input costs on their balance sheets, that's fine, at least on the consumer side. We won't see inflation rise, but when earnings come out (in the second quarter), we might see profit margins rise.\"</p><p>Others have also pointed out that the advances led by the latest technologies may be short-lived. Calvasina stated, \"We still believe inflationary pressures exist, with people shifting funds from technology stocks to other sectors such as financials, energy, and materials. We do not believe these inflationary pressures will ease in the short term.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/481817.html\">Wind资讯</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d770a193c6a88684d0203fd2ec91e4a","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"http://www.zhitongcaijing.com/content/detail/481817.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2138519408","content_text":"随着市场对通胀的担忧有所消化，纳斯达克指数自5月19日以来反弹。但分析师表示，未来价格的波动因素、科技股当前估值及资金流向均表明，当前美股科技公司的回调尚未结束。\n4月29日，纳斯达克综合指数触及14211点的纪录高点。自那以来，该指数回调已接近3%。尽管该指数周一超过1.5%的涨幅可能会让一些投资者放心，但过去10年引领市场的科技股的宏观驱动力仍面临挑战。\nRBC策略师Lori Calvasina表示：“我们认为科技领域的基本面没有任何问题，但我们认为，这是市场上被过度持有、估值过高的一部分，目前对这部分市场来说，这是一个错误的宏观背景。”\n当前市场的背景是，随着经济在一场疫情引发的冲击后重新开放，增长和通胀正在加速。因此，与能够在其他环境中获得增长的领域和投资风格相比，从GDP加速增长中获益更多的行业和投资风格更受青睐。\n以Parag Thatte为首的德意志银行策略师上周五发布报告显示，投资者继续将资金投入被视为通胀赢家的股票和固定收益产品，如TIPS、能源、材料和金融类股。\n\n能源、材料和金融类股在周期性交易、价值交易和重新开放交易中也有很好的表现。大宗商品价格飙升，对基础设施的期望也在上升。更高的经济增长与更高的利率相结合，为金融体系注入了活力。\n进入这一领域的资金来自于减少科技交易的投资者。Calvasina称：\"我们认为通胀压力已经存在，科技行业是重返通货再膨胀的最大资金来源之一……所以我们认为现在还不是回到这个领域的最佳时机。”\n在上周发表的一份报告中，Calvasina和她的团队从不同的角度深入研究了投资者风格的转变，试图探索大型科技公司的回调是否已经充分。而几大原因表明，目前科技公司的回调尚未结束。\nCalvasina指出，相对于市场其他部分和科技股的历史估值，科技股当前的估值仍然偏高。正如我们上面提到的，资金流入情况并不令人鼓舞，今年科技ETF的资金流入持平。\n经济数据令市场失望\n4月份消费者信心指数低于预期，美国经济谘商会(Conference Board)上月的整体信心指数跌幅超过预期。美国经济谘商会指出，至少在一定程度上，短期收入前景受到通胀担忧的压力。周二上午公布的另一份报告显示，3月份房价创下15年来的最大涨幅，突显出经济中更多关键领域的供需不匹配推高了房价。\n不过，美国联邦公开市场委员会(fomc)部分成员暗示，市场人士可能不需要担心物价上涨会在短期内促成货币政策的近期变动。圣路易斯联邦储备银行总裁布拉德(James Bullard)周一对雅虎财经表示，他认为通胀上升\"大多是暂时的\"，而美联储在讨论缩减资产购买规模时\"还没有达到\"。\n堪萨斯城联邦储备银行主席埃斯特•乔治在另一篇评论中表示，她不希望美联储\"在判断通胀前景时过度依赖历史关系和动态\"。美联储官员最近发表了一系列讲话，淡化了采取短期货币政策措施的必要性，这些措施可能会抑制市场涨势。\n尽管在上周的股市抛售之后，过去两天的交易给投资者提供了至少短暂的喘息机会，但鉴于对通胀的担忧仍居高不下，一些策略师仍对股市持谨慎态度。\nTD Ameritrade高级市场策略师Shawn Cruz周一对雅虎财经表示，\"现在所有人都知道，他们应该担心通胀压力，以及这可能对货币政策或企业盈利能力造成的影响。\"“如果他们决定将不断上升的投入成本保留在资产负债表上，那很好，至少在消费者方面，我们不会看到通胀上升，但(第二季度)盈利出来时，我们可能会看到利润率上升。”\n其他人也指出，最新的技术引领的进步可能是短暂的。Calvasina表示：“我们仍认为通胀压力存在，人们将资金从科技股移至其他板块，如金融股、能源股和材料股。我们不认为这些通胀压力会在短期内减轻。”","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":4390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":190419697,"gmtCreate":1620642852019,"gmtModify":1704345990320,"author":{"id":"3575031027965311","authorId":"3575031027965311","name":"小可爱一枚","avatar":"https://static.tigerbbs.com/56ac4cf0e913b423cf7075363685a627","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575031027965311","idStr":"3575031027965311"},"themes":[],"title":"","htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/190419697","repostId":"1103961035","repostType":4,"repost":{"id":"1103961035","kind":"news","pubTimestamp":1620638035,"share":"https://ttm.financial/m/news/1103961035?lang=en_US&edition=fundamental","pubTime":"2021-05-10 17:13","market":"us","language":"zh","title":"Is Foxconn raising salaries significantly in preparation for the iPhone 13? Too many applications, interviews suspended.","url":"https://stock-news.laohu8.com/highlight/detail?id=1103961035","media":"时代周报","summary":"iPhone 13可能真的要开始量产了。","content":"<p>Author: Zheng Xutong</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Mobile phone manufacturer Foxconn is frequently increasing bonuses for recruiting employees, and the iPhone 13 may really be about to begin mass production.</p><p>According to the South China Morning Post, an internal announcement from Foxconn on May 7 showed that new employees at Foxconn's Zhengzhou factory who have worked for 90 days and been on the job for no less than 55 days will receive a bonus of 7,500 yuan. This bonus amount is a significant increase compared to March and April.</p><p>Based on rumors that the iPhone 13 will be released at Apple's fall event, industry insiders generally interpret this \"salary increase\" as Foxconn preparing for mass production of the iPhone 13 in advance and expanding its workforce.</p><p>On May 9, an employee of Foxconn's Zhengzhou factory told the Times Weekly reporter that the bonuses paid by his Foxconn factory for recruiting employees change frequently, mainly related to production schedules and not to the season.</p><p>According to Foxconn's job postings, the company's previous bonus payments were highly correlated with the timeline of Apple's iPhone upgrades. Since the beginning of last year, the bonuses for internal referral partners of Foxconn's related business groups have been increased layer by layer, and after the release of the iPhone 12, the bonus amount reached a historical peak of 10,000 yuan.</p><p>The bonus amount is strongly correlated with the iPhone upgrade cycle, reflecting the significant impact of Apple iPhones on Foxconn's performance.</p><p>Currently, due to the relocation of Apple's supply chain, Foxconn's decision to relocate its iPhone production plant to overseas regions with lower labor costs has attracted much attention from the industry. Foxconn had previously planned to shift some of its Apple iPhone production demand to India, but the plan was thwarted due to issues such as supporting supply and personnel management.</p><p>Regarding issues such as increasing bonuses and factory relocation, a reporter from Time Weekly contacted relevant Foxconn officials on May 10, but had not received a response by press time.</p><p><b>iPhone 13 is imminent</b></p><p>As a major contract manufacturer for Apple iPhones, Foxconn's every move touches the hearts of Apple fans.</p><p><img src=\"https://static.tigerbbs.com/7c92d9e62f730ac2157e78876073cb0b\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\">Image source:<a href=\"https://laohu8.com/S/000681\">Visual China</a></p><p>According to the recruitment information provided by employees at Foxconn's Zhengzhou factory, the announcement of the bonus increase was made by Foxconn's IDPBG business group, whose Zhengzhou plant is a major base for producing Apple iPhones.</p><p>According to the relevant notice, the new internal partner referral policy for Foxconn's Zhengzhou factory will be implemented from May 2. If job seekers work for a full month, the referrer will receive a bonus of 500 yuan. Job seekers who have been employed for no less than 90 days and have attended 55 days will receive a bonus of 7,500 yuan. The bonus will be paid in one lump sum, which is equivalent to Foxconn raising the salary of job seekers by 2,500 yuan a month.</p><p>Job seekers can also choose a bonus model of \"equal pay for equal work + hourly rate difference\". Before the start of equal pay for equal work on July 1, the bonus for job seekers was 26 yuan per hour worked.</p><p>On May 9, another employee of Foxconn's Zhengzhou factory told the Times Weekly reporter that after the new bonus policy was released, the company had suspended interviews on May 8 and 9 due to the large number of applicants.</p><p>According to a recruitment notice from Foxconn's Zhengzhou factory, the factory has raised bonuses three times in a row since April to recruit partners. Given the same requirements for attendance and number of days on the job, the bonus for job seekers was 5,000 yuan on April 11, increased to 5,500 yuan on April 16, 6,000 yuan on April 25, and finally jumped to 7,500 yuan.</p><p>According to a job advertisement posted by Foxconn employees on social media, the bonus could rise to tens of thousands of yuan by August.</p><p>In fact, shortly after the release of the iPhone 12 last October, the partner bonus for job seekers at Foxconn's Zhengzhou factory once rose to a historical high of 10,000 yuan.</p><p>Regarding whether the bonus increase is related to iPhone 13 production, Foxconn stated that it does not comment on carrier or customer work due to company policy and commercial sensitivities.</p><p>Although there has been no official announcement, the news that the iPhone 13 will be unveiled at Apple's fall event seems more credible as Foxconn invests heavily in expanding its workforce.</p><p>According to media reports, the iPhone 13 may feature an LTPO screen with a 120Hz refresh rate, a more powerful A15 chip, and a smaller notch.</p><p><b>Facing challenges from Apple's supply chain transfer</b></p><p>It is worth noting that Foxconn, which is deeply tied to Apple, not only benefited from the release of Apple's new iPhone, but also faced risks as Apple's supply chain shifted to regions with lower labor costs.</p><p>Currently, India, Vietnam and other places have become the main battlegrounds for the relocation of Apple's supply chain. Last July, there were reports that Foxconn was preparing to invest $1 billion in India to build a factory to assemble Apple iPhones. In January of this year, Foxconn officially began producing Apple iPads and laptops in Vietnam.</p><p>Due to the lack of infrastructure and supply chains in places like India, Foxconn's establishment of factories in many overseas locations has not been smooth. The recent outbreak of the COVID-19 pandemic in India has also affected Apple's local supply chain.</p><p><img src=\"https://static.tigerbbs.com/d90a9425ce8d23c862dc92d22b8888f7\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\">Image source: Apple official website</p><p>On May 9, IT industry analyst Liang Zhenpeng told the Times Weekly reporter that as a contract manufacturer in the complete machine process, Foxconn's supply chain faces significant risks. Recently, affected by the relocation of Apple's supply chain, Foxconn has also been shifting to Southeast Asia and other regions, which reflects that Foxconn still holds a weak position in Apple's supply chain. Currently, Foxconn has only relocated a portion of its industries, and China still has a strong supply chain advantage. However, how Foxconn's factories will be relocated in the future will depend on some national export control policies.</p><p>According to Foxconn official<a href=\"https://laohu8.com/S/WB\">Weibo</a>According to the disclosure, in 2020, more than 75% of the group's production capacity was still concentrated in mainland China, and the proportion of production capacity increased. In April of this year, Foxconn's Zhoukou plant in Henan Province, with an investment of 1.5 billion yuan and an annual output value of 3.1 billion yuan, broke ground. The plant will be used for the research and development of key components such as mobile phones and tablets, and to expand Apple's iPhone production line.</p><p>Undeniably, Foxconn does face many challenges, such as rising labor costs.</p><p>According to a recent recruitment announcement released by Foxconn in Vietnam, frontline workers earn between 8 million and 10 million Vietnamese dong per month, which is equivalent to only 2,200 to 2,800 yuan. In contrast, Foxconn's Zhengzhou factory currently offers bonuses of no less than 3,600 yuan for recruiting permanent employees and partners.</p><p>It's not just Foxconn; since the beginning of this year, due to factors such as Apple's supply chain shift,<a href=\"https://laohu8.com/S/002475\">Luxshare Precision</a>,blue<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>Stock prices of Apple concept stocks, including technology stocks, have all fallen significantly.</p><p>\"The future release of the iPhone 13 will boost Foxconn's performance to some extent,\" Liang Zhenpeng told the Times Weekly reporter. He added that with Huawei freeing up some of its market share in the high-end phone market, the surge in Apple iPhone shipments in the first quarter did indeed benefit Foxconn, and Foxconn's operations should remain good in the short term.</p><p>Liang Zhenpeng also pointed out that Foxconn's profits are still being squeezed, it is highly substitutable in the industrial chain, and it faces problems such as the lack of its own brands and the lack of R&D and design.</p>","source":"lsy1568674126351","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Foxconn raising salaries significantly in preparation for the iPhone 13? 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Too many applications, interviews suspended.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">时代周报</strong><span class=\"h-time small\">2021-05-10 17:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Zheng Xutong</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>Mobile phone manufacturer Foxconn is frequently increasing bonuses for recruiting employees, and the iPhone 13 may really be about to begin mass production.</p><p>According to the South China Morning Post, an internal announcement from Foxconn on May 7 showed that new employees at Foxconn's Zhengzhou factory who have worked for 90 days and been on the job for no less than 55 days will receive a bonus of 7,500 yuan. This bonus amount is a significant increase compared to March and April.</p><p>Based on rumors that the iPhone 13 will be released at Apple's fall event, industry insiders generally interpret this \"salary increase\" as Foxconn preparing for mass production of the iPhone 13 in advance and expanding its workforce.</p><p>On May 9, an employee of Foxconn's Zhengzhou factory told the Times Weekly reporter that the bonuses paid by his Foxconn factory for recruiting employees change frequently, mainly related to production schedules and not to the season.</p><p>According to Foxconn's job postings, the company's previous bonus payments were highly correlated with the timeline of Apple's iPhone upgrades. Since the beginning of last year, the bonuses for internal referral partners of Foxconn's related business groups have been increased layer by layer, and after the release of the iPhone 12, the bonus amount reached a historical peak of 10,000 yuan.</p><p>The bonus amount is strongly correlated with the iPhone upgrade cycle, reflecting the significant impact of Apple iPhones on Foxconn's performance.</p><p>Currently, due to the relocation of Apple's supply chain, Foxconn's decision to relocate its iPhone production plant to overseas regions with lower labor costs has attracted much attention from the industry. Foxconn had previously planned to shift some of its Apple iPhone production demand to India, but the plan was thwarted due to issues such as supporting supply and personnel management.</p><p>Regarding issues such as increasing bonuses and factory relocation, a reporter from Time Weekly contacted relevant Foxconn officials on May 10, but had not received a response by press time.</p><p><b>iPhone 13 is imminent</b></p><p>As a major contract manufacturer for Apple iPhones, Foxconn's every move touches the hearts of Apple fans.</p><p><img src=\"https://static.tigerbbs.com/7c92d9e62f730ac2157e78876073cb0b\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\">Image source:<a href=\"https://laohu8.com/S/000681\">Visual China</a></p><p>According to the recruitment information provided by employees at Foxconn's Zhengzhou factory, the announcement of the bonus increase was made by Foxconn's IDPBG business group, whose Zhengzhou plant is a major base for producing Apple iPhones.</p><p>According to the relevant notice, the new internal partner referral policy for Foxconn's Zhengzhou factory will be implemented from May 2. If job seekers work for a full month, the referrer will receive a bonus of 500 yuan. Job seekers who have been employed for no less than 90 days and have attended 55 days will receive a bonus of 7,500 yuan. The bonus will be paid in one lump sum, which is equivalent to Foxconn raising the salary of job seekers by 2,500 yuan a month.</p><p>Job seekers can also choose a bonus model of \"equal pay for equal work + hourly rate difference\". Before the start of equal pay for equal work on July 1, the bonus for job seekers was 26 yuan per hour worked.</p><p>On May 9, another employee of Foxconn's Zhengzhou factory told the Times Weekly reporter that after the new bonus policy was released, the company had suspended interviews on May 8 and 9 due to the large number of applicants.</p><p>According to a recruitment notice from Foxconn's Zhengzhou factory, the factory has raised bonuses three times in a row since April to recruit partners. Given the same requirements for attendance and number of days on the job, the bonus for job seekers was 5,000 yuan on April 11, increased to 5,500 yuan on April 16, 6,000 yuan on April 25, and finally jumped to 7,500 yuan.</p><p>According to a job advertisement posted by Foxconn employees on social media, the bonus could rise to tens of thousands of yuan by August.</p><p>In fact, shortly after the release of the iPhone 12 last October, the partner bonus for job seekers at Foxconn's Zhengzhou factory once rose to a historical high of 10,000 yuan.</p><p>Regarding whether the bonus increase is related to iPhone 13 production, Foxconn stated that it does not comment on carrier or customer work due to company policy and commercial sensitivities.</p><p>Although there has been no official announcement, the news that the iPhone 13 will be unveiled at Apple's fall event seems more credible as Foxconn invests heavily in expanding its workforce.</p><p>According to media reports, the iPhone 13 may feature an LTPO screen with a 120Hz refresh rate, a more powerful A15 chip, and a smaller notch.</p><p><b>Facing challenges from Apple's supply chain transfer</b></p><p>It is worth noting that Foxconn, which is deeply tied to Apple, not only benefited from the release of Apple's new iPhone, but also faced risks as Apple's supply chain shifted to regions with lower labor costs.</p><p>Currently, India, Vietnam and other places have become the main battlegrounds for the relocation of Apple's supply chain. Last July, there were reports that Foxconn was preparing to invest $1 billion in India to build a factory to assemble Apple iPhones. In January of this year, Foxconn officially began producing Apple iPads and laptops in Vietnam.</p><p>Due to the lack of infrastructure and supply chains in places like India, Foxconn's establishment of factories in many overseas locations has not been smooth. The recent outbreak of the COVID-19 pandemic in India has also affected Apple's local supply chain.</p><p><img src=\"https://static.tigerbbs.com/d90a9425ce8d23c862dc92d22b8888f7\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\">Image source: Apple official website</p><p>On May 9, IT industry analyst Liang Zhenpeng told the Times Weekly reporter that as a contract manufacturer in the complete machine process, Foxconn's supply chain faces significant risks. Recently, affected by the relocation of Apple's supply chain, Foxconn has also been shifting to Southeast Asia and other regions, which reflects that Foxconn still holds a weak position in Apple's supply chain. Currently, Foxconn has only relocated a portion of its industries, and China still has a strong supply chain advantage. However, how Foxconn's factories will be relocated in the future will depend on some national export control policies.</p><p>According to Foxconn official<a href=\"https://laohu8.com/S/WB\">Weibo</a>According to the disclosure, in 2020, more than 75% of the group's production capacity was still concentrated in mainland China, and the proportion of production capacity increased. In April of this year, Foxconn's Zhoukou plant in Henan Province, with an investment of 1.5 billion yuan and an annual output value of 3.1 billion yuan, broke ground. The plant will be used for the research and development of key components such as mobile phones and tablets, and to expand Apple's iPhone production line.</p><p>Undeniably, Foxconn does face many challenges, such as rising labor costs.</p><p>According to a recent recruitment announcement released by Foxconn in Vietnam, frontline workers earn between 8 million and 10 million Vietnamese dong per month, which is equivalent to only 2,200 to 2,800 yuan. In contrast, Foxconn's Zhengzhou factory currently offers bonuses of no less than 3,600 yuan for recruiting permanent employees and partners.</p><p>It's not just Foxconn; since the beginning of this year, due to factors such as Apple's supply chain shift,<a href=\"https://laohu8.com/S/002475\">Luxshare Precision</a>,blue<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>Stock prices of Apple concept stocks, including technology stocks, have all fallen significantly.</p><p>\"The future release of the iPhone 13 will boost Foxconn's performance to some extent,\" Liang Zhenpeng told the Times Weekly reporter. He added that with Huawei freeing up some of its market share in the high-end phone market, the surge in Apple iPhone shipments in the first quarter did indeed benefit Foxconn, and Foxconn's operations should remain good in the short term.</p><p>Liang Zhenpeng also pointed out that Foxconn's profits are still being squeezed, it is highly substitutable in the industrial chain, and it faces problems such as the lack of its own brands and the lack of R&D and design.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/3wmKVS9YpwKnKqwtI5x0dQ\">时代周报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d90a9425ce8d23c862dc92d22b8888f7","relate_stocks":{"AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/3wmKVS9YpwKnKqwtI5x0dQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103961035","content_text":"作者：郑栩彤苹果手机代工厂富士康频繁为招聘员工增加奖金，iPhone 13可能真的要开始量产了。据《南华早报》报道，富士康5月7日的一份内部公告显示，富士康郑州工厂新员工若工作90天且到岗不少于55天，将获得7500元奖金。此奖金数额比3月和4月有显著上涨。结合iPhone 13即将在苹果秋季发布会发布的传闻，业界普遍将此次“涨薪”解读为，富士康为iPhone 13量产提前准备，扩充员工队伍。5月9日，一名富士康郑州工厂的员工告诉时代周报记者，其所在的富士康工厂为招聘员工发放的奖金时常有变，主要与生产安排有关，与季节无关。从富士康招聘信息看，公司此前奖金发放力度便与苹果手机更新换代时间线高度关联。从去年年初起，富士康相关事业群的内部推荐合伙人奖金层层加码，到iPhone 12发布后，该奖金数额达到历史顶峰的1万元。奖金数额与iPhone更新换代周期强关联，背后反应着苹果手机对富士康业绩的显著影响。眼下，由于苹果产业链转移，富士康将iPhone生产工厂转移至国外劳动成本更低地区的事情也备受业界关注。此前富士康准备将部分苹果手机的生产需求转移至印度，但该计划因配套供应、人员管理等原因受挫。对于增加奖金、工厂转移等问题，5月10日时代周报记者联系富士康相关负责人，但截至发稿未获回复。iPhone13呼之欲出作为苹果手机的主要代工厂，富士康的一举一动牵动着“果粉“的心。图源：视觉中国据上述富士康郑州工厂员工提供的招聘信息，此次奖金加码消息由富士康IDPBG事业群发出，该事业群郑州厂区正是生产苹果手机的一个主要基地。相关通知显示，富士康郑州工厂新内部推荐合伙人政策从5月2日开始实施，求职者若做满一个月，介绍人将获得500元奖金。求职者在职不少于90天且出勤满55天，将获得7500元奖金。奖金将一次性发放，相当于富士康为求职者一个月涨了2500元工资。求职者也可选择“同工同酬+小时差价“的奖金模式，在7月1日开始同工同酬之前，求职者奖金为每出勤工时26元。5月9日，另一名富士康郑州工厂员工告诉时代周报记者，新奖金政策发布后，由于报名人数较多，5月8日和9日公司已暂停安排面试。据富士康郑州工厂的招募通知，4月至今，该厂区为招募合伙人已连续三次调高奖金。在出勤和在职天数要求相同的情况下，4月11日的求职者奖金为5000元，4月16日升至5500元，4月25日升至6000元，最终一举跃上7500元。据富士康员工在社交媒体上发布的招聘广告，到8月，该项奖金还可能升至上万元。实际上，去年10月iPhone 12发布后不久，富士康郑州工厂针对求职者的合伙人奖金便一度升至1万元的历史高点。针对此次奖金提升是否与iPhone 13生产相关，富士康表示出于公司政策和商业敏感性考虑，不对运营商或客户工作发表评论。尽管没有“官宣”，但随着富士康重金扩招员工队伍，iPhone 13将在苹果秋季发布会上亮相的消息似乎更加可信。据媒体爆料，iPhone 13或采用120Hz刷新率的LTPO屏幕，搭载性能更强的A15芯片，并缩小刘海。遭遇苹果产业链转移挑战值得注意的是，与苹果公司深度绑定的富士康，业绩不仅因苹果新款手机发布而迎来利好，也因苹果产业链向人力成本更低的地区转移而面临风险。目前，印度、越南等地已成为苹果产业链转移的主要阵地。去年7月，便有消息称富士康准备在印度投资10亿美元建工厂，进行苹果手机组装。今年1月，富士康正式在越南生产苹果iPad和笔记本电脑。由于印度等地的基础设施、供应链缺失，富士康在国外多地建厂并不顺利。近期印度疫情暴发，当地苹果供应链也受到影响。图源：苹果官网5月9日，IT行业分析师梁振鹏告诉时代周报记者，作为整机环节的代工商，富士康产业链风险较大。近期受苹果产业链转移影响，富士康也在向东南亚等地转移，这体现了富士康在苹果产业链中仍处弱势地位。目前，富士康只有一部分产业转移，国内仍有很强的供应链优势，但未来富士康工厂如何转移还要看一些国家出口管控政策等。据富士康官方微博披露，2020年，集团约75%以上产能仍集中在中国大陆，产能占比有所增加。而在今年4月，投资15亿元、年产值可达31亿元的富士康河南周口厂开工，厂区将用于研发手机、平板电脑等关键零组件，扩大苹果iPhone生产线。不可否认的是，富士康确实面临人力成本不断攀升等诸多挑战。近期，据富士康在越南发布的招聘公告显示，一线工人月薪在800万至1000万越南盾之间，仅相当于人民币2200元-2800元。相比之下，目前富士康郑州工厂招聘正式工、合伙人的奖金均不低于3600元。不仅是富士康，今年以来，由于苹果产业链转移等因素，立讯精密、蓝思科技等苹果概念股股价均出现明显下跌。“未来iPhone 13发布，将一定程度拉动富士康的业绩。”梁振鹏向时代周报记者表示，在华为空出一部分高端机市场份额的情况下，一季度苹果手机出货量大增确实使富士康受益，且短期内富士康运营情况应该维持较好。梁振鹏也指出，目前，富士康仍利润受压缩，在产业链中可替代性强，面临自主品牌缺位、缺少研发设计环节的问题。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":5158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
