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小可爱一枚
2021-05-26
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Three factors suggest that the "mercury retrograde period" of tech stocks is still not over
小可爱一枚
2021-05-10
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Foxconn Large Salary Increase to Prepare for iPhone 13? Too many registrations, interview suspended
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14:38","market":"us","language":"zh","title":"Three factors suggest that the \"mercury retrograde period\" of tech stocks is still not over","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 has rebounded since May 19 as market concerns about inflation have been digested. However, analysts said that the volatility of future prices, the current valuation of technology stocks and the flow of funds all indicate that the current correction of U.S. technology companies is not over yet.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211. Since then, the index has pulled back nearly 3%. While the index's gains of more than 1.5% on Monday may reassure some investors, the macro drivers of tech stocks that have led the market over the past 10 years remain challenging.</p><p>\"We see nothing wrong with the fundamentals of the tech space, but we believe that this is an overheld, overvalued part of the market that is a wrong macro backdrop for this segment of the market right now,\" said RBC strategist Lori Calvasina.</p><p>The backdrop for the current market is that growth and inflation are accelerating as the economy reopens after a pandemic-induced shock. As a result, industries and investment styles that benefit more from accelerated GDP growth are preferred compared to areas and investment styles that can gain growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Strategists released a report on Friday showing that investors continue to put their money into 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 have soared, as have expectations for infrastructure. Higher economic growth combined with higher interest rates has energized the financial system.</p><p>Funding into this space comes from investors who are reducing tech deals. Calvasina said: \"We think inflationary pressures are already there, and the tech sector is one of the biggest sources of funding to get back to reflation... so we don't think this is the best time to get back to this space.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different angles, trying to explore whether the pullback at Big Tech has been sufficient. Several major reasons indicate that the current pullback of technology companies is not over yet.</p><p>Calvasina noted that the current valuation of tech stocks remains on the high side relative to the rest of the market and the historical valuation of tech stocks. As we mentioned above, the inflow picture has not been encouraging, with tech ETFs seeing flat inflows this year.</p><p><b>Economic data disappoints markets</b></p><p>Consumer confidence was lower than expected in April, and the Conference Board's overall confidence index fell more than expected last month. The short-term income outlook is pressured, at least to some extent, by inflation concerns, the Council noted. A separate report released Tuesday morning showed that home prices rose by the most in 15 years in March, highlighting the supply-demand mismatch in more key areas of the economy pushing prices higher.</p><p>However, some members of the Federal Open Market Committee (fomc) suggested that market participants may not need to worry that rising prices will contribute to recent 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>Finance said he believes the rise in inflation is \"mostly temporary\" and that the Fed \"has not yet reached it\" when it discusses tapering asset purchases.</p><p>Esther George, chairwoman of the Kansas City Federal Reserve Bank, said in a separate commentary that she did not want the Fed to \"rely too heavily on historical relationships and dynamics in judging the inflation outlook\". Fed officials have recently made a series of remarks downplaying the need for short-term monetary policy measures that could dampen market rallies.</p><p>While trading over the past two days has given investors at least a brief respite after last week's stock market sell-off, some strategists remain cautious about stocks given that concerns about inflation remain high.</p><p>Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday, \"Now everyone knows that they should be worried about inflationary pressures and the impact this could have on monetary policy or corporate profitability.\"\"If they decide to keep the rising input costs on the balance sheet, 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 may see higher margins.\"</p><p>Others have also pointed out that the latest technology-led advances can be short-lived. Calvasina said: \"We still believe inflationary pressures exist, with people moving money away from tech stocks to other sectors, such as financials, energy stocks and materials stocks. We don't see these inflationary pressures abating in the near 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 suggest that the \"mercury retrograde period\" of tech stocks is still not over</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 suggest that the \"mercury retrograde period\" of tech stocks is still not over\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 has rebounded since May 19 as market concerns about inflation have been digested. However, analysts said that the volatility of future prices, the current valuation of technology stocks and the flow of funds all indicate that the current correction of U.S. technology companies is not over yet.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211. Since then, the index has pulled back nearly 3%. While the index's gains of more than 1.5% on Monday may reassure some investors, the macro drivers of tech stocks that have led the market over the past 10 years remain challenging.</p><p>\"We see nothing wrong with the fundamentals of the tech space, but we believe that this is an overheld, overvalued part of the market that is a wrong macro backdrop for this segment of the market right now,\" said RBC strategist Lori Calvasina.</p><p>The backdrop for the current market is that growth and inflation are accelerating as the economy reopens after a pandemic-induced shock. As a result, industries and investment styles that benefit more from accelerated GDP growth are preferred compared to areas and investment styles that can gain growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Strategists released a report on Friday showing that investors continue to put their money into 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 have soared, as have expectations for infrastructure. Higher economic growth combined with higher interest rates has energized the financial system.</p><p>Funding into this space comes from investors who are reducing tech deals. Calvasina said: \"We think inflationary pressures are already there, and the tech sector is one of the biggest sources of funding to get back to reflation... so we don't think this is the best time to get back to this space.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different angles, trying to explore whether the pullback at Big Tech has been sufficient. Several major reasons indicate that the current pullback of technology companies is not over yet.</p><p>Calvasina noted that the current valuation of tech stocks remains on the high side relative to the rest of the market and the historical valuation of tech stocks. As we mentioned above, the inflow picture has not been encouraging, with tech ETFs seeing flat inflows this year.</p><p><b>Economic data disappoints markets</b></p><p>Consumer confidence was lower than expected in April, and the Conference Board's overall confidence index fell more than expected last month. The short-term income outlook is pressured, at least to some extent, by inflation concerns, the Council noted. A separate report released Tuesday morning showed that home prices rose by the most in 15 years in March, highlighting the supply-demand mismatch in more key areas of the economy pushing prices higher.</p><p>However, some members of the Federal Open Market Committee (fomc) suggested that market participants may not need to worry that rising prices will contribute to recent 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>Finance said he believes the rise in inflation is \"mostly temporary\" and that the Fed \"has not yet reached it\" when it discusses tapering asset purchases.</p><p>Esther George, chairwoman of the Kansas City Federal Reserve Bank, said in a separate commentary that she did not want the Fed to \"rely too heavily on historical relationships and dynamics in judging the inflation outlook\". Fed officials have recently made a series of remarks downplaying the need for short-term monetary policy measures that could dampen market rallies.</p><p>While trading over the past two days has given investors at least a brief respite after last week's stock market sell-off, some strategists remain cautious about stocks given that concerns about inflation remain high.</p><p>Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday, \"Now everyone knows that they should be worried about inflationary pressures and the impact this could have on monetary policy or corporate profitability.\"\"If they decide to keep the rising input costs on the balance sheet, 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 may see higher margins.\"</p><p>Others have also pointed out that the latest technology-led advances can be short-lived. Calvasina said: \"We still believe inflationary pressures exist, with people moving money away from tech stocks to other sectors, such as financials, energy stocks and materials stocks. We don't see these inflationary pressures abating in the near 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":2764,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575031027965311","idStr":"3575031027965311"},"themes":[],"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":"Foxconn Large Salary Increase to Prepare for iPhone 13? Too many registrations, interview 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>Foxconn, a mobile phone foundry, frequently increases bonuses for hiring employees, and the iPhone 13 may really start mass production.</p><p>According to the South China Morning Post, an internal announcement from Foxconn on May 7th showed that new employees in Foxconn's Zhengzhou factory will receive a bonus of 7,500 yuan if they work for 90 days and arrive for no less than 55 days. This bonus amount is significantly higher than in March and April.</p><p>Combined with the rumor that iPhone 13 will be released at Apple's autumn conference, the industry generally interpreted this \"salary increase\" as that Foxconn prepared in advance for the mass production of iPhone 13 and expanded its workforce.</p><p>On May 9th, an employee of Foxconn's Zhengzhou factory told the Times Weekly reporter that the bonuses paid by his Foxconn factory for recruiting employees often changed, mainly related to production arrangements and nothing to do with seasons.</p><p>Judging from Foxconn's recruitment information, the company's previous bonus payment was highly related to the timeline of Apple's mobile phone upgrade. Since the beginning of last year, the bonuses of internal recommended partners of Foxconn's related business groups have been increased layer by layer. After the release of iPhone 12, the bonus amount has reached the historical peak of 10,000 yuan.</p><p>The bonus amount is strongly correlated with the iPhone replacement cycle, which reflects the significant impact of Apple's mobile phone on Foxconn's performance.</p><p>At present, due to the transfer of Apple's industrial chain, Foxconn's transfer of iPhone production plants to areas with lower labor costs abroad has also attracted much attention from the industry. Previously, Foxconn was preparing to transfer the production demand of some Apple mobile phones to India, but the plan was frustrated due to supporting supply, personnel management and other reasons.</p><p>For issues such as increasing bonuses and factory transfer, the reporter of Times Weekly contacted the relevant person in charge of Foxconn on May 10th, but no reply was received as of press time.</p><p><b>The iPhone13 is coming out</b></p><p>As the main foundry of Apple's mobile phone, Foxconn's every move affects the heart of \"fruit powder\".</p><p><img src=\"https://static.tigerbbs.com/7c92d9e62f730ac2157e78876073cb0b\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\">Source:<a href=\"https://laohu8.com/S/000681\">Visual China</a></p><p>According to the recruitment information provided by the employees of Foxconn's Zhengzhou factory, the news of the bonus increase was sent by Foxconn's IDPBG business group, and the Zhengzhou factory of this business group is a major base for the production of Apple mobile phones.</p><p>According to the relevant notice, the new internal partner recommendation policy of Foxconn Zhengzhou Factory will be implemented from May 2nd. If the job seeker works for one month, the introducer will get a bonus of 500 yuan. Job seekers who have been on the job for no less than 90 days and attended for 55 days will receive a bonus of 7,500 yuan. The bonus will be paid in one lump sum, which is equivalent to Foxconn's monthly salary increase of 2,500 yuan for job seekers.</p><p>Job seekers can also choose the bonus mode of \"equal pay for equal work + hourly difference\". Before the equal pay for equal work starts on July 1st, the bonus for job seekers is 26 yuan per attendance hour.</p><p>On May 9th, another employee of Foxconn's Zhengzhou factory told Times Weekly that after the release of the new bonus policy, the company had suspended interviews on May 8th and 9th due to the large number of applicants.</p><p>According to the recruitment notice of Foxconn's Zhengzhou factory, since April, the factory has raised the bonus three times in a row for recruiting partners. With the same requirements for attendance and days on the job, the bonus for job seekers on April 11th was 5,000 yuan, which rose to 5,500 yuan on April 16th, 6,000 yuan on April 25th, and finally jumped to 7,500 yuan in one fell swoop.</p><p>The bonus could rise to tens of thousands of yuan by August, according to job advertisements posted by Foxconn employees on social media.</p><p>In fact, shortly after the release of iPhone 12 in October last year, the partner bonus for job seekers in Foxconn's Zhengzhou factory once rose to an all-time high of 10,000 yuan.</p><p>In response to whether this bonus increase is related to iPhone 13 production, Foxconn said that it would not comment on carrier or customer work due to company policy and commercial sensitivity.</p><p>Although there is no \"official announcement\", the news that the iPhone 13 will be unveiled at Apple's autumn conference seems more credible as Foxconn spends heavily on expanding its workforce.</p><p>According to the media, iPhone 13 may adopt an LTPO screen with a 120Hz refresh rate, equipped with a stronger A15 chip, and shrink the bangs.</p><p><b>Encounter the Challenge of Apple Industry Chain Transfer</b></p><p>It is worth noting that the performance of Foxconn, which is deeply bound to Apple, is not only favorable due to the release of Apple's new mobile phone, but also faces risks due to the transfer of Apple's industrial chain to areas with lower labor costs.</p><p>At present, India, Vietnam and other places have become the main positions for the transfer of Apple's industrial chain. In July last year, it was reported that Foxconn was planning to invest $1 billion in India to build a factory to assemble Apple mobile phones. In January, Foxconn officially produced Apple iPads and laptops in Vietnam.</p><p>Due to the lack of infrastructure and supply chain in India and other places, it is not smooth for Foxconn to build factories in many places abroad. The recent outbreak of the epidemic in India has also affected the local Apple supply chain.</p><p><img src=\"https://static.tigerbbs.com/d90a9425ce8d23c862dc92d22b8888f7\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\">Source: Apple official website</p><p>On May 9th, Liang Zhenpeng, an IT industry analyst, told the Times Weekly reporter that as an OEM of the whole machine link, Foxconn's industrial chain is risky. Recently, affected by the transfer of Apple industry chain, Foxconn is also moving to Southeast Asia and other places, which shows that Foxconn is still in a weak position in Apple industry chain. At present, only some of Foxconn's industries have been transferred, and there are still strong supply chain advantages in China. However, how to transfer Foxconn's factories in the future depends on the export control policies of some countries.</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 this year, Foxconn Henan Zhoukou Factory, with an investment of 1.5 billion yuan and an annual output value of 3.1 billion yuan, started construction. The factory area will be used to develop key components such as mobile phones and tablet computers, and expand Apple's iPhone production line.</p><p>It is undeniable that Foxconn does face many challenges such as rising labor costs.</p><p>Recently, according to Foxconn's recruitment announcement in Vietnam, the monthly salary of front-line workers is between 8 million and 10 million VND, which is only equivalent to RMB 2,200-2,800 yuan. In contrast, at present, the bonuses for recruiting regular workers and partners in Foxconn's Zhengzhou factory are not less than 3,600 yuan.</p><p>Not only Foxconn, but also this year, due to factors such as the transfer of Apple's industrial chain,<a href=\"https://laohu8.com/S/002475\">Luxshare Precision</a>Blue<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>The stock prices of Apple concept stocks such as technology have all dropped significantly.</p><p>\"The release of iPhone 13 in the future will boost Foxconn's performance to a certain extent.\" Liang Zhenpeng told the Times Weekly reporter that when Huawei vacated some market share of high-end machines, the large increase in Apple mobile phone shipments in the first quarter did benefit Foxconn, and Foxconn's operation should remain good in the short term.</p><p>Liang Zhenpeng also pointed out that at present, Foxconn's profits are still compressed, and it is highly substitutable in the industrial chain. It is faced with the problems of absence of independent brands and lack of R&D and design links.</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>Foxconn Large Salary Increase to Prepare for iPhone 13? 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Too many registrations, interview 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>Foxconn, a mobile phone foundry, frequently increases bonuses for hiring employees, and the iPhone 13 may really start mass production.</p><p>According to the South China Morning Post, an internal announcement from Foxconn on May 7th showed that new employees in Foxconn's Zhengzhou factory will receive a bonus of 7,500 yuan if they work for 90 days and arrive for no less than 55 days. This bonus amount is significantly higher than in March and April.</p><p>Combined with the rumor that iPhone 13 will be released at Apple's autumn conference, the industry generally interpreted this \"salary increase\" as that Foxconn prepared in advance for the mass production of iPhone 13 and expanded its workforce.</p><p>On May 9th, an employee of Foxconn's Zhengzhou factory told the Times Weekly reporter that the bonuses paid by his Foxconn factory for recruiting employees often changed, mainly related to production arrangements and nothing to do with seasons.</p><p>Judging from Foxconn's recruitment information, the company's previous bonus payment was highly related to the timeline of Apple's mobile phone upgrade. Since the beginning of last year, the bonuses of internal recommended partners of Foxconn's related business groups have been increased layer by layer. After the release of iPhone 12, the bonus amount has reached the historical peak of 10,000 yuan.</p><p>The bonus amount is strongly correlated with the iPhone replacement cycle, which reflects the significant impact of Apple's mobile phone on Foxconn's performance.</p><p>At present, due to the transfer of Apple's industrial chain, Foxconn's transfer of iPhone production plants to areas with lower labor costs abroad has also attracted much attention from the industry. Previously, Foxconn was preparing to transfer the production demand of some Apple mobile phones to India, but the plan was frustrated due to supporting supply, personnel management and other reasons.</p><p>For issues such as increasing bonuses and factory transfer, the reporter of Times Weekly contacted the relevant person in charge of Foxconn on May 10th, but no reply was received as of press time.</p><p><b>The iPhone13 is coming out</b></p><p>As the main foundry of Apple's mobile phone, Foxconn's every move affects the heart of \"fruit powder\".</p><p><img src=\"https://static.tigerbbs.com/7c92d9e62f730ac2157e78876073cb0b\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\">Source:<a href=\"https://laohu8.com/S/000681\">Visual China</a></p><p>According to the recruitment information provided by the employees of Foxconn's Zhengzhou factory, the news of the bonus increase was sent by Foxconn's IDPBG business group, and the Zhengzhou factory of this business group is a major base for the production of Apple mobile phones.</p><p>According to the relevant notice, the new internal partner recommendation policy of Foxconn Zhengzhou Factory will be implemented from May 2nd. If the job seeker works for one month, the introducer will get a bonus of 500 yuan. Job seekers who have been on the job for no less than 90 days and attended for 55 days will receive a bonus of 7,500 yuan. The bonus will be paid in one lump sum, which is equivalent to Foxconn's monthly salary increase of 2,500 yuan for job seekers.</p><p>Job seekers can also choose the bonus mode of \"equal pay for equal work + hourly difference\". Before the equal pay for equal work starts on July 1st, the bonus for job seekers is 26 yuan per attendance hour.</p><p>On May 9th, another employee of Foxconn's Zhengzhou factory told Times Weekly that after the release of the new bonus policy, the company had suspended interviews on May 8th and 9th due to the large number of applicants.</p><p>According to the recruitment notice of Foxconn's Zhengzhou factory, since April, the factory has raised the bonus three times in a row for recruiting partners. With the same requirements for attendance and days on the job, the bonus for job seekers on April 11th was 5,000 yuan, which rose to 5,500 yuan on April 16th, 6,000 yuan on April 25th, and finally jumped to 7,500 yuan in one fell swoop.</p><p>The bonus could rise to tens of thousands of yuan by August, according to job advertisements posted by Foxconn employees on social media.</p><p>In fact, shortly after the release of iPhone 12 in October last year, the partner bonus for job seekers in Foxconn's Zhengzhou factory once rose to an all-time high of 10,000 yuan.</p><p>In response to whether this bonus increase is related to iPhone 13 production, Foxconn said that it would not comment on carrier or customer work due to company policy and commercial sensitivity.</p><p>Although there is no \"official announcement\", the news that the iPhone 13 will be unveiled at Apple's autumn conference seems more credible as Foxconn spends heavily on expanding its workforce.</p><p>According to the media, iPhone 13 may adopt an LTPO screen with a 120Hz refresh rate, equipped with a stronger A15 chip, and shrink the bangs.</p><p><b>Encounter the Challenge of Apple Industry Chain Transfer</b></p><p>It is worth noting that the performance of Foxconn, which is deeply bound to Apple, is not only favorable due to the release of Apple's new mobile phone, but also faces risks due to the transfer of Apple's industrial chain to areas with lower labor costs.</p><p>At present, India, Vietnam and other places have become the main positions for the transfer of Apple's industrial chain. In July last year, it was reported that Foxconn was planning to invest $1 billion in India to build a factory to assemble Apple mobile phones. In January, Foxconn officially produced Apple iPads and laptops in Vietnam.</p><p>Due to the lack of infrastructure and supply chain in India and other places, it is not smooth for Foxconn to build factories in many places abroad. The recent outbreak of the epidemic in India has also affected the local Apple supply chain.</p><p><img src=\"https://static.tigerbbs.com/d90a9425ce8d23c862dc92d22b8888f7\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\">Source: Apple official website</p><p>On May 9th, Liang Zhenpeng, an IT industry analyst, told the Times Weekly reporter that as an OEM of the whole machine link, Foxconn's industrial chain is risky. Recently, affected by the transfer of Apple industry chain, Foxconn is also moving to Southeast Asia and other places, which shows that Foxconn is still in a weak position in Apple industry chain. At present, only some of Foxconn's industries have been transferred, and there are still strong supply chain advantages in China. However, how to transfer Foxconn's factories in the future depends on the export control policies of some countries.</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 this year, Foxconn Henan Zhoukou Factory, with an investment of 1.5 billion yuan and an annual output value of 3.1 billion yuan, started construction. The factory area will be used to develop key components such as mobile phones and tablet computers, and expand Apple's iPhone production line.</p><p>It is undeniable that Foxconn does face many challenges such as rising labor costs.</p><p>Recently, according to Foxconn's recruitment announcement in Vietnam, the monthly salary of front-line workers is between 8 million and 10 million VND, which is only equivalent to RMB 2,200-2,800 yuan. In contrast, at present, the bonuses for recruiting regular workers and partners in Foxconn's Zhengzhou factory are not less than 3,600 yuan.</p><p>Not only Foxconn, but also this year, due to factors such as the transfer of Apple's industrial chain,<a href=\"https://laohu8.com/S/002475\">Luxshare Precision</a>Blue<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>The stock prices of Apple concept stocks such as technology have all dropped significantly.</p><p>\"The release of iPhone 13 in the future will boost Foxconn's performance to a certain extent.\" Liang Zhenpeng told the Times Weekly reporter that when Huawei vacated some market share of high-end machines, the large increase in Apple mobile phone shipments in the first quarter did benefit Foxconn, and Foxconn's operation should remain good in the short term.</p><p>Liang Zhenpeng also pointed out that at present, Foxconn's profits are still compressed, and it is highly substitutable in the industrial chain. It is faced with the problems of absence of independent brands and lack of R&D and design links.</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":3304,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575031027965311","idStr":"3575031027965311"},"themes":[],"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 suggest that the \"mercury retrograde period\" of tech stocks is still not over","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 has rebounded since May 19 as market concerns about inflation have been digested. However, analysts said that the volatility of future prices, the current valuation of technology stocks and the flow of funds all indicate that the current correction of U.S. technology companies is not over yet.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211. Since then, the index has pulled back nearly 3%. While the index's gains of more than 1.5% on Monday may reassure some investors, the macro drivers of tech stocks that have led the market over the past 10 years remain challenging.</p><p>\"We see nothing wrong with the fundamentals of the tech space, but we believe that this is an overheld, overvalued part of the market that is a wrong macro backdrop for this segment of the market right now,\" said RBC strategist Lori Calvasina.</p><p>The backdrop for the current market is that growth and inflation are accelerating as the economy reopens after a pandemic-induced shock. As a result, industries and investment styles that benefit more from accelerated GDP growth are preferred compared to areas and investment styles that can gain growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Strategists released a report on Friday showing that investors continue to put their money into 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 have soared, as have expectations for infrastructure. Higher economic growth combined with higher interest rates has energized the financial system.</p><p>Funding into this space comes from investors who are reducing tech deals. Calvasina said: \"We think inflationary pressures are already there, and the tech sector is one of the biggest sources of funding to get back to reflation... so we don't think this is the best time to get back to this space.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different angles, trying to explore whether the pullback at Big Tech has been sufficient. Several major reasons indicate that the current pullback of technology companies is not over yet.</p><p>Calvasina noted that the current valuation of tech stocks remains on the high side relative to the rest of the market and the historical valuation of tech stocks. As we mentioned above, the inflow picture has not been encouraging, with tech ETFs seeing flat inflows this year.</p><p><b>Economic data disappoints markets</b></p><p>Consumer confidence was lower than expected in April, and the Conference Board's overall confidence index fell more than expected last month. The short-term income outlook is pressured, at least to some extent, by inflation concerns, the Council noted. A separate report released Tuesday morning showed that home prices rose by the most in 15 years in March, highlighting the supply-demand mismatch in more key areas of the economy pushing prices higher.</p><p>However, some members of the Federal Open Market Committee (fomc) suggested that market participants may not need to worry that rising prices will contribute to recent 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>Finance said he believes the rise in inflation is \"mostly temporary\" and that the Fed \"has not yet reached it\" when it discusses tapering asset purchases.</p><p>Esther George, chairwoman of the Kansas City Federal Reserve Bank, said in a separate commentary that she did not want the Fed to \"rely too heavily on historical relationships and dynamics in judging the inflation outlook\". Fed officials have recently made a series of remarks downplaying the need for short-term monetary policy measures that could dampen market rallies.</p><p>While trading over the past two days has given investors at least a brief respite after last week's stock market sell-off, some strategists remain cautious about stocks given that concerns about inflation remain high.</p><p>Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday, \"Now everyone knows that they should be worried about inflationary pressures and the impact this could have on monetary policy or corporate profitability.\"\"If they decide to keep the rising input costs on the balance sheet, 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 may see higher margins.\"</p><p>Others have also pointed out that the latest technology-led advances can be short-lived. Calvasina said: \"We still believe inflationary pressures exist, with people moving money away from tech stocks to other sectors, such as financials, energy stocks and materials stocks. We don't see these inflationary pressures abating in the near 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 suggest that the \"mercury retrograde period\" of tech stocks is still not over</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 suggest that the \"mercury retrograde period\" of tech stocks is still not over\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 has rebounded since May 19 as market concerns about inflation have been digested. However, analysts said that the volatility of future prices, the current valuation of technology stocks and the flow of funds all indicate that the current correction of U.S. technology companies is not over yet.</p><p>On April 29, the Nasdaq Composite Index hit a record high of 14,211. Since then, the index has pulled back nearly 3%. While the index's gains of more than 1.5% on Monday may reassure some investors, the macro drivers of tech stocks that have led the market over the past 10 years remain challenging.</p><p>\"We see nothing wrong with the fundamentals of the tech space, but we believe that this is an overheld, overvalued part of the market that is a wrong macro backdrop for this segment of the market right now,\" said RBC strategist Lori Calvasina.</p><p>The backdrop for the current market is that growth and inflation are accelerating as the economy reopens after a pandemic-induced shock. As a result, industries and investment styles that benefit more from accelerated GDP growth are preferred compared to areas and investment styles that can gain growth in other environments.</p><p>Led by Parag Thatte<a href=\"https://laohu8.com/S/DB\">Deutsche Bank</a>Strategists released a report on Friday showing that investors continue to put their money into 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 have soared, as have expectations for infrastructure. Higher economic growth combined with higher interest rates has energized the financial system.</p><p>Funding into this space comes from investors who are reducing tech deals. Calvasina said: \"We think inflationary pressures are already there, and the tech sector is one of the biggest sources of funding to get back to reflation... so we don't think this is the best time to get back to this space.\"</p><p>In a report published last week, Calvasina and her team delved into the shift in investor style from different angles, trying to explore whether the pullback at Big Tech has been sufficient. Several major reasons indicate that the current pullback of technology companies is not over yet.</p><p>Calvasina noted that the current valuation of tech stocks remains on the high side relative to the rest of the market and the historical valuation of tech stocks. As we mentioned above, the inflow picture has not been encouraging, with tech ETFs seeing flat inflows this year.</p><p><b>Economic data disappoints markets</b></p><p>Consumer confidence was lower than expected in April, and the Conference Board's overall confidence index fell more than expected last month. The short-term income outlook is pressured, at least to some extent, by inflation concerns, the Council noted. A separate report released Tuesday morning showed that home prices rose by the most in 15 years in March, highlighting the supply-demand mismatch in more key areas of the economy pushing prices higher.</p><p>However, some members of the Federal Open Market Committee (fomc) suggested that market participants may not need to worry that rising prices will contribute to recent 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>Finance said he believes the rise in inflation is \"mostly temporary\" and that the Fed \"has not yet reached it\" when it discusses tapering asset purchases.</p><p>Esther George, chairwoman of the Kansas City Federal Reserve Bank, said in a separate commentary that she did not want the Fed to \"rely too heavily on historical relationships and dynamics in judging the inflation outlook\". Fed officials have recently made a series of remarks downplaying the need for short-term monetary policy measures that could dampen market rallies.</p><p>While trading over the past two days has given investors at least a brief respite after last week's stock market sell-off, some strategists remain cautious about stocks given that concerns about inflation remain high.</p><p>Shawn Cruz, senior market strategist at TD Ameritrade, told Yahoo Finance on Monday, \"Now everyone knows that they should be worried about inflationary pressures and the impact this could have on monetary policy or corporate profitability.\"\"If they decide to keep the rising input costs on the balance sheet, 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 may see higher margins.\"</p><p>Others have also pointed out that the latest technology-led advances can be short-lived. Calvasina said: \"We still believe inflationary pressures exist, with people moving money away from tech stocks to other sectors, such as financials, energy stocks and materials stocks. We don't see these inflationary pressures abating in the near 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":2764,"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575031027965311","idStr":"3575031027965311"},"themes":[],"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":"Foxconn Large Salary Increase to Prepare for iPhone 13? Too many registrations, interview 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>Foxconn, a mobile phone foundry, frequently increases bonuses for hiring employees, and the iPhone 13 may really start mass production.</p><p>According to the South China Morning Post, an internal announcement from Foxconn on May 7th showed that new employees in Foxconn's Zhengzhou factory will receive a bonus of 7,500 yuan if they work for 90 days and arrive for no less than 55 days. This bonus amount is significantly higher than in March and April.</p><p>Combined with the rumor that iPhone 13 will be released at Apple's autumn conference, the industry generally interpreted this \"salary increase\" as that Foxconn prepared in advance for the mass production of iPhone 13 and expanded its workforce.</p><p>On May 9th, an employee of Foxconn's Zhengzhou factory told the Times Weekly reporter that the bonuses paid by his Foxconn factory for recruiting employees often changed, mainly related to production arrangements and nothing to do with seasons.</p><p>Judging from Foxconn's recruitment information, the company's previous bonus payment was highly related to the timeline of Apple's mobile phone upgrade. Since the beginning of last year, the bonuses of internal recommended partners of Foxconn's related business groups have been increased layer by layer. After the release of iPhone 12, the bonus amount has reached the historical peak of 10,000 yuan.</p><p>The bonus amount is strongly correlated with the iPhone replacement cycle, which reflects the significant impact of Apple's mobile phone on Foxconn's performance.</p><p>At present, due to the transfer of Apple's industrial chain, Foxconn's transfer of iPhone production plants to areas with lower labor costs abroad has also attracted much attention from the industry. Previously, Foxconn was preparing to transfer the production demand of some Apple mobile phones to India, but the plan was frustrated due to supporting supply, personnel management and other reasons.</p><p>For issues such as increasing bonuses and factory transfer, the reporter of Times Weekly contacted the relevant person in charge of Foxconn on May 10th, but no reply was received as of press time.</p><p><b>The iPhone13 is coming out</b></p><p>As the main foundry of Apple's mobile phone, Foxconn's every move affects the heart of \"fruit powder\".</p><p><img src=\"https://static.tigerbbs.com/7c92d9e62f730ac2157e78876073cb0b\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\">Source:<a href=\"https://laohu8.com/S/000681\">Visual China</a></p><p>According to the recruitment information provided by the employees of Foxconn's Zhengzhou factory, the news of the bonus increase was sent by Foxconn's IDPBG business group, and the Zhengzhou factory of this business group is a major base for the production of Apple mobile phones.</p><p>According to the relevant notice, the new internal partner recommendation policy of Foxconn Zhengzhou Factory will be implemented from May 2nd. If the job seeker works for one month, the introducer will get a bonus of 500 yuan. Job seekers who have been on the job for no less than 90 days and attended for 55 days will receive a bonus of 7,500 yuan. The bonus will be paid in one lump sum, which is equivalent to Foxconn's monthly salary increase of 2,500 yuan for job seekers.</p><p>Job seekers can also choose the bonus mode of \"equal pay for equal work + hourly difference\". Before the equal pay for equal work starts on July 1st, the bonus for job seekers is 26 yuan per attendance hour.</p><p>On May 9th, another employee of Foxconn's Zhengzhou factory told Times Weekly that after the release of the new bonus policy, the company had suspended interviews on May 8th and 9th due to the large number of applicants.</p><p>According to the recruitment notice of Foxconn's Zhengzhou factory, since April, the factory has raised the bonus three times in a row for recruiting partners. With the same requirements for attendance and days on the job, the bonus for job seekers on April 11th was 5,000 yuan, which rose to 5,500 yuan on April 16th, 6,000 yuan on April 25th, and finally jumped to 7,500 yuan in one fell swoop.</p><p>The bonus could rise to tens of thousands of yuan by August, according to job advertisements posted by Foxconn employees on social media.</p><p>In fact, shortly after the release of iPhone 12 in October last year, the partner bonus for job seekers in Foxconn's Zhengzhou factory once rose to an all-time high of 10,000 yuan.</p><p>In response to whether this bonus increase is related to iPhone 13 production, Foxconn said that it would not comment on carrier or customer work due to company policy and commercial sensitivity.</p><p>Although there is no \"official announcement\", the news that the iPhone 13 will be unveiled at Apple's autumn conference seems more credible as Foxconn spends heavily on expanding its workforce.</p><p>According to the media, iPhone 13 may adopt an LTPO screen with a 120Hz refresh rate, equipped with a stronger A15 chip, and shrink the bangs.</p><p><b>Encounter the Challenge of Apple Industry Chain Transfer</b></p><p>It is worth noting that the performance of Foxconn, which is deeply bound to Apple, is not only favorable due to the release of Apple's new mobile phone, but also faces risks due to the transfer of Apple's industrial chain to areas with lower labor costs.</p><p>At present, India, Vietnam and other places have become the main positions for the transfer of Apple's industrial chain. In July last year, it was reported that Foxconn was planning to invest $1 billion in India to build a factory to assemble Apple mobile phones. In January, Foxconn officially produced Apple iPads and laptops in Vietnam.</p><p>Due to the lack of infrastructure and supply chain in India and other places, it is not smooth for Foxconn to build factories in many places abroad. The recent outbreak of the epidemic in India has also affected the local Apple supply chain.</p><p><img src=\"https://static.tigerbbs.com/d90a9425ce8d23c862dc92d22b8888f7\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\">Source: Apple official website</p><p>On May 9th, Liang Zhenpeng, an IT industry analyst, told the Times Weekly reporter that as an OEM of the whole machine link, Foxconn's industrial chain is risky. Recently, affected by the transfer of Apple industry chain, Foxconn is also moving to Southeast Asia and other places, which shows that Foxconn is still in a weak position in Apple industry chain. At present, only some of Foxconn's industries have been transferred, and there are still strong supply chain advantages in China. However, how to transfer Foxconn's factories in the future depends on the export control policies of some countries.</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 this year, Foxconn Henan Zhoukou Factory, with an investment of 1.5 billion yuan and an annual output value of 3.1 billion yuan, started construction. The factory area will be used to develop key components such as mobile phones and tablet computers, and expand Apple's iPhone production line.</p><p>It is undeniable that Foxconn does face many challenges such as rising labor costs.</p><p>Recently, according to Foxconn's recruitment announcement in Vietnam, the monthly salary of front-line workers is between 8 million and 10 million VND, which is only equivalent to RMB 2,200-2,800 yuan. In contrast, at present, the bonuses for recruiting regular workers and partners in Foxconn's Zhengzhou factory are not less than 3,600 yuan.</p><p>Not only Foxconn, but also this year, due to factors such as the transfer of Apple's industrial chain,<a href=\"https://laohu8.com/S/002475\">Luxshare Precision</a>Blue<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>The stock prices of Apple concept stocks such as technology have all dropped significantly.</p><p>\"The release of iPhone 13 in the future will boost Foxconn's performance to a certain extent.\" Liang Zhenpeng told the Times Weekly reporter that when Huawei vacated some market share of high-end machines, the large increase in Apple mobile phone shipments in the first quarter did benefit Foxconn, and Foxconn's operation should remain good in the short term.</p><p>Liang Zhenpeng also pointed out that at present, Foxconn's profits are still compressed, and it is highly substitutable in the industrial chain. It is faced with the problems of absence of independent brands and lack of R&D and design links.</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>Foxconn Large Salary Increase to Prepare for iPhone 13? 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Too many registrations, interview 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>Foxconn, a mobile phone foundry, frequently increases bonuses for hiring employees, and the iPhone 13 may really start mass production.</p><p>According to the South China Morning Post, an internal announcement from Foxconn on May 7th showed that new employees in Foxconn's Zhengzhou factory will receive a bonus of 7,500 yuan if they work for 90 days and arrive for no less than 55 days. This bonus amount is significantly higher than in March and April.</p><p>Combined with the rumor that iPhone 13 will be released at Apple's autumn conference, the industry generally interpreted this \"salary increase\" as that Foxconn prepared in advance for the mass production of iPhone 13 and expanded its workforce.</p><p>On May 9th, an employee of Foxconn's Zhengzhou factory told the Times Weekly reporter that the bonuses paid by his Foxconn factory for recruiting employees often changed, mainly related to production arrangements and nothing to do with seasons.</p><p>Judging from Foxconn's recruitment information, the company's previous bonus payment was highly related to the timeline of Apple's mobile phone upgrade. Since the beginning of last year, the bonuses of internal recommended partners of Foxconn's related business groups have been increased layer by layer. After the release of iPhone 12, the bonus amount has reached the historical peak of 10,000 yuan.</p><p>The bonus amount is strongly correlated with the iPhone replacement cycle, which reflects the significant impact of Apple's mobile phone on Foxconn's performance.</p><p>At present, due to the transfer of Apple's industrial chain, Foxconn's transfer of iPhone production plants to areas with lower labor costs abroad has also attracted much attention from the industry. Previously, Foxconn was preparing to transfer the production demand of some Apple mobile phones to India, but the plan was frustrated due to supporting supply, personnel management and other reasons.</p><p>For issues such as increasing bonuses and factory transfer, the reporter of Times Weekly contacted the relevant person in charge of Foxconn on May 10th, but no reply was received as of press time.</p><p><b>The iPhone13 is coming out</b></p><p>As the main foundry of Apple's mobile phone, Foxconn's every move affects the heart of \"fruit powder\".</p><p><img src=\"https://static.tigerbbs.com/7c92d9e62f730ac2157e78876073cb0b\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\">Source:<a href=\"https://laohu8.com/S/000681\">Visual China</a></p><p>According to the recruitment information provided by the employees of Foxconn's Zhengzhou factory, the news of the bonus increase was sent by Foxconn's IDPBG business group, and the Zhengzhou factory of this business group is a major base for the production of Apple mobile phones.</p><p>According to the relevant notice, the new internal partner recommendation policy of Foxconn Zhengzhou Factory will be implemented from May 2nd. If the job seeker works for one month, the introducer will get a bonus of 500 yuan. Job seekers who have been on the job for no less than 90 days and attended for 55 days will receive a bonus of 7,500 yuan. The bonus will be paid in one lump sum, which is equivalent to Foxconn's monthly salary increase of 2,500 yuan for job seekers.</p><p>Job seekers can also choose the bonus mode of \"equal pay for equal work + hourly difference\". Before the equal pay for equal work starts on July 1st, the bonus for job seekers is 26 yuan per attendance hour.</p><p>On May 9th, another employee of Foxconn's Zhengzhou factory told Times Weekly that after the release of the new bonus policy, the company had suspended interviews on May 8th and 9th due to the large number of applicants.</p><p>According to the recruitment notice of Foxconn's Zhengzhou factory, since April, the factory has raised the bonus three times in a row for recruiting partners. With the same requirements for attendance and days on the job, the bonus for job seekers on April 11th was 5,000 yuan, which rose to 5,500 yuan on April 16th, 6,000 yuan on April 25th, and finally jumped to 7,500 yuan in one fell swoop.</p><p>The bonus could rise to tens of thousands of yuan by August, according to job advertisements posted by Foxconn employees on social media.</p><p>In fact, shortly after the release of iPhone 12 in October last year, the partner bonus for job seekers in Foxconn's Zhengzhou factory once rose to an all-time high of 10,000 yuan.</p><p>In response to whether this bonus increase is related to iPhone 13 production, Foxconn said that it would not comment on carrier or customer work due to company policy and commercial sensitivity.</p><p>Although there is no \"official announcement\", the news that the iPhone 13 will be unveiled at Apple's autumn conference seems more credible as Foxconn spends heavily on expanding its workforce.</p><p>According to the media, iPhone 13 may adopt an LTPO screen with a 120Hz refresh rate, equipped with a stronger A15 chip, and shrink the bangs.</p><p><b>Encounter the Challenge of Apple Industry Chain Transfer</b></p><p>It is worth noting that the performance of Foxconn, which is deeply bound to Apple, is not only favorable due to the release of Apple's new mobile phone, but also faces risks due to the transfer of Apple's industrial chain to areas with lower labor costs.</p><p>At present, India, Vietnam and other places have become the main positions for the transfer of Apple's industrial chain. In July last year, it was reported that Foxconn was planning to invest $1 billion in India to build a factory to assemble Apple mobile phones. In January, Foxconn officially produced Apple iPads and laptops in Vietnam.</p><p>Due to the lack of infrastructure and supply chain in India and other places, it is not smooth for Foxconn to build factories in many places abroad. The recent outbreak of the epidemic in India has also affected the local Apple supply chain.</p><p><img src=\"https://static.tigerbbs.com/d90a9425ce8d23c862dc92d22b8888f7\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\">Source: Apple official website</p><p>On May 9th, Liang Zhenpeng, an IT industry analyst, told the Times Weekly reporter that as an OEM of the whole machine link, Foxconn's industrial chain is risky. Recently, affected by the transfer of Apple industry chain, Foxconn is also moving to Southeast Asia and other places, which shows that Foxconn is still in a weak position in Apple industry chain. At present, only some of Foxconn's industries have been transferred, and there are still strong supply chain advantages in China. However, how to transfer Foxconn's factories in the future depends on the export control policies of some countries.</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 this year, Foxconn Henan Zhoukou Factory, with an investment of 1.5 billion yuan and an annual output value of 3.1 billion yuan, started construction. The factory area will be used to develop key components such as mobile phones and tablet computers, and expand Apple's iPhone production line.</p><p>It is undeniable that Foxconn does face many challenges such as rising labor costs.</p><p>Recently, according to Foxconn's recruitment announcement in Vietnam, the monthly salary of front-line workers is between 8 million and 10 million VND, which is only equivalent to RMB 2,200-2,800 yuan. In contrast, at present, the bonuses for recruiting regular workers and partners in Foxconn's Zhengzhou factory are not less than 3,600 yuan.</p><p>Not only Foxconn, but also this year, due to factors such as the transfer of Apple's industrial chain,<a href=\"https://laohu8.com/S/002475\">Luxshare Precision</a>Blue<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>The stock prices of Apple concept stocks such as technology have all dropped significantly.</p><p>\"The release of iPhone 13 in the future will boost Foxconn's performance to a certain extent.\" Liang Zhenpeng told the Times Weekly reporter that when Huawei vacated some market share of high-end machines, the large increase in Apple mobile phone shipments in the first quarter did benefit Foxconn, and Foxconn's operation should remain good in the short term.</p><p>Liang Zhenpeng also pointed out that at present, Foxconn's profits are still compressed, and it is highly substitutable in the industrial chain. It is faced with the problems of absence of independent brands and lack of R&D and design links.</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":3304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
