跟读练习: Dan Ives: Apple had to raise prices and this was the right time - 通过视频学习英语口语
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Now let's bring in Wedbush's Dan Ives for more on this.
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How do you read this today?
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What is the impact going to be on Apple?
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It feels like there's a lot of pain here.
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I'm looking at a quote from Tim Cook to the Wall Street Journal in mid-June where he said, quote, this is a hundred year flood.
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I've never seen anything like it in any area in over 40 years.
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Yeah, look, they had to do this, and it's our view, $150, $200 price increase on the iPhone as well.
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But when you put it, And you look at gross margins and what this ultimately, we're talking about one, two percent churn maybe on some of the high end products.
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And I just think they're trying to get ahead of this.
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Now, ultimately, Intel and other partnerships, they'll have, they'll be able to sort of navigate this.
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They're supply chain tacticians.
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But it just speaks to it.
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It was sort of a new mod.
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They had to now raise the price.
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This was the right time to make sure they do it, that margins do not degradate.
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trying to get ahead of it.
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I mean, they're reacting to it.
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How are they getting ahead of something?
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They're reacting to what they're seeing in the marketplace.
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Yeah.
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Scott, I think at these price increases, I would actually view it they waited as long as they could.
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I mean, you could argue they could have done this six, nine months ago.
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And the reason they're doing this now is that they realize
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when it comes to their elasticity AND WHAT THEY BELIEVE CHURN COULD BE.
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WHEN YOU LOOK AT THE ACTUAL increases, we're talking, like we said, max 1%, 2% churn.
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So I think they recognize, despite what's happened with the stock, and I view it as an overreaction relative to what it's going to actually be from a demand perspective,
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the supply chain dictated.
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They held off as long as they could.
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But I think there'll be less price increases relative when it comes to iPhone.
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And they're going into a three-year massive hardware cycle.
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They need to do this at the beginning of it.
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Sure.
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But there's why is there an overreaction in the stock if there's going to be a reaction to gross margins?
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Whatever they do from a pricing standpoint, as you mentioned, what the increases are, that's not going to fully make up or offset for the costs of what they have to pay for memory.
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Yeah, I'd say I think when you put it through numbers.
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I mean, you're talking maybe from an EPS perspective, like I said, like less than two, three percent.
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So when you actually flow that through the model
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and there's flexibility in there relative to street numbers as well going into the next 12, 18 months.
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And I just think we sit here a year from now
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and the question will be how come we have not seen the degradation
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so far that we expected based on the sell off in gross margins and in EPS.
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they are supply chain tacticians.
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Cook's handing the baton to Turnus, but he will still be there in terms of, and his team in terms of navigating the supply chain.
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And that's important because of what they need to do to make sure that they keep margins essentially where they are.
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I mean it's not just an Apple problem we had news
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this afternoon in fact Microsoft reaching session lows today on news
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that they're raising Xbox prices quote unfortunately console storage
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and memory prices have increased by more than two
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and a half x and we expect another doubling by the fall of 2027.
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That tells you that this issue isn't going away anytime soon, and Apple is far from the only one that's having to deal with these problems.
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Look, we're talking about the historic price increases that we're seeing in memory.
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You see it to the benefit of Micron, S.K., and Samsung.
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But, you know, Apple, Microsoft, many others throughout the supply chain, they're going to need to navigate.
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But I think the most important thing here is what is it going to translate to in numbers?
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And I think when you actually look at the next one, two, three years going into what's going to be just a massive hardware cycle for Apple,
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I think they've done it sort of baby steps here when you actually look at the overall price increases.
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And that's the smartest move.
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But Apple's been here before.
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It's not their first rodeo.
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They will be able to navigate.
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They'll have other partnerships.
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And then they'll be on the other side of this.
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And I think that's why we will look at this as an overreaction relative to this news.
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What do you make of what's happened with the mega caps?
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I mean, you've got some of these names in a full-fledged bear market.
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You have others that are decidedly in correction territory.
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Now, I'm talking from their most recent 52-week highs.
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You've got to be concerned about that.
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Are we entering an environment where investors think they've squeezed all they can out of these names for the time being, and they're just going to rotate into other areas,
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and then over the second half of this year, those names are going to underperform?
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Look, I think there's definitely concerns.
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I mean, the calls that we're getting from investors, obviously is massively up relative to what we're seeing on large cap.
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I think part of it is that AI is being funded by all the hyperscalers, from Microsoft to Oracle to Google to everyone.
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But the reality is the stocks are under reformed because it's almost like they're funding the AI party,
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but the ones that are benefiting are from memory to chip to supply chain to some of the infrastructure plays.
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I think investors are, right now, we're in this cap-backs we see, but we haven't seen monetization.
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Next six to nine months, we see that.
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As we see that, I think you see a huge reversal.
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And then you start to get some of their pricing power back.
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And I think the sell-off you've seen here is, I think, some of it's misguided,
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but some of it is just a fear of that this is going to continue as they fund it.
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Everyone else benefits, but they're ultimately, from a large cap perspective, they're the ones that the capex,
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the trillions of dollars, that's ultimately what the ripple effect that we're seeing in terms of this AI revolution play out.
关于本课
在本课中，学习者将练习有关市场变化及其对公司决策影响的英语表达。我们将通过分析与智能手机定价相关的对话，提高英语发音并增强英语口语能力。希望通过仔细听取和模仿发音，帮助学习者在商务交流中更加自信，特别是在与价格变化和市场反应相关的主题上。
关键词汇与短语
- 提高价格 (raise prices) - 指企业为了应对成本变化而增加产品价格。
- 毛利率 (gross margins) - 表示公司销售收入减去销售成本后的利润比例。
- 反应 (reacting to) - 指企业对市场状况或变化作出的即时反应。
- 供应链 (supply chain) - 生产和销售某种产品所涉及的所有环节和合作伙伴。
- 流失率 (churn rate) - 指客户流失的比例，通常用来衡量客户的忠诚度。
- 硬件周期 (hardware cycle) - 指在一定时间内，产品更新换代的频率和周期。
- 市场反应 (market response) - 指市场对某一事件或变化的整体反应。
练习建议
进行英语影子跟读 (英语影子跟读/shadowspeak) 时，学习者可以使用此视频中的对话作为练习材料。由于该视频的语速适中，学习者可以先观看视频，再逐句模仿。以下是一些具体的练习建议：
- 首先，仔细听每一句话，注意发音和语调的细微差异。
- 逐句暂停，尝试重复说出那些句子，确保模仿说话者的音调和节奏，从而提高英语发音。
- 可适当放慢语速进行练习，直到你能轻松跟上说话者的速度为止。
- 使用英语口语练习，将你所听到和所模仿的内容录音，之后回放检查自己的发音和流利度。
- 通过反复练习，不断提高你的流畅度和自信心，使自己的商务英语交流更加自然。
什么是跟读法？
跟读法 (Shadowing) 是一种有科学依据的语言学习技巧，最初开发用于专业口译员的培训，并由多语言者Alexander Arguelles博士普及。这个方法简单而强大：您在听英语母语原声的同时立即大声重复——就像是一个延迟1-2秒紧跟说话者的影子。与被动听力或语法练习不同，跟读法强迫您的大脑和口腔肌肉同时处理并模仿真实的讲话模式。研究表明它能显着提高发音准确性，语调，节奏，连读，听力理解和口语流利度——使其成为雅思口语备考和真实英语交流最有效的方法之一。