{"id":32402,"date":"2020-01-31T15:47:01","date_gmt":"2020-01-31T20:47:01","guid":{"rendered":"https:\/\/glg.tempsite.space\/articles\/how-might-the-wuhan-coronavirus-impact-apples-supply-chain\/"},"modified":"2025-03-18T11:19:07","modified_gmt":"2025-03-18T15:19:07","slug":"how-might-the-wuhan-coronavirus-impact-apples-supply-chain","status":"publish","type":"insight-article","link":"https:\/\/glginsights.com\/zh-hans\/articles\/how-might-the-wuhan-coronavirus-impact-apples-supply-chain\/","title":{"rendered":"\u65b0\u51a0\u80ba\u708e\u75ab\u60c5\u5bf9\u82f9\u679c\u4f9b\u5e94\u94fe\u7684\u5f71\u54cd"},"content":{"rendered":"

\u5728\u672c\u7bc7\u6587\u7ae0\u4e2d\uff0cGLG\u4e8e1\u670829\u65e5\u91c7\u8bbf\u4e86 Jay Goldberg\uff0c\u4e0e\u4ed6\u4e00\u540c\u63a2\u8ba8\u4e86\u65b0\u578b\u51a0\u72b6\u75c5\u6bd2(2019-nCoV)\u75ab\u60c5\u5bf9\u82f9\u679c\u4f9b\u5e94\u94fe\u7684\u5f71\u54cd\u3002 Jay \u662f D2D Advisory \u54a8\u8be2\u516c\u53f8\u7684\u521b\u59cb\u4eba\uff0c\u8be5\u516c\u53f8\u81f4\u529b\u4e8e\u5e2e\u52a9\u5ba2\u6237\u5b9e\u73b0\u957f\u671f\u8d22\u52a1\u6218\u7565\u76ee\u6807\u3002 \u4ed6\u8fd8\u66fe\u5728\u9ad8\u901a\u548c\u6d3e\u66f4\u534a\u5bfc\u4f53\u516c\u53f8\u62c5\u4efb\u9ad8\u7ea7\u6218\u7565\u548c\u4f01\u4e1a\u53d1\u5c55\u804c\u52a1\u3002 \u5728\u6b64\u4e4b\u524d\uff0cJay \u662f\u5fb7\u610f\u5fd7\u94f6\u884c\u7684\u8d44\u6df1\u80a1\u7968\u7814\u7a76\u5206\u6790\u5e08\uff0c\u8d1f\u8d23\u79fb\u52a8\u548c\u6570\u636e\u7f51\u7edc\u3002 Jay \u5728\u4e2d\u56fd\u751f\u6d3b\u4e86\u5c06\u8fd1 10 \u5e74\uff0c\u5bf9\u4e9a\u6d32\u7684\u7535\u5b50\u4ea7\u54c1\u4f9b\u5e94\u94fe\u6709\u7740\u6df1\u523b\u7684\u4e86\u89e3\u3002<\/p>\n

GLG\uff1a\u5927\u591a\u6570 iPhone \u90fd\u7531\u9e3f\u6d77\u7cbe\u5bc6\u5728\u4e2d\u56fd\u5236\u9020\uff0c\u5e76\u7531\u548c\u7855\u7ec4\u88c5\uff0c \u8fd9\u4e9b\u5de5\u5382\u90fd\u4f4d\u4e8e\u6b66\u6c49\u7684\u54ea\u4e9b\u5730\u65b9\uff1f \u51a0\u72b6\u75c5\u6bd2\u7684\u7206\u53d1\u53ef\u80fd\u4f1a\u5bf9\u8fd9\u4e9b\u5de5\u5382\u9020\u6210\u54ea\u4e9b\u5f71\u54cd\uff1f<\/strong><\/p>\n

Jay:<\/strong> \u4e3a\u4e86\u7b80\u5355\u8d77\u89c1\uff0c\u6211\u5c06\u7528\u9e3f\u6d77\u7cbe\u5bc6\u7684\u5546\u6807\u540d\u201c\u5bcc\u58eb\u5eb7\u201d\u6765\u6307\u4ee3\u9e3f\u6d77\u7cbe\u5bc6\u3002 \u5bcc\u58eb\u5eb7\u96c6\u56e2\u7684\u4e1a\u52a1\u904d\u5e03\u4e2d\u56fd\u5404\u5730\uff0c \u4e3b\u8981\u5de5\u5382\u4f4d\u4e8e\u534e\u5357\u7684\u6df1\u5733\u548c\u534e\u4e2d\u7684\u90d1\u5dde\uff0c \u4ed6\u4eec\u5728\u6b66\u6c49\u786e\u5b9e\u6709\u4e2a\u5c0f\u578b\u5de5\u5382\u3002 \u6df1\u5733\u79bb\u6b66\u6c49\u6709 1000 \u591a\u82f1\u91cc\uff0c\u4f46\u90d1\u5dde\u4f4d\u4e8e\u90bb\u8fd1\u7684\u6cb3\u5357\u7701\uff0c\u79bb\u6b66\u6c49\u5f88\u8fd1\uff0c\u5927\u7ea6\u6709 300 \u82f1\u91cc\u3002 \u76ee\u524d\uff0c\u90d1\u5dde\u7684\u5de5\u5382\u4f3c\u4e4e\u6ca1\u6709\u53d7\u5230\u5f71\u54cd\u3002 \u6b66\u6c49\u7684\u5de5\u5382\u5df2\u7ecf\u5173\u95ed\u3002 \u4f46\u73b0\u5728\u5c31\u4e0b\u5b9a\u8bba\u4e3a\u65f6\u5c1a\u65e9\u3002 \u75c5\u6bd2\u6700\u7ec8\u5982\u4f55\u4f20\u64ad\u5c06\u51b3\u5b9a\u5176\u5f71\u54cd\u8303\u56f4\u3002<\/p>\n

\u548c\u7855\u5728\u4e0a\u6d77\u90ca\u533a\u6709\u4e00\u4e2a\u5927\u578b\u5de5\u5382\uff0c\u5728\u4e0a\u6d77\u4ee5\u897f\u7ea6 70 \u82f1\u91cc\u7684\u82cf\u5dde\u8fd8\u6709\u4e00\u4e2a\u5c0f\u578b\u5de5\u5382\u3002 \u8fd9\u4e9b\u5730\u65b9\u79bb\u6b66\u6c49\u5f88\u8fdc\uff0c\u4f46\u6709\u62a5\u9053\u8bf4\u8be5\u5730\u533a\u53d7\u5230\u4e86\u5f71\u54cd\uff0c\u8fd8\u6709\u62a5\u9053\u8bf4\u5176\u4ed6\u516c\u53f8\u5173\u95ed\u4e86\u8be5\u5730\u533a\u7684\u5de5\u5382\u3002 \u6765\u81ea\u4e0a\u6d77\u7684\u62a5\u9053\u79f0\uff0c\u4eba\u4eec\u90fd\u5f85\u5728\u5bb6\u91cc\u3002 \u8857\u4e0a\u7a7a\u7a7a\u8361\u8361\u3002 \u6709\u4e24\u4e2a\u56e0\u7d20\u5728\u8d77\u4f5c\u7528\uff1a \u9996\u5148\u662f\u5b98\u65b9\u8981\u6c42\u5ef6\u957f\u5047\u671f\u3001\u9650\u5236\u51fa\u884c\u7b49\u3002 \u518d\u8005\u662f\u516c\u4f17\u610f\u8bc6\u3002 \u4eba\u4eec\u4f3c\u4e4e\u53d8\u5f97\u66f4\u52a0\u8c28\u614e\uff0c\u8fd9\u4e5f\u5c06\u5f71\u54cd\u4ea4\u901a\u8fd0\u8f93\u7cfb\u7edf\u548c\u4eba\u5458\u914d\u5907\u3002<\/p>\n

GLG: \u4f9b\u5e94\u94fe\u4e2d\u662f\u5426\u8fd8\u6709\u5176\u4ed6\u73af\u8282\u4f1a\u53d7\u5230\u66f4\u76f4\u63a5\u7684\u5f71\u54cd\uff1f<\/strong><\/p>\n

Jay:<\/strong> \u50cf\u7845\u7247\u6216\u5c4f\u5e55\u8fd9\u6837\u7684\u4e3b\u8981\u90e8\u4ef6\u5728\u4e2d\u56fd\u5883\u5916\u5236\u9020\uff0c\u7136\u540e\u8fdb\u53e3\u5e76\u5728\u56fd\u5185\u7ec4\u88c5\u3002 \u6709\u76f8\u5f53\u4e00\u90e8\u5206\u90e8\u4ef6\uff08\u6bd4\u5982\u6444\u50cf\u5934\u6216\u97f3\u9891\u5b50\u7cfb\u7edf\uff09\u662f\u5728\u4e2d\u56fd\u5236\u9020\u7684\u3002 \u6b64\u7c7b\u516c\u53f8\u62e5\u6709\u5927\u578b\u5de5\u5382\uff0c\u5176\u4e2d\u6709\u4e00\u4e9b\u5c31\u4f4d\u4e8e\u65e0\u9521\u9644\u8fd1\u7684\u4e0a\u6d77\u897f\u90ca\uff0c\u90a3\u91cc\u5df2\u7ecf\u6709\u5173\u95ed\u5de5\u5382\u7684\u62a5\u9053\u3002 \u6709\u8ff9\u8c61\u8868\u660e\uff0c\u8fd9\u4e9b\u4e8c\u7ea7\u90e8\u4ef6\u6700\u6709\u53ef\u80fd\u53d7\u5230\u5f71\u54cd\u3002 \u53e6\u4e00\u4e2a\u73af\u8282\u662f\u4e2d\u56fd\u5404\u5730\u7684\u5305\u88c5\u5de5\u5382 \u4ed6\u4eec\u53ef\u80fd\u4f1a\u53d7\u5230\u5f71\u54cd\u5e76\u5bfc\u81f4\u4f9b\u5e94\u94fe\u4e2d\u65ad\u3002<\/p>\n

GLG: \u5bcc\u58eb\u5eb7\u8868\u793a\uff0c\u4ed6\u4eec\u5df2\u91c7\u53d6\u5e94\u6025\u63aa\u65bd\u6765\u9632\u6b62\u751f\u4ea7\u4e2d\u65ad\u3002 \u4ed6\u4eec\u53ef\u80fd\u90fd\u91c7\u53d6\u4e86\u54ea\u4e9b\u63aa\u65bd\uff1f \u60a8\u5bf9\u4ed6\u4eec\u6709\u591a\u5927\u4fe1\u5fc3\uff1f<\/strong><\/p>\n

Jay: <\/strong>\u6211\u7684\u731c\u6d4b\u662f\uff0c\u5bcc\u58eb\u5eb7\u4f1a\u4f9d\u9760\u5730\u7406\u6027\u5907\u63f4\u3002 \u4ed6\u4eec\u5728\u4e2d\u56fd\u5404\u5730\u90fd\u6709\u5de5\u5382\u3002 \u5982\u679c\u5176\u4e2d\u4e00\u5bb6\u5de5\u5382\u5173\u95ed\uff0c\u4ed6\u4eec\u53ef\u4ee5\u5c06\u751f\u4ea7\u8f6c\u79fb\u5230\u53e6\u4e00\u5bb6\u5de5\u5382\u3002 \u4f46\u6211\u5bf9\u8fd9\u79cd\u65b9\u6848\u7684\u4fe1\u5fc3\u6709\u9650\u3002 \u8fd9\u79cd\u65b9\u6848\u4ece\u6765\u90fd\u6ca1\u6709\u771f\u6b63\u6d4b\u8bd5\u8fc7\uff0c\u800c\u4e14\u6211\u4e0d\u786e\u5b9a\u4ed6\u4eec\u662f\u5426\u80fd\u5b9e\u73b0\u5982\u6b64\u8fc5\u901f\u7684\u8f6c\u6362\u3002<\/p>\n

\u8fd8\u6709\u4e00\u4ef6\u4e8b\u9700\u8981\u8003\u8651\uff1a \u5982\u679c\u75c5\u6bd2\u8fdb\u4e00\u6b65\u6269\u6563\u600e\u4e48\u529e\uff1f \u5982\u679c\u75c5\u6bd2\u8fdb\u4e00\u6b65\u6269\u6563\uff0c\u591a\u4e2a\u5730\u533a\u7684\u5de5\u5382\u5c06\u5927\u89c4\u6a21\u5173\u95ed\uff0c\u8fd8\u53ef\u80fd\u4f1a\u51fa\u73b0\u5168\u56fd\u8303\u56f4\u7684\u957f\u65f6\u95f4\u505c\u5de5 \u2014\u2014\u867d\u7136\u6982\u7387\u975e\u5e38\u5c0f\uff0c\u4f46\u4e0d\u6392\u9664\u8fd9\u79cd\u53ef\u80fd\u3002 \u800c\u5173\u95ed\u66f4\u591a\u7684\u5de5\u5382\u610f\u5473\u7740\u5730\u7406\u6027\u5907\u63f4\u5c06\u4e0d\u590d\u5b58\u5728\u3002 \u5982\u679c\u51a0\u72b6\u75c5\u6bd2\u5728\u7535\u5b50\u4ea7\u4e1a\u9ad8\u5ea6\u96c6\u4e2d\u7684\u5e7f\u4e1c\u7701\u6269\u6563\uff0c\u66f4\u662f\u5982\u6b64\u3002 \u5230\u76ee\u524d\u4e3a\u6b62\uff0c\u8fd9\u4e2a\u5730\u533a\u4f3c\u4e4e\u770b\u4e0d\u5230\u75c5\u6bd2\u7684\u5f71\u54cd\u3002 \u867d\u7136\u5f88\u96be\u4f30\u8ba1\u8fd9\u79cd\u75be\u75c5\u7684\u771f\u6b63\u4f20\u64ad\u60c5\u51b5\uff0c\u4f46\u6211\u4f1a\u5bc6\u5207\u5173\u6ce8\u6df1\u5733\u53ca\u5176\u5468\u8fb9\u5730\u533a\u7684\u4e8b\u6001\u53d1\u5c55\u3002<\/p>\n

\u8fd8\u6709\u5176\u4ed6\u4e00\u4e9b\u56e0\u7d20\u9700\u8981\u8003\u8651\u3002 \u6625\u8282\u8fc7\u540e\uff0c\u6574\u4e2a\u4f9b\u5e94\u94fe\u7684\u5458\u5de5\u6570\u91cf\u901a\u5e38\u4f1a\u51fa\u73b0\u5927\u5e45\u6ce2\u52a8\u3002 \u4eba\u4eec\u90fd\u56de\u5bb6\u8fc7\u5e74\uff0c\u63a2\u4eb2\u8bbf\u53cb\uff0c \u5982\u679c\u4ed6\u4eec\u7684\u670b\u53cb\u5728\u4e00\u4e2a\u6bd4\u4ed6\u4eec\u66f4\u597d\u7684\u5730\u65b9\u5de5\u4f5c\uff0c\u4ed6\u4eec\u4f1a\u8f9e\u804c\uff0c\u53bb\u670b\u53cb\u7684\u516c\u53f8\u5de5\u4f5c\u3002 \u8003\u8651\u5230\u4e2d\u56fd\u65b0\u5e74\u5047\u671f\u56e0\u75c5\u6bd2\u800c\u5ef6\u957f\uff0c\u6211\u8ba4\u4e3a\u4e00\u65e6\u4e00\u5207\u6062\u590d\u6b63\u5e38\uff0c\u52b3\u5de5\u95ee\u9898\u6709\u53ef\u80fd\u4f1a\u6210\u4e3a\u4e00\u4e2a\u5927\u95ee\u9898\u3002 \u8fd9\u610f\u5473\u7740\u4f01\u4e1a\u5728\u6062\u590d\u751f\u4ea7\u7684\u8fc7\u7a0b\u4e2d\u53ef\u80fd\u4f1a\u51fa\u73b0\u66f4\u591a\u7684\u5ef6\u8bef\u3002 \u5927\u5bb6\u90fd\u590d\u5de5\u540e\uff0c\u4f01\u4e1a\u9700\u8981\u8c03\u6574\u52b3\u52a8\u529b\u7684\u65b9\u5411\u548c\u586b\u8865\u7a7a\u7f3a\uff0c\u8fd9\u81f3\u5c11\u9700\u8981\u4e00\u4e2a\u661f\u671f\u7684\u65f6\u95f4\u3002<\/p>\n

GLG:<\/strong> \u6839\u636e\u60a8\u7684\u4f30\u8ba1\uff0c\u54ea\u4e9b\u82f9\u679c\u4ea7\u54c1\u4f1a\u56e0\u5de5\u5382\u5173\u95ed\u800c\u9762\u4e34\u6700\u5927\u98ce\u9669\uff1f<\/strong><\/p>\n

Jay:<\/strong> \u6211\u8ba4\u4e3a\u662f iPad\uff0c\u56e0\u4e3a\u6211\u975e\u5e38\u786e\u5b9a\u5b83\u7684\u751f\u4ea7\u90fd\u662f\u5728\u90d1\u5dde\u5b8c\u6210\u7684\uff0c\u800c\u6211\u8ba4\u4e3a\u90d1\u5dde\u662f\u98ce\u9669\u6700\u5927\u7684\u57ce\u5e02\u4e4b\u4e00\u3002 \u5982\u679c\u75c5\u6bd2\u6269\u6563\u81f3\u534e\u5357\u5730\u533a\uff0c\u90a3\u4e48\u53d7\u5f71\u54cd\u6700\u5927\u7684\u5c31\u662f iPhone\u3002 \u5982\u679c\u6211\u4eec\u5728\u5e7f\u4e1c\u548c\u6df1\u5733\u770b\u5230\u5f88\u591a\u786e\u8bca\u75c5\u4f8b\uff0c\u90a3\u5c31\u662f\u6211\u4eec\u8981\u62c5\u5fe7 iPhone \u7684\u65f6\u5019\u4e86\u3002<\/p>\n

\n

\u5173\u4e8e\u4f5c\u8005\uff1a<\/strong><\/p>\n

Jay Goldberg \u662f D2D Advisory \u54a8\u8be2\u516c\u53f8\u7684\u521b\u59cb\u4eba\uff0c\u8be5\u516c\u53f8\u81f4\u529b\u4e8e\u5e2e\u52a9\u5ba2\u6237\u5b9e\u73b0\u957f\u671f\u8d22\u52a1\u6218\u7565\u76ee\u6807\u3002 \u4ed6\u8fd8\u66fe\u5728\u9ad8\u901a\u548c\u6d3e\u66f4\u534a\u5bfc\u4f53\u516c\u53f8\u62c5\u4efb\u9ad8\u7ea7\u6218\u7565\u548c\u4f01\u4e1a\u53d1\u5c55\u804c\u52a1\u3002 \u5728\u6b64\u4e4b\u524d\uff0cJay \u662f\u5fb7\u610f\u5fd7\u94f6\u884c\u7684\u8d44\u6df1\u80a1\u7968\u7814\u7a76\u5206\u6790\u5e08\uff0c\u8d1f\u8d23\u79fb\u52a8\u548c\u6570\u636e\u7f51\u7edc\u3002 Jay \u5728\u4e2d\u56fd\u751f\u6d3b\u4e86\u5c06\u8fd1 10 \u5e74\uff0c\u5bf9\u4e9a\u6d32\u7684\u7535\u5b50\u4ea7\u54c1\u4f9b\u5e94\u94fe\u6709\u7740\u6df1\u523b\u7684\u4e86\u89e3\u3002<\/p>\n

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