未涨价的疯狂:一部iPhone扰动全球供应链

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文:武占国,编辑:小戎,出品:增长工场特朗普政府的高关税政策,如同在平静的湖面投下一颗石子,迅速在美国苹果消费者中激起涟漪。虽然iPhone价格目前仍维持不变,但对未来涨价的普遍预期,已经点燃了一场“恐慌性购买”的浪潮。对于苹果来说,供应链的重构或进一步调整看似势在必行。对于“果链”上的中国企业来说,在影响暂时未波及到自身的状况下,尽可能摆脱对苹果的单一依赖,成为其当下要思考的问题。一、关税恐慌:...

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