天貓旗艦店下架iPhone 12致蘋果系驚魂跳水，別慌！原因在這
11月5日，有不少網友在社交網絡上反饋稱，蘋果天貓旗艦店的iPhone12和iPhone12Pro被下架了。從目前蘋果天貓旗艦顯示的情況看，iPhone12和iPhone12Pro的確被下架了，至於什麼原因還不清楚。
另外，店鋪顯示的情況是，目前蘋果天貓旗艦店iPhone12有累計評價20027條(代表着銷量)，而iPhone12Pro則是4439條評論。
對此，天貓方面向媒體迴應稱，請期待11.11的驚喜。
圖片來源：網絡
這則消息讓今日A股蘋果系股價大好局面瞬間澆上冷水，紛紛短暫跳水，截至發稿時間，wind蘋果指數從最高漲幅逾2%跌至0.9%。而兩大龍頭立訊精密翻綠，微跌0.36%。歌爾股份也從漲幅近4%跌至1.84%。
圖片來源：wind
為什麼在雙十一臨近之時，蘋果天貓旗艦店下架iPhone12/12Pro這兩款新出的蘋果產品呢？
當前市場主流的猜測消息是：可能是蘋果不想參與相應的優惠活動，或者説不想讓iPhone 12系列現階段降價銷售，特別是自己的官方渠道。
一方面蘋果業績，儘管最新財報的業績超預期，截至9月26日的第四財季營收和獲利分別為647億美元和每股0.73美元，據市場數據，分析師預期為637億美元和0.7美元。
但是，業績超預期的背後是來自 iPhone 以外，其它硬件銷量的高速增長。本季度 Mac 和 iPad 繼受惠於疫情帶來的在家辦公需求增長，分別取得了 29％ 以及 46% 的營收增幅成為蘋果本季度業績增長的最大功臣。相反，iPhone部分因為新 iPhone 也就是iPhone12/12Pro延期導致不理想，同時大中華地區的業績也存在不理想的情況。
在蘋果推出新款iPhone12/12Pro，受到國內消費者的火爆認購，在推出不到一週，根據硅谷分析師的報道，供應鏈消息稱，首批iPhone 12和iPhone 12 Pro的國內供貨至少在幾十萬台的規模量上。
所以，為了下一個財報季度的業績，蘋果不願意在優惠活動上做出讓價犧牲。
另一方面，新推出的iPhone12和iPhone12Pro其實蘋果在價格方面已經做出的讓利，甚至被稱之為史上最便宜的產品了，在加上中國區電商渠道給的優惠活動，那麼蘋果iPhone 12的性價比受到的歡迎程度更高。
所以，iPhone 12和iPhone12Pro被天貓旗艦店下架，暫時不是什麼大的利空，而且A股蘋果系股價比如歌爾股份和立訊精密也在慢慢收復早上的高地。
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