【快訊】多家外資巨頭調(diào)整在華業(yè)務(wù)戰(zhàn)略。蘋果公司大中華區(qū)營收占比從19.31%下滑至17.53%，iPhone銷量在中國市場跌出前五。英偉達(dá)因美國出口管制，中國營收占比從24.57%大幅下滑至9.56%。微軟關(guān)閉中國線下授權(quán)門店，中國付費(fèi)用戶營收占比降至1.5%。谷歌面臨華為鴻蒙系統(tǒng)競爭，鴻蒙在中國市場份額首次超越iOS。亞馬遜電商業(yè)務(wù)已基本退出中國市場，僅保留部分業(yè)務(wù)。外資企業(yè)在華業(yè)務(wù)調(diào)整原因多樣，涉及政策、市場競爭及自身戰(zhàn)略調(diào)整等多重因素。

股票名稱["蘋果","英偉達(dá)","微軟","谷歌","亞馬遜","META","禮來","臺(tái)積電","博通","特斯拉","摩根大通","諾和諾德","沃爾瑪","伯克希爾哈撒韋","聯(lián)合健康","埃克森美孚","維薩","萬事達(dá)","寶潔","強(qiáng)生"]板塊名稱["科技","半導(dǎo)體","軟件","互聯(lián)網(wǎng)","電商","醫(yī)療","芯片","汽車","金融","能源","日化"]關(guān)鍵詞外資撤出、中國市場、業(yè)務(wù)縮減看多看空（看空）多數(shù)外資企業(yè)在中國市場的業(yè)務(wù)占比正在縮減，原因包括美國的制裁政策、中國市場的消費(fèi)降級、中國產(chǎn)業(yè)的升級以及外資企業(yè)自身的經(jīng)營問題等。