來源：ZeroHedge, February 13, 2020
作者：Tyler Durden
新聞翻譯：Roberts; PR:海闊天空
評論：城堡
簡評：在我們生活的時代里，資本、勞動力、原材料以前所未有的緊密方式聯繫在一起。以我們手中的一台蘋果手機為例，其成百上千的零部件，從多個不同種的芯片、不同頻率的信號接發器、屏幕及前後多個攝像頭、電池，耳機、振動馬達、到每一個螺絲和不同的線束等等， 來自中共國，美國，日本，韓國，歐洲等等國家的200多個供應商，每一台蘋果手機的所有零部件在運輸過程中的里程總和，長達50萬英里（繞地球12圈）。
而蘋果公司每年3月左右的春季發佈會中，會公佈其在新一年中的供應商名單（該年度名單也被業界視為技術水平的證書）。根據蘋果公司官網，其2019年度約200家供應商以及約800家合作工廠中，有41家的總部位於中共國大陸和香港， 除此之外中華民國（台灣）的46家中，鴻海（富士康）、和碩、仁寶等也曾在中共國大量設廠。
如果因為冠狀病毒引起的疫情，導致這些上百家工廠停工，我們買不到Iphone事小，整個世界的電子工業的利潤，及其相關配套產業鏈資金鍊斷裂，乃至股市金融行業都將感受到震撼！ 而這恰恰是被金融高度綁架的西方，近些天以來所高度擔憂的事！相關報道頻頻見諸媒體。
而假設貿然復工，此次無明顯症狀潛伏期內可傳染的冠狀病毒，在密集的用工場所內能傳染給多少人？上萬？上百萬？簡直不敢想象。萬一，在復工情況下發生如此大規模的人傳人，那就不僅是企業利潤減少，投資損失，工人失業潮那麼簡單了。 由此引發的次生災害，銀行危機，貨幣危機，其影響將不亞於過去人類所見識過的所有經濟危機加在一起的總和！
一旦中國打噴嚏，全世界都跟著感冒。這次中國的疫情危機狠狠打了中共的臉。只考慮經濟利益，不考慮政治立場的政治觀點，是對經濟全球化的絕對嘲弄，宣告了將貿易和人權脫鈎的西方綏靖政策的徹底失敗！
Foxconn Denies Reuters Reports On Factory Restart In China
富士康否認路透社關於中國工廠重啟的報道
Foxconn denied a report that it plans to resume over half its production by the end of February, as the Covid-19 outbreak worsens.
富士康否認在Covid-19疫情惡化時期計劃到2月底恢復一半以上的產量的報道。
The report via Reuters noted that 50% of Foxconn's production would come back online by the end of the month, and the aim for full production for next month. This sent Apple shares to near record highs this week; however, Foxconn ruined the party and said Reuters was incorrect about plant resumptions.
路透社的報道說，富士康將在本月底恢復50％的生產線，並計劃在下個月全面投產。這使蘋果股價本周接近歷史高位。然而，好景不長，富士康表示路透社關於恢復工廠的說法有誤。
The statement by the world's largest contract electronics maker was published via the Taipei stock exchange on Thursday, and first cited by Reuters.
這家全球最大的合同電子制造商的聲明於周四通過臺北證券交易所發布，並被路透社首次引用。
Foxconn is Apple's main iPhone assembler in China and offered no timetable of when its factories would reopen.
富士康是蘋果在中國的主要iPhone組裝商，聲明中沒有提供何時重新開工的時間表。
Foxconn received the go-ahead to reopen some plants in China this week. However, only about 10% of its workforce had returned to several plants in southern Shenzhen and central Zhengzhou on Monday.
富士康本周收到了在中國幾家工廠復工許可。但是，周一只有大約10％的員工返回了深圳南部和鄭州中部的幾家工廠。
Apple has also extended the shutdown of its retail stores across the country. Stores were supposed to open earlier this week but have now delayed until February 15.
蘋果還延長了全國各地零售店的關閉時間。商店本應在本周初開業，但現在推遲到2月15日。
TrendForce Corp. said Apple could see a 10% decline in iPhone sales in 1Q, from 45.5 million to about 41 million units, due mostly because of factory shutdowns tied to the virus outbreak.
TrendForce Corp.表示，蘋果第一季度iPhone銷量可能會下降10％，從4550萬臺降至約4100萬臺，這主要是由於與病毒爆發導致工廠停工。
We've noted, in the last several weeks, that if Foxconn factories cannot resume production by early February and have full production by the end of the month, shortages would develop for Apple iPhones and AirPods.
在過去的幾周中我們已經註意到，如果富士康的工廠無法在2月初恢復生產並且在月底之前實現滿負荷生產，那麽蘋果iPhone和AirPods將會出現短缺。
The one sector with the most exposure to Greater China and the Asia Pacific is also the sector that has outperformed the most in recent months: Tech. This means that supply chain disruptions are about to cause one of the most significant shocks since the financial crisis.
在大中華地區和亞太地區受到最多影響的一個行業也是最近幾個月表現最好的行業：科技。其供應鏈的中斷意味著自金融危機以來最嚴重的沖擊之一已經到來。
This won't end well for Apple if shipments are delayed and sales plunge. But, then again, the company has billions of dollars in stock buybacks that it can use to levivtate price.
由於發貨延誤而導致的銷量暴跌會對蘋果公司造成不良後果。但話又說回來，該公司有數十億美元的股票回購，可以用來振興價格。
編輯：【喜馬拉雅戰鷹團】