更新时间：2026-08-26 来源：互联网编辑：伯伯道建点击数： 521次

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苹果的市值在100天内缩水了3700多亿美元，几乎是特斯拉的6.3倍。_我的网站

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A | 据外媒1月13日报道，苹果股价自去年第四季度以来一直在下跌。其市值在100天内缩水超过3700亿美元，相当于6特斯拉的市值。苹果的市值在100天内下跌了3700多亿美元，几乎是上周五特斯拉收盘价的6.3倍，当时美国股市收盘价为152.29美元，比上一次收盘价153.8美元下跌了1.51美元，跌幅0.98%。

A worker fulfills orders for energy-saving and environmentally friendly boilers destined for export in a manufacturing enterprise in Nantong, East China's Jiangsu Province on August 4, 2026. The enterprise offers products including industrial waste disposal equipment, with sales to more than 30 countries and regions. Photo: CNS PhotoIn recent years, some economies, anxious about their own industrial competitiveness and market position, have politicized economic and trade issues, taking turns to hype false narratives such as "China overcapacity" and a "China Shock 2.0," and using them as pretexts to roll out protectionist measures.
But what are the facts on the ground?
China's Ministry of Commerce recently released a document titled China's Position on the So-Called Excess Capacity Issue. Reviewing the evolution of the global capacity landscape from a historical perspective, it offers an objective analysis of how industrial subsidies, trade surpluses, economic imbalances and market competition relate to "overcapacity," sets out China's policy practices and the direction of its efforts, and puts forward China's ideas and proposals - a forceful response to the "China overcapacity" narrative.
Plainly, the argument that "China's inadequate domestic demand gives rise to excess capacity" rests on a logical sleight of hand - it takes a localized phenomenon at the micro level of the market and applies it wholesale to the structure of the macroeconomy, a picture far removed from reality.
China is not only a major manufacturing power but also a major consuming power. Domestic demand has long been the main engine of the Chinese economy.
To see through the logical fallacy of the "overcapacity" narrative, one must first be clear about where the Chinese economy actually sits in the global landscape.
In the course of economic globalization, China has actively integrated itself into the international division of industrial labor and become the "world's factory" in the truest sense. Chinese manufacturing has enriched the global supply of goods, lowered living costs for consumers in countries around the world, and played an important part in easing global inflationary pressure. But to define China simply as a "producer" on that basis, and from there to conclude that it suffers from "inadequate domestic demand and overcapacity," is a proposition that does not hold water.
From 2013 to 2024, domestic demand contributed an average of 93 percent to China's economic growth, with consumption and investment accounting for an average of 55 percent and 38 percent respectively. China's total retail sales of consumer goods rose from 23.8 trillion yuan ($3.53 trillion) in 2013 to 50.1 trillion yuan in 2025, doubling in size.
Measured at the World Bank's purchasing power parity rates, China's total retail sales of consumer goods in 2025 were 1.7 times those of the US, making the country the world's largest market for consumer goods in all but name. China today ranks first globally in the physical volume of goods consumed, and its per capita annual consumption of some industrial products already approaches the levels seen in developed economies.
China keeps expanding its domestic demand and is working toward a higher-level balance between supply and demand.
Growth in China's total retail sales of consumer goods has slowed somewhat in recent years, and some have taken this as proof of weak domestic demand. That reading is neither objective nor complete.
A strong domestic market provides strategic support for Chinese modernization. The outline of China's 15th Five-Year Plan (2026-30) period devotes a dedicated part to building such a market, stressing the need to adhere to the strategic focus of expanding domestic demand, to expand effective investment, to further implement special actions to boost consumption, to promote the expansion and upgrading of commodity consumption, to unleashing the potential of service consumption, to strengthening the foundation of residents' consumption and to continuously improve the consumption environment - using new demand to guide new supply, and using new supply to create new demand, so as to promote a virtuous cycle between consumption and investment, and between supply and demand, achieve a higher level of dynamic balance between supply and demand.
The slowdown in retail sales growth is consistent with China's shift from high-speed growth to high-quality development, and it also reflects the upgrading of the country's consumption structure. China's consumer market is moving faster from one dominated by goods toward one in which goods and services carry equal weight. Spending on services is growing rapidly and is expected to account for more than half of the total by 2030.
China's super-sized market is not only the bedrock of its own development but also a broad platform on which countries around the world can share in the dividends of that growth.
China has ranked as the world's second-largest importer for 17 consecutive years and is a major export destination for nearly 80 countries and regions. It has granted zero-tariff treatment to 63 countries and regions, becoming the first major economy in the world to extend full zero-tariff coverage to every African country and every least developed country that has diplomatic relations with it. It is also the only country to host an international import expo, having staged eight editions of the China International Import Expo with cumulative intended deals worth more than $580 billion. Over the 14th Five-Year Plan period (2021-25) period, China's cumulative imports topped 90 trillion yuan. These facts and figures show clearly that China is not just the "world's factory" but, still more, the "world's market."
Looking ahead, China's middle-income group is set to exceed 800 million people within little more than a decade, and per capita GDP is expected to reach the level of a moderately developed country. With vast room for consumption and ample potential and vitality, domestic demand will remain the main engine of China's economic development and will keep injecting strong momentum into world economic growth.
This was compiled and translated by the Global Times English edition based on an article published in the "Chisu Jinsheng" economic commentary column of the People's Daily on August 6, 2026.
。10月3日，周五前100天，苹果股价收于232.07美元，较周五的152.29美元下跌79.78美元，跌幅34.38%。在100天下跌34%后，苹果的市值也大幅缩水，上周五收于7203.02亿美元。在11月5日提交给美国证券交易委员会的文件中，苹果披露，截至2018年10月26日，其流通股为474539980万股，根据股价下跌的程度，其市值在100天内缩水了3785.88万美元。多年来，苹果一直是全球市值最大的公司，成为世界上第一家市值超过1万亿美元、一次高达1.1万亿美元的科技公司，但股价下跌后，其市值急剧缩水。去年12月，按市值计算，它放弃了世界最大公司的称号。目前，按市值计算，苹果距离世界上最大的公司还有很长的路要走。

B | 上周五收盘时，全球市值最大的公司亚马逊的市值为802.182亿美元，比苹果低818.8亿美元。上周五收盘时，苹果市值为7203.02亿美元，位居世界第四，谷歌母公司微软和Alphabet分别以7891.15亿美元和7403.3亿美元的市值位居苹果榜首。值得注意的是，苹果的市值在100天内缩水了3700多亿美元，超过了世界上许多公司的市值。目前，它的市场价值超过3700亿美元，包括亚马逊、微软、Alphabet和苹果，以及伯克希尔哈撒韦、Facebook、腾讯和阿里巴巴。特斯拉在电动汽车领域取得了显著成就，是目前美国最大的汽车公司，上周五收盘时市值为596.36亿美元。