2500亿美元在手，苹果可能收购哪些公司

苹果公司要将囤积海外的现金转回美国，付清相关税款后就可以支配巨款。追踪苹果动向的观察人士正在猜测，苹果可能会怎么花这笔钱。

长期研究苹果的分析师吉恩·明斯特现任风投公司Loup Ventures的管理合伙人。他认为，苹果可能用这笔巨资收购增强现实领域初创公司Magic Leap，以及健身初创公司Peloton。明斯特与财经科技资讯网站Business Insider讨论苹果可能的计划时表示，苹果不太可能做“大型并购交易。”

苹果上周三宣布，近2500亿美元囤积海外的现金将转回国内。苹果要为大规模转账纳税380亿美元，好处是终于可以自由使用这笔资金。苹果表示，将用几十亿美元招募2万名新员工，并且在美国大力投资。

但明斯特和其他很多业内观察者认为，苹果也可能考虑收购。过去几个月，有关苹果可能发起重大收购的猜测甚嚣尘上，视频流媒体巨头奈飞和电动汽车公司特斯拉都成为传闻中的收购对象。而明斯特对此有不同看法。

他认为苹果可能耗资数十亿美元收购Magic Leap，因为Magic Leap已经打入增强现实头盔市场，而苹果说过会大笔投资该领域，所以收购可能比较大。Peloton已经全面涉猎健身行业，产品从健身设备到健康培训课程都有涉及，有可能帮助苹果加快推进健康领域的业务。

Business Insider报道称，明斯特认为，苹果转回大笔海外现金后，有很大一部分都会回馈股东。他预计，今年2月1日公布财报的时候，苹果可能宣布回购700亿美元的股票，还可能派发120亿美元股息。他并没有透露如何预测出这些数据。（财富中文网）

译者：Pessy

审校：夏林

Apple is repatriating its overseas cash hoard, giving the company the opportunity to do whatever it wants with that money once it pays taxes. And now one noted Apple tracker is guessing at the big buys the company might make with all that cash.

Gene Munster, a longtime Apple analyst who now serves as managing partner at venture capital firm Loup Ventures, believes Apple could acquire augmented reality startup Magic Leap and fitness-focused company Peloton with its newfound cash windfall. Speaking to Business Insider about Apple’s plans, Munster added that he doesn’t believe Apple will engage in “any big M&A deals.”

Apple announced on Wednesday plans to repatriate its nearly quarter-trillion in overseas cash. The move will cost the company $38 billion in taxes, but will also free up the sum to be spent. Apple has already said that it plans to use billions of the cash to bring on 20,000 new employees and invest heavily in the U.S.

But Munster, along with many other industry-watchers, believes Apple’s cash could also be used on acquisitions. And while speculation has been running rampant for months that Apple could make a major acquisition, including buying Netflix or Tesla, Munster sees it differently.

He believes Magic Leap, which would likely cost Apple several billion dollars, has tapped into the augmented-reality headset market and could attract Apple, which has already said that it’s investing heavily in that space. Peloton, which has build a multi-faced fitness company that offers everything from workout hardware to classes on how to improve health, could also help Apple accelerate its health-focused operations.

According to Business Insider, Munster believes the lion’s share of Apple’s freed-up cash will be sent back to shareholders. When Apple reports earnings on February 1, he said, the company could announce a $70 billion share buyback program and a $12 billion dividend. He didn’t say how he arrived at those figures.