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专栏 - 苹果2_0

四两拨千斤:两条微博推动苹果股价飙升

Philip Elmer-DeWitt 2013年08月14日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
据称是对冲基金经理卡尔•伊坎的Twitter账号发了两条消息,称苹果遭到严重低估,他本人正在亲自接触苹果CEO库克谈这件事。短短3分钟,苹果股价每股上涨了9美元,苹果公司市值一个小时内增加了170亿美元。当天,苹果股价总计上涨超过了22美元。

    如果真有所谓不费力的场外交易能量,这里有一个最好的例子。

    周二下午2点22分,有人通过Twitter账户@Carl_C_Icahn——据推测应该是企业蓄意收购者/对冲基金经理卡尔•伊坎本人——发布了一条Twitter消息:

    卡尔•伊坎

    我们目前持有大量苹果股份。我们相信苹果公司(Apple)的价值被严重低估。今天去与蒂姆•库克好好谈谈。更多消息,敬请期待。

    四分钟后,又发布了第二条消息:

    卡尔•伊坎

    今天跟蒂姆库克好好聊了聊。讨论了我提出的现在进行更大规模回购的意见。我们计划近期就此事进行商谈。

    消息发布之前,苹果公司的股票为475.77美元,股票表现与伊坎买进时类似。之后,苹果股票大幅上涨,在不到3分钟时间内上涨了约9美元。至下午3点35分,上涨至494.66美元。

    密切关注的投资者会发现,苹果公司的市值在一个小时内便增加了170亿美元。

    苹果发言人在向《财富》杂志(Fortune)发表的声明中确认伊坎曾与公司进行过接触。

    “我们非常感谢所有股东的投资和对我们的青睐。蒂姆与伊坎先生今天进行了非常积极的谈话。”

    不过苹果公司并未披露伊坎到底持有多少股份,以及将如何处理这些股份——除了眼睁睁看着因为他的两条微博消息推动自家股票价格上涨之外。

    当日苹果股票上涨了22.21美元(4.75%),收于489.57美元,创下自1月23日以来的新高。(财富中文网)

    译者:刘进龙/汪皓  

    If there were such a thing as a cheap Over-the-Counter calories, this is what they would look like.

    At 2:21 p.m. Tuesday someone using the Twitter account @Carl_C_Icahn -- presumably the corporate raider/hedge fund manager himself -- issued the first of a pair of tweets:

    That was followed four minutes later by this:

    Apple's (AAPL) shares, which had been trading at $475.77, did what stocks do when Icahn buys them. They went vertical, gaining nearly $9 in less than 3 minutes. By 3:35 p.m. they had touched $494.66.

    For those keeping track, that's a gain in market value of $17 billion in just over an hour.

    In a statement to Fortune, an Apple spokesman confirmed that Icahn had been in touch.

    "We appreciate the interest and investment of all our shareholders. Tim had a very positive conversation with Mr. Icahn today."

    How many shares Icahn purchased, and what he plans to do with them -- besides watch their price rise just because he tweeted about them -- remains for now a mystery.

    Apple closed at $489.57, their highest price since Jan. 23, having gained $22.21 (4.75%) for the day.

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