The report said that Guo Minghao’s next plan is not yet fully determined, but is most likely to go to mainland brokers or global research institutions. In addition, Guo Minghao’s future areas of responsibility are likely to no longer focus on Apple (hereinafter referred to as 'Apple'), but To extend to more emerging industries.
It can be said that Guo Mingyi is the best-known 'Apple analyst' and is hailed as 'the world's most accurate prediction of Apple's experts'. Before Apple's new iPhone specification was announced at the September conference, but with Guo Mingzhao, At least half a year ago you knew what new tricks Apple wanted to change.
In fact, Guo Mingyi’s resignation rumors began to ferment at the end of last year. Informed sources said that the bigger market and more opportunities for new industries are the main reason for Guo Mingxuan to convert the runway.
First of all, the competitiveness of science and technology in Taiwan is indeed not weak, but apart from semiconductors and Apple's supply chain, services and software are the mainstream of the future. By contrast, the industrial ecosystem of the mainland or other countries is more complete and attractive than Taiwan’s. .
Second, from the point of view of an analyst's career planning, if you only expect Taiwan's transition from the PC kingdom to the experience of the wisdom machine supply chain to be a big country, it is not practical. Because in the process of turning to the future, it will certainly take a lot of time. The middle of industrial pains is a high opportunity cost for analysts.
Rather than sit back and wait, it is better to participate in new trends and business opportunities from a broader perspective, and not necessarily limited to the electronic supply chain. In fact, over the past two years or so, investment banks such as Bank of America Merrill Lynch and Deutsche Bank have carried out human reconfigurations. Transferred many analysts to Hong Kong or mainland China.