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再現砍單!蘋果市值一度跌破2萬億

1月3日,蘋果盤中一度跌超4%,收跌3.74%,總市值一度跌破2萬億美元大關。消息面上,蘋果以需求減弱為由,通知中國大陸供應商本季減產AirPods、Apple Watch和MacBook組件。這是繼iPhone 14系列傳出因入門款機種銷售不佳,蘋果縮減相關訂單之後,最新蘋果砍 Show More
1月3日,蘋果盤中一度跌超4%,收跌3.74%,總市值一度跌破2萬億美元大關。消息面上,蘋果以需求減弱為由,通知中國大陸供應商本季減產AirPods、Apple Watch和MacBook組件。這是繼iPhone 14系列傳出因入門款機種銷售不佳,蘋果縮減相關訂單之後,最新蘋果砍單消息。蘋果再現砍單,你如何解讀?
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    太长不看版:
    从一些痕迹来看,段永平为什么丝毫不掩饰自己对 $Apple (AAPL.US)$的看好?
    我个人的总结:只要没有股市还存在,苹果NO.1的地位不会被撼动!纵然马斯克说 $Tesla (TSLA.US)$市值会做到第一,最有价值的公司;但从现金流和商业模式而言,苹果式最佳的选择,因为在电子产品市场没有一家能够对它造成任何的挑战,甚至还在一个高速发展的行业和轨道上。一旦宏观QE的印钞机重启,苹果的印钞机便会被放大,所以即使调仓换股,段永平也要买。
    Details:
    Recently, DaDao made another move, bluntly stating that they have sold their assets and switched to buying Apple shares. $Tencent (TCEHY.US)$If we say that "NetEase" was the first "weapon" that Duan Yongping used to enter the investment world, then the decisive investment in Apple was his most extraordinary "weapon".
    If "NetEase" was the first "weapon" that Duan Yongping used to enter the investment world, then his decisive investment in Apple was his most extraordinary "weapon".
    In 2011, when Steve Jobs passed away, Apple was once heavily debated due to Tim Cook's succession, and even the stock price plummeted rapidly.
    Just when everyone was pessimistic, Duan Yongping took action.
    Not for other reasons, but because of Apple's dedication to product.
    The fact proves that Apple's dedication to product is indeed unimaginable.
    From apple 4 all the way to the current apple 14, apple...
    Can we copy the assignment of selling Tencent and buying apple from old Duan? (Deconstruction of business model)
    Can we copy the assignment of selling Tencent and buying apple from old Duan? (Deconstruction of business model)
    Can we copy the assignment of selling Tencent and buying apple from old Duan? (Deconstruction of business model)
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