Two days ago, Apple intraday once exceeded $30 billion market value, although the closing down, but this huge psychological level has been broken. The next target is $200, but at present, with the spread of interest rate hike expectation, the possibility of short-term further upward breakthrough is a little small, but in the long term, there is nothing to stop Apple from continuing to be great, and a new rival has not been formed.
Since Huawei was reined in last year, Apple has been largely unrivaled, or somewhat longduan, in the domestic high-end segment. People with no money want to buy Apple when they make money. People with money don't think about other brands. The latest figures show that Apple has been number one in domestic market share for the second month in a row, and is the leader in terms of sales. Mobile phone is not all apple products, but it is definitely one of apple's most capable products. Especially now there is no decent competitor, and the large share of the mobile phone market is very conducive to a series of smart product layout for Apple in the future.
Many people buy apple mobile phone, for example, began slowly to buy apple buckets, buy a headset first, and then buy a tablet, finally found that MAC is delicious, a set of cobble together a so slowly, and was more durable apple mobile phone, so the product keep cycle will be relatively long, although apple mobile phone really has a lot of unpleasant place, But look at the android phone now, also do not know what to say, even xiaomi's built-in anti-fraud app has been pushed into the hot search, do not understand a series of SAO operations of Xiaomi.
Apple's products cannot be said to be the best, but through the construction of the whole ecosystem, it can provide unique experience. Moreover, due to the super-scale ecosystem of ios, more software manufacturers are willing to carry out more optimization on Apple, and Apple has a very strong voice. Frankly, this is not Longduan. The most critical small manufacturers have no right to speak, so buy such stocks, in addition to rise slowly, but make money or large probability.
In addition, apple has become more like a consumer stock through its excellent product construction. Considering its valuation, which is not like a technology stock, plus its steady market growth share and strong industrial chain discourse power, this stock has indeed won the favor of most funds, even Buffett still holds a heavy position. Owning Apple is a good bet to beat inflation right now. Even continue to raise interest rates this year, but apple mobile phone sales have related products sales is probably won't be affected, and no one will doubt apple product prices can not sell it, take the apple 13 last year, even if the industry chain in short supply, still with apple 12 lower prices compared to the sales, is also in order to get a bigger share of the market. In fact, the cost of many components rose last year.
At present, the interest rate hike this year certainly has a great impact on Apple's valuation, but in general, what has a greater impact on Apple's valuation is its product strength. If the product moat does not change, the valuation probability will not be too bad. As long as the company is excellent enough, a decline will be a better opportunity to get on the car. If the rate hike continues, it will put a lot of pressure on the valuations of many tech stocks. The disaster for growth stocks may be just beginning, and the hedge funds may continue to flock to the top companies, and Apple may be one of the very solid top companies.
Since November, the company's stock price has risen by about 20%. In the New Year, Apple is still one of the most profitable companies as long as there is no stronger competitor. In addition, Apple is planning the electric car project, and the bottleneck probability of Apple has not appeared, after all, Apple has the ability to lead the trend.$Apple(AAPL)$ $Tesla Motors(TSLA)$ $XIAOMI-W(01810)$
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