HUA HUA personal page - To The Moon

HUA HUA

HUA HUA

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2023-02-01

😊

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2023-01-27

Good

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2023-01-27

[微笑] [微笑]

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2022-12-11

？

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2022-12-11

[微笑]

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2022-11-22

[微笑]

@财见:DHL發佈《半導體供應鏈韌性報告》

2022-05-18

？

@王新喜:市值被沙特阿美超越，抄底蘋果的時機到了？

2022-05-18

Just see

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但Wedbush依舊看好蘋果和微軟，並將它們列爲科技板塊的首選。Wedbush分析師Dan Ives表示，近期的市場回調不是翻版的互聯網泡沫，但它將會把不同的科技公司作出明顯區分。認爲在當前環境下，實力最強的公司可能會變得更加強大。在分析師們看來，抄底蘋果的時機已經到了。 事實上真的如此嗎？ 蘋果的4次股價大跌，這次有何不同？ 在分析看來，經過這一輪下跌，大型科技股中，除了亞馬遜之外，PE已經降至20倍附近，在通脹高企的時代，業績增速能保持穩定已經難能可貴。另外，這些大型科技公司都是手握鉅額現金，也是美股回購的主要推手。 但事實上，蘋果的營收高度依賴硬件，一直以來蘋果的股價其實與iPhone銷量呈現正相關，蘋果的市盈率不能簡單類比谷歌Facebook亞馬遜等科技公司，互聯網服務業務模式與B端企業級營收模式一旦成型，具備一定的穩定增長性預期表現，也因此蘋果的市盈率一直以來也遠低於後者。 蘋果在去年市值一度破3萬億美元，這是其歷史上的高光時刻，這背後是iPhone系列的銷量大漲，根據Counterpoint的數據，2021年，全球銷量排名前十的手機，蘋果佔了7部。 而iPhone的銷量也一直存在大小年週期性規律，這導致蘋果的股價也隨着iPhone的銷量週期呈現出波動狀態，這也導致了蘋果的股價會經常性的呈現大起大落的狀態。 正因爲大起大落在蘋果身上是一種常態，蘋果的股價也會週期性會形成價值窪地，迎來抄底的好時機。 筆者曾經在2020年3月撰寫了一篇《供應鏈波及，股價大跌，但對蘋果不全是壞消息》， 指","listText":"文丨王新喜 來源丨熱點微評 在近期科技股暴跌之際，蘋果的市值被沙特阿美超越，丟掉了全球市值第一的寶座。事實上，自今年初以來，由於受行情整體波動影響，蘋果公司股價在持續下跌，今年4月以來截止到今天5月17日，一個多月的時間，蘋果公司股價累計跌幅已近17%。當前蘋果市值爲2.36億美金。 但Wedbush依舊看好蘋果和微軟，並將它們列爲科技板塊的首選。Wedbush分析師Dan Ives表示，近期的市場回調不是翻版的互聯網泡沫，但它將會把不同的科技公司作出明顯區分。認爲在當前環境下，實力最強的公司可能會變得更加強大。在分析師們看來，抄底蘋果的時機已經到了。 事實上真的如此嗎？ 蘋果的4次股價大跌，這次有何不同？ 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但Wedbush依舊看好蘋果和微軟，並將它們列爲科技板塊的首選。Wedbush分析師Dan Ives表示，近期的市場回調不是翻版的互聯網泡沫，但它將會把不同的科技公司作出明顯區分。認爲在當前環境下，實力最強的公司可能會變得更加強大。在分析師們看來，抄底蘋果的時機已經到了。 事實上真的如此嗎？ 蘋果的4次股價大跌，這次有何不同？ 在分析看來，經過這一輪下跌，大型科技股中，除了亞馬遜之外，PE已經降至20倍附近，在通脹高企的時代，業績增速能保持穩定已經難能可貴。另外，這些大型科技公司都是手握鉅額現金，也是美股回購的主要推手。 但事實上，蘋果的營收高度依賴硬件，一直以來蘋果的股價其實與iPhone銷量呈現正相關，蘋果的市盈率不能簡單類比谷歌Facebook亞馬遜等科技公司，互聯網服務業務模式與B端企業級營收模式一旦成型，具備一定的穩定增長性預期表現，也因此蘋果的市盈率一直以來也遠低於後者。 蘋果在去年市值一度破3萬億美元，這是其歷史上的高光時刻，這背後是iPhone系列的銷量大漲，根據Counterpoint的數據，2021年，全球銷量排名前十的手機，蘋果佔了7部。 而iPhone的銷量也一直存在大小年週期性規律，這導致蘋果的股價也隨着iPhone的銷量週期呈現出波動狀態，這也導致了蘋果的股價會經常性的呈現大起大落的狀態。 正因爲大起大落在蘋果身上是一種常態，蘋果的股價也會週期性會形成價值窪地，迎來抄底的好時機。 筆者曾經在2020年3月撰寫了一篇《供應鏈波及，股價大跌，但對蘋果不全是壞消息》， 指","listText":"文丨王新喜 來源丨熱點微評 在近期科技股暴跌之際，蘋果的市值被沙特阿美超越，丟掉了全球市值第一的寶座。事實上，自今年初以來，由於受行情整體波動影響，蘋果公司股價在持續下跌，今年4月以來截止到今天5月17日，一個多月的時間，蘋果公司股價累計跌幅已近17%。當前蘋果市值爲2.36億美金。 但Wedbush依舊看好蘋果和微軟，並將它們列爲科技板塊的首選。Wedbush分析師Dan Ives表示，近期的市場回調不是翻版的互聯網泡沫，但它將會把不同的科技公司作出明顯區分。認爲在當前環境下，實力最強的公司可能會變得更加強大。在分析師們看來，抄底蘋果的時機已經到了。 事實上真的如此嗎？ 蘋果的4次股價大跌，這次有何不同？ 在分析看來，經過這一輪下跌，大型科技股中，除了亞馬遜之外，PE已經降至20倍附近，在通脹高企的時代，業績增速能保持穩定已經難能可貴。另外，這些大型科技公司都是手握鉅額現金，也是美股回購的主要推手。 但事實上，蘋果的營收高度依賴硬件，一直以來蘋果的股價其實與iPhone銷量呈現正相關，蘋果的市盈率不能簡單類比谷歌Facebook亞馬遜等科技公司，互聯網服務業務模式與B端企業級營收模式一旦成型，具備一定的穩定增長性預期表現，也因此蘋果的市盈率一直以來也遠低於後者。 蘋果在去年市值一度破3萬億美元，這是其歷史上的高光時刻，這背後是iPhone系列的銷量大漲，根據Counterpoint的數據，2021年，全球銷量排名前十的手機，蘋果佔了7部。 而iPhone的銷量也一直存在大小年週期性規律，這導致蘋果的股價也隨着iPhone的銷量週期呈現出波動狀態，這也導致了蘋果的股價會經常性的呈現大起大落的狀態。 正因爲大起大落在蘋果身上是一種常態，蘋果的股價也會週期性會形成價值窪地，迎來抄底的好時機。 筆者曾經在2020年3月撰寫了一篇《供應鏈波及，股價大跌，但對蘋果不全是壞消息》， 指","text":"文丨王新喜 來源丨熱點微評 在近期科技股暴跌之際，蘋果的市值被沙特阿美超越，丟掉了全球市值第一的寶座。事實上，自今年初以來，由於受行情整體波動影響，蘋果公司股價在持續下跌，今年4月以來截止到今天5月17日，一個多月的時間，蘋果公司股價累計跌幅已近17%。當前蘋果市值爲2.36億美金。 但Wedbush依舊看好蘋果和微軟，並將它們列爲科技板塊的首選。Wedbush分析師Dan Ives表示，近期的市場回調不是翻版的互聯網泡沫，但它將會把不同的科技公司作出明顯區分。認爲在當前環境下，實力最強的公司可能會變得更加強大。在分析師們看來，抄底蘋果的時機已經到了。 事實上真的如此嗎？ 蘋果的4次股價大跌，這次有何不同？ 在分析看來，經過這一輪下跌，大型科技股中，除了亞馬遜之外，PE已經降至20倍附近，在通脹高企的時代，業績增速能保持穩定已經難能可貴。另外，這些大型科技公司都是手握鉅額現金，也是美股回購的主要推手。 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