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01-31 03:19

$Apple(AAPL)$ $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  📱🇨🇳 Apple’s China Revival, $AAPL Signals A Structural Demand Inflection 🇨🇳📱

I’m framing this as a structural China re-acceleration, not a short-term earnings sugar hit. Apple $AAPL is reasserting relevance in Greater China 🇨🇳, and the data confirms a regime shift in demand and sentiment.

💰 Greater China revenue surged +38% YoY to $25.5B

🏆 First $25B+ China quarter in four years

🥈 Second best China quarter in Apple’s history

📈 A clean breakout in Apple’s China revenue trajectory

📱 iPhone 17 drove record upgrades and switchers

📊 22% shipment share, Apple now #1 in the market

💎 Premium mix strengthening

🔒 Ecosystem lock-in tightening

💵 Pricing power stabilising in a region many had written off

🇨🇳 China is flipping from growth drag to growth engine

🔥 Brand equity remains dominant

🚀 Revenue momentum is re-accelerating

🧠 This marks a credibility reset for Apple’s China narrative

If this trajectory holds, expectations around Apple’s long-term China contribution will require a meaningful re-rating. This is what a genuine demand inflection and narrative reset looks like in real time.

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Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

@Tiger_comments @TigerWire @TigerStars @TigerObserver @TigerPicks @Daily_Discussion 

# 💰Stocks to watch today?(30 Jan）

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Comment（11）

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  • PetS
    ·01-31 07:09
    I’m impressed by how you tied $Apple(AAPL)$’s China 🇨🇳 growth to broader macro and structure shifts. $NVIDIA(NVDA)$ also benefits from China sentiment swings, but Apple’s revenue acceleration feels more sustainable. Flow and gamma dynamics should stay in focus if momentum holds.
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  • Kiwi Tigress
    ·01-31 07:01
    Yeah this post kinda changed how I see $Apple(AAPL)$ in China. Lowkey feels like the narrative flipped fast, momentum looks stronger than before, and $AAPL doesn’t seem as vulnerable as people thought. Ngl the structure part made it click fr
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  • Queengirlypops
    ·01-31 06:45
    好吧，这个帖子实际上很疯狂，$苹果(AAPL)$真的说我们在中国还没有结束，势头回升，流动性开放，波动性转移，结构看起来更干净，流量转向支持，gamma和Vanna dynamics排队，$AAPL叙事从拖累转变为驱动，政权更迭能量这一切，这是一种宏观加定位分解，使饲料流行起来，喜欢它如何将情绪、收入和市场心理联系在一起🔋
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  • Hen Solo
    ·01-31 06:41
    Your post nails the narrative reset. $Alphabet(GOOGL)$ has cross asset exposure to China demand too, but $Apple(AAPL)$’s shipment share gain signals stronger positioning and regime stability. The volatility profile looks cleaner, with improving momentum and fewer downside liquidity risks.
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  • Cool Cat Winston
    ·01-31 06:36
    I like how your post frames $Apple(AAPL)$’s China 🇨🇳 rebound as a regime shift, not a one off. The momentum in revenue and share signals improving structure, tighter positioning, and better macro alignment. Volatility risk remains, but the liquidity pocket looks healthier than last year.
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  • Tui Jude
    ·01-31 07:21

    Great article, would you like to share it?

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  • PetS
    ·01-31 07:08

    Great article, would you like to share it?

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  • Kiwi Tigress
    ·01-31 07:00

    Great article, would you like to share it?

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  • Queengirlypops
    ·01-31 06:45

    Great article, would you like to share it?

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  • Hen Solo
    ·01-31 06:40

    Great article, would you like to share it?

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  • Cool Cat Winston
    ·01-31 06:35

    Great article, would you like to share it?

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