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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
    是的，这个帖子有点改变了我的看法$苹果(AAPL)$在中国。Lowkey感觉叙事翻转得很快，势头看起来比以前更强劲，而且$AAPL似乎并不像人们想象的那么脆弱。Ngl结构部分使其点击fr
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  • Queengirlypops
    ·01-31 06:45
    Okay this post is actually wild, $Apple(AAPL)$ really said we’re not done in China, momentum snapping back, liquidity opening up, volatility shifting, structure looking cleaner, flow turning supportive, gamma and Vanna dynamics lining up, $AAPL narrative flipping from drag to driver, regime change energy all over this, this is the kind of macro plus positioning breakdown that makes the feed pop, love how this ties sentiment, revenue, and market psychology together 🧃
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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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