苹果还能不能持有? _老虎社区_美港股上老虎

多头队长
2023-09-13

苹果还能不能持有?

早上起床看了苹果发布会，前面一段apple watch的健康监测，让很多人重新获得了健康，获得了生活。我觉得苹果在做的一直都是设备间的互动，还有生态。包括明年的vision pro。至于能带来多大影响那只有等未来才知道。

昨天的发布会15pro的最新芯片a17，是苹果自研芯片，包括强大的gpu。这都是亮点。

但是我们也看到了自iphone4之后苹果改变的并不多，大部分是在堆叠硬件。

短期内面临同行业竞争，面临高利率压力，面临美国衰退风险。大概率会使现在股价再往下砸一砸。这反而可以捡一些便宜的筹码。

长期来看公司的基本面并没有发生改变，公司的基本面一直是我持有股票的最重要依据。

至于未来销量问题，我觉得会在美联储降息之后市场逐渐复苏。

# 苹果和华为“正面对决”，你更想买谁？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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崔斯特
·2023-09-13
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基本面没有改变？？？求求你看下dma [笑哭]
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- 多头队长:
  谢谢 [开心]
  2023-09-14
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mencius
·2023-09-13
现在国内无法进款了！郁闷！
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- 多头队长:
  港卡 [开心]
  2023-09-14
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huniu
·2023-09-13
苹果最大的亮点不是neural engineering and GPU, 而是整合Mac, Apple car, headset，统筹EV的远控能力。苹果不是一系列产品，而是一个食物链。你中有我，我中有你。
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penddy
·2023-09-13
销量上很大问题是市场饱和了，经济恢复一些后换机欲望会强一些，但增长停滞会是常态。
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龙腾虎乐
·2023-09-13
苹果已经没有什么亮点了，先抛为敬吧[开心]
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Juliusdk
·2023-09-13
当然可以持有，每年都这套路，完全不慌。
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