巴菲特，继续卖出苹果

Ofweek维科网11-18 16:45

作者：泰罗，编辑：小市妹巴菲特又在卖出苹果。根据伯克希尔最近披露的最新13F文件显示，第三季度伯克希尔减持1亿股苹果公司股份，持仓占比降至26.24%。伯克希尔已经连续四个季度抛售苹果股票，不过目前苹果仍是其最大持仓。去年还排名第一，今年一度跌出前五，苹果正在快速丧失对中国市场的统治力。2023年，苹果以17.3%的市场份额首次成为中国智能手机市场销量冠军。原本以为这是苹果重新辉煌的开始，却没想到...

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12最大的不同是名字不同，就连苹果“死忠”段永平也忍不住加入吐槽队伍；iPhone 14的平庸让自己人都忍不住砸场子，乔布斯女儿在网上公开表示对换机毫无兴趣；iPhone15发布当天，苹果市值一夜之间跌掉3400亿。没有新意，缺乏创新，这是苹果多年来面临的最大诟病，而造成这一切的并不只是两代掌舵人的天赋秉性，还有产业发展的内在客观规律。三年前，任正非在华为心声社区刊发了《星光不问赶路人》的署名文章，其中有这么一段：科技发展正处在一个饱和曲线的平顶端，付出巨大的努力，并不能有对等的收益，华为每年投入的研发经费是200亿美元，但收益只有研发投入的40%，60%的蜡烛在黑暗的探索之路燃尽了。一个不争的事实是，随着智能手机不断向历史进程的纵深推进，整个行业已进入技术的尾段创新阶段，即便付出很多努力，也很难再获得突破性的收获。结果就是，以苹果为代表的先行者逐渐放慢脚步，而以国产品牌为代表的追赶者得到了缩小差距的最佳战略窗口期。2016年以后，国内手机厂商在屏幕、影像等一系列零部件上走向自主创新，其中最典型、最成功的就是全面屏和折叠屏。到2020年，国内手机品牌已经开始大规模布局底层软件+核心零部件的自研方案，同时启动了对人工智能等技术的探索。苹果在退步，国产手机在进步，两者的差距不断被缩小，到一定程度后注定会发生市场反转，特别是当中国消费者突然开始转向追求极致性价比，这个时刻就顺其自然的提前到来了。回过头来看，苹果的疲态早在多年以前就已显现。2017年，苹果将iPhone 8和iPhone X的定价提升，此举带动公司业绩大幅提升。尝到甜头的库克在2018年选择继续提升新款iPhone的价格，但这一次消费者并没有买单，iPhone的销量在随后的四个季度连续下滑。为了重新拿回市场，2019年的iPhone 11直接选择降价发行，效果立竿见影，2019年第四季度iPhone销量同比增长7.8%，结束了长达一年的下滑。其实从那时起，苹果就意识到自己已经失去了溢价的能力，此后一直通过以价换量的策略来维持增长。比如iPhone 13，起售价虽然与iPhone 12持平，但存储量翻了一倍，直接从128G起跳，iPhone13 Pro及iPhone 13 Pro Max的最大存储量甚至达到1T，加量不加价相当于变相降价。区别在于，之前苹果降价消费者会积极响应，现在即便降价也很难再把市场拉起来。2010年，苹果的市值首次超过微软，《纽约时报》曾发表评论称：“这是新时代的开始，也是旧时代的结束。”时过境迁，起码在中国手机市场，苹果正在沦为被时代车轮碾过的对象。免责声明本文涉及有关上市公司的内容，为作者依据上市公司根据其法定义务公开披露的信息（包括但不限于临时公告、定期报告和官方互动平台等）作出的个人分析与判断；文中的信息或意见不构成任何投资或其他商业建议，市值观察不对因采纳本文而产生的任何行动承担任何责任。——END——原文标题 : 巴菲特，继续卖出苹果","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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