苹果这次发布会内忧外_老虎社区_美港股上老虎

2023-09-07

苹果这次发布会内忧外患：
- 华为 Mate 60 系列在 iPhone 15 之前发布，即抢了一波流量，也抢了一波消费力
- 据说部分单位限制办公场合使用 iPhone、三星等非中国厂商手机
- 欧盟把苹果列入「守门人」，《数字安全法》对苹果在欧洲的发展提出了更高的要求，且带来了更多的潜在风险增加和收益降低
- 最近几年 iPhone 新品变化较小，消费者不满逐步增加
所以，本来发布会后才会下跌的苹果，发布会前也跌跌不休了。
我买了一点苹果的 Call，但现在感觉得做好亏掉的准备，我的投机失败率太高，可以当做投机的反向指标。

苹果和华为“正面对决”，你更想买谁？

iPhone 15发布会后，苹果与华为将形成“正面对决”，高端手机市场将面临一轮调整。华为此前出货量下降后，苹果成为高端手机市场的最大赢家，近期华为复苏及被资本机构做空等多重因素的影响，对冲基金开始做空苹果，苹果市值一周跌去近2000亿美元。这场苹果与华为之间的高端市场战争，你更看好谁？苹果跌到多少你会买入？

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。

精彩评论

先救我她有对象
2023-09-10
先救我她有对象
其实华为对 iPhone 15 的销量造成不了营销
豆腐王中王
2023-09-10
豆腐王中王
华为 Mate 60产品确实不错，但是价格也确实是不便宜
小时候可帅了00
2023-09-10
小时候可帅了00
这年头要是不懂一点期权，都不好意思说自己炒股
揭人不揭短
2023-09-10
揭人不揭短
桩桩件件看着都对苹果不是好消息
杜向峰
2023-09-10
杜向峰
嗯，跟随你买一点苹果的 Call，
去二三四五
2023-09-10
去二三四五
乔布斯走了，也带走了苹果的创新基因

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":217347891044480,"tweetId":"217347891044480","gmtCreate":1694087481314,"gmtModify":1694087484445,"author":{"id":194446951048912,"authorId":194446951048912,"authorIdStr":"194446951048912","name":"penddy","avatar":"https://static.tigerbbs.com/c15364df6c715968d210b1bc838adda8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.20","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":177,"starInvestorFlag":false},"themes":[{"themeId":"bea96d466f9547a194230f5f27165f46","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"苹果和华为“正面对决”，你更想买谁？","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":bea96d466f9547a194230f5f27165f46}&rnconfig={\"headerBarHidden\": true}","description":"iPhone 15发布会后，苹果与华为将形成“正面对决”，高端手机市场将面临一轮调整。华为此前出货量下降后，苹果成为高端手机市场的最大赢家，近期华为复苏及被资本机构做空等多重因素的影响，对冲基金开始做空苹果，苹果市值一周跌去近2000亿美元。这场苹果与华为之间的高端市场战争，你更看好谁？苹果跌到多少你会买入？","image":"https://static.tigerbbs.com/80fc6ad05e8dafcf842573352703b50b"}],"images":[],"coverImages":[],"html":"<html><head></head><body>苹果这次发布会内忧外患：\n - 华为 Mate 60 系列在 iPhone 15 之前发布，即抢了一波流量，也抢了一波消费力\n - 据说部分单位限制办公场合使用 iPhone、三星等非中国厂商手机\n - 欧盟把苹果列入「守门人」，《数字安全法》对苹果在欧洲的发展提出了更高的要求，且带来了更多的潜在风险增加和收益降低\n - 最近几年 iPhone 新品变化较小，消费者不满逐步增加\n 所以，本来发布会后才会下跌的苹果，发布会前也跌跌不休了。\n 我买了一点苹果的 Call，但现在感觉得做好亏掉的准备，我的投机失败率太高，可以当做投机的反向指标。\n \n </body></html>","htmlText":"<html><head></head><body>苹果这次发布会内忧外患：\n - 华为 Mate 60 系列在 iPhone 15 之前发布，即抢了一波流量，也抢了一波消费力\n - 据说部分单位限制办公场合使用 iPhone、三星等非中国厂商手机\n - 欧盟把苹果列入「守门人」，《数字安全法》对苹果在欧洲的发展提出了更高的要求，且带来了更多的潜在风险增加和收益降低\n - 最近几年 iPhone 新品变化较小，消费者不满逐步增加\n 所以，本来发布会后才会下跌的苹果，发布会前也跌跌不休了。\n 我买了一点苹果的 Call，但现在感觉得做好亏掉的准备，我的投机失败率太高，可以当做投机的反向指标。\n \n </body></html>","text":"苹果这次发布会内忧外患： - 华为 Mate 60 系列在 iPhone 15 之前发布，即抢了一波流量，也抢了一波消费力 - 据说部分单位限制办公场合使用 iPhone、三星等非中国厂商手机 - 欧盟把苹果列入「守门人」，《数字安全法》对苹果在欧洲的发展提出了更高的要求，且带来了更多的潜在风险增加和收益降低 - 最近几年 iPhone 新品变化较小，消费者不满逐步增加 所以，本来发布会后才会下跌的苹果，发布会前也跌跌不休了。 我买了一点苹果的 Call，但现在感觉得做好亏掉的准备，我的投机失败率太高，可以当做投机的反向指标。","highlighted":1,"essential":2,"paper":1,"likeSize":5,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/217347891044480","repostId":0,"isVote":1,"tweetType":1,"viewCount":2307,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":440,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":218335760482336,"gmtCreate":1694338814768,"gmtModify":1694338818417,"authorId":9000000000000687,"author":{"id":9000000000000687,"authorId":9000000000000687,"name":"先救我她有对象","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":217347891044480,"type":1,"supId":0,"prevId":0,"content":"其实华为对 iPhone 15 的销量造成不了营销","text":"其实华为对 iPhone 15 的销量造成不了营销","html":"其实华为对 iPhone 15 的销量造成不了营销","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":218335312527392,"gmtCreate":1694338705403,"gmtModify":1694338709217,"authorId":9000000000000309,"author":{"id":9000000000000309,"authorId":9000000000000309,"name":"豆腐王中王","avatar":"https://static.tigerbbs.com/0978e0c1f253679968e223fb6b0c9557","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":217347891044480,"type":1,"supId":0,"prevId":0,"content":"华为 Mate 60产品确实不错，但是价格也确实是不便宜","text":"华为 Mate 60产品确实不错，但是价格也确实是不便宜","html":"华为 Mate 60产品确实不错，但是价格也确实是不便宜","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":218335624081456,"gmtCreate":1694338892248,"gmtModify":1694338895918,"authorId":9000000000000221,"author":{"id":9000000000000221,"authorId":9000000000000221,"name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/d63237e21ae39bc54951c8ab6ec41ee9","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":217347891044480,"type":1,"supId":0,"prevId":0,"content":"这年头要是不懂一点期权，都不好意思说自己炒股","text":"这年头要是不懂一点期权，都不好意思说自己炒股","html":"这年头要是不懂一点期权，都不好意思说自己炒股","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":218335644733472,"gmtCreate":1694338786507,"gmtModify":1694338790157,"authorId":9000000000000220,"author":{"id":9000000000000220,"authorId":9000000000000220,"name":"揭人不揭短","avatar":"https://static.tigerbbs.com/0d1d522df7fd034a47b809b1a57d7176","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":217347891044480,"type":1,"supId":0,"prevId":0,"content":"桩桩件件看着都对苹果不是好消息","text":"桩桩件件看着都对苹果不是好消息","html":"桩桩件件看着都对苹果不是好消息","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":218335517892640,"gmtCreate":1694338755541,"gmtModify":1694338759457,"authorId":3479274708638467,"author":{"id":3479274708638467,"authorId":3479274708638467,"name":"杜向峰","avatar":"https://static.laohu8.com/picture38","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":217347891044480,"type":1,"supId":0,"prevId":0,"content":"嗯，跟随你买一点苹果的 Call，","text":"嗯，跟随你买一点苹果的 Call，","html":"嗯，跟随你买一点苹果的 Call，","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":218335409369120,"gmtCreate":1694338729046,"gmtModify":1694338732706,"authorId":3479274686403159,"author":{"id":3479274686403159,"authorId":3479274686403159,"name":"去二三四五","avatar":"https://static.laohu8.com/picture7","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":217347891044480,"type":1,"supId":0,"prevId":0,"content":"乔布斯走了， 也带走了苹果的创新基因","text":"乔布斯走了， 也带走了苹果的创新基因","html":"乔布斯走了， 也带走了苹果的创新基因","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/217347891044480"}