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向四万亿进发主要还是靠换机，下一代AI phone和AI PC带来的设备更新。Vision Pro目前算锦上添花，未来空间计算有很大的想象力。逢低买入就对了，耐心点。唱衰的朋友，不要被友商洗脑，多看看全世界。

IDC发布了2024年一季度全球智能手机出货量数据，2024年一季度iPhone出货量为5010万部，同比下滑9.6%，低于分析师预期的5170万部。苹果市场份额的下降，主要是由于华为、小米等国产名牌竞争力的增强。【Iphone销量的下降，是否会对当前苹果股价产生影响？苹果后市怎么看？】

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