做空苹果的时候到来了？

张小亮又一年

$苹果(AAPL)$即将发布的财报不论如何，苹果新机发布日在中国门可罗雀已经是不争的事实。这里既有贸易战等感情因素，也有华为等厂商的强力挑战。不得不说苹果的竞争力在下降，至少在中国市场。整体看来这仍然是家伟大的公司，现金流极好，估值不算高，全球其他地区业务，媒体，手表等业务也增长较快。但是疲态初现，可逐步试探小规模做空。

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

小鹿很帅
2018-11-01
小鹿很帅
安卓系统也收费了，华为还能活下去吗？
- 张小亮又一年:
  华为有自己系统，以前不用而已
爱飞飞
2018-11-01
爱飞飞
门可罗雀的意思是事业由剩而衰，有吗？而且中国市场的分量多大自己没点数吗？
- 张小亮又一年:
  中国市场占其全球收入的15左右，不单看这个，见微知著，更主要是趋势。
空头终结者
2018-11-01
空头终结者
有本事你自己空啊
- 张小亮又一年:
  已空，谢谢
张小亮又一年
2018-11-06
张小亮又一年
大规模做空的时刻还没到，耐心等待

发表看法

7

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