会唱歌的小包子
10-29
$小米集团-W(01810)$
寄托于国内制造业的生态+零售的强力组合:家电,消费电子和车。当年
$苹果(AAPL)$
都搞不定多sku,是苹果的生态+零售不行,还是当时美国的制造业不行?
首冲四万亿!你的价投首选是苹果吗?
苹果连续三个交易日续创新高,总市值达3.9万亿美元。消息面上,苹果公司正在调整其战略重心,重点发展人工智能、机器人技术和智能家居领域,分析师Daniel Ives重申对苹果股票的跑赢大盘评级,目标价300美元,预计苹果2025年初市值达4万亿美元。苹果将从AI升级周期中受益。【当苹果三万亿时,大家觉得已经涨不动了,but现在都快四万亿市值了~你觉得2025年,苹果还会是“市一”吗?如果给逢低上车的机会,你会加仓苹果吗?】
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