以小搏大 以大搏小
04-05
$苹果(AAPL)$
苹果可能跌到125$，其90%以上的制造业产能集中在中国，64%的营收集中在美国国外市场，根据关税传导率，关税每上升1%，销量减少0.5%，公式W=(1-0.5x)，之前W1=0.95,现在W2=0.73,X=220*0.73/0.95=170，再加上30%的周期调整，大约股价在125$
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666达子
04-05
666达子
全球芯片都涨价了中高端，让消费者买单，所以不可能跌，不然直接撤走，订单销量减产，大量人失业，谁先顶不住，一目了然，但凡你看看中国进口芯片，以及国外进口芯片
，这个数据非常大
邹邹邹z
04-05
邹邹邹z
我看170以下，大佬直接看到125了
若有所思771
:
大幅衰退的60也不是不可能。戴维斯双杀
吧唧1
04-06
吧唧1
但斌说满仓苹果，不知道是不是跑了。
什么也没有了～
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