Masike
2020-08-07
$苹果(AAPL)$
假设白宫坚决执行美国公司不得与腾讯有生意往来的禁令,腾讯旗下所有App都将无法在苹果系统安装,买苹果手机等于不能装微信,不能玩王者荣耀,苹果的股价打7折不过份吧?
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破而后立
2020-08-07
破而后立
中国市场都占不到苹果全球销量的30%,为什么禁微信会让苹果损失30%股价?
思念悠悠在远方
:
中国市场只占苹果手机的10%多一点,但还有一样叫服务收入占比达40%
Masike
:
盈利水平下降的同时,会伴随估值的下降
虎虎生威01
:
并不是丢多少市场份额才会跌多少市值
罗__136165558
2020-08-07
罗__136165558
如果特朗普可以让苹果禁用,难道就不能让谷歌禁止在安卓系统安装?
思念悠悠在远方
:
不能,安卓是开源系统,谷歌对中国每部手机收费5%专利费,禁安卓,谷歌就先崩了
威廉DD
2020-08-07
威廉DD
你的意思安卓不是美国的?
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