keeplearning
2019-07-31
$苹果(AAPL)$
世人太偏爱apple了，这平平的财报相比于同行都很逊色，但因为财报表现没有很差就能涨六个点！给予Apple太多的偏爱，就像父母对溺爱的孩子一样，虽然当下不好只寄希望以后能有好起来的可能就行。但对其他公司可不是这样，甚至不是很出色的财报都不怎么涨。
记一个想法
分享推动思考，思考完善行动
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。
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宋金晟
2019-07-31
宋金晟
你告诉我财报哪里差 比去年同欺要高 还有不要提华为
xyz
回复
keeplearning
:
2018年q4的营收是629亿，那些华尔街分析师给苹果的2019年 q4的预期只有610，目的就是为了给苹果轻松beat。投资者对比并不敏感，股价却涨了7%。
keeplearning
:
所以我觉得苹果这次财报只能算平平的业绩，只是略高于市场预期，但是市场预期对苹果是很宽松的，稍微再提高一点，五百多亿美元的营收再多加4个亿，这次财报就会低于预期
keeplearning
:
营收虽略高于去年同期，主要是可穿戴设备和服务增长，但主营iphone的销量和利润却下跌明显。而且营收虽略高于去年，但净利润与去年同期却大幅下降。营收的提升主要得益于促销和可穿戴设备、服务业的增长，但是可穿戴设备这些现在还不能以后也不能反客为主。至于服务业提的提升百分之十多些，我觉得并不算多好的业绩，因为才开始做，基数很小，随便提升点可能就会比同期大幅提升，有的刚开始是百分之数百的增长。
2c730220
2019-08-01
2c730220
本益比才17,18的公司耶，應該說是被打壓吧
2c730220
回复
keeplearning
:
市盈率p/e
keeplearning
:
你是台湾的啊？这话啥意思，本益比是啥意思?
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