虎啸山川的个人主页 - 老虎社区

虎啸山川

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IP属地：辽宁

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3主题

0勋章

2021-02-04

$高通(QCOM)$财报根本没那么差，股价狂跌纯属无病**！

2021-02-03

$高通(QCOM)$高通要王者归来了。[看涨]

2021-02-02

$高通(QCOM)$高通出了什么问题？机构在不断往出跑。

2021-01-30

$高通(QCOM)$大家怎么看高通财报？

2021-01-28

$苹果(AAPL)$垃圾果真是个奇葩，别人财报好猛涨，它给你玩命跌，牛逼呀！

2021-01-28

嘿，就这财报，市场不买账。

@行业之神:$苹果(AAPL)$财报不错

2021-01-26

$台积电(TSM)$机构为何要逃离台积电？

2021-01-05

$阿里巴巴(BABA)$哪位兄台能说明一下，为啥把做空关了？

2020-12-24

$阿里巴巴(BABA)$请教明白的兄弟一个问题，如果垄断罪名成立，会如何处罚？

2020-11-23

别扯**蛋

不要在意短期得失，投资苹果(AAPL.US)就是投资时间

2020-11-23

$苹果(AAPL)$苹果为何现在如此垃圾？

2020-11-16

$苹果(AAPL)$有那么多好股我不买，困在苹果这个垃圾里，我真是个**[喷血]

2020-11-16

$苹果(AAPL)$这个不要脸的今天还不涨吗？

2020-11-14

$苹果(AAPL)$我怎么感觉这几天，苹果在打压吸筹呢？你们怎么看？

2020-11-13

$苹果(AAPL)$这个垃圾股究竟在搞什么鬼？

2020-11-13

$苹果(AAPL)$这个垃圾究竟在搞什么鬼？

2020-11-11

$苹果(AAPL)$苹果搞出这个新电脑，能不能把股价拉起20个点？这是我关心的。

2020-11-09

$NQ100指数主连(NQmain)$ 不行，我得给拜登💉吃药，让他好好的，他的身体不是自己的，还是全天股民的[笑哭]

2020-11-09

$苹果(AAPL)$苹果大概率会创新高

2020-11-06

$苹果(AAPL)$强势整理，后市可期[强]

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>请教明白的兄弟一个问题，如果垄断罪名成立，会如何处罚？","text":"$阿里巴巴(BABA)$请教明白的兄弟一个问题，如果垄断罪名成立，会如何处罚？","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/339887428","isVote":1,"tweetType":1,"viewCount":13375,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3448324374734453","authorId":"3448324374734453","name":"噗噗噗哈","avatar":"https://static.tigerbbs.com/ecc9e04f2663e703dbd7b5ef8b59282e","crmLevel":2,"crmLevelSwitch":0},"content":"强制关门！裁员！关闭淘宝支付宝！","text":"强制关门！裁员！关闭淘宝支付宝！","html":"强制关门！裁员！关闭淘宝支付宝！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399264291,"gmtCreate":1606142815813,"gmtModify":1703841133281,"author":{"id":"3455503922995271","authorId":"3455503922995271","name":"虎啸山川","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"别扯**蛋","listText":"别扯**蛋","text":"别扯**蛋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399264291","repostId":"2085268916","repostType":2,"repost":{"id":"2085268916","pubTimestamp":1606111500,"share":"https://www.laohu8.com/m/news/2085268916?lang=&edition=full","pubTime":"2020-11-23 14:05","market":"hk","language":"zh","title":"不要在意短期得失，投资苹果(AAPL.US)就是投资时间","url":"https://stock-news.laohu8.com/highlight/detail?id=2085268916","media":"智通财经","summary":"2020年最后一个季度已经过去了大约一半，这是科技巨头苹果公司本财政年度收入最高的第一财季。然而，每个投资者都需要意识到，今天购买苹果并不是在赌一个季度的业绩，而是一种可能需要时间才能获得回报的长期投资。全球各地的许多商店再次关闭，这可能会迫使苹果再次关闭许多商店。长期标的最后，苹果的投资者应该设法过滤掉一些短期噪音。苹果仍是一个长期股，机构在财报发布后看到的这种回调为投资者提供了一个很好的切入点。","content":"<html><body><p>2020年最后一个季度已经过去了大约一半，这是科技巨头<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司(AAPL.US)本财政年度收入最高的第一财季。最近，有一些情况在短期内可能会让投资者有点担心。然而，每个投资者都需要意识到，今天购买苹果并不是在赌一个季度的业绩，而是一种可能需要时间才能获得回报的长期投资。</p><p>机构正在抛售？</p><p>投资者可能首先担心的是最新一组机构持仓数据。如下图所示，智通财经APP观察到，已经公布数据的最大公司都是第三季度苹果股票的主要净卖家。这些公司中有10家在本季度至少出售了1500万股苹果股票(经拆分调整后)，其中半数公司至少减少了3200万股。另一方面，只有两家公司增持了600万股。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201123/1606099941217408.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1606099941217408.png\"/></p><p>这是一次性出售的，还是未来持续出售的征兆？这是一个很重要的问题。一些人可能会说，考虑到该股过去一年的大幅上涨，这只是一些自然的获利回吐。</p><p>另一件可能给股价带来麻烦的事情是对当前季度业绩的预期继续上升。几年来，每个人都在等待苹果发布兼容5G的iPhone，普遍认为这将导致升级的超级周期。不幸的是，这可能会在短期内导致股票失败，就像我们在第四季度的结果中看到的那样。</p><p>5G iPhone的超级周期</p><p>今年iPhone的发布比去年晚了很多，其中两款新机型要到11月才上市，而且供应紧张。如果iPhone第一财季的营收达不到预期，该公司股票可能会遭到抛售，尽管该公司的其他业务最近表现相当不错。如下图所示，华尔街目前预计这一时期的收入将达到1019.4亿美元，目前华尔街预期的平均收入达到了苹果历史的最高水平。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201123/1606100470289710.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1606100470289710.png\"/></p><p>这不仅将预示苹果将创下新的季度营收纪录，还将比去年第一季度创下的营收纪录增长11%。卫生事件不会很快消失，美国的第二项刺激法案也没有进展。全球各地的许多商店再次关闭，这可能会迫使苹果再次关闭许多商店。这可能会对消费者的销售造成轻微压力，这些消费者通常会在购买前到苹果专卖店试用产品。唯一的好消息是，目前美元走弱，这将为国际收入转换回损益表提供有利条件。</p><p>之所以提到这些短期项目，是因为苹果不是一个短期故事。投资者看到的不是像<a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video (ZM.US)或Netflix (NFLX.US)这样的公司会因卫生事件而出现短期业务激增。iPhone 5G的故事将在未来几个季度甚至几年内上演。随着越来越多的手机升级，苹果还将销售大量的附加设备，如AirPods，或Apple TV+或音乐等服务。本财年的收入预计将在未来几年实现良好增长，如下图所示，因此一个季度的业绩不会决定该品牌的未来。公司强劲的盈利能力也将带来巨大的自由现金流，从而形成世界上最好的资本回报计划。</p><p><img src=\"https://img.zhitongcaijing.com/image/20201123/1606100849749598.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1606100849749598.png\"/></p><p>长期标的</p><p>最后，苹果的投资者应该设法过滤掉一些短期噪音。大型机构出售可能很容易获利了结，并可能在几个月后的下一次更新持仓数据时出现逆转。人们对5G  iPhone周期的预期当然很高，但鉴于智能手机发布时间比往常晚，再加上目前的流行趋势，分析师的预期上升可能导致短期压力。苹果仍是一个长期股，机构在财报发布后看到的这种回调为投资者提供了一个很好的切入点。就像一些球队喜欢告诉他们的球迷的那样，我们正走在正确的道路上。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>不要在意短期得失，投资苹果(AAPL.US)就是投资时间</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n不要在意短期得失，投资苹果(AAPL.US)就是投资时间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-23 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/366261.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年最后一个季度已经过去了大约一半，这是科技巨头苹果公司(AAPL.US)本财政年度收入最高的第一财季。最近，有一些情况在短期内可能会让投资者有点担心。然而，每个投资者都需要意识到，今天购买苹果并不是在赌一个季度的业绩，而是一种可能需要时间才能获得回报的长期投资。机构正在抛售？投资者可能首先担心的是最新一组机构持仓数据。如下图所示，智通财经APP观察到，已经公布数据的最大公司都是第三季度苹果...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/366261.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{"AA":"美国铝业","AAPL":"苹果","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"http://www.zhitongcaijing.com/content/detail/366261.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2085268916","content_text":"2020年最后一个季度已经过去了大约一半，这是科技巨头苹果公司(AAPL.US)本财政年度收入最高的第一财季。最近，有一些情况在短期内可能会让投资者有点担心。然而，每个投资者都需要意识到，今天购买苹果并不是在赌一个季度的业绩，而是一种可能需要时间才能获得回报的长期投资。机构正在抛售？投资者可能首先担心的是最新一组机构持仓数据。如下图所示，智通财经APP观察到，已经公布数据的最大公司都是第三季度苹果股票的主要净卖家。这些公司中有10家在本季度至少出售了1500万股苹果股票(经拆分调整后)，其中半数公司至少减少了3200万股。另一方面，只有两家公司增持了600万股。这是一次性出售的，还是未来持续出售的征兆？这是一个很重要的问题。一些人可能会说，考虑到该股过去一年的大幅上涨，这只是一些自然的获利回吐。另一件可能给股价带来麻烦的事情是对当前季度业绩的预期继续上升。几年来，每个人都在等待苹果发布兼容5G的iPhone，普遍认为这将导致升级的超级周期。不幸的是，这可能会在短期内导致股票失败，就像我们在第四季度的结果中看到的那样。5G iPhone的超级周期今年iPhone的发布比去年晚了很多，其中两款新机型要到11月才上市，而且供应紧张。如果iPhone第一财季的营收达不到预期，该公司股票可能会遭到抛售，尽管该公司的其他业务最近表现相当不错。如下图所示，华尔街目前预计这一时期的收入将达到1019.4亿美元，目前华尔街预期的平均收入达到了苹果历史的最高水平。这不仅将预示苹果将创下新的季度营收纪录，还将比去年第一季度创下的营收纪录增长11%。卫生事件不会很快消失，美国的第二项刺激法案也没有进展。全球各地的许多商店再次关闭，这可能会迫使苹果再次关闭许多商店。这可能会对消费者的销售造成轻微压力，这些消费者通常会在购买前到苹果专卖店试用产品。唯一的好消息是，目前美元走弱，这将为国际收入转换回损益表提供有利条件。之所以提到这些短期项目，是因为苹果不是一个短期故事。投资者看到的不是像Zoom Video (ZM.US)或Netflix (NFLX.US)这样的公司会因卫生事件而出现短期业务激增。iPhone 5G的故事将在未来几个季度甚至几年内上演。随着越来越多的手机升级，苹果还将销售大量的附加设备，如AirPods，或Apple TV+或音乐等服务。本财年的收入预计将在未来几年实现良好增长，如下图所示，因此一个季度的业绩不会决定该品牌的未来。公司强劲的盈利能力也将带来巨大的自由现金流，从而形成世界上最好的资本回报计划。长期标的最后，苹果的投资者应该设法过滤掉一些短期噪音。大型机构出售可能很容易获利了结，并可能在几个月后的下一次更新持仓数据时出现逆转。人们对5G  iPhone周期的预期当然很高，但鉴于智能手机发布时间比往常晚，再加上目前的流行趋势，分析师的预期上升可能导致短期压力。苹果仍是一个长期股，机构在财报发布后看到的这种回调为投资者提供了一个很好的切入点。就像一些球队喜欢告诉他们的球迷的那样，我们正走在正确的道路上。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399216954,"gmtCreate":1606140974278,"gmtModify":1703841099931,"author":{"id":"3455503922995271","authorId":"3455503922995271","name":"虎啸山川","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>苹果为何现在如此垃圾？","listText":"<a 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