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花澍
2020-10-14
这篇文章不错,转发给大家看
抱歉,原内容已删除
花澍
2018-10-02
这篇文章不错,转发给大家看
@俊世太保:科技股的繁荣带来了美股十年牛市,但接下来呢?
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SeekingAlpha找来了社区中几位专注科技行业的研究者,于是就有了下面的这次令人激动的圆桌会谈。我对本文进行了完整的编译,略有删改。 SeekingAlpha:苹果和亚马逊市值都突破了万亿美元大关。让我们从这个问题开始,对于 $苹果(AAPL)$ 来说,最新的iPhone似乎突显了苹果是一家硬件公司的事实。但除了iPhone之外,还有哪个类别对苹果股东来说很重要,如果有,那又是什么?如果不是,苹果的下一步应该在哪里? App Economy Insights:iPhone不再是一种产品,它现在是一个品牌,更是一种生活方式的选择。由于现在苹果每年都有三个主要的新SKU发布,单一产品的风险已经不像以前那么高了。iPhone现在是通向iOS生态系统的大门,这是苹果在未来十年里需要考虑的真正力量。在第三季度财年,服务业务占苹果总营收的18%,同比增长31%:App Store、iCloud、Apple Music和Apple Pay正在推动这一领域的发展。可以预见,十年后苹果的大部分收入将来自服务。 我还喜欢苹果把可穿戴设备和配件作为「其他产品」的领域,这是增长最快的领域,年增长率37%。AirPods绝对很棒,但是Apple Watch代表了苹果硬件的未来。现在,无需智能手机,手表就可以随时联网。随着苹果公司制","images":[{"img":"https://static.tigerbbs.com/98dd8667cdaabde2e5c704824b5a8b4d"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284795","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":309820232,"gmtCreate":1602646819126,"gmtModify":1703827276867,"author":{"id":"3499175895567940","authorId":"3499175895567940","name":"花澍","avatar":"https://static.tigerbbs.com/cebd3e2f73eb7cef87a562b64845acac","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309820232","repostId":"943963539","repostType":1,"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285965,"gmtCreate":1538435377077,"gmtModify":1704775788343,"author":{"id":"3499175895567940","authorId":"3499175895567940","name":"花澍","avatar":"https://static.tigerbbs.com/cebd3e2f73eb7cef87a562b64845acac","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285965","repostId":"284795","repostType":1,"repost":{"id":284795,"gmtCreate":1538225624904,"gmtModify":1704775649729,"author":{"id":"3442538327145139","authorId":"3442538327145139","name":"俊世太保","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"科技股的繁荣带来了美股十年牛市,但接下来呢?","htmlText":"特斯拉一直以汽车行业的颠覆者形象被业界所熟知,但随着特斯拉因为美国证券交易委员会提起诉讼的消息引发的抛售,眼下似乎没有比这更好的时机来看一看整个科技行业的变化了。 技术具有变革性和破坏性的力量,正因为如此它总是在往新的方向发展和演变,可以肯定的是这位投资者们提供了令人瞩目的机会。苹果和亚马逊在最近无论是市场份额还是市值都创下历史新高,并突破万亿美元大关,整个传统行业的生产模式都在被重构,从电脑芯片到手机、可穿戴设备、内容和机器人等,但我们还想知道接下来会发生什么? SeekingAlpha找来了社区中几位专注科技行业的研究者,于是就有了下面的这次令人激动的圆桌会谈。我对本文进行了完整的编译,略有删改。 SeekingAlpha:苹果和亚马逊市值都突破了万亿美元大关。让我们从这个问题开始,对于 $苹果(AAPL)$ 来说,最新的iPhone似乎突显了苹果是一家硬件公司的事实。但除了iPhone之外,还有哪个类别对苹果股东来说很重要,如果有,那又是什么?如果不是,苹果的下一步应该在哪里? App Economy Insights:iPhone不再是一种产品,它现在是一个品牌,更是一种生活方式的选择。由于现在苹果每年都有三个主要的新SKU发布,单一产品的风险已经不像以前那么高了。iPhone现在是通向iOS生态系统的大门,这是苹果在未来十年里需要考虑的真正力量。在第三季度财年,服务业务占苹果总营收的18%,同比增长31%:App Store、iCloud、Apple Music和Apple Pay正在推动这一领域的发展。可以预见,十年后苹果的大部分收入将来自服务。 我还喜欢苹果把可穿戴设备和配件作为「其他产品」的领域,这是增长最快的领域,年增长率37%。AirPods绝对很棒,但是Apple Watch代表了苹果硬件的未来。现在,无需智能手机,手表就可以随时联网。随着苹果公司制","listText":"特斯拉一直以汽车行业的颠覆者形象被业界所熟知,但随着特斯拉因为美国证券交易委员会提起诉讼的消息引发的抛售,眼下似乎没有比这更好的时机来看一看整个科技行业的变化了。 技术具有变革性和破坏性的力量,正因为如此它总是在往新的方向发展和演变,可以肯定的是这位投资者们提供了令人瞩目的机会。苹果和亚马逊在最近无论是市场份额还是市值都创下历史新高,并突破万亿美元大关,整个传统行业的生产模式都在被重构,从电脑芯片到手机、可穿戴设备、内容和机器人等,但我们还想知道接下来会发生什么? SeekingAlpha找来了社区中几位专注科技行业的研究者,于是就有了下面的这次令人激动的圆桌会谈。我对本文进行了完整的编译,略有删改。 SeekingAlpha:苹果和亚马逊市值都突破了万亿美元大关。让我们从这个问题开始,对于 $苹果(AAPL)$ 来说,最新的iPhone似乎突显了苹果是一家硬件公司的事实。但除了iPhone之外,还有哪个类别对苹果股东来说很重要,如果有,那又是什么?如果不是,苹果的下一步应该在哪里? App Economy Insights:iPhone不再是一种产品,它现在是一个品牌,更是一种生活方式的选择。由于现在苹果每年都有三个主要的新SKU发布,单一产品的风险已经不像以前那么高了。iPhone现在是通向iOS生态系统的大门,这是苹果在未来十年里需要考虑的真正力量。在第三季度财年,服务业务占苹果总营收的18%,同比增长31%:App Store、iCloud、Apple Music和Apple Pay正在推动这一领域的发展。可以预见,十年后苹果的大部分收入将来自服务。 我还喜欢苹果把可穿戴设备和配件作为「其他产品」的领域,这是增长最快的领域,年增长率37%。AirPods绝对很棒,但是Apple Watch代表了苹果硬件的未来。现在,无需智能手机,手表就可以随时联网。随着苹果公司制","text":"特斯拉一直以汽车行业的颠覆者形象被业界所熟知,但随着特斯拉因为美国证券交易委员会提起诉讼的消息引发的抛售,眼下似乎没有比这更好的时机来看一看整个科技行业的变化了。 技术具有变革性和破坏性的力量,正因为如此它总是在往新的方向发展和演变,可以肯定的是这位投资者们提供了令人瞩目的机会。苹果和亚马逊在最近无论是市场份额还是市值都创下历史新高,并突破万亿美元大关,整个传统行业的生产模式都在被重构,从电脑芯片到手机、可穿戴设备、内容和机器人等,但我们还想知道接下来会发生什么? SeekingAlpha找来了社区中几位专注科技行业的研究者,于是就有了下面的这次令人激动的圆桌会谈。我对本文进行了完整的编译,略有删改。 SeekingAlpha:苹果和亚马逊市值都突破了万亿美元大关。让我们从这个问题开始,对于 $苹果(AAPL)$ 来说,最新的iPhone似乎突显了苹果是一家硬件公司的事实。但除了iPhone之外,还有哪个类别对苹果股东来说很重要,如果有,那又是什么?如果不是,苹果的下一步应该在哪里? App Economy Insights:iPhone不再是一种产品,它现在是一个品牌,更是一种生活方式的选择。由于现在苹果每年都有三个主要的新SKU发布,单一产品的风险已经不像以前那么高了。iPhone现在是通向iOS生态系统的大门,这是苹果在未来十年里需要考虑的真正力量。在第三季度财年,服务业务占苹果总营收的18%,同比增长31%:App Store、iCloud、Apple Music和Apple Pay正在推动这一领域的发展。可以预见,十年后苹果的大部分收入将来自服务。 我还喜欢苹果把可穿戴设备和配件作为「其他产品」的领域,这是增长最快的领域,年增长率37%。AirPods绝对很棒,但是Apple Watch代表了苹果硬件的未来。现在,无需智能手机,手表就可以随时联网。随着苹果公司制","images":[{"img":"https://static.tigerbbs.com/98dd8667cdaabde2e5c704824b5a8b4d"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284795","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}