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搞钱才重要
石头币
IP属地:浙江
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搞钱才重要
2024-12-01
$拼多多(PDD)$
政府补贴,拼多多真的太差了!! 同一款冰箱,拼多多还敢宣传全网最低,比淘宝贵好几百!!我去投诉拼多多客服,请大家看看
搞钱才重要
03-07
希望大跌!!!中国雄起
搞钱才重要
03-06
会有低,来个大跌最好,英伟达到75
搞钱才重要
03-04
$英伟达(NVDA)$
必须90
搞钱才重要
02-24
$英伟达(NVDA)$
突破160!!我相信
搞钱才重要
02-18
不敢[笑哭] [笑哭] [笑哭] [笑哭]
搞钱才重要
02-14
$英伟达(NVDA)$
预计155
搞钱才重要
02-11
$英伟达(NVDA)$
就是看多
搞钱才重要
01-31
看好,冲啊!!!看好拼多多,冲到150
搞钱才重要
01-30
$英伟达(NVDA)$
怎么滴都是150
搞钱才重要
01-29
$英伟达(NVDA)$
必须涨回去!
搞钱才重要
01-27
$英伟达(NVDA)$
不会
搞钱才重要
01-22
$苹果(AAPL)$
跌吧,希望跌入坑
苹果盘中跌超4%,市值被英伟达超越!华尔街多家机构降级或降目标价
搞钱才重要
01-22
$拼多多(PDD)$
服了,都涨了,就你跌
搞钱才重要
01-21
我就希望他和我们伟大祖国一起收割全园
搞钱才重要
01-15
$台积电(TSM)$
必须看多,宇宙第一
搞钱才重要
01-13
$英伟达(NVDA)$
逢低吸入
搞钱才重要
01-07
利好多多
搞钱才重要
01-07
看好拼多多,回到150,一定没问题
搞钱才重要
2024-12-17
$特斯拉(TSLA)$
不过真的看不懂了
搞钱才重要
2024-12-17
$英伟达(NVDA)$
125上车
去老虎APP查看更多动态
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不会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397116742975752","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395233923150368,"gmtCreate":1737502931460,"gmtModify":1737502932734,"author":{"id":"4188737809947572","authorId":"4188737809947572","name":"搞钱才重要","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4188737809947572","idStr":"4188737809947572"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 跌吧,希望跌入坑","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 跌吧,希望跌入坑","text":"$苹果(AAPL)$ 跌吧,希望跌入坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395233923150368","repostId":"2505780308","repostType":2,"repost":{"id":"2505780308","kind":"news","pubTimestamp":1737496226,"share":"https://www.laohu8.com/m/news/2505780308?lang=&edition=full","pubTime":"2025-01-22 05:50","market":"us","language":"zh","title":"苹果盘中跌超4%,市值被英伟达超越!华尔街多家机构降级或降目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2505780308","media":"华尔街见闻","summary":"Jefferies和Loop Capital均下调苹果评级,其中Jefferies成为罕见给予苹果相当于卖出评级的华尔街机构。摩根大通虽未给苹果降级,但下调了目标价。另有数据显示,苹果第四季度在中国的iPhone销量同比下滑18.2%。此外,最新披露显示“国会山股神”大举卖出苹果。苹果痛失全球市值最大公司宝座。","content":"<html><head></head><body><blockquote><p>Jefferies和Loop Capital均下调苹果评级,其中Jefferies成为罕见给予苹果相当于卖出评级的华尔街机构。摩根大通虽未给苹果降级,但下调了目标价。另有数据显示,苹果第四季度在中国的iPhone销量同比下滑18.2%。此外,最新披露显示“国会山股神”大举卖出苹果。苹果痛失全球市值最大公司宝座。</p></blockquote><p style=\"text-align: justify;\">周二,美国总统特朗普上任后的首个交易日,美股普涨,但苹果逆市下挫,盘中跌幅一度达到4.6%。苹果公司被两位华尔街分析师下调评级、被一位分析师下调目标价,此外数据显示,苹果第四季度在中国的iPhone销量同比下滑18.2%。</p><p style=\"text-align: justify;\"><strong>以下为华尔街机构对苹果的最新负面表态:</strong></p><ul style=\"\"><li><p>Jefferies将苹果的评级下调至跑输大盘,成为罕见给予苹果相当于卖出评级的华尔街机构,分析师中只有8.5%的人给予看跌评级,约63%给予相当于买入的评级。Jefferies还将苹果的目标价从211.84美元下调至200.75美元。</p></li><li><p>Loop Capital将苹果的评级下调至持有,此前评级为买进,目标价为230美元。</p></li><li><p>摩根大通分析师虽然维持对苹果的增持评级,但将目标价从265美元下调至260美元,理由是对该公司的前景持谨慎态度。</p></li></ul><p style=\"text-align: justify;\">以Edison Lee为首的Jefferies分析师指出:</p><blockquote><p style=\"text-align: justify;\">在全球最大的手机市场上,<strong>iPhone的销量表现不佳,并没有受到人工智能炒作的推动,</strong>公司2025年第一季度的收入不太可能实现预期,可能不能达到2025年第一季度营业收入增长5%的预期。苹果公司对3月份季度的业绩指引也可能令人失望。</p><p style=\"text-align: justify;\">Lee还下调了iPhone 17/18的预期,原因是人工智能的普及和商业化速度放缓,并补充说苹果的人工智能前景似乎低迷。</p><p style=\"text-align: justify;\">分析师们还指出,iPhone和整体消费电子产品的销售弱于预期。</p></blockquote><p style=\"text-align: justify;\">摩根大通分析师们担心的问题包括:</p><blockquote><p style=\"text-align: justify;\">美元走强,而市场对苹果产品的需求有限。</p><p style=\"text-align: justify;\">鉴于目前的人工智能功能,苹果产品的销量处于持平态势。</p><p style=\"text-align: justify;\">中国需求疲软。<strong>他们预计,苹果将继续在中国失去市场份额,因为该公司已经过了产品周期的高峰,</strong>而且苹果的高端手机机型无法享受地方政府针对中低端手机的补贴。</p></blockquote><p style=\"text-align: justify;\">据Counterpoint的最新数据,中国智能手机销量在2024年第四季度同比下降3.2%,成为2024年唯一出现同比下滑的季度。第四季度,华为位居市场份额榜首,其后是小米和苹果。面对华为及其他中国手机品牌厂商在高端市场扩张带来的激烈竞争,苹果在2024年第四季度排名第三,市场份额为17.1%。<strong>苹果第四季度在中国的iPhone销量同比下滑18.2%。</strong></p><p style=\"text-align: justify;\">另据市场研究公司Canalys发布数据显示,2024年第四季度印度智能手机市场出货量下降4%,至3720万台。其中,vivo以750万台的出货量和20%的市场份额保持领先,小米和三星分别以570万台和540万台紧随其后。OPPO(不含一加)和苹果分别以420万和400万台跻身前五,其中苹果在积极促销和节日需求推动下首次进入前五。</p><p style=\"text-align: justify;\">1月20日,手机国补正式上线。<strong>目前苹果手机部分主力机型大部分都能享受国家补贴,包括iPhone15、iPhone16等。</strong>有消费者通过国补下单了一台内存256G的iPhone16,价格为5499元。对比美国市场,<strong>国补后的iPhone16是全球最低价,成苹果最“香”机型。</strong>此外,有网友发现国补后iPhone13 128G版本到手仅需2999元,降到历史低价。根据测算,在国补政策的推动下,今年手机国内销量预计达到3亿台。</p><p style=\"text-align: justify;\">分析称,苹果公司遭遇评级下调,进一步表明iPhone销售疲软正在日益引起投资者的担忧,外界认为人工智能(AI)未能发挥预期中的增长催化剂作用。</p><p style=\"text-align: justify;\">本月稍早,最懂苹果的分析师、天风国际的郭明錤表示,苹果今年将面临更严峻挑战,包括iPhone增长几乎停滞、AI服务仍未有贡献、以及中国业务持续萎缩等。郭明錤认为市场过度乐观了,股价有下跌风险。郭明錤表态看衰苹果时,苹果股价位于236美元一线。</p><p style=\"text-align: justify;\">截至本周二收盘,苹果下跌3.2%,收于222.64美元。2025年以来,苹果股价累计下跌11%。<strong>周二,苹果市值被英伟达超越,痛失全球市值最大公司宝座。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d696cd561f6c98e8a3e33adc900224f7\" tg-height=\"252\" tg-width=\"1645\"/></p><p style=\"text-align: justify;\"> “国会山股神”那里也没有传来好消息。<a class=\"promotion-word\" href=\"https://laohu8.com/U/4185671464781710\">佩洛西</a>近期大手笔交易美股科技巨头股票,买入谷歌、亚马逊看涨期权,<strong>然而,卖出苹果和英伟达</strong>。2024年最后一个交易日出售了31600股苹果公司普通股,成交金额介于500万至2500万美元之间,这也是她过去一个月内最大的一笔交易。</p><p style=\"text-align: justify;\">此外,华尔街见闻从供应链获悉,苹果折叠机电池将采用全钢壳材质,数量是两块。苹果折叠屏手机将于2026年三季度推出。目前,中国大陆和中国台湾两地供应链已开始做前期准备。</p><p style=\"text-align: justify;\">苹果公司将于下周四1月30日美股盘后公布其财报。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>苹果盘中跌超4%,市值被英伟达超越!华尔街多家机构降级或降目标价</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{ 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class=\"title\">\n苹果盘中跌超4%,市值被英伟达超越!华尔街多家机构降级或降目标价\n</h2>\n<h4 class=\"meta\">\n\n\n2025-01-22 05:50 北京时间 <a href=\"https://wallstreetcn.com/articles/3739724\"><strong>华尔街见闻</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>Jefferies和Loop Capital均下调苹果评级,其中Jefferies成为罕见给予苹果相当于卖出评级的华尔街机构。摩根大通虽未给苹果降级,但下调了目标价。另有数据显示,苹果第四季度在中国的iPhone销量同比下滑18.2%。此外,最新披露显示“国会山股神”大举卖出苹果。苹果痛失全球市值最大公司宝座。周二,美国总统特朗普上任后的首个交易日,美股普涨,但苹果逆市下挫,盘中跌幅一度达到...</p>\n<a href=\"https://wallstreetcn.com/articles/3739724\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ae4612abbe6cb9888cd807989d12b13","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3739724","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2505780308","content_text":"Jefferies和Loop Capital均下调苹果评级,其中Jefferies成为罕见给予苹果相当于卖出评级的华尔街机构。摩根大通虽未给苹果降级,但下调了目标价。另有数据显示,苹果第四季度在中国的iPhone销量同比下滑18.2%。此外,最新披露显示“国会山股神”大举卖出苹果。苹果痛失全球市值最大公司宝座。周二,美国总统特朗普上任后的首个交易日,美股普涨,但苹果逆市下挫,盘中跌幅一度达到4.6%。苹果公司被两位华尔街分析师下调评级、被一位分析师下调目标价,此外数据显示,苹果第四季度在中国的iPhone销量同比下滑18.2%。以下为华尔街机构对苹果的最新负面表态:Jefferies将苹果的评级下调至跑输大盘,成为罕见给予苹果相当于卖出评级的华尔街机构,分析师中只有8.5%的人给予看跌评级,约63%给予相当于买入的评级。Jefferies还将苹果的目标价从211.84美元下调至200.75美元。Loop Capital将苹果的评级下调至持有,此前评级为买进,目标价为230美元。摩根大通分析师虽然维持对苹果的增持评级,但将目标价从265美元下调至260美元,理由是对该公司的前景持谨慎态度。以Edison Lee为首的Jefferies分析师指出:在全球最大的手机市场上,iPhone的销量表现不佳,并没有受到人工智能炒作的推动,公司2025年第一季度的收入不太可能实现预期,可能不能达到2025年第一季度营业收入增长5%的预期。苹果公司对3月份季度的业绩指引也可能令人失望。Lee还下调了iPhone 17/18的预期,原因是人工智能的普及和商业化速度放缓,并补充说苹果的人工智能前景似乎低迷。分析师们还指出,iPhone和整体消费电子产品的销售弱于预期。摩根大通分析师们担心的问题包括:美元走强,而市场对苹果产品的需求有限。鉴于目前的人工智能功能,苹果产品的销量处于持平态势。中国需求疲软。他们预计,苹果将继续在中国失去市场份额,因为该公司已经过了产品周期的高峰,而且苹果的高端手机机型无法享受地方政府针对中低端手机的补贴。据Counterpoint的最新数据,中国智能手机销量在2024年第四季度同比下降3.2%,成为2024年唯一出现同比下滑的季度。第四季度,华为位居市场份额榜首,其后是小米和苹果。面对华为及其他中国手机品牌厂商在高端市场扩张带来的激烈竞争,苹果在2024年第四季度排名第三,市场份额为17.1%。苹果第四季度在中国的iPhone销量同比下滑18.2%。另据市场研究公司Canalys发布数据显示,2024年第四季度印度智能手机市场出货量下降4%,至3720万台。其中,vivo以750万台的出货量和20%的市场份额保持领先,小米和三星分别以570万台和540万台紧随其后。OPPO(不含一加)和苹果分别以420万和400万台跻身前五,其中苹果在积极促销和节日需求推动下首次进入前五。1月20日,手机国补正式上线。目前苹果手机部分主力机型大部分都能享受国家补贴,包括iPhone15、iPhone16等。有消费者通过国补下单了一台内存256G的iPhone16,价格为5499元。对比美国市场,国补后的iPhone16是全球最低价,成苹果最“香”机型。此外,有网友发现国补后iPhone13 128G版本到手仅需2999元,降到历史低价。根据测算,在国补政策的推动下,今年手机国内销量预计达到3亿台。分析称,苹果公司遭遇评级下调,进一步表明iPhone销售疲软正在日益引起投资者的担忧,外界认为人工智能(AI)未能发挥预期中的增长催化剂作用。本月稍早,最懂苹果的分析师、天风国际的郭明錤表示,苹果今年将面临更严峻挑战,包括iPhone增长几乎停滞、AI服务仍未有贡献、以及中国业务持续萎缩等。郭明錤认为市场过度乐观了,股价有下跌风险。郭明錤表态看衰苹果时,苹果股价位于236美元一线。截至本周二收盘,苹果下跌3.2%,收于222.64美元。2025年以来,苹果股价累计下跌11%。周二,苹果市值被英伟达超越,痛失全球市值最大公司宝座。 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跌吧,希望跌入坑","text":"$苹果(AAPL)$ 跌吧,希望跌入坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395233923150368","repostId":"2505780308","repostType":2,"repost":{"id":"2505780308","kind":"news","pubTimestamp":1737496226,"share":"https://www.laohu8.com/m/news/2505780308?lang=&edition=full","pubTime":"2025-01-22 05:50","market":"us","language":"zh","title":"苹果盘中跌超4%,市值被英伟达超越!华尔街多家机构降级或降目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2505780308","media":"华尔街见闻","summary":"Jefferies和Loop Capital均下调苹果评级,其中Jefferies成为罕见给予苹果相当于卖出评级的华尔街机构。摩根大通虽未给苹果降级,但下调了目标价。另有数据显示,苹果第四季度在中国的iPhone销量同比下滑18.2%。此外,最新披露显示“国会山股神”大举卖出苹果。苹果痛失全球市值最大公司宝座。","content":"<html><head></head><body><blockquote><p>Jefferies和Loop Capital均下调苹果评级,其中Jefferies成为罕见给予苹果相当于卖出评级的华尔街机构。摩根大通虽未给苹果降级,但下调了目标价。另有数据显示,苹果第四季度在中国的iPhone销量同比下滑18.2%。此外,最新披露显示“国会山股神”大举卖出苹果。苹果痛失全球市值最大公司宝座。</p></blockquote><p style=\"text-align: justify;\">周二,美国总统特朗普上任后的首个交易日,美股普涨,但苹果逆市下挫,盘中跌幅一度达到4.6%。苹果公司被两位华尔街分析师下调评级、被一位分析师下调目标价,此外数据显示,苹果第四季度在中国的iPhone销量同比下滑18.2%。</p><p style=\"text-align: justify;\"><strong>以下为华尔街机构对苹果的最新负面表态:</strong></p><ul style=\"\"><li><p>Jefferies将苹果的评级下调至跑输大盘,成为罕见给予苹果相当于卖出评级的华尔街机构,分析师中只有8.5%的人给予看跌评级,约63%给予相当于买入的评级。Jefferies还将苹果的目标价从211.84美元下调至200.75美元。</p></li><li><p>Loop Capital将苹果的评级下调至持有,此前评级为买进,目标价为230美元。</p></li><li><p>摩根大通分析师虽然维持对苹果的增持评级,但将目标价从265美元下调至260美元,理由是对该公司的前景持谨慎态度。</p></li></ul><p style=\"text-align: justify;\">以Edison Lee为首的Jefferies分析师指出:</p><blockquote><p style=\"text-align: justify;\">在全球最大的手机市场上,<strong>iPhone的销量表现不佳,并没有受到人工智能炒作的推动,</strong>公司2025年第一季度的收入不太可能实现预期,可能不能达到2025年第一季度营业收入增长5%的预期。苹果公司对3月份季度的业绩指引也可能令人失望。</p><p style=\"text-align: justify;\">Lee还下调了iPhone 17/18的预期,原因是人工智能的普及和商业化速度放缓,并补充说苹果的人工智能前景似乎低迷。</p><p style=\"text-align: justify;\">分析师们还指出,iPhone和整体消费电子产品的销售弱于预期。</p></blockquote><p style=\"text-align: justify;\">摩根大通分析师们担心的问题包括:</p><blockquote><p style=\"text-align: justify;\">美元走强,而市场对苹果产品的需求有限。</p><p style=\"text-align: justify;\">鉴于目前的人工智能功能,苹果产品的销量处于持平态势。</p><p style=\"text-align: justify;\">中国需求疲软。<strong>他们预计,苹果将继续在中国失去市场份额,因为该公司已经过了产品周期的高峰,</strong>而且苹果的高端手机机型无法享受地方政府针对中低端手机的补贴。</p></blockquote><p style=\"text-align: justify;\">据Counterpoint的最新数据,中国智能手机销量在2024年第四季度同比下降3.2%,成为2024年唯一出现同比下滑的季度。第四季度,华为位居市场份额榜首,其后是小米和苹果。面对华为及其他中国手机品牌厂商在高端市场扩张带来的激烈竞争,苹果在2024年第四季度排名第三,市场份额为17.1%。<strong>苹果第四季度在中国的iPhone销量同比下滑18.2%。</strong></p><p style=\"text-align: justify;\">另据市场研究公司Canalys发布数据显示,2024年第四季度印度智能手机市场出货量下降4%,至3720万台。其中,vivo以750万台的出货量和20%的市场份额保持领先,小米和三星分别以570万台和540万台紧随其后。OPPO(不含一加)和苹果分别以420万和400万台跻身前五,其中苹果在积极促销和节日需求推动下首次进入前五。</p><p style=\"text-align: justify;\">1月20日,手机国补正式上线。<strong>目前苹果手机部分主力机型大部分都能享受国家补贴,包括iPhone15、iPhone16等。</strong>有消费者通过国补下单了一台内存256G的iPhone16,价格为5499元。对比美国市场,<strong>国补后的iPhone16是全球最低价,成苹果最“香”机型。</strong>此外,有网友发现国补后iPhone13 128G版本到手仅需2999元,降到历史低价。根据测算,在国补政策的推动下,今年手机国内销量预计达到3亿台。</p><p style=\"text-align: justify;\">分析称,苹果公司遭遇评级下调,进一步表明iPhone销售疲软正在日益引起投资者的担忧,外界认为人工智能(AI)未能发挥预期中的增长催化剂作用。</p><p style=\"text-align: justify;\">本月稍早,最懂苹果的分析师、天风国际的郭明錤表示,苹果今年将面临更严峻挑战,包括iPhone增长几乎停滞、AI服务仍未有贡献、以及中国业务持续萎缩等。郭明錤认为市场过度乐观了,股价有下跌风险。郭明錤表态看衰苹果时,苹果股价位于236美元一线。</p><p style=\"text-align: justify;\">截至本周二收盘,苹果下跌3.2%,收于222.64美元。2025年以来,苹果股价累计下跌11%。<strong>周二,苹果市值被英伟达超越,痛失全球市值最大公司宝座。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d696cd561f6c98e8a3e33adc900224f7\" tg-height=\"252\" tg-width=\"1645\"/></p><p style=\"text-align: justify;\"> “国会山股神”那里也没有传来好消息。<a class=\"promotion-word\" href=\"https://laohu8.com/U/4185671464781710\">佩洛西</a>近期大手笔交易美股科技巨头股票,买入谷歌、亚马逊看涨期权,<strong>然而,卖出苹果和英伟达</strong>。2024年最后一个交易日出售了31600股苹果公司普通股,成交金额介于500万至2500万美元之间,这也是她过去一个月内最大的一笔交易。</p><p style=\"text-align: justify;\">此外,华尔街见闻从供应链获悉,苹果折叠机电池将采用全钢壳材质,数量是两块。苹果折叠屏手机将于2026年三季度推出。目前,中国大陆和中国台湾两地供应链已开始做前期准备。</p><p style=\"text-align: justify;\">苹果公司将于下周四1月30日美股盘后公布其财报。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>苹果盘中跌超4%,市值被英伟达超越!华尔街多家机构降级或降目标价</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{ 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class=\"title\">\n苹果盘中跌超4%,市值被英伟达超越!华尔街多家机构降级或降目标价\n</h2>\n<h4 class=\"meta\">\n\n\n2025-01-22 05:50 北京时间 <a href=\"https://wallstreetcn.com/articles/3739724\"><strong>华尔街见闻</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>Jefferies和Loop Capital均下调苹果评级,其中Jefferies成为罕见给予苹果相当于卖出评级的华尔街机构。摩根大通虽未给苹果降级,但下调了目标价。另有数据显示,苹果第四季度在中国的iPhone销量同比下滑18.2%。此外,最新披露显示“国会山股神”大举卖出苹果。苹果痛失全球市值最大公司宝座。周二,美国总统特朗普上任后的首个交易日,美股普涨,但苹果逆市下挫,盘中跌幅一度达到...</p>\n<a href=\"https://wallstreetcn.com/articles/3739724\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ae4612abbe6cb9888cd807989d12b13","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3739724","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2505780308","content_text":"Jefferies和Loop Capital均下调苹果评级,其中Jefferies成为罕见给予苹果相当于卖出评级的华尔街机构。摩根大通虽未给苹果降级,但下调了目标价。另有数据显示,苹果第四季度在中国的iPhone销量同比下滑18.2%。此外,最新披露显示“国会山股神”大举卖出苹果。苹果痛失全球市值最大公司宝座。周二,美国总统特朗普上任后的首个交易日,美股普涨,但苹果逆市下挫,盘中跌幅一度达到4.6%。苹果公司被两位华尔街分析师下调评级、被一位分析师下调目标价,此外数据显示,苹果第四季度在中国的iPhone销量同比下滑18.2%。以下为华尔街机构对苹果的最新负面表态:Jefferies将苹果的评级下调至跑输大盘,成为罕见给予苹果相当于卖出评级的华尔街机构,分析师中只有8.5%的人给予看跌评级,约63%给予相当于买入的评级。Jefferies还将苹果的目标价从211.84美元下调至200.75美元。Loop Capital将苹果的评级下调至持有,此前评级为买进,目标价为230美元。摩根大通分析师虽然维持对苹果的增持评级,但将目标价从265美元下调至260美元,理由是对该公司的前景持谨慎态度。以Edison Lee为首的Jefferies分析师指出:在全球最大的手机市场上,iPhone的销量表现不佳,并没有受到人工智能炒作的推动,公司2025年第一季度的收入不太可能实现预期,可能不能达到2025年第一季度营业收入增长5%的预期。苹果公司对3月份季度的业绩指引也可能令人失望。Lee还下调了iPhone 17/18的预期,原因是人工智能的普及和商业化速度放缓,并补充说苹果的人工智能前景似乎低迷。分析师们还指出,iPhone和整体消费电子产品的销售弱于预期。摩根大通分析师们担心的问题包括:美元走强,而市场对苹果产品的需求有限。鉴于目前的人工智能功能,苹果产品的销量处于持平态势。中国需求疲软。他们预计,苹果将继续在中国失去市场份额,因为该公司已经过了产品周期的高峰,而且苹果的高端手机机型无法享受地方政府针对中低端手机的补贴。据Counterpoint的最新数据,中国智能手机销量在2024年第四季度同比下降3.2%,成为2024年唯一出现同比下滑的季度。第四季度,华为位居市场份额榜首,其后是小米和苹果。面对华为及其他中国手机品牌厂商在高端市场扩张带来的激烈竞争,苹果在2024年第四季度排名第三,市场份额为17.1%。苹果第四季度在中国的iPhone销量同比下滑18.2%。另据市场研究公司Canalys发布数据显示,2024年第四季度印度智能手机市场出货量下降4%,至3720万台。其中,vivo以750万台的出货量和20%的市场份额保持领先,小米和三星分别以570万台和540万台紧随其后。OPPO(不含一加)和苹果分别以420万和400万台跻身前五,其中苹果在积极促销和节日需求推动下首次进入前五。1月20日,手机国补正式上线。目前苹果手机部分主力机型大部分都能享受国家补贴,包括iPhone15、iPhone16等。有消费者通过国补下单了一台内存256G的iPhone16,价格为5499元。对比美国市场,国补后的iPhone16是全球最低价,成苹果最“香”机型。此外,有网友发现国补后iPhone13 128G版本到手仅需2999元,降到历史低价。根据测算,在国补政策的推动下,今年手机国内销量预计达到3亿台。分析称,苹果公司遭遇评级下调,进一步表明iPhone销售疲软正在日益引起投资者的担忧,外界认为人工智能(AI)未能发挥预期中的增长催化剂作用。本月稍早,最懂苹果的分析师、天风国际的郭明錤表示,苹果今年将面临更严峻挑战,包括iPhone增长几乎停滞、AI服务仍未有贡献、以及中国业务持续萎缩等。郭明錤认为市场过度乐观了,股价有下跌风险。郭明錤表态看衰苹果时,苹果股价位于236美元一线。截至本周二收盘,苹果下跌3.2%,收于222.64美元。2025年以来,苹果股价累计下跌11%。周二,苹果市值被英伟达超越,痛失全球市值最大公司宝座。 “国会山股神”那里也没有传来好消息。佩洛西近期大手笔交易美股科技巨头股票,买入谷歌、亚马逊看涨期权,然而,卖出苹果和英伟达。2024年最后一个交易日出售了31600股苹果公司普通股,成交金额介于500万至2500万美元之间,这也是她过去一个月内最大的一笔交易。此外,华尔街见闻从供应链获悉,苹果折叠机电池将采用全钢壳材质,数量是两块。苹果折叠屏手机将于2026年三季度推出。目前,中国大陆和中国台湾两地供应链已开始做前期准备。苹果公司将于下周四1月30日美股盘后公布其财报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392121486364784,"gmtCreate":1736764008132,"gmtModify":1736764010191,"author":{"id":"4188737809947572","authorId":"4188737809947572","name":"搞钱才重要","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188737809947572","authorIdStr":"4188737809947572"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 逢低吸入","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 逢低吸入","text":"$英伟达(NVDA)$ 逢低吸入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392121486364784","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380182590492776,"gmtCreate":1733843440247,"gmtModify":1733843444538,"author":{"id":"4188737809947572","authorId":"4188737809947572","name":"搞钱才重要","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188737809947572","authorIdStr":"4188737809947572"},"themes":[],"htmlText":"中概为何会有A股特性?难道是因为国人的特性吗","listText":"中概为何会有A股特性?难道是因为国人的特性吗","text":"中概为何会有A股特性?难道是因为国人的特性吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/380182590492776","repostId":"1187860977","repostType":2,"repost":{"id":"1187860977","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1733842925,"share":"https://www.laohu8.com/m/news/1187860977?lang=&edition=full","pubTime":"2024-12-10 23:02","market":"us","language":"zh","title":"中概股回调,YINN跌逾12%,房多多跌近26%,哔哩哔哩跌超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187860977","media":"老虎资讯综合","summary":"纳斯达克中国金龙指数跌幅扩大至4%。","content":"<html><head></head><body><p>周二,大涨过后,中概股回调。截至发稿,纳斯达克中国金龙指数跌幅扩大至4%,三倍做多富时中国ETF跌逾12%。个股方面,昨日暴涨的房多多跌近26%,哔哩哔哩跌超9%,小鹏汽车跌超7%,蔚来跌超6%,理想汽车、拼多多跌超4%,阿里巴巴跌超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/890c7bae97772768674b7cc8314c47f0\" tg-height=\"240\" tg-width=\"560\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6eafb53a1b7af1e8faf7c61e49ae969\" tg-height=\"240\" tg-width=\"560\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a30604ce7786a127ac5a8e009659687\" tg-height=\"240\" tg-width=\"560\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-12-10 23:02</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>周二,大涨过后,中概股回调。截至发稿,纳斯达克中国金龙指数跌幅扩大至4%,三倍做多富时中国ETF跌逾12%。个股方面,昨日暴涨的房多多跌近26%,哔哩哔哩跌超9%,小鹏汽车跌超7%,蔚来跌超6%,理想汽车、拼多多跌超4%,阿里巴巴跌超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/890c7bae97772768674b7cc8314c47f0\" tg-height=\"240\" tg-width=\"560\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e6eafb53a1b7af1e8faf7c61e49ae969\" tg-height=\"240\" tg-width=\"560\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a30604ce7786a127ac5a8e009659687\" tg-height=\"240\" tg-width=\"560\"/></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b823fa6c7d674b719a54def9b76b7c88","relate_stocks":{"YINN":"三倍做多富时中国ETF-Direxion","BILI":"哔哩哔哩","DUO":"房多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187860977","content_text":"周二,大涨过后,中概股回调。截至发稿,纳斯达克中国金龙指数跌幅扩大至4%,三倍做多富时中国ETF跌逾12%。个股方面,昨日暴涨的房多多跌近26%,哔哩哔哩跌超9%,小鹏汽车跌超7%,蔚来跌超6%,理想汽车、拼多多跌超4%,阿里巴巴跌超2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}