雨宝天华
2019-04-10
$苹果(AAPL)$为了活下去，还顾得上尊严吗？还顾得上威胁吗？人穷不可怕，可怕的是从穷光蛋变成超级富翁，然后再变成穷光蛋。5G 基带英特尔不给力，三星不卖，联发科的档次低、苹果自己的又做不出来，能选的只有华为和高通了。华为让川普盯的死死的，高通和苹果又有官司。未来的日子不好过啊，苹果从没有过这么难[呆住]
闲聊几句
闲着没事一起聊聊天呗
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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不要给我谈梦想
2019-04-10
不要给我谈梦想
cpu都能研发，5g也没问题，现在开始重视可能有点晚
不知道为啥
:
一般都是买基带芯片送CPU，怎么会好做
雨宝天华
回复
锛凿斧锯
:
[强]
锛凿斧锯
:
类比一下好的音响需要**，经验积累与技术迭代非常关键
锛凿斧锯
:
通信与信号处理不是零与壹的逻辑运算那么简单和确定，有的地方是无解的，需要近似值，甚至是经验值。
雨宝天华
:
兄弟 这是2件不同的事。一个基于运算，一个基于通信。
越甲三千
2019-04-11
越甲三千
当苹果从蛮不讲理的创新路上停下来观望的时候，就不在是原先那个特立独行的苹果了，乔布斯带走的不是技术，而是对创新的渴望，没有了这个，那么苹果就是个平凡的手机制造商，撑不起那30%的增速
价值价值投资
2019-04-11
价值价值投资
苹果理论上可以长期看空，但实际上，就是有机构为它站台。是不是财报见分晓？
来不及了快上车
:
当巴菲特吃屎吗？
价值价值投资
回复
雨宝天华
:
财报有很多玩法， 可以财报前玩预期， 发布前卖掉，堵财报风险极大， 除非100% 概率
雨宝天华
:
再看看吧 我赌财报总输（这次财报我看跌）
价值价值投资
:
而且大盘不下去， 它也不会下去
九格
2019-04-10
九格
事情都是可以谈的，苹果背后这么庞大的客户群呢
价值价值投资
回复
九格
:
库克的弱点以后再给你分析分析
价值价值投资
回复
九格
:
专利法就是保护专利的， 专利不能叫流氓， 山寨才是流氓[笑哭]
九格
回复
价值价值投资
:
错了，专利流氓[捂脸]
九格
回复
价值价值投资
:
高通也不无辜啊，版权流氓的名声也不好听，就是谈崩了互相给点颜色看看，然后再谈咯
价值价值投资
:
如果库克有和高通和解的智慧就不会一开始和高通打架了
全部6条回复
神乐永动机
2019-04-10
神乐永动机
其实没有什么是钱解决不了的，如果没有，那就再加一倍[捂脸][捂脸]
雨宝天华
:
问题是苹果占有优势地位，它如果有了5G 像三星华为这样的产品还是吃不到最肥的那块肉。
周啊哈
2019-04-10
周啊哈
3星为啥不卖[疑问][疑问]
雨宝天华
:
棒子一向喜欢落井下石，它们跟苹果说是产能不够。
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