$苹果(AAPL)$_老虎社区_美港股上老虎

$苹果(AAPL)$ $善水科技(301190)$ $因赛集团(300781)$ 节前最后交易日，指数分化，成交1.45万亿，个股涨跌各半，赚钱效应一般。

资金往防御板块跑，医药、白酒、地产表现不错；科技板块节前不少人兑现离场。9月整体回调，市场还在磨底。

持仓选择不动，假期就别瞎琢磨盘面，安心过节。节后开盘再看市场真实情绪，不要提前预判涨跌，跟着盘面走就行。

个人见解，仅供参考

苹果跌2.66%领跌巨头，1999美元折叠屏赌得起吗？

苹果(AAPL)周二收跌2.66%，是大型科技股中跌幅居前者，在美债收益率高企的risk-off里承压明显。基本面焦点是其折叠屏iPhone的1999美元定价——外媒称苹果正押注消费者已准备好接受这一高端价位的形态切换。在缺乏强催化、收益率压制估值的双重作用下，苹果未能延续此前的防御属性，相对走弱。当1999美元的折叠屏成为苹果高端换机的赌注，这一定价能撬动新一轮超级周期，还是会劝退消费者拖累营收？

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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