【美股解码】股价大跌！市值遭英伟达反超，苹果前景不妙？_老虎社区_美港股上老虎

【美股解码】股价大跌！市值遭英伟达反超，苹果前景不妙？

财华社2025-01-22

隔夜美股市场的科技股大多迎来上涨，英伟达（NVDA.US）上涨2.27%，市值重回第一，台积电（TSM.US）大涨3.40%，市值挤进前十，甲骨文（ORCL.US）更是飙升7.17%，此外谷歌、亚马逊、博通等多股也录得上涨。而在另一边，苹果（AAPL.US）却跳空大跌3.19%，市值一夜蒸发逾千亿美元，再度痛失“市值第一”的宝座。从消息面来看，苹果近期可谓是流年不利。1月10日的时候，Meta（...

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The market value was overtaken by Nvidia, Apple's prospects are not good?","themeId":"8187571350e2a6969c53b4859c998c90","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDU":0.6,"NVD":0.6,"NVIW.SI":0.6,"NVDS":0.6,"MACW.SI":0.6,"NVD3.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVDA":1,"NVDX":0.6,"AAPL":1,"NVD2.UK":0.6},"content_text":"隔夜美股市场的科技股大多迎来上涨，英伟达（NVDA.US）上涨2.27%，市值重回第一，台积电（TSM.US）大涨3.40%，市值挤进前十，甲骨文（ORCL.US）更是飙升7.17%，此外谷歌、亚马逊、博通等多股也录得上涨。而在另一边，苹果（AAPL.US）却跳空大跌3.19%，市值一夜蒸发逾千亿美元，再度痛失“市值第一”的宝座。从消息面来看，苹果近期可谓是流年不利。1月10日的时候，Meta（META.US）的扎克伯格在播客采访中就对着苹果激情开喷，直指自iPhone面世后，苹果再也没有推出具备类似影响力的产品，完全是在吃老本。此外，扎克伯格还批评了苹果的盈利模式，并特别指出“苹果税”和对第三方配件的限制，以及一些其他的问题。1月11日，郭明𫓹又在文章中指出，苹果公司在2025年，将面临iPhone增长近乎停滞、AI服务贡献有限以及中国市场持续萎缩等多重挑战，苹果需要积极应对这些挑战，才能保持其在市场上的竞争力。1月21日，根据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%。值得注意的是，第四季度，华为位居市场份额榜首，其后是小米和苹果。数据显示，本季度华为手机销售市场份额同比增长15.5%，小米手机销售市场份额同比增长3.9%，而苹果的手机销售市场份额则同比减少18.2%。与此同时，苹果公司还遭到了一些机构的“补刀”。据悉，华尔街机构杰富瑞将苹果的评级从“持有”下调至“跑输大盘”，并将目标价从211.84美元下调至200.75美元。杰富瑞预期，在下周公布的（2025财年第一财季）报告中，苹果公司达不到营收增长5%的指引，同时对当前财季的业绩增长指引也只有“低个位数百分比”，低于市场共识预期。杰富瑞还将2024年四季度的iPhone出货量预测，从增长1%下调至萎缩2%。杰富瑞的分析师同时表示，由于消费电子市场的整体疲软，其他苹果产品的前景同样黯淡。知名投行Loop Capital也将苹果的评级从此前的“买进”下调至“持有”，目标价为230美元。此外，摩根大通分析师虽然维持了苹果的“增持”评级，但却将目标价从265美元下调至260美元，理由是对苹果的前景持谨慎态度。值得一提的是，有“国会山股神”之称的佩洛西也在近期买入谷歌、亚马逊的看涨期权，却在2024年最后一个交易日出售了31600股苹果公司普通股。从过往战绩来看，佩洛西的操作有较强的借鉴意义，其卖出苹果股票的操作也引起了众多投资者的关注。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}