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人之道旅行者
人之道旅行者
·
05-28 09:07
$苹果(AAPL)$
苹果被列入了五家据说能达到10万亿美元市值的公司名单。我知道这个预测有点遥远，但看到苹果在名单里我还是挺高兴的。如果我能活到那天，并且还持有现在这些股份...那感觉会非常棒。这些年有不少人劝我卖掉苹果，我只是笑笑，没理会他们。
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人之道旅行者
人之道旅行者
·
05-21
$苹果(AAPL)$
苹果将让库克以极高的姿态退休。
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人之道旅行者
人之道旅行者
·
05-08
$苹果(AAPL)$
苹果赶紧突破300美元吧！
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人之道旅行者
人之道旅行者
·
04-28
$苹果(AAPL)$
我看，周四前可能再来一波+5到+7的上涨。
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504
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人之道旅行者
人之道旅行者
·
04-17
$苹果(AAPL)$
苹果有一堆新产品要上市了。加入这个生态系统的人越多，服务业务的增长空间就越大。在我看来，股价应该会继续保持稳步上升的势头。
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人之道旅行者
人之道旅行者
·
04-16
$苹果(AAPL)$
iPhone在高端奢侈手机市场的定位，对苹果的商业模式挺重要的。这部分消费者换机更频繁、更可预测，为苹果提供了来自换机周期的稳定收入流。不过对我来说，更重要的是这些用户更愿意购买高毛利的订阅和服务，这让他们被锁在苹果生态里。这些高消费用户花钱也多，这反过来又推动了苹果快速增长的数字钱包业务——Apple Pay。 苹果商业模式的一个妙处在于，一旦用户买了苹果设备，他们很快就会被锁进它的生态系统。每拍一张照片、下载一个应用、购买一项订阅，离开的难度就增加一分。它的iPhone和其他设备，现在本质上成了驱动其高利润服务与支付业务的入口。
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人之道旅行者
人之道旅行者
·
04-15
$苹果(AAPL)$
美国银行的Wamsi Mohan把苹果的目标价从320美元上调到了325美元，同时维持买入评级。Q2 FY26的营收预测1130亿美元和每股收益2.00美元，都超过了华尔街的预期。
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人之道旅行者
人之道旅行者
·
04-07
$苹果(AAPL)$
苹果的本地AI设备策略看来是走对了。Alphabet、亚马逊和微软的数据中心正受到环境审查。连他们的股东都在担心冷却用了多少水。再加上能源消耗和噪音污染，数据中心建设因社区反对而延迟和取消。这会有助于苹果显示他们选对了AI使用路径。
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人之道旅行者
人之道旅行者
·
02-06
$苹果(AAPL)$
盘前缓缓爬升。开盘上涨。保持上涨直至收盘。
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人之道旅行者
人之道旅行者
·
01-13
$苹果(AAPL)$
肯定会拿下整个AI竞赛，还花不了多少钱。太牛了
$苹果(AAPL)$
！
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果被列入了五家据说能达到10万亿美元市值的公司名单。我知道这个预测有点遥远，但看到苹果在名单里我还是挺高兴的。如果我能活到那天，并且还持有现在这些股份...那感觉会非常棒。这些年有不少人劝我卖掉苹果，我只是笑笑，没理会他们。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果被列入了五家据说能达到10万亿美元市值的公司名单。我知道这个预测有点遥远，但看到苹果在名单里我还是挺高兴的。如果我能活到那天，并且还持有现在这些股份...那感觉会非常棒。这些年有不少人劝我卖掉苹果，我只是笑笑，没理会他们。","text":"$苹果(AAPL)$ 苹果被列入了五家据说能达到10万亿美元市值的公司名单。我知道这个预测有点遥远，但看到苹果在名单里我还是挺高兴的。如果我能活到那天，并且还持有现在这些股份...那感觉会非常棒。这些年有不少人劝我卖掉苹果，我只是笑笑，没理会他们。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/569081699209616","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478238463695575","authorId":"3478238463695575","name":"可口可乐了凯里","avatar":"https://static.tigerbbs.com/990b16cb0e39aac1fb470cc459f16fe4","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3478238463695575","idStr":"3478238463695575"},"content":"很简单，翻个倍就 10 万亿了[DOGE]","text":"很简单，翻个倍就 10 万亿了[DOGE]","html":"很简单，翻个倍就 10 万亿了[DOGE]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566629531242856,"gmtCreate":1779302921000,"gmtModify":1779349174775,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果将让库克以极高的姿态退休。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果将让库克以极高的姿态退休。","text":"$苹果(AAPL)$ 苹果将让库克以极高的姿态退休。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566629531242856","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561882661314592,"gmtCreate":1778199788000,"gmtModify":1778218195418,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果赶紧突破300美元吧！","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果赶紧突破300美元吧！","text":"$苹果(AAPL)$ 苹果赶紧突破300美元吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561882661314592","isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558446655758360,"gmtCreate":1777335581000,"gmtModify":1777437500932,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>我看，周四前可能再来一波+5到+7的上涨。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>我看，周四前可能再来一波+5到+7的上涨。","text":"$苹果(AAPL)$ 我看，周四前可能再来一波+5到+7的上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558446655758360","isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554602400915536,"gmtCreate":1776364493000,"gmtModify":1776415416086,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果有一堆新产品要上市了。加入这个生态系统的人越多，服务业务的增长空间就越大。在我看来，股价应该会继续保持稳步上升的势头。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 苹果有一堆新产品要上市了。加入这个生态系统的人越多，服务业务的增长空间就越大。在我看来，股价应该会继续保持稳步上升的势头。","text":"$苹果(AAPL)$ 苹果有一堆新产品要上市了。加入这个生态系统的人越多，服务业务的增长空间就越大。在我看来，股价应该会继续保持稳步上升的势头。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554602400915536","isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554129428800320,"gmtCreate":1776284526000,"gmtModify":1776306844569,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>iPhone在高端奢侈手机市场的定位，对苹果的商业模式挺重要的。这部分消费者换机更频繁、更可预测，为苹果提供了来自换机周期的稳定收入流。不过对我来说，更重要的是这些用户更愿意购买高毛利的订阅和服务，这让他们被锁在苹果生态里。这些高消费用户花钱也多，这反过来又推动了苹果快速增长的数字钱包业务——Apple Pay。 苹果商业模式的一个妙处在于，一旦用户买了苹果设备，他们很快就会被锁进它的生态系统。每拍一张照片、下载一个应用、购买一项订阅，离开的难度就增加一分。它的iPhone和其他设备，现在本质上成了驱动其高利润服务与支付业务的入口。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>iPhone在高端奢侈手机市场的定位，对苹果的商业模式挺重要的。这部分消费者换机更频繁、更可预测，为苹果提供了来自换机周期的稳定收入流。不过对我来说，更重要的是这些用户更愿意购买高毛利的订阅和服务，这让他们被锁在苹果生态里。这些高消费用户花钱也多，这反过来又推动了苹果快速增长的数字钱包业务——Apple Pay。 苹果商业模式的一个妙处在于，一旦用户买了苹果设备，他们很快就会被锁进它的生态系统。每拍一张照片、下载一个应用、购买一项订阅，离开的难度就增加一分。它的iPhone和其他设备，现在本质上成了驱动其高利润服务与支付业务的入口。","text":"$苹果(AAPL)$ iPhone在高端奢侈手机市场的定位，对苹果的商业模式挺重要的。这部分消费者换机更频繁、更可预测，为苹果提供了来自换机周期的稳定收入流。不过对我来说，更重要的是这些用户更愿意购买高毛利的订阅和服务，这让他们被锁在苹果生态里。这些高消费用户花钱也多，这反过来又推动了苹果快速增长的数字钱包业务——Apple Pay。 苹果商业模式的一个妙处在于，一旦用户买了苹果设备，他们很快就会被锁进它的生态系统。每拍一张照片、下载一个应用、购买一项订阅，离开的难度就增加一分。它的iPhone和其他设备，现在本质上成了驱动其高利润服务与支付业务的入口。","images":[{"img":"https://static.tigerbbs.com/9819f11af86adf5749e44818cef9246d","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554129428800320","isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":553819650433104,"gmtCreate":1776213685000,"gmtModify":1776220195183,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 美国银行的Wamsi Mohan把苹果的目标价从320美元上调到了325美元，同时维持买入评级。Q2 FY26的营收预测1130亿美元和每股收益2.00美元，都超过了华尔街的预期。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v> 美国银行的Wamsi Mohan把苹果的目标价从320美元上调到了325美元，同时维持买入评级。Q2 FY26的营收预测1130亿美元和每股收益2.00美元，都超过了华尔街的预期。","text":"$苹果(AAPL)$ 美国银行的Wamsi Mohan把苹果的目标价从320美元上调到了325美元，同时维持买入评级。Q2 FY26的营收预测1130亿美元和每股收益2.00美元，都超过了华尔街的预期。","images":[{"img":"https://static.tigerbbs.com/2d950748301496635ae4fcb8801506c3","width":"1284","height":"899"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553819650433104","isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":550951643545640,"gmtCreate":1775545142000,"gmtModify":1775551886818,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000212","idStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>苹果的本地AI设备策略看来是走对了。Alphabet、亚马逊和微软的数据中心正受到环境审查。连他们的股东都在担心冷却用了多少水。再加上能源消耗和噪音污染，数据中心建设因社区反对而延迟和取消。这会有助于苹果显示他们选对了AI使用路径。","listText":"<a 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