$小米集团-W(01_老虎社区_美港股上老虎

会唱歌的小包子

2024-10-29

$小米集团-W(01810)$ 寄托于国内制造业的生态+零售的强力组合：家电，消费电子和车。当年 $苹果(AAPL)$ 都搞不定多sku，是苹果的生态+零售不行，还是当时美国的制造业不行？

宣布千亿回购！苹果你会继续持有吗？

苹果业绩勉强超预期，宣布千亿美元回购，但关税将导致成本增9亿美元，股价盘后一度跌4%。【苹果接下来你会怎么操作？关税政策下，苹果该如何破局？】

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