Frog1012的个人主页 - 老虎社区

Frog1012

Frog1012

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IP属地：北京

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3主题

0勋章

2021-10-27

$Desktop Metal Inc.(DM)$这财报看来又是一团糟啊

2021-08-12

$Desktop Metal Inc.(DM)$真牛👍，空军真是疯狂啊！短期内无法摆脱了看来，这被砸的[笑哭]

2022-01-07

$苹果(AAPL)$看来苹果得跌一段时间了

2021-09-21

$Desktop Metal Inc.(DM)$跌吧！反正基本不会再动了，关键是无法动了[开心]

2021-07-12

$Desktop Metal Inc.(DM)$屡创新低

2021-11-16

$Desktop Metal Inc.(DM)$牛掰，不服不行，直接回到解放前，果然是要拿三年的票啊

2021-08-11

$Desktop Metal Inc.(DM)$这业绩得有多差啊！完全被抛弃了啊

2021-09-16

$Desktop Metal Inc.(DM)$3D打印中最熊的

2021-09-01

$Desktop Metal Inc.(DM)$又走出了自己的鬼节奏，完全不跟3D打印的步伐，就是跌

2021-06-30

$Desktop Metal Inc.(DM)$别想起飞了！没有风就没法飞，感觉被压的都没脾气了

去老虎APP查看更多动态

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itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">422</span>\n<span itemprop=\"description\">Redmi K60系列手机正式发布，其中超大杯K60 Pro上了第二代骁龙8平台，这也是目前首批骁龙8 Gen2的旗舰机，Redmi表示这是安卓性能首次超越苹果A16，跑分超过135万。第二代骁龙8的Adreno GPU性能提升25%，能效提升45%。Redmi K60系列 预约开启！12月27日19点发布[经销商]&amp;...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Redmi K60 Pro性能超越苹果A16：135万分全面赶超</title>\n<style 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预约开启！12月27日19点发布[经销商] 京东商城[产品售价] 预约进入购买此外，K60 Pro还配备了最高16GB LPDDR5X-8533内存及UFS 4.0 512GB闪存，组成了性能铁三角，散热也是Redmi史上最大VC，散热面积超过5000mm2。本文属于原创文章，如若转载，请注明来源：Redmi K60 Pro性能超越苹果A16：135万分全面赶超https://mobile.zol.com.cn/809/8097122.html\n\nhttps://mobile.zol.com.cn/809/8097122.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttps://mobile.zol.com.cn/809/8097122.html\nreport\n422\nRedmi K60系列手机正式发布，其中超大杯K60 Pro上了第二代骁龙8平台，这也是目前首批骁龙8 Gen2的旗舰机，Redmi表示这是安卓性能首次超越苹果A16，跑分超过135万。第二代骁龙8的Adreno GPU性能提升25%，能效提升45%。Redmi K60系列 预约开启！12月27日19点发布[经销商]&...","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":5217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665710959,"gmtCreate":1667483409472,"gmtModify":1667483413897,"author":{"id":"3573513144398214","authorId":"3573513144398214","name":"Frog1012","avatar":"https://static.tigerbbs.com/9c3c141bb7ef5bd475ebf459dcf59c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573513144398214","idStr":"3573513144398214"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>现在感觉都在做空苹果","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>现在感觉都在做空苹果","text":"$苹果(AAPL)$现在感觉都在做空苹果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665710959","isVote":1,"tweetType":1,"viewCount":2783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665853241,"gmtCreate":1667207896483,"gmtModify":1667208401825,"author":{"id":"3573513144398214","authorId":"3573513144398214","name":"Frog1012","avatar":"https://static.tigerbbs.com/9c3c141bb7ef5bd475ebf459dcf59c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573513144398214","idStr":"3573513144398214"},"themes":[],"htmlText":"哪的傻子数据？手机滞销人家股票还涨，不要恶意做空好不好，有本事也造出个苹果，人家14卖的不好但是有pro","listText":"哪的傻子数据？手机滞销人家股票还涨，不要恶意做空好不好，有本事也造出个苹果，人家14卖的不好但是有pro","text":"哪的傻子数据？手机滞销人家股票还涨，不要恶意做空好不好，有本事也造出个苹果，人家14卖的不好但是有pro","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665853241","repostId":"2279805122","repostType":2,"repost":{"id":"2279805122","kind":"news","pubTimestamp":1667204004,"share":"https://www.laohu8.com/m/news/2279805122?lang=zh_CN&edition=full","pubTime":"2022-10-31 16:13","market":"hk","language":"zh","title":"iPhone在华周销量暴跌27% 手机滞销救救库克","url":"https://stock-news.laohu8.com/highlight/detail?id=2279805122","media":"视频","summary":"中关村在线消息：10月31日，美国投行杰富瑞发布了一项关于iPhone的报告，提出10月24日一周之内iPhone在中国的销量下降了27%，这已经是销量急剧下降的第三周了。分析师李裕生表示，虽然iPhone 14系列提前一周发布也对销量同比下跌有所影响，但销量负面趋势仍...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/06/06/ChMkLGNEx-OIDt2mAAOqvUgPhigAAIY-gPrh3sAA6rV313.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p><strong><a href=\"https://laohu8.com/S/000931\">中关村</a>在线消息：</strong>10月31日，美国投行<a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>发布了一项关于iPhone的报告，提出10月24日一周之内iPhone在中国的销量下降了27%，这已经是销量急剧下降的第三周了。分析师李裕生(Edison Lee)表示，虽然iPhone 14系列提前一周发布也对销量同比下跌有所影响，但销量负面趋势仍无法忽视，而且比其他安卓厂商机型销量下跌得更为糟糕。</p><p><span></span><img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/06/06/ChMkLGNEx-OIDt2mAAOqvUgPhigAAIY-gPrh3sAA6rV313.jpg\"/></p><p>李裕生提到，截止至9月份的3个月内，iPhone在国内销量增长了5.7%，而安卓竞品的销量下降了15.2%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>展现出了强劲的市场号召力。但在iPhone 14系列发售一个月后，苹果在中国的市场份额甚至下降了4%-5%，这也侧面表现出了iPhone 14系列并不尽如人意。</p><p>根据市场研究公司Canalys的数据，今年全球智能手机市场的出货量连续三个季度下降。随着利率上升和能源价格上涨，消费者对电子产品的需求逐渐放缓。因为供应链紧缺等问题，苹果目前已经放弃了增加iPhone 14产品系列产量的计划。</p><div><div><p><img src=\"https://doc-fd.zol-img.com.cn/t_s200x200/g7/M00/0F/0B/ChMkK2NaWJGIem9XAACQ90m43fgAAI-QgNssn8AAJEP742.jpg\"/></p><p><strong>Apple（苹果） iPhone 14 Pro 256GB 暗紫色</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ￥8899元</p><p>进入购买</p></div></div><p>本文属于原创文章，如若转载，请注明来源：iPhone在华周销量暴跌27% 手机滞销救救库克https://mobile.zol.com.cn/805/8056816.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签：</span>手机</div><div>\n<span itemprop=\"url\">https://mobile.zol.com.cn/805/8056816.html</span>\n<span itemprop=\"indexUrl\">mobile.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\">中关村在线</span>\n<span itemprop=\"isBasedOnUrl\">https://mobile.zol.com.cn/805/8056816.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">838</span>\n<span itemprop=\"description\">中关村在线消息：10月31日，美国投行杰富瑞发布了一项关于iPhone的报告，提出10月24日一周之内iPhone在中国的销量下降了27%，这已经是销量急剧下降的第三周了。分析师李裕生(Edison Lee)表示，虽然iPhone 14系列提前一周发布也对销量同比下跌有所影响，但销量负面趋势仍...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>iPhone在华周销量暴跌27% 手机滞销救救库克</title>\n<style 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href=\"http://mobile.zol.com.cn/805/8056816.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4581":"高盛持仓","LU0109392836.USD":"富兰克林科技股A","BK4532":"文艺复兴科技持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4512":"苹果概念","BK4501":"段永平概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4553":"喜马拉雅资本持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg 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14系列发售一个月后，苹果在中国的市场份额甚至下降了4%-5%，这也侧面表现出了iPhone 14系列并不尽如人意。根据市场研究公司Canalys的数据，今年全球智能手机市场的出货量连续三个季度下降。随着利率上升和能源价格上涨，消费者对电子产品的需求逐渐放缓。因为供应链紧缺等问题，苹果目前已经放弃了增加iPhone 14产品系列产量的计划。Apple（苹果） iPhone 14 Pro 256GB 暗紫色[经销商] 京东商城[产品售价] ￥8899元进入购买本文属于原创文章，如若转载，请注明来源：iPhone在华周销量暴跌27% 手机滞销救救库克https://mobile.zol.com.cn/805/8056816.html\n纠错与问题建议标签：手机\nhttps://mobile.zol.com.cn/805/8056816.html\nmobile.zol.com.cn\ntrue\n中关村在线\nhttps://mobile.zol.com.cn/805/8056816.html\nreport\n838\n中关村在线消息：10月31日，美国投行杰富瑞发布了一项关于iPhone的报告，提出10月24日一周之内iPhone在中国的销量下降了27%，这已经是销量急剧下降的第三周了。分析师李裕生(Edison Lee)表示，虽然iPhone 14系列提前一周发布也对销量同比下跌有所影响，但销量负面趋势仍...","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":4688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662894935,"gmtCreate":1666320364227,"gmtModify":1666320370000,"author":{"id":"3573513144398214","authorId":"3573513144398214","name":"Frog1012","avatar":"https://static.tigerbbs.com/9c3c141bb7ef5bd475ebf459dcf59c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573513144398214","idStr":"3573513144398214"},"themes":[],"htmlText":"说的相当中肯","listText":"说的相当中肯","text":"说的相当中肯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662894935","repostId":"1155464851","repostType":2,"repost":{"id":"1155464851","kind":"news","pubTimestamp":1666319751,"share":"https://www.laohu8.com/m/news/1155464851?lang=zh_CN&edition=full","pubTime":"2022-10-21 10:35","market":"us","language":"zh","title":"苹果的核心竞争力，是便宜？","url":"https://stock-news.laohu8.com/highlight/detail?id=1155464851","media":"半佛仙人","summary":"你装满了X，但只花了很少的钱。","content":"<html><head></head><body><p><b>1</b></p><p>看到这个标题，你一定会很疑惑。</p><p>苹果的东西溢价高的很，利润率也高，无论如何都和便宜说不上关系。</p><p>你没看错，苹果的东西，核心竞争力是便宜。</p><p>看完这篇文章，你就懂了，而且大概率能接触到一种新的逻辑与估值体系。</p><p>今天主要讲【比较优势】和【价格锚定】。</p><p>先给你看一张图，简单理解下上面那俩词。</p><p><img src=\"https://static.tigerbbs.com/48ab5abfd539f335d8759f1f40cfacc3\" tg-width=\"550\" tg-height=\"237\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>一瓶依云，超市里并不贵，国外超市更是烂大街，但为什么，在星巴克卖那么贵？</p><p>答案就是，衬托的隔壁几十块的咖啡，不贵。</p><p>几十块的咖啡，贵吗？</p><p>要看，跟谁比。</p><p>跟瑞幸比，跟全家罗森711肯德基麦当劳比，跟蜜雪冰城比，贵，贵，贵。</p><p>但如果旁边的是几十块的矿泉水呢？</p><p>这时候反而，你会觉得咖啡便宜了，或者说，价格是可以接受的了。</p><p>这就是为什么，我说苹果的核心竞争力是便宜。</p><p>你觉得苹果贵的时候，说明你的【锚定物】，选错了。</p><p>在真正的对标中，苹果永远是便宜的那一方。</p><p>苹果最大的优点，就是便宜。</p><p>便宜，便宜，还是便宜。</p><p><b>2</b></p><p>苹果为什么可以成为全球市值第一的公司，一方面是硬件牛X，更重要的是因为它的软件以及生态收租生意。</p><p>苹果如果不“便宜”，就直接把大量用户给挡在外面了，那整个生意链路都串不起来。</p><p>苹果真正牛X的地方在于，虽然看【价格】很贵，但当你认真对比的时候，你会发现苹果全身上都是性价比。</p><p>当我们说一个物件“便宜”，不完全是说绝对价格，而是指性价比高。</p><p>想一下朋友，</p><p>要是一架大飞机卖你几千万，你即使买不起，也不会觉得贵，只会觉得便宜。</p><p>但要是一把小葱卖18块钱，你即使买得起，你都会觉得贵。</p><p>为什么会有这个现象？</p><p>因为【便宜】是指同一品类里同样性能同样品牌档次的东西里，它价格更低。</p><p>要看性能，要看配置，要看堆料，要看性价比。</p><p>论证便宜不便宜，一定要找好锚定物。</p><p>比如你要买一台配备M1 max芯片的MacBook pro 16，顶配（64G内存+8T固态）下来，4W上下，贵不贵？</p><p>相信大多数人，都觉得贵，一台普通笔记本才几个钱，你果子能贵好几倍，这还贵？</p><p>但这时候，你比错了东西，因为你根本就不该跟普通笔记本比，因为这个4W多的本子，用途和普通笔记本就不一样。</p><p>你应该比的是，和傻大黑粗没法移动的剪辑工作站外加一块高亮度广色域高分辨率高刷的专业显示器来比价格。</p><p>而上面那一套下来，达成和MacBook pro顶配一样的效率，要花几倍的钱。</p><p>并且，还不能移动。</p><p>这时候，你是一个从业者，你觉得，哪个有性价比？</p><p>果子的性价比，简直爆棚，并且还能移动，方便自己24小时被甲方抓着打工。</p><p>哎，键盘上怎么有泪？</p><p><b>3</b></p><p>为什么你觉得4W的电脑贵？</p><p>是因为你压根儿就用不着配置那么高的东西。</p><p>大部分人每天就只用到office三件套，打开浏览器上个网，自然会觉得花2W3W买个MacBook pro（非顶配）是个大冤种。</p><p>但这是苹果的问题嘛？</p><p>这是你花钱买了你根本不需要的东西的问题， 你觉得贵，是你买了你根本不需要的东西， 这东西并不能给你创造价值，你就不该买。</p><p>不是贵还是便宜，而是你就不该买。</p><p>当然这里也要强调一下，逼格价值，也是价值。</p><p>很多白领其实对笔记本的配置要求不高，苹果或者win的本子都能满足需求，但对电脑的核心需求是颜值，续航，轻便，那其实苹果完美满足了他们的诉求。</p><p>并且当你的核心诉求不是性能和系统，而是续航，颜值，轻便的时候，你横向比较，你同样会发现，苹果并不是最贵的。</p><p>以上需求，对标的是M1 or M2芯片的MacBook air 。</p><p>跟他对标的win电脑产品是什么？</p><p>Lg gram，Thinkpad X1 carbon，Dell xps，华为 MateBook X Pro。</p><p>这四个本子大家可以去搜搜价格，都不比苹果的MacBook air便宜，而且除了Lg gram，续航没有一个能和苹果打的。</p><p>这时候，苹果反而是有性价比的选择。</p><p>同样的逻辑，再看平板电脑。</p><p>Ipad 以及 ipad pro，贵不贵？</p><p>贵。</p><p>但能跟他对标的平板，是什么？</p><p>严格来说，没有一个能和他们比。</p><p>勉强从设计上能比的，是三星。</p><p>价格在同一个区间，并且生态远远不如果子能打。</p><p>至于一众国产平板还有那种专门坑学生的几千块的学习平板，说出来都丢人，而且卖的价格并不比ipad便宜。</p><p>Ipad pro 就更不用说，里面装的是真正的笔记本级的CPU，真的可以做生产力，再配上120hz的高刷屏，平板里一个能打的都没有。</p><p>配上妙控键盘，如果需求只是简单的打字和文档，连笔记本都可以替代，而那个感应装置，在国外已经用在专业医疗领域了。</p><p>Ipad mini6甚至爆杀了所有游戏手机，成了最强的手游神器，但他的价格比一系列专门玩游戏的手机便宜很多。</p><p>这时候，你再看，苹果贵吗？</p><p>是不是又便宜了？</p><p>再说一遍，贵不贵，要看【跟谁比】，要看【锚定物】。</p><p><b>4</b></p><p>我们再继续比下去。</p><p>苹果还有一个极为牛X的优势，那就是他们是所有装逼品类里门槛最低的。</p><p>这同样是极致的性价比。</p><p>什么叫装逼品类呢？</p><p>就是你拿出来，别人都认识，辨识度高，都会夸你人傻钱多。</p><p>皮具里的爱马仕，手表里的百达翡丽，跑车里的宾利。</p><p>额，稍微贵了点，讲便宜点的。</p><p>LV古驰劳力士保时捷吧。</p><p>这些东西的特点是什么？</p><p>它们不一定是最贵的，但却是最有知名度的，同时价格不菲。</p><p>但这时候，苹果牛X的地方来了，苹果又便宜，又是科技品牌中最能装的。</p><p>你思考一下哈。</p><p>戴个表。</p><p>你买个劳力士欧米茄之类的入门款，多少要花个几万块，还要被人嘲讽不够逼格。</p><p>但你戴个Apple Watch 顶配，谁都觉得是科技极客的感觉。</p><p>一款最新的Watch ultra 万把块不到，就连浪琴稍微高一点的型号都比它贵。</p><p>这么点钱，装一个科技X，跟一堆百达翡丽面前放一起都不掉价，因为二者虽然都是手表，但其实是两个赛道，代表的是前卫先锋科技的感觉。</p><p>但价格天差地别。</p><p>跟机械表比，果子的表才几个钱？</p><p>而且，你戴各种表，会有人暗自打量你，会按照表的价格型号给你排位置。</p><p>但你带果子的，谁也摸不准你的身价。</p><p>因为它就是这个品类里最拿得出手的东西。</p><p>千亿富豪你选科技范儿你也得戴这个。</p><p>科技手表装X的天顶星，就是这不到一万块。</p><p>现在我问你，便宜不便宜？</p><p>再说耳机。</p><p>当你戴个AirPods Max耳机，谁不夸你一句前卫科技，又或者人傻钱多？</p><p>但它不到4000块啊。</p><p>你换上真正专业的耳机，不用特别烧的，就森海塞尔HD820+HDV820，加起来2W多3W，不懂的以为你傻大黑粗。</p><p>懂一点的还要过来给阴阳怪气一下，你用的呼伦贝尔的风电还是山西大同的火电啊？</p><p>更贵的耳机就不说了，但果子和他们放一起，虽然便宜，但根本不掉价。</p><p>因为就是代表了，科技先锋的感觉，谁来了也是戴这个。</p><p>再说小型蓝牙耳机（TWS），你带个AirPods Pro，跟多少钱的设备比，也都不掉价。</p><p>至于果子的蓝牙音箱跟专业设备更不能比了，价格一个地板一个天，但你家里放一堆果子音箱，谁来了也不能说掉价。</p><p>现在问你，便宜不便宜？</p><p>现在，苹果，便宜不便宜？</p><p>还是句话，你要看怎么锚定。</p><p><b>5</b></p><p>基于前面的比对，还可以究极延伸。</p><p>送礼场景，苹果是最能拿得出手的礼品之一。</p><p>想要被拿得出手，就需要品牌要花大量的精力和金钱制造一种【不廉价感】。</p><p>请问，谁敢说苹果有廉价感？谁？谁？谁？</p><p>很多人最新款的果子手机，果子耳机，果子平板，都不是自己买，而是别人送的。</p><p>苹果，不仅仅是一个装逼品类，也是一个送礼品类。</p><p>如果你给客户送礼，你给追求的异性送礼，你会送啥？</p><p>让对方觉得你有诚意的东西。</p><p>有心了。</p><p>怎么证明你有心？</p><p>我认得这东西，而且这东西价格还不菲，拿出去还有面子。</p><p>收礼的人也想再往出送啊。</p><p>不光得是收礼人认可的东西，还得是大部分人都认可的东西。</p><p>那么一定是在你的预算范围内，最有面儿的东西。</p><p>比如你有1000多块钱的预算，你送800块的萝卜丁口红，对方很开心。</p><p>但你试试送一台红米手机，你看看会不会开心。</p><p>没诚意啊，哥哥。</p><p>虽然手机确实比那个口红贵，但那个口红是这个品类的top，那个手机是这个品类的性价比，确实感觉是不一样的。</p><p>送礼的原则是，要送就送这个品类最好或者最不廉价的，如果预算不够，就换便宜一点的品类。</p><p>但一定要送这个品类的TOP。</p><p>在中国，最适合的送礼产品，刨除投其所好的场景（这个因人而异），通用产品，我能想到的就两个。</p><p>带电的就是苹果（有些人是华为），不带电的就是飞天茅台。</p><p>因为大家都认识，而且不但认识，还立马就可以换算成等价货币。</p><p>因为流通性好，属于硬通货。</p><p>而且，关键是，不廉价，不廉价，不廉价。</p><p><b>6</b></p><p>好了，总结一下。</p><p>比苹果性能更好的产品，比它贵的多。</p><p>性能和它差不多的产品，价格同样，但品牌可能有廉价感。</p><p>性能和它差不多的产品，价格同样，品牌也没有廉价感，但别人不认识。</p><p>当你选择苹果的时候，就代表，你能以极小的代价，拉满【科技】这个概念。</p><p>千亿人家的人，要玩儿这个概念，也是这一套。</p><p>你装满了X，但只花了很少的钱。</p><p>这时候，你再看。</p><p>苹果，是不是太便宜了？</p></body></html>","source":"bfxr","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果的核心竞争力，是便宜？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果的核心竞争力，是便宜？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-21 10:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/csj/2022-10-20/doc-imqmmthc1578684.shtml><strong>半佛仙人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1看到这个标题，你一定会很疑惑。苹果的东西溢价高的很，利润率也高，无论如何都和便宜说不上关系。你没看错，苹果的东西，核心竞争力是便宜。看完这篇文章，你就懂了，而且大概率能接触到一种新的逻辑与估值体系。今天主要讲【比较优势】和【价格锚定】。先给你看一张图，简单理解下上面那俩词。一瓶依云，超市里并不贵，国外超市更是烂大街，但为什么，在星巴克卖那么贵？答案就是，衬托的隔壁几十块的咖啡，不贵。几十块的咖啡...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2022-10-20/doc-imqmmthc1578684.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/tech/csj/2022-10-20/doc-imqmmthc1578684.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155464851","content_text":"1看到这个标题，你一定会很疑惑。苹果的东西溢价高的很，利润率也高，无论如何都和便宜说不上关系。你没看错，苹果的东西，核心竞争力是便宜。看完这篇文章，你就懂了，而且大概率能接触到一种新的逻辑与估值体系。今天主要讲【比较优势】和【价格锚定】。先给你看一张图，简单理解下上面那俩词。一瓶依云，超市里并不贵，国外超市更是烂大街，但为什么，在星巴克卖那么贵？答案就是，衬托的隔壁几十块的咖啡，不贵。几十块的咖啡，贵吗？要看，跟谁比。跟瑞幸比，跟全家罗森711肯德基麦当劳比，跟蜜雪冰城比，贵，贵，贵。但如果旁边的是几十块的矿泉水呢？这时候反而，你会觉得咖啡便宜了，或者说，价格是可以接受的了。这就是为什么，我说苹果的核心竞争力是便宜。你觉得苹果贵的时候，说明你的【锚定物】，选错了。在真正的对标中，苹果永远是便宜的那一方。苹果最大的优点，就是便宜。便宜，便宜，还是便宜。2苹果为什么可以成为全球市值第一的公司，一方面是硬件牛X，更重要的是因为它的软件以及生态收租生意。苹果如果不“便宜”，就直接把大量用户给挡在外面了，那整个生意链路都串不起来。苹果真正牛X的地方在于，虽然看【价格】很贵，但当你认真对比的时候，你会发现苹果全身上都是性价比。当我们说一个物件“便宜”，不完全是说绝对价格，而是指性价比高。想一下朋友，要是一架大飞机卖你几千万，你即使买不起，也不会觉得贵，只会觉得便宜。但要是一把小葱卖18块钱，你即使买得起，你都会觉得贵。为什么会有这个现象？因为【便宜】是指同一品类里同样性能同样品牌档次的东西里，它价格更低。要看性能，要看配置，要看堆料，要看性价比。论证便宜不便宜，一定要找好锚定物。比如你要买一台配备M1 max芯片的MacBook pro 16，顶配（64G内存+8T固态）下来，4W上下，贵不贵？相信大多数人，都觉得贵，一台普通笔记本才几个钱，你果子能贵好几倍，这还贵？但这时候，你比错了东西，因为你根本就不该跟普通笔记本比，因为这个4W多的本子，用途和普通笔记本就不一样。你应该比的是，和傻大黑粗没法移动的剪辑工作站外加一块高亮度广色域高分辨率高刷的专业显示器来比价格。而上面那一套下来，达成和MacBook pro顶配一样的效率，要花几倍的钱。并且，还不能移动。这时候，你是一个从业者，你觉得，哪个有性价比？果子的性价比，简直爆棚，并且还能移动，方便自己24小时被甲方抓着打工。哎，键盘上怎么有泪？3为什么你觉得4W的电脑贵？是因为你压根儿就用不着配置那么高的东西。大部分人每天就只用到office三件套，打开浏览器上个网，自然会觉得花2W3W买个MacBook pro（非顶配）是个大冤种。但这是苹果的问题嘛？这是你花钱买了你根本不需要的东西的问题， 你觉得贵，是你买了你根本不需要的东西， 这东西并不能给你创造价值，你就不该买。不是贵还是便宜，而是你就不该买。当然这里也要强调一下，逼格价值，也是价值。很多白领其实对笔记本的配置要求不高，苹果或者win的本子都能满足需求，但对电脑的核心需求是颜值，续航，轻便，那其实苹果完美满足了他们的诉求。并且当你的核心诉求不是性能和系统，而是续航，颜值，轻便的时候，你横向比较，你同样会发现，苹果并不是最贵的。以上需求，对标的是M1 or M2芯片的MacBook air 。跟他对标的win电脑产品是什么？Lg gram，Thinkpad X1 carbon，Dell xps，华为 MateBook X Pro。这四个本子大家可以去搜搜价格，都不比苹果的MacBook air便宜，而且除了Lg gram，续航没有一个能和苹果打的。这时候，苹果反而是有性价比的选择。同样的逻辑，再看平板电脑。Ipad 以及 ipad pro，贵不贵？贵。但能跟他对标的平板，是什么？严格来说，没有一个能和他们比。勉强从设计上能比的，是三星。价格在同一个区间，并且生态远远不如果子能打。至于一众国产平板还有那种专门坑学生的几千块的学习平板，说出来都丢人，而且卖的价格并不比ipad便宜。Ipad pro 就更不用说，里面装的是真正的笔记本级的CPU，真的可以做生产力，再配上120hz的高刷屏，平板里一个能打的都没有。配上妙控键盘，如果需求只是简单的打字和文档，连笔记本都可以替代，而那个感应装置，在国外已经用在专业医疗领域了。Ipad mini6甚至爆杀了所有游戏手机，成了最强的手游神器，但他的价格比一系列专门玩游戏的手机便宜很多。这时候，你再看，苹果贵吗？是不是又便宜了？再说一遍，贵不贵，要看【跟谁比】，要看【锚定物】。4我们再继续比下去。苹果还有一个极为牛X的优势，那就是他们是所有装逼品类里门槛最低的。这同样是极致的性价比。什么叫装逼品类呢？就是你拿出来，别人都认识，辨识度高，都会夸你人傻钱多。皮具里的爱马仕，手表里的百达翡丽，跑车里的宾利。额，稍微贵了点，讲便宜点的。LV古驰劳力士保时捷吧。这些东西的特点是什么？它们不一定是最贵的，但却是最有知名度的，同时价格不菲。但这时候，苹果牛X的地方来了，苹果又便宜，又是科技品牌中最能装的。你思考一下哈。戴个表。你买个劳力士欧米茄之类的入门款，多少要花个几万块，还要被人嘲讽不够逼格。但你戴个Apple Watch 顶配，谁都觉得是科技极客的感觉。一款最新的Watch ultra 万把块不到，就连浪琴稍微高一点的型号都比它贵。这么点钱，装一个科技X，跟一堆百达翡丽面前放一起都不掉价，因为二者虽然都是手表，但其实是两个赛道，代表的是前卫先锋科技的感觉。但价格天差地别。跟机械表比，果子的表才几个钱？而且，你戴各种表，会有人暗自打量你，会按照表的价格型号给你排位置。但你带果子的，谁也摸不准你的身价。因为它就是这个品类里最拿得出手的东西。千亿富豪你选科技范儿你也得戴这个。科技手表装X的天顶星，就是这不到一万块。现在我问你，便宜不便宜？再说耳机。当你戴个AirPods Max耳机，谁不夸你一句前卫科技，又或者人傻钱多？但它不到4000块啊。你换上真正专业的耳机，不用特别烧的，就森海塞尔HD820+HDV820，加起来2W多3W，不懂的以为你傻大黑粗。懂一点的还要过来给阴阳怪气一下，你用的呼伦贝尔的风电还是山西大同的火电啊？更贵的耳机就不说了，但果子和他们放一起，虽然便宜，但根本不掉价。因为就是代表了，科技先锋的感觉，谁来了也是戴这个。再说小型蓝牙耳机（TWS），你带个AirPods Pro，跟多少钱的设备比，也都不掉价。至于果子的蓝牙音箱跟专业设备更不能比了，价格一个地板一个天，但你家里放一堆果子音箱，谁来了也不能说掉价。现在问你，便宜不便宜？现在，苹果，便宜不便宜？还是句话，你要看怎么锚定。5基于前面的比对，还可以究极延伸。送礼场景，苹果是最能拿得出手的礼品之一。想要被拿得出手，就需要品牌要花大量的精力和金钱制造一种【不廉价感】。请问，谁敢说苹果有廉价感？谁？谁？谁？很多人最新款的果子手机，果子耳机，果子平板，都不是自己买，而是别人送的。苹果，不仅仅是一个装逼品类，也是一个送礼品类。如果你给客户送礼，你给追求的异性送礼，你会送啥？让对方觉得你有诚意的东西。有心了。怎么证明你有心？我认得这东西，而且这东西价格还不菲，拿出去还有面子。收礼的人也想再往出送啊。不光得是收礼人认可的东西，还得是大部分人都认可的东西。那么一定是在你的预算范围内，最有面儿的东西。比如你有1000多块钱的预算，你送800块的萝卜丁口红，对方很开心。但你试试送一台红米手机，你看看会不会开心。没诚意啊，哥哥。虽然手机确实比那个口红贵，但那个口红是这个品类的top，那个手机是这个品类的性价比，确实感觉是不一样的。送礼的原则是，要送就送这个品类最好或者最不廉价的，如果预算不够，就换便宜一点的品类。但一定要送这个品类的TOP。在中国，最适合的送礼产品，刨除投其所好的场景（这个因人而异），通用产品，我能想到的就两个。带电的就是苹果（有些人是华为），不带电的就是飞天茅台。因为大家都认识，而且不但认识，还立马就可以换算成等价货币。因为流通性好，属于硬通货。而且，关键是，不廉价，不廉价，不廉价。6好了，总结一下。比苹果性能更好的产品，比它贵的多。性能和它差不多的产品，价格同样，但品牌可能有廉价感。性能和它差不多的产品，价格同样，品牌也没有廉价感，但别人不认识。当你选择苹果的时候，就代表，你能以极小的代价，拉满【科技】这个概念。千亿人家的人，要玩儿这个概念，也是这一套。你装满了X，但只花了很少的钱。这时候，你再看。苹果，是不是太便宜了？","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662069369,"gmtCreate":1666073568151,"gmtModify":1666073571055,"author":{"id":"3573513144398214","authorId":"3573513144398214","name":"Frog1012","avatar":"https://static.tigerbbs.com/9c3c141bb7ef5bd475ebf459dcf59c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573513144398214","idStr":"3573513144398214"},"themes":[],"htmlText":"大家就看，看他如何给自己挖坑","listText":"大家就看，看他如何给自己挖坑","text":"大家就看，看他如何给自己挖坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662069369","repostId":"1173533160","repostType":4,"isVote":1,"tweetType":1,"viewCount":2838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697884921,"gmtCreate":1642403616490,"gmtModify":1642403842121,"author":{"id":"3573513144398214","authorId":"3573513144398214","name":"Frog1012","avatar":"https://static.tigerbbs.com/9c3c141bb7ef5bd475ebf459dcf59c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573513144398214","idStr":"3573513144398214"},"themes":[],"htmlText":"人家压根也没明确说今年推出啊！都是猜测，都是意淫","listText":"人家压根也没明确说今年推出啊！都是猜测，都是意淫","text":"人家压根也没明确说今年推出啊！都是猜测，都是意淫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697884921","repostId":"2204218377","repostType":2,"isVote":1,"tweetType":1,"viewCount":4162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695481848,"gmtCreate":1641546270931,"gmtModify":1641546270931,"author":{"id":"3573513144398214","authorId":"3573513144398214","name":"Frog1012","avatar":"https://static.tigerbbs.com/9c3c141bb7ef5bd475ebf459dcf59c84","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3573513144398214","idStr":"3573513144398214"},"themes":[],"htmlText":"<a 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