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harveyh
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harveyh
harveyh
·
12-05
贵金属仍有上涨空间，黄金看到4400点，白银看到59020点。黄金在50%附近找到了支撑，月/周/日k均线依旧多头排列，建议在宽通道下缘买入（如图），在上缘止盈，短期看到4400点附近，让多头解套；白银日k虽看涨，但月k线处于2011年显著的高点（59020）附近，会发生一定程度的回调，也建议在宽通道下缘买入，看到最近的高点59020点，多头倾向测试宽通道里的高点。基本面：美元走弱，降息；日本重新武装，地缘冲突加剧，
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harveyh
harveyh
·
12-05
$索尼(SONY)$
日本经济下行
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harveyh
harveyh
·
12-05
26年 坚持正确投资
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harveyh
harveyh
·
11-04
中签
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harveyh
harveyh
·
10-30
已经坚定完毕 小编用的不是iPhone 17， 有可能是15
苹果财报需要解答投资者这个核心疑问
苹果股价的动能部分被关税阴影以及投资者对其人工智能布局的疑虑所压制。过去三个月，苹果股价上涨了26%，主要反映出市场对iPhone 17初期销售的乐观情绪。投资者有望在周四盘后苹果公布截至9月的季度财报时，获得更为明确的信号。苹果iPhone销售的持续强势，正成为投资者热议的焦点。此外，分析师们也普遍预期苹果9月季度的利润将继续增长。
苹果财报需要解答投资者这个核心疑问
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harveyh
harveyh
·
10-21
不能 建议做期权，目标价格在37，目前小米股价水分有点多 上次增发以后 所有者权益被稀释
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harveyh
harveyh
·
10-13
模拟炒股
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harveyh
harveyh
·
10-10
$京东(JD)$
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harveyh
harveyh
·
10-04
appl 挺好
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harveyh
harveyh
·
09-26
$蜜雪集团(02097)$
从上次股票解除禁售就开始跌跌跌，本质还是核心股东抛售离场， 科技含量低，这个股票本质是一个零食商，受到咖啡 果茶 饮料三个行业绞杀， 今年大陆气候异常，柠檬单品的价格波动会影响毛利，这个估计财报发完以后估计还是扛不住 大环境和气候对这个估计影响很大
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坚持正确投资","images":[{"img":"https://static.tigerbbs.com/cde5c571fc7c8712914d1af9451d76fb"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507533592306056","isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":496431653912752,"gmtCreate":1762221652077,"gmtModify":1762221655500,"author":{"id":"3530013770564377","authorId":"3530013770564377","name":"harveyh","avatar":"https://static.tigerbbs.com/fc7794f017b15899dd5b531101f1a113","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3530013770564377","authorIdStr":"3530013770564377"},"themes":[],"title":"","htmlText":"中签","listText":"中签","text":"中签","images":[{"img":"https://static.tigerbbs.com/5c6930f374d0b1ffcbe22f99c686da3e","width":"1280","height":"2276"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496431653912752","isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":494825536315944,"gmtCreate":1761837686446,"gmtModify":1761837688752,"author":{"id":"3530013770564377","authorId":"3530013770564377","name":"harveyh","avatar":"https://static.tigerbbs.com/fc7794f017b15899dd5b531101f1a113","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3530013770564377","authorIdStr":"3530013770564377"},"themes":[],"title":"","htmlText":"已经坚定完毕 小编用的不是iPhone 17， 有可能是15","listText":"已经坚定完毕 小编用的不是iPhone 17， 有可能是15","text":"已经坚定完毕 小编用的不是iPhone 17， 有可能是15","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494825536315944","repostId":"1150545997","repostType":4,"repost":{"id":"1150545997","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1761817495,"share":"https://www.laohu8.com/m/news/1150545997?lang=zh_CN&edition=full","pubTime":"2025-10-30 17:44","market":"us","language":"zh","title":"苹果财报需要解答投资者这个核心疑问","url":"https://stock-news.laohu8.com/highlight/detail?id=1150545997","media":"老虎资讯综合","summary":"苹果股价的动能部分被关税阴影以及投资者对其人工智能布局的疑虑所压制。过去三个月，苹果股价上涨了26%，主要反映出市场对iPhone 17初期销售的乐观情绪。投资者有望在周四盘后苹果公布截至9月的季度财报时，获得更为明确的信号。苹果iPhone销售的持续强势，正成为投资者热议的焦点。此外，分析师们也普遍预期苹果9月季度的利润将继续增长。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司（Apple Inc.）将于周四美股盘后公布业绩，其股价正处于历史高位，但在表面光鲜之下，故事其实更加复杂。</p><p>苹果（AAPL）股价今年以来仅上涨约7%，远落后于标普500指数（SPX）17%的涨幅。在“七大科技巨头”（Magnificent Seven）中，只有亚马逊（Amazon.com Inc.，AMZN）的表现比苹果更差。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee67f133bbcc6957fca7375c6bab568e\" tg-width=\"560\" tg-height=\"240\"/></p><p>苹果股价的动能部分被关税阴影以及投资者对其人工智能（AI）布局的疑虑所压制。尽管如此，该公司距离4万亿美元市值仅一步之遥，显示出投资者依然对其业务前景充满信心。</p><p>过去三个月，苹果股价上涨了26%，主要反映出市场对iPhone 17初期销售的乐观情绪。这一趋势源自第三方数据提供商与分析师对苹果官网订单交付周期的分析结果。投资者有望在周四盘后苹果公布截至9月的季度财报时，获得更为明确的信号。</p><p>苹果早已不再披露具体的产品销量数据，而新款手机的销售势头又因其仅在该季度的最后两周开售而难以判断。此外，苹果也不会提供传统意义上的未来季度量化预测，仅会就整体营收表现或部分业务板块相对前期的表现给出一般性指引。</p><p>不过，这并不会阻止投资者从财报中寻找线索，尤其是在上个季度（截至6月）iPhone业务意外强劲的背景下。当时苹果管理层将业绩优异归因于“真实需求”，而非因关税担忧导致的抢购潮。</p><p>Gabelli Funds投资组合经理约翰·贝尔顿（John Belton）近日在邮件评论中表示：“这次财报的关键问题在于，强劲的6月季度业绩只是一次偶发现象，还是反映了iPhone换机周期出现了更结构性的变化。”</p><p>苹果iPhone销售的持续强势，正成为投资者热议的焦点。Evercore ISI分析师阿米特·达亚纳尼（Amit Daryanani）在最近的报告中写道：“前景向上（UPSIDE AHEAD）。”他认为，“这可能不仅仅是一次普通的iPhone升级周期，因为iPhone 17基础款的预订等待时间仍显著长于去年的水平。”</p><p>不过，杰富瑞（Jefferies）分析师李泽民（Edison Lee）态度更为谨慎。他在周一的报告中指出：“我们的跟踪数据显示，所有机型和市场的交付周期仍在持续缩短，仅有少数例外。”</p><p>他承认中国市场出现了“加速增长”，这可能对他对该股的负面观点构成挑战，但同时也担忧“基础款机型的激进定价”，以及产品结构可能较去年更倾向于低利润率机型。</p><p>根据FactSet汇总的数据，分析师预计苹果截至9月季度的iPhone营收将达 <strong>501亿美元</strong>，同比增长 <strong>8.5%</strong>；截至12月季度的iPhone营收预计为 <strong>735亿美元</strong>，同比增长 <strong>6.3%</strong>。</p><p>就整体营收而言，分析师预计苹果9月季度总营收为 <strong>1022亿美元</strong>，同比增长近 <strong>8%</strong>；12月季度总营收预计为 <strong>1317亿美元</strong>，同比增长 <strong>6%</strong>。</p><p>TD Cowen分析师克里希·桑卡尔（Krish Sankar）近期写道，他预计苹果将展现“稳健的季节性表现”，从12月季度的指引来看，可能意味着年度同比营收将实现高个位数增长。</p><p>此外，分析师们也普遍预期苹果9月季度的利润将继续增长。市场一致预估每股收益为 <strong>1.78美元</strong>，高于去年同期的 <strong>1.64美元</strong>。</p></body></html>","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>苹果财报需要解答投资者这个核心疑问</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; 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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苹果财报需要解答投资者这个核心疑问\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-30 17:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司（Apple Inc.）将于周四美股盘后公布业绩，其股价正处于历史高位，但在表面光鲜之下，故事其实更加复杂。</p><p>苹果（AAPL）股价今年以来仅上涨约7%，远落后于标普500指数（SPX）17%的涨幅。在“七大科技巨头”（Magnificent Seven）中，只有亚马逊（Amazon.com Inc.，AMZN）的表现比苹果更差。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee67f133bbcc6957fca7375c6bab568e\" tg-width=\"560\" tg-height=\"240\"/></p><p>苹果股价的动能部分被关税阴影以及投资者对其人工智能（AI）布局的疑虑所压制。尽管如此，该公司距离4万亿美元市值仅一步之遥，显示出投资者依然对其业务前景充满信心。</p><p>过去三个月，苹果股价上涨了26%，主要反映出市场对iPhone 17初期销售的乐观情绪。这一趋势源自第三方数据提供商与分析师对苹果官网订单交付周期的分析结果。投资者有望在周四盘后苹果公布截至9月的季度财报时，获得更为明确的信号。</p><p>苹果早已不再披露具体的产品销量数据，而新款手机的销售势头又因其仅在该季度的最后两周开售而难以判断。此外，苹果也不会提供传统意义上的未来季度量化预测，仅会就整体营收表现或部分业务板块相对前期的表现给出一般性指引。</p><p>不过，这并不会阻止投资者从财报中寻找线索，尤其是在上个季度（截至6月）iPhone业务意外强劲的背景下。当时苹果管理层将业绩优异归因于“真实需求”，而非因关税担忧导致的抢购潮。</p><p>Gabelli Funds投资组合经理约翰·贝尔顿（John Belton）近日在邮件评论中表示：“这次财报的关键问题在于，强劲的6月季度业绩只是一次偶发现象，还是反映了iPhone换机周期出现了更结构性的变化。”</p><p>苹果iPhone销售的持续强势，正成为投资者热议的焦点。Evercore ISI分析师阿米特·达亚纳尼（Amit Daryanani）在最近的报告中写道：“前景向上（UPSIDE AHEAD）。”他认为，“这可能不仅仅是一次普通的iPhone升级周期，因为iPhone 17基础款的预订等待时间仍显著长于去年的水平。”</p><p>不过，杰富瑞（Jefferies）分析师李泽民（Edison Lee）态度更为谨慎。他在周一的报告中指出：“我们的跟踪数据显示，所有机型和市场的交付周期仍在持续缩短，仅有少数例外。”</p><p>他承认中国市场出现了“加速增长”，这可能对他对该股的负面观点构成挑战，但同时也担忧“基础款机型的激进定价”，以及产品结构可能较去年更倾向于低利润率机型。</p><p>根据FactSet汇总的数据，分析师预计苹果截至9月季度的iPhone营收将达 <strong>501亿美元</strong>，同比增长 <strong>8.5%</strong>；截至12月季度的iPhone营收预计为 <strong>735亿美元</strong>，同比增长 <strong>6.3%</strong>。</p><p>就整体营收而言，分析师预计苹果9月季度总营收为 <strong>1022亿美元</strong>，同比增长近 <strong>8%</strong>；12月季度总营收预计为 <strong>1317亿美元</strong>，同比增长 <strong>6%</strong>。</p><p>TD Cowen分析师克里希·桑卡尔（Krish Sankar）近期写道，他预计苹果将展现“稳健的季节性表现”，从12月季度的指引来看，可能意味着年度同比营收将实现高个位数增长。</p><p>此外，分析师们也普遍预期苹果9月季度的利润将继续增长。市场一致预估每股收益为 <strong>1.78美元</strong>，高于去年同期的 <strong>1.64美元</strong>。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9beebd2cefab0bee221f1b00bc66f7c","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150545997","content_text":"苹果公司（Apple Inc.）将于周四美股盘后公布业绩，其股价正处于历史高位，但在表面光鲜之下，故事其实更加复杂。苹果（AAPL）股价今年以来仅上涨约7%，远落后于标普500指数（SPX）17%的涨幅。在“七大科技巨头”（Magnificent Seven）中，只有亚马逊（Amazon.com Inc.，AMZN）的表现比苹果更差。苹果股价的动能部分被关税阴影以及投资者对其人工智能（AI）布局的疑虑所压制。尽管如此，该公司距离4万亿美元市值仅一步之遥，显示出投资者依然对其业务前景充满信心。过去三个月，苹果股价上涨了26%，主要反映出市场对iPhone 17初期销售的乐观情绪。这一趋势源自第三方数据提供商与分析师对苹果官网订单交付周期的分析结果。投资者有望在周四盘后苹果公布截至9月的季度财报时，获得更为明确的信号。苹果早已不再披露具体的产品销量数据，而新款手机的销售势头又因其仅在该季度的最后两周开售而难以判断。此外，苹果也不会提供传统意义上的未来季度量化预测，仅会就整体营收表现或部分业务板块相对前期的表现给出一般性指引。不过，这并不会阻止投资者从财报中寻找线索，尤其是在上个季度（截至6月）iPhone业务意外强劲的背景下。当时苹果管理层将业绩优异归因于“真实需求”，而非因关税担忧导致的抢购潮。Gabelli Funds投资组合经理约翰·贝尔顿（John Belton）近日在邮件评论中表示：“这次财报的关键问题在于，强劲的6月季度业绩只是一次偶发现象，还是反映了iPhone换机周期出现了更结构性的变化。”苹果iPhone销售的持续强势，正成为投资者热议的焦点。Evercore ISI分析师阿米特·达亚纳尼（Amit Daryanani）在最近的报告中写道：“前景向上（UPSIDE AHEAD）。”他认为，“这可能不仅仅是一次普通的iPhone升级周期，因为iPhone 17基础款的预订等待时间仍显著长于去年的水平。”不过，杰富瑞（Jefferies）分析师李泽民（Edison Lee）态度更为谨慎。他在周一的报告中指出：“我们的跟踪数据显示，所有机型和市场的交付周期仍在持续缩短，仅有少数例外。”他承认中国市场出现了“加速增长”，这可能对他对该股的负面观点构成挑战，但同时也担忧“基础款机型的激进定价”，以及产品结构可能较去年更倾向于低利润率机型。根据FactSet汇总的数据，分析师预计苹果截至9月季度的iPhone营收将达 501亿美元，同比增长 8.5%；截至12月季度的iPhone营收预计为 735亿美元，同比增长 6.3%。就整体营收而言，分析师预计苹果9月季度总营收为 1022亿美元，同比增长近 8%；12月季度总营收预计为 1317亿美元，同比增长 6%。TD Cowen分析师克里希·桑卡尔（Krish Sankar）近期写道，他预计苹果将展现“稳健的季节性表现”，从12月季度的指引来看，可能意味着年度同比营收将实现高个位数增长。此外，分析师们也普遍预期苹果9月季度的利润将继续增长。市场一致预估每股收益为 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