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人之道旅行者
人之道旅行者
·
02:34
$苹果(AAPL)$
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 04:22
$苹果(AAPL)$
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 08:41
$苹果(AAPL)$
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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896
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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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人之道旅行者
人之道旅行者
·
01-09
$苹果(AAPL)$
空头们正被轧空，快要没气了。好股票可不会一直被压着！
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人之道旅行者
人之道旅行者
·
01-05
没有
$苹果(AAPL)$
的世界。
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981
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人之道旅行者
人之道旅行者
·
2025-12-23
$苹果(AAPL)$
门店挤得水泄不通，产品都快要被抢空了，这季度业绩怕是要爆表
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人之道旅行者
人之道旅行者
·
2025-12-10
$苹果(AAPL)$
这个月的市场走势颇有意思，核心问题在于美联储会议后市场方向选择。究竟是会议后立即调整，还是维持当前趋势直至新周期开启？各位对后续走势有何高见？
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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":33,"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,"idStr":"9000000000000212","authorIdStr":"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。 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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":430,"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,"idStr":"9000000000000212","authorIdStr":"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 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。","text":"$苹果(AAPL)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/550951643545640","isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529901405458552,"gmtCreate":1770386129000,"gmtModify":1770636588086,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>盘前缓缓爬升。开盘上涨。保持上涨直至收盘。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>盘前缓缓爬升。开盘上涨。保持上涨直至收盘。","text":"$苹果(AAPL)$ 盘前缓缓爬升。开盘上涨。保持上涨直至收盘。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529901405458552","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521411077693696,"gmtCreate":1768319767000,"gmtModify":1768361226865,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>肯定会拿下整个AI竞赛，还花不了多少钱。太牛了<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>！","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>肯定会拿下整个AI竞赛，还花不了多少钱。太牛了<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>！","text":"$苹果(AAPL)$ 肯定会拿下整个AI竞赛，还花不了多少钱。太牛了$苹果(AAPL)$ ！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521411077693696","isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519963936092440,"gmtCreate":1767973004000,"gmtModify":1768201718892,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>空头们正被轧空，快要没气了。好股票可不会一直被压着！","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>空头们正被轧空，快要没气了。好股票可不会一直被压着！","text":"$苹果(AAPL)$ 空头们正被轧空，快要没气了。好股票可不会一直被压着！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519963936092440","isVote":1,"tweetType":1,"viewCount":1797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518607550706016,"gmtCreate":1767618699000,"gmtModify":1767681077669,"author":{"id":"9000000000000212","authorId":"9000000000000212","name":"人之道旅行者","avatar":"https://static.tigerbbs.com/121023702578466a4f9263fdea5e0fd4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000212","authorIdStr":"9000000000000212"},"themes":[],"title":"","htmlText":"没有 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 的世界。","listText":"没有 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 的世界。","text":"没有 $苹果(AAPL)$ 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