有點可笑了，mac隻占apple的1/10

如果保持PE不變，你說股價漲30%, 那就相當於要求mac翻3倍。以mac的市場規模，在PC領域有可能嗎？

 

Vogt explained that U.S. iPhone sales to end customers (called sell-through) fell almost 13% from a year ago in November, while China sales were down 6% over the same period. This led Apple to lose 50 basis points of global smartphone market share year over year in November, and 320 basis points of smartphone market share in China over the same period. “New competition is a challenge,” Vogt said of the data.

如果apple的營收不僅不能保持增長，甚至還下跌，別說現在的30倍PE, 25倍PE都太高了。25倍 對應的就是153，所以機構target 160看著挺合理的。

所有跟帖： 

• 想在是1/10，但是如果如果能運行windows, mac也許能幹死一大批PC廠商 -mancini- ♂ (0 bytes) () 01/03/2024 postreply 05:48:16