
Feed Explorer
Likes Received$Apple(AAPL.US)Even though the trend is gone, I'm still a bit confused. My put0131 is basically wasted😂
I always thought Apple's fundamentals were deteriorating, with mobile business accounting for 70pp of the company, Greater China accounting for 19pp of that. This year in Greater China, it should at least drop or at best stay flat. There are lawsuits in Europe, and the Americas don't seem ideal either. Emerging markets are weak, only advertising and subscriptions can grow.
Under the current circumstances, Apple's AI still isn't very attractive. I can't think of anything to ensure this year's and next year's growth. This year's growth might be low single digits—can that support the world's top market cap?
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.

