如此规模，还没见过， 虽然按苹果市值大约这钱能买回 3% 左右的股份，这钱已经超过大多数公司的整个市值了； 而且呢，苹果和狗家一起开始发 dividend Here’s how Apple did versus LSEG consensus estimates in quarter ended March 30: EPS: $1.53 vs. $1.50 estimated Revenue: $90.75 billion vs. $90.01 billion estimated iPhone revenue: $45.96 billion vs. $46.00 billion estimated Mac revenue: $7.5 billion vs. $6.86 billion estimated iPad revenue: $5.6 billion vs. $5.91billion estimated Other Products revenue: $7.9 billion vs. $8.08 billion estimated Services revenue: $23.9 billion vs. $23.27 billion estimated Gross margin: 46.6% vs. 46.6% estimated Sales in Greater China, Apple’s third largest region, were off 8% to $16.37 billion in revenue, which was significantly better than the $15.25 billion in sales expected by FactSet analysts, potentially quelling investor worries that Apple may have been losing market share to local competitors such as Huawei. “I feel good about China, I think more about long term than to the next week or so,” Cook said. Cook told CNBC that iPhone sales grew in China during the quarter. “That may come as a surprise to some people,” Cook said.
Here’s how Apple did versus LSEG consensus estimates in quarter ended March 30: EPS: $1.53 vs. $1.50 estimated Revenue: $90.75 billion vs. $90.01 billion estimated iPhone revenue: $45.96 billion vs. $46.00 billion estimated Mac revenue: $7.5 billion vs. $6.86 billion estimated iPad revenue: $5.6 billion vs. $5.91billion estimated Other Products revenue: $7.9 billion vs. $8.08 billion estimated Services revenue: $23.9 billion vs. $23.27 billion estimated Gross margin: 46.6% vs. 46.6% estimated
Sales in Greater China, Apple’s third largest region, were off 8% to $16.37 billion in revenue, which was significantly better than the $15.25 billion in sales expected by FactSet analysts, potentially quelling investor worries that Apple may have been losing market share to local competitors such as Huawei.
“I feel good about China, I think more about long term than to the next week or so,” Cook said.
Cook told CNBC that iPhone sales grew in China during the quarter. “That may come as a surprise to some people,” Cook said.
3% 的 buyback 真的不算什么了，传统公司10%（上限）多的是，PE<5.
苹果这种销售已经负增长的，PE 30 太高了，3 还差不多。
季报数字没有多好看，上涨主要是因为 buyback
啥公司 PE 小于 5？
Buyback 和分红一般是夕阳产业。没有 growth 空间了。
他把钱拿去买I bond 收益比买苹果股票还高一点。不知道为啥buyback PE 这么高的东西。毛驴技穷，还是配合花姐拉盘，搞不清楚。
小石油 PE<2 的都很多。大把现金没地儿放，只能分红。
苹果这点分红根本不值一看。
中国销量大跌感觉是他的大雷。
看财报，中国销量比预想中好。前三个月跌了10%就是因为中国销量跌已经price in了。
确实，比不了华为，新出的手表不看牌子以为是苹果，抄得一模一样，佩服。
像苹果那样压缩供应商利润的，就不要怪人家把同样的货出给杂牌组装。
因为buyback可以让PE低一点, 让以后的eps看上去还在成长。
苹果buyback和dividend已经很长时间了，他的股票过去一直很稳健的，你这说法有些绝对了
据说苹果现在计划盯东南亚低端苹果手机市场，估计会有增长点补上吧
尽情出货。关键买杂牌的都是什么人？
差生总抄出学霸的feel。
苹果在中国的销量只会越来越差，尽管厨子一个劲地在粉饰太平。 1、无论是硬件还是软件，苹果都没有任何的优势。除了被堵截的3纳米芯片（大多数的手机功能根本用不到），华为的软硬件已经全面碾压。小米则以性价比抢占中低端市场。 2、以前买苹果手机有身份象征的意味，现在满大街没人要。相对来说，华为则需要加价抢。稍微有点身份的人，尤其是企业公司老总（不玩游戏），很多都是拿华为手机。 3、国人民族意识的觉醒。针对华为的各种技术打压，苹果尽管没有出手，但一边大赚特赚，一边转移产业链，使得果链上中国供应商大规模裁员，差点破产。华为的重新崛起拯救了多少就业机会。 4、所谓苹果的生态圈形成的护城河在崩塌的时候也会加速。华为的生态试过就知道比苹果还方便。
前年换的新苹果手机，免费的，真是难用，又笨重又经常死机，相机效果也很差。还不如旧的，后悔换了。
旧的主要是电池死的太快，在车里或者家里，都必须一般充电一边用。充电器还很容易坏。
注销
分给高管，那不叫回购，叫抢劫
苹果要不是这1100亿美元的巨额股票回购，这次财报后肯定会大跌的。
1100亿回购也就只pump起来6%，Apple真的在走下坡路了。。。
反正我一出水就跑，不看好他家了，产品质量是越来越差
用了快10年苹果，从来没死过机
照相效果差这点同意。苹果相机没有美图，没有遥遥领先的连月亮都能P的技术。至于死机，你确定？我用了10几年苹果手机，没记得死机过。
苹果手机电池真的是一言难尽。我用的不算多，但至少一天一充。很麻烦。苹果还告诫用户不要过夜充电。真的是鸡肋。