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Chapter 453 The Xinghai 22 Pro is selling well in overseas markets; amazing profits! (seeking monthly ticket)
14th, Saturday morning.

David, the guest writer of Forbes website and the president of a market analysis company, wrote an article entitled "Apple and the Illusion of Value".

Be the first to 'expose' the 'truth' of Apple's current abnormal stock market performance!
After a day, it didn't seem so impatient.

Anyway, the first feeling of netizens who eat melons is that they have finally waited... some kind of 'justice'.

The article by the writer who is also the president of a market analysis company pointed out that due to the decline in innovation ability, decline in market share and the infinite increase in competition, it will be difficult for Apple to maintain a super high return on capital, and its stock price will enter a period of decline!
The article even introduces the average return on capital that is common in the market and points out that Apple's stock price may fall to as low as $170 per share!

You must know that when the US stock market closed on the 13th, Apple's stock price was as high as $544.4 per share! !
The article pointed out the dire situation Apple is facing from the four categories of failure to break through the law of competition, decline in innovation ability, incompatibility of market share and profit margin, and difficulty in maintaining a high stock price, in order to confirm the main point of the article.

First of all, the article believes that the latest 5C and 5S have already begun to accept pre-orders, but the initial performance shows that the market is not buying the two products as expected.

Although Apple's stock price has risen all the way since the release of the new product, it means that Apple's stock price is unsustainable.

At the same time, the article stated that Apple's new CEO Tim and his predecessor Jobs' innovation capabilities are not at the same level, and there is no way to maintain the company's competitiveness through innovation to maintain a high return on capital.

The article expounds the dilemma faced by Apple through multiple levels.

For example, Apple has recently focused on repurchasing shares and distributing dividends, indicating that it has been at a loss in terms of re-innovation.

For example, recently, Samsung and Xinghai brands have successively released or announced smart watch products, but Apple’s long-rumored smart watch has disappeared, which shows that other technology companies have taken their own innovative steps and reached the leading position.

For example, 5S lacks innovative functions to match its high price, especially compared with the new products of the Xinghai brand, the gap is very obvious, and the innovation ability is obviously declining.

However, the new 64-bit A7 chip was eclipsed by the Shenlong M2, and the A7 failed to substantially improve the experience of most users, while Xinghai fully transformed the leading edge of the Shenlong M2 into user experience, which is manifested in games and handhelds. Support for entertainment and other aspects.

At the same time, it also pointed out that not only Google's Android and Google Play are replacing Apple's iOS and iTunes stores, but Stars and Stars Apps of the Xinghai brand have also come from behind and are carving up the share of the mobile ecosystem.

And then highlighted the global smartphone market share.

Said that according to incomplete statistics, the global smartphone shipments in the first half of the year were about 4.2 million units, and Samsung’s share exceeded 30%, ranking first in the world. %.

However, Apple's market share has dropped from 16% to 13% or even lower in the past year! !
At the same time, the article mentioned in a special style that only one model of the Xinghai brand was on sale in the first half of the year.

All of these, the article finally stated firmly that Apple cannot maintain a high level of profitability and the existing ultra-high return on capital. Calculated according to Microsoft's return on capital, the reasonable price of Apple's stock price is 170 US dollars per share!

This article was promoted to the maximum extent possible.

Bolang, who stands behind the scenes, is promoting it through marketing means, and some capital giants who are also standing behind the scenes are also tacitly instructing and pushing.

For a while, the whole Internet was talking about the real apple.

Ami: "Yesterday's high-profile publicity of Apple's reservations only gave everyone more opportunities to understand the truth behind Apple's glitz. As the article said, Apple does not have such high profitability and has lost its ability to innovate. followers! Shame on you!"

"It's really a false prosperity, it's a shame that I was forced to close my position!"

"Apple's stock price is very abnormal. Anyone can see that it will return to normal levels. Unfortunately, it is difficult to participate in it now."

"It doesn't matter, I just hope someone will stand up!!"

"..."

Many outrageous remarks can even trigger asterisk warnings on the so-called free overseas social media.

There is no doubt that this is just the beginning.

…………

With the appearance of the first contributor, all kinds of reports that had been suppressed before all came out.

It also includes some platforms with mainstream media status overseas who have begun to 'speak for justice'.

It is claimed that Apple's new products have no innovation and do not want to make progress.

During the two days on the 14th and 15th, it can be said that people and ghosts all ran out to compete.

All charged against the apple.

Among them, Tim became the 'most innocent' person.

No matter what the charge is, in the end it comes down to the fact that Tim's execution and management skills are far inferior to Jobs.

"In fact, since Tim took office, Apple's performance has become increasingly unsatisfactory, especially when the Xinghai brand appeared, Apple's performance was extremely disappointing, which is related to Tim's lack of ability."

"I think Apple's poor performance, its inaction, has a lot to do with Tim's personal style."

"Yes, in contrast, the general manager of the company Bolang is very courageous and has surprisingly invested in innovation. It is not so much another Apple as it is Xinghai."

"Disappointing Tim to start placing his hopes on the stock market, a tech company not innovating!!!"

"..."

Tim: "..."

He felt that it was really difficult for himself this weekend.

He really wanted to say that Lao Tzu was just a laborer, not the same as Jobs who had a high right to speak and control!
He even wanted to say that the old man who stepped on the horse quit.

Until now, while he is unwilling to recall the events that have passed more than 20 days, his memory is getting clearer every time.

That was the 'threat' he encountered when he was asked to cooperate with certain affairs at the next core shareholder meeting after Xinghai's new product launch.

He clearly remembered that the middle-aged man said in a casual tone, "Tim, you don't want to lose your job, right? Apple's current situation is embarrassing. It can't be explained by the resignation of an insignificant vice president." .”

"In the business market, we lose and lose, and we need something... something we can offer."

"I believe you should understand what I mean."

Afterwards, Tim once again became an accomplice of the crazy plundering of capital in the stock market. He clearly understood that this consumed Apple's years of brand accumulation.

It's just that he didn't expect that these people's appetites were so good.

It will be even worse than last time, and it will be more intense!
First go long against the trend uncharacteristically, and then take the initiative to go short, one positive and one negative, at least a market value of more than 1500 billion U.S. dollars has fluctuated greatly. Such a transaction is indeed worth taking all the risks and trampling on all the rules for the capital behind it!
Tim, who was not in the company, paced alone in the study of his house, and he gradually grasped the thread from his chaotic thoughts.

"Investors have the need to fully capture the benefits. When encountering such a good opportunity, it is absolutely impossible for them to let go, even if Apple's brand heritage is completely consumed, it will not stop it."

"With Apple's revenue and profit margins, more than 1000 billion cash benefits that can be easily grabbed are a higher priority."

"However, my duty is not to be an accomplice!"

"It's one thing to be unable to refuse, but you should put more effort into your job..."

Then, Tim formed a system idea, and he decided to require Apple's internal system R&D departments and chip design and R&D departments to perform at their best with the highest specifications, and regain their position as a leader!

In order to achieve these goals, Tim believes that he must reach the necessary tacit understanding with various investors to fully support the company's development.

Anyway...

In this weekend full of cyberbullying, Tim thinks he has made the most important decision as Apple CEO, none of them!

He believes that we must pay more attention to Bolang, and let 5S and 5C become transitional products, sacrificing the future of this generation of products and using them as stepping stones, the next generation of products must be killed with one blow!

…………

But... Although Tim had expected it in his heart, he still underestimated the greed and eagerness of all the capital giants.

16th ET, Monday.

At 9:21 in the morning, UBS (UBS) released a report document, downgrading Apple's rating from 'buy' to 'neutral'.

The target price has dropped from the previous US$560 to US$480, which is beyond imagination.

In this report document, UBS stated:
“……目前市场上安卓设备价格只是iPhone 5C的40%~50%，而与类似价位产品XingHai 1C相比，5C过于平庸……”

"At the same time, in the Chinese market, the price competitiveness of the iPhone 5C is very weak. Attraction!"

"…Not only that, the pricing strategy of the iPhone 5S is also very bad, and the competitiveness of the product itself is even more vulnerable. Leaving aside the Chinese market, once the Xinghai brand opens up sales in overseas markets, the 5S will immediately become the number one product for consumers. The second pick or even the choice below!"

"..."

Also due to concerns about pricing strategies and market competition, Bank of America Merrill Lynch also downgraded Apple's rating to 'neutral'.

Investors are warned.

Also citing price concerns, Swiss bank Credit Suisse downgraded Apple from 'outperform' to 'neutral'.

This is not over yet.

Although the reports of several major global financial institutions were flooding the cyberspace, the US stock market had already opened for trading, and Apple’s share price fell more than 6% at the opening;

But this is still just the beginning.

Chase, a major financial institution in America, also warned about the price of 5C and 5S.

However, there was no immediate statement to adjust the rating.

It was only after a quiet period of time that the report downgraded the 'overweight' rating to 'neutral', and the attitude was more hesitant, looking like it was going to continue to downgrade.

It didn't even indicate in the report what it believed to be an appropriate price target for Apple.

Under the continuous targeted attack, the US stock market closed that day, and Apple’s share price fell by 544.4% from US$500.8 to US$8!

The market value evaporated in one fell swoop close to 400 billion US dollars.

If the major short sellers sell the borrowed stocks at the closing price on Friday 13th, and buy them back at this time, their floating profit has reached 8% of the principal.

Take Wen Liang and his asset management company as an example, which can earn almost US$4.25 million.

After all, the principal this time is abundant.

…………

While tens of millions of 'victims' applauded, Chase finally released the full report.

Chase maintained its previous 'neutral' rating on Apple, but adjusted its target price to $450!

At the same time, UBS, Credit Suisse, and Bank of America Merrill Lynch have successively updated their target prices for Apple.

Various institutions have different target price expectations for Apple.

The highest is Chase.

After that, Bank of America Merrill Lynch adjusted to 435 US dollars, and Credit Suisse lowered it to 430 US dollars.

UBS is the sharpest, lowering the target price to US$406. Based on the share price per share, Apple’s total market value is just stuck on the edge of US$4000 billion.

Next is still a group of demons dancing wildly.

Many analysts have expressed their thoughts through social media platforms.

"The price of the iPhone 5C is set too high. It is hard to believe that it can attract consumers' attention under the pressure of competing products."

"5S is a relatively failed product, and it is likely to bring Apple into the quagmire."

"..."

Affected by this, Apple's stock fell as much as 3.82% again on Tuesday.

…………

At this time, Wen Liang and the others chose to sit on the sidelines, and only asked the marketing company headed by Peixuan to keep marketing the relevant information.

For example, the Xinghai brand and Apple, a big brand, are constantly bundled and compared for marketing.

At least one must be clear about the strength of Xinghai's new product.

There was no rush to get that straw out.

On Wednesday, the 18th, Apple's stock price continued to fall, but this time the decline was smaller, only 1.97%.

Then, on September 9th, the Mid-Autumn Festival on the 19th day of the eighth lunar month, on the same day as the birthday of Wen Liang's ID card, he officially signed the document for the full opening of Xinghai products for overseas sales.

All Xinghai desktops and Xinghai workstations, including Xinghai 2/2Pro, will be released for sale. This time, it is no longer open to a batch of regions, but to all overseas regions.

So, next, while Wen Liang and Li Ze and his friends celebrated the Mid-Autumn Festival together, they watched the Xinghai 2/2Pro products quickly become popular on overseas social media platforms, and then quickly became popular.

This time point is only a little more than a day earlier than the official launch of Apple's new products.

Moreover, the Xinghai brand mainly focuses its sales on the American market, more precisely, in California, Silicon Valley, California.

Xinghai even released the latest news through official channels.

"The first flagship store of the Xinghai brand in the global market has been confirmed to be located in Santa Clara, California, and will show everyone a more elegant era of handheld entertainment."

"..."

One hour after the official opening of the purchase, the total sales volume of Xinghai 2/2Pro in overseas markets exceeded 200 million units, especially in the American market, and its impact on the formation of Apple's new products can be imagined.

Countless good news media rushed to report the news.

They are all crazy about traffic.

Unsurprisingly, Xinghai 2 and iPhone 5S were pulled into the neutral comparison process, and countless netizens started talking about it.

Public opinion agrees that there is no comparison.

Affected by this, on the 19th, Apple's stock price fell by 5.72%!

The stock price dropped to $446.3 per share!

Compared with last Friday's closing price, it has dropped nearly 100 US dollars, and the market value of nearly 1000 US dollars has been evaporated!
…………

Of course, the matter is not over. On the 20th, the iPhone was officially launched and delivered to users, but Apple's stock price continued to fall.

Such and such.

On Wednesday of the new week, September 9th, Wen Liang and his asset management company bought back a sufficient share of Apple shares and completed all delivery.

At this time, the average purchase price of Apple stock was only $414 per share.

So far, the asset management company has actually made a profit of as much as 19 billion US dollars on Apple's stock!

At the same time, the actual profit of asset management companies shorting stocks including Microsoft and other companies has reached as much as 5.5 million US dollars.

The final actual profit converted into RMB is 150 billion.

If all of them were collected, Wen Liang alone would get as much as 75 billion, and the others would get an average of 7.5 million each, which is an astronomical figure.

But the greed of capital is not over yet. After the asset management company left the market, institutions led by UBS once again issued an announcement to lower Apple's target price and adjust the rating to 'sell'.

but……

Good times are not long.

With the retaliatory support of retail investors, Apple's stock price quickly stopped its downward trend, and the most greedy wave of capital could not lose money!
-
〇: This process is actually not too exaggerated. UBS and other three institutions immediately downgraded Apple’s rating on the day after the 5S conference. Shorting is slightly different. In my personal opinion, there are generally people who enjoy the big rise or fall of this kind of stock.

PS: Work harder for exposure. If you have rich friends who see here and have the capital to afford the Golden League, you can contact me. My idea is that the big guys will rush to me first and get back all the money... Well, I don’t have any money on hand. But the follow-up manuscript fee can be refunded~
(End of this chapter)