Weakness and ignorance are not obstacles to survival, but arrogance is. Apple, which has been complained by Jobs's daughter that it has been "nothing new" for many years, but has been bullied by the store, has recently been "shorted" by Wall Street.
As we all know, in recent years, Apple CEO Tim Cook has been a super busy man: on the one hand, he has eaten away at Huawei's market share in the mainland, and on the other hand, he has coerced Foxconn into "shorting" the mainland supply chain. However, India, which Cook regards as the "takeover" of the industry, has handed over an astonishing answer with a scrap rate of 50%.
Out of fear of the "Ganges water", Indian-made Apple phones are not only not welcomed by Chinese, but even the European Union, which wears the same pants as India, does not seem to be interested in this. And the insightful Barclays analysts directly punctured Apple's "soap dream": in the past year, Apple's most quarterly results have failed to meet expectations.
Recently, the British banking giant has been even more inconsistent, directly downgrading Apple's rating to "underweight". Obviously, this move has hit a hornet's nest: just after the start of construction on New Year's Day in 2024, Apple was bloodied by Wall Street, and its market value evaporated by 107.1 billion US dollars (equivalent to 766 billion yuan) overnight.
In fact, Barclays analysts further predict that Apple's market value will plummet by 17% in the coming year as Huawei's mobile phone is "reborn" and the sales of Apple's iPhone 15 in India are sluggish. In the eyes of foreign media, this is undoubtedly a blow to Cook, who is eager to transfer the industrial chain to India.
After witnessing the collapse of Apple's stock price, the US media also had a lot of complaints: Huawei is ruining Apple's future. A few years ago, due to being "stuck" by the United States, Huawei had no cores available for a while, and was forced to tearfully withdraw from the high-end mobile phone track. As the saying goes, Huawei fell, Apple was full, and the American company's market share in the mainland soared from 8% to 20% overnight.
Affected by this, the iPhone 13 and 14 series, which were criticized by Steve Jobs' daughter in terms of innovation and design, still made a lot of money. However, the arrogant Cook and Apple forgot that it was Huawei's "absence" that they successfully picked up the leak.
Therefore, when Cook stepped up to "evacuate" the fruit chain from the mainland, the "air strike" from Huawei hit him in the stumble. According to public information, three years after being "hunted" by the United States, Huawei successfully conquered the 7nm Kirin chip and brought the world's first satellite phone Mate 60 into the field of vision of Middle Eastern tyrants and North American politicians.
U.S. Secretary of Commerce Raimondo, who was "humiliated" by Huawei, said frankly to a group of lawmakers after returning home that it was "incredibly uneasy." In fact, this is not the first time that Lao Mei has been so uneasy. A few years ago, China broke the price monopoly of Laos and the United States in the "liver raising track", which was the benefit of the liver, and the other side had already tasted bitterness.
As we all know, Steve Jobs is recognized as a god of science and technology, but he is a complete "liver protector". The media revealed that in order to protect the liver, the apple godfather did not hesitate to try the above-mentioned cutting-edge liver protection techniques with millions of dollars, and successfully won eight years. And its core technology has also instantly attracted the covetousness of top laboratories in the United States and Japan.
Subsequently, the top journal "Nature" disclosed that the Mayo Clinic found in clinical practice that the aforementioned liver-protecting ingredients such as milk thistle and Okinawa turmeric have positive potential for detoxification, improvement of liver damage and enzyme indicators. The U.S.-Japan biotech giant once raised the raw material to 20,000 yuan per gram. Even if the price is not close to the people, there are still hundreds of thousands of high-net-worth groups pouring into Qid and Tianmeow. However, with the rise of domestic "liver prescriptions", the United States and Japanese biotech giants have completely become the background board of Made in China.
Obviously, this is something that Qiao Dashen could not have imagined back then. However, what made Jobs even more unexpected was that Cook had made a mistake after all: in recent years, Apple has not only lacked innovation and constantly "squeezed toothpaste", but also has a more arrogant attitude, treating mainland fruit fans differently.
In fact, after Huawei re-entered the high-end mobile phone track, Cook has no way back: the money earned by picking up leaks will eventually be lost back by strength. Following the Waterloo of the iPhone 15 series, the iPhone 16, which Cook had high hopes for, also had little innovation, and the intention of "cutting leeks" was obvious.
At the same time, with the popularity of word-of-mouth such as "improved liver indicators" and "better complexion" on Wall Street and Silicon Valley, domestic liver protection technology has also staged a "Huawei-style" show overseas.
For Cook's "unenterprising", Barclays Bank, which can't be seen, directly gave Apple a New Year's gift: downgrading the stock rating. It is undeniable that in the eyes of the investment bank, Apple's trend has gone. As for the famous scene in the future of "Apple falls, Huawei is full" in the mouth of experts, I don't know how Cook, who just ran away to the banks of the Ganges River with a bucket, how do you feel?