如果保持PE不变，你说股价涨30%, 那就相当于要求mac翻3倍。以mac的市场规模，在PC领域有可能吗？
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的营收不仅不能保持增长，甚至还下跌，别说现在的30倍PE, 25倍PE都太高了。25倍 对应的就是153，所以机构target 160看着挺合理的。
