$蘋果.US蘋果在疫情前的利潤基本在 500 多億，宅經濟導致需求大漲推高業績，現在電子需求大幅下緩，從其他所有品牌都可以看到。蘋果即使做的好也難改總需求下降。預計回到正常短期會到年利潤 600-700 億。這樣對應 30PE 為 2W 億左右。這會有一段時間，也許幾個月，也許 1 年。在這種情況下，除了做空有沒有別的低成本的盈利模式。如果做期權，是否可以指教下。改如何 put。當然我還是長期看好蘋果，不過不是現在這個價格的蘋果。
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