No matter how powerful M1 processor is, the production cost relative to other manufacturers affects profit margin. I am not sure whether AAPL revealed this information. General consumers won't run benchmark tests and believe in salesmen, online reviews or friends. Whether new processor bodes well for AAPL results seems subject to both the boost of sales and profit margin. Besides stock, your analysis is convincing enough for mac buyers. Truly a rainmaker to apple business (perhaps because you are Rain, so you can make rain). (not a stock talk, do you keep pet? I saw some youtubers let their pets stick around the cameras and become co-youtubers. Many like to see pets in youtube though I understand you are producing professional financial topics.)
tks for share.. mind sharing how you do the research for your target company, say any key information or website you will review before your decision? Tks
Thanks for sharing. I believe M1 chip is a big milestone for Apple and this will be disruptive for the PC industry. Still believe AMD and NVDA will be right up there because of the thirst of semiconductors. The pie of the whole industry will grow substantially with more data center, 5G, IoT and eventually autonomous driving.
ARM is RISC, Intel is CISC, funny enough, when ARM boss looking back, and answered the journalist question how 20 years ago he helped the engineer who designed first RISC chip? His answer: I gave 2 things to my engineer that Intel couldn’t “afford”(!). First, I gave “no money” to the engineer; second, I gave “no people” to help that one engineer. So, that engineer had to from ground up redesign a chip that so efficient, so “parallel” processing, so electricity saving; then the first RISC chip born. The lesson: 越窮越創新。 Glad to see Apple taking RISC chip to next level; and your analysis is good. Thanks.
Thank you for your analysis. Last time used to be Intel market, then AMD. After your video, sounds like going to be Apple time 🤔🤔 But AMD always my first choice when building a PC.
Nvidia 收購ARM.. M1 is based on ARM.. will it involve the issue of license??? If apple is good, when Nvidia take ARM, Nvidia may also do the similar thing.. in fact, Nvidia take ARM is targeted on the market of AI influencing..
![[中字]蘋果iCar是Tesla的末日嗎?了解iCar和Tesla技術/未來行業市場[點CC選中文字幕]](http://i.ytimg.com/vi/h_T_K_LxuMs/mqdefault.jpg)
[內含中文字幕，要點CC選字幕呀] Happy Wednesday guys~ 😁 留言告訴我，你怎樣看晶片市場的未來呢？
*投資有風險，影片只是分享作用，記得自己做功課啦～
你的開戶會為RainIsHere頻道帶來一點點收入🙂
美股及ETFs：
1） Firstrade(ETFs/美股$0手續費+離岸): 開戶連結： affiliate.firstrade.com/affiliate/idevaffiliate.php?id=1074
比特幣或加密貨幣:
2） CEX IO (加密貨幣+FCA英國注冊+離岸): 開戶連結： cex.io/r/0/up134250489/0/
你好啱， Intel 現在好似落後，不過相信會有技術上嘅突破，比D時間佢，最重要而家個價吸引。
寒冷的天氣下终於等到你的新作，未睇先 like
Apple我都有，仲有之後既電動車都係值得期待
No matter how powerful M1 processor is, the production cost relative to other manufacturers affects profit margin. I am not sure whether AAPL revealed this information. General consumers won't run benchmark tests and believe in salesmen, online reviews or friends. Whether new processor bodes well for AAPL results seems subject to both the boost of sales and profit margin. Besides stock, your analysis is convincing enough for mac buyers. Truly a rainmaker to apple business (perhaps because you are Rain, so you can make rain).
(not a stock talk, do you keep pet? I saw some youtubers let their pets stick around the cameras and become co-youtubers. Many like to see pets in youtube though I understand you are producing professional financial topics.)
M1是apple設計,TMS生產？TSM前景更好？
犀利啊RAIN.
係我身邊既女仕普遍都唔識IT野
但妳連bench mark, single core & multi core都識分識睇.
作為一個對IT人都真係服左你呢位博學投資者。
謝謝，學很多，這樣的分享很有用
之前聽完你分享，而家D股票都係長揸為主；呢個豬豬大法好適合我，感謝。
食lunch時有新片送飯，正呀～～
碰巧前一陣子，我見到apple話要開發電動車，就留意住股價買入，因為看得出佢其實計劃多多，準備好好地用手頭富可敵國的現金，去舖打後二三十年的故事。
我在 $69 投資 AAPL 目標也是長揸。但是 AAPL 在 PC 市佔率，只係小部分，iMac 盈利增長也是佔小部分，需要多一段時間，觀察 M1 貢獻
現階段晶片股只考慮TSM, 以過往咁多年既抗跌力 同 長期都keep住穩步上揚。 再加上佢本身既盈利增長 同 技術開發力， 我都只會買TSM, 買完擺起度可以唔洗理佢。
Apple 一向做法係統一同一樣嘢 以減少無謂開發同support 成本 今次就晶片 上次就係所有嘢connect to cloud只要一安裝 所有嘢就連結 iphone, ipad , macbook , 而未來啲macbook pro 會唔會同其他m1晶片暫時未知 用得pro 就即係有要求 宜家轉晒未必達到用家要求 靜觀其變
之前4月已經入咗好多貨 除非下跌先會再入貨
我都入咗蘋果, 係自從宣佈推出M1同自行開發電動車後, 相信加上A.I. 整合佢所有產品如mobile phone, watch, car, IOT ... 等會好有機會在5G 跑第一.
tks for share.. mind sharing how you do the research for your target company, say any key information or website you will review before your decision? Tks
ARM 由手機推到去手提電腦應用已有一段時間, Micro$oft 上年嘅Surface Pro X已用緊, 雖然因兼容問題回響不大, 但已可以處理到大部分人日常工作(文書, 睇片, 執相), 只係剪片同打機仲有距離。而家由Apple 加入戰團肯定會加速行業發展, 最大問題是M1只局限蘋果生態系統, 而世上仲主流用Windows/ Chrome/ Linus, 如果佢肯外判粒U 俾其他廠就真係可以稱霸全球喇。
(可能角度問題影到個身震震地, btw聖誕樹好靚, 分析好詳盡! )
多謝你的分析，我學到野🙂
Very good content! Thank you!
Hi Rain, 請問下絛片可唔可以介紹下Square?
（少量IT) 純粹以CPU比較，繪圖剪片，處理畫質效能係好過Intel。處理複雜商業級計算同兼容Intel軟件制式，就要等一段時間先超越到Intel
同意 ! Apple有龐大市佔率，高滲透，在價值鏈上有非常大的話語權。現在打算做Vertical Integration，Intel難以招架，要GG了👼
感覺apple m1同其他都差太遠，而且寫code運算速度要求高唔高都係睇你做咩位。反而apple話出電動車呢個消息仲好。如果只睇芯片，AMD Yes!
Apple 已經準備破頂
咁多人留言就知道你的頻道受歡迎了，叻女！👍相信花了不少時間搜集資料，繼續努力💪做個成功的投資者。
多謝你😀
Mac - APPLE YES
Windows - AMD YES
又學到野，多謝阿Rain的分享🙇🏻♂️
詳細分析 讚👍
Excellent analysis. Really appreciated for the sharing.
HIMX, 我一路都推介，所有電子產品都會用佢，甚至車，食蕉，醫療儀器，家電都係。仲有，有咗VUZI，唔洗Iphone. 有咗CETX，唔洗PC/Laptop
有左自己粒U,之後好多創新都會加速
Well said absolutely it is another catalyst for AAPL 👍 what is your take on its impact on Nivdia stock? Since NVDA is acquiring ARM.
welcome on board!
Love it when you share your research & insight 🙏 very helpful!! Please keep up with this type of video 😎
支持 不過想幫忙補充資料
m1 5nm 晶片是由台積電(TSM)生產
AMD 7nm ryzne CPU 及GPU 也是台積電
PS5 XBox series都是台積電晶片並且而且有高良率
所以現時intel 14 nm制程嚴重落後至少5年技術
提外話GPU NVIDIA RTX 30系列 由三星(8nm)代工的良率之低 引致全球缺貨
As TSM is the one to help Apple to produce chips, so we should buy TSM as well?
有智慧的論述。
多谢分享影片，可以讲关于 TSM 台基电吗?
台積电
完全同意
順帶一提,AMD 想 收購 ARM , 另一方面, 因怕 ARM 限制了核心使用權,開源的 RISC-V 也給其它資源有限的廠商使用,它是反向工程的,當然沒收費的 ARM 先進。
好謹慎既分析👍🏻thz
What do you think of NIO and XPENG?
Apple 要超越 Intel 同 AMD 短期難Ｄ , Apple 同 Intel bye-bye 好大因為想減成本而 TSM 幫代工的 M1 chip 造到 5NM 效能及得上 Intel 的Chips 搞到 TSM 做到踢曬腳 , 睇嚟如果 Apple 業積好 TSM 加𠳔價都得 唔喺幾難揾到個識造 5NM 嘅呢
Thanks for sharing. I believe M1 chip is a big milestone for Apple and this will be disruptive for the PC industry. Still believe AMD and NVDA will be right up there because of the thirst of semiconductors. The pie of the whole industry will grow substantially with more data center, 5G, IoT and eventually autonomous driving.
love you! very useful info share
我覺得 Asml 都可以留意下
INTC同AMD為左賺錢所以慢慢出 芯片效能其實一早起越現有市場產品好多 AAPL加入戰場後唔排除下年會推快芯片效能下降到民用等級既速度
Hello !妳覺得BA同BLOk前景如何？
多咗棵樹好正😂
ARM is RISC, Intel is CISC, funny enough, when ARM boss looking back, and answered the journalist question how 20 years ago he helped the engineer who designed first RISC chip? His answer: I gave 2 things to my engineer that Intel couldn’t “afford”(!). First, I gave “no money” to the engineer; second, I gave “no people” to help that one engineer. So, that engineer had to from ground up redesign a chip that so efficient, so “parallel” processing, so electricity saving; then the first RISC chip born. The lesson: 越窮越創新。 Glad to see Apple taking RISC chip to next level; and your analysis is good. Thanks.
講得好清楚
Great analysis. Thank you.
I think the driving engine for Apple will be its services sector like Apple One, Apple TV, Apple Music
Thank you for your analysis. Last time used to be Intel market, then AMD. After your video, sounds like going to be Apple time 🤔🤔 But AMD always my first choice when building a PC.
Me too, considering the cp value.
未睇先like 為什麼你愈來愈年輕👍🏻
唔係愈來愈有女人味咩？😄
宜家都是3x啫
Intel 在 servers 上最強； AMD 在PC 及遊戲其他地方也是最强（AI 及車）; Apple 在電話及 client 方便比較強（因為電能）。 Qcom 就在Android 方面比較成功。如果在投資角度下； AMD> Apple & Qcom> intel
估唔到大冬天可以見到咁清涼既Rain
又上一課，謝謝
近來成日睇你既片。。。。。。。。 學到好多野！我開始認真想做長線投資。可唔可以講多少少如何分析公司的基本面？
多谢Rain的信息，很有参考价值。
多謝你詳盡嘅分柝
Check out ASML. They have monopoly in their technology.
講得好好呀,好似睇3C 頻道咁呀
M1真係比像中好好多
未來可能仲有Apple car😍
Thanks for analysis 🙏🙏👍👍
HI RAIN, 呢個LOOK 特別得(平時都好得啦)
聽完真入腦😍
咁APPLE都好多野都想撈喎，又想撈車搶TSLA，又撈運動搶PTON。
打直打橫都有。一間公司真係可以咁多路數？有例子嗎？
感謝
Nvidia 收購ARM.. M1 is based on ARM.. will it involve the issue of license??? If apple is good, when Nvidia take ARM, Nvidia may also do the similar thing.. in fact, Nvidia take ARM is targeted on the market of AI influencing..
未睇都讚好左先 😁
多謝支持哇😁
蘋果自家設計CPU以經有歷史喇，之前G4 到現在Arm. 但點解會由G4轉去Intel. 都係software 兼用性問題。現在只係剛剛起步。
Apple 今次自家設計芯片。目標應該唔係想設計一款芯片推出市場買賣。應該係加強自己蘋果生態圈的自給自足能力。因AMD和 INTEL的芯片係供比市場。但蘋果目標應該唔係。所以好難同兩間主要從事芯片公司比較。
但好認同係減少依賴intel同成本可減少。多謝你分享呀。
qcom is next, apple is also developing its own modem chips
可唔可以分享下reits? Especially UK?
presentation 更 smooth 了
thanks
😊👍 謝謝你為我們準備這樣豐富的資料和知識。
Rain. Wish you a Merry Christmas. 🎉😘
You too🎄
本身ARM同X86並唔係係同一跑道上。ARM有好多優點但一直都做唔到x86做開既野，Apple係好厲害改變左呢樣野。我覺得係對x86一個好大威脅。
why not TSMC
thank for your sharing
多謝分析
M1 好似係TSM 代工， 你點睇TSM
Rain , tx for sharing. And you looks good tdy. Stay health
我今年先玩美股, Apple 又係想入的其中一隻 !
聖誕買M1Mac book Pro 順便買埋AAPL，可能M1跑分能力還未力比AMD，因為垂直供應鍊關係能夠為蘋果省下不少生產成本，只要成功轉身，咁樣就能夠系AAPL，上回報股東。另外隻HYLN...個價真系high high...啊…吾系系low low low....吾知大户幾時停止壓低個價錢
利好台積電..
Thank you for your valuable analysis
How about TSM?
Great analysis!
M1 由台積電TSM生產，買AAPL同時能買入台積電 ^o^
I have aapl and amd on my portfolio.
Thx for sharing, totally agreed, bought new MacAir M1 last week, M1 is so good as u mentioned. should increase Apple position.
Tsm呢？
還是AMD比較香 便宜啊 apple的肯定超貴 AMD YES!
晶片
感謝你分享😊
thx, 但M1只局限在APPLE products
Docu 暫時橫行 adob值得買嗎?
AMD YES!
Rain可以講一下Beyond Meat嘛?
不管谁设计 都要找TSM代工。
buy tsm
妳又忍唔到手了，道指 超過30000 點歷史新高，真的要小心，應耐心等待道指大調整才吸納比較安心，財不入急門。謝謝細緻分享
所以設定完整的投資組合 (Portfolio)是必要的，我的組合正為我平衡風險 😉
@@RainIsHere 幸運只會眷顧妳這樣持續努力的人，加油
晶片是未来的趋势 ， 值得买入有相关的公司 。。
有d錯，你要知道，大部份application係x86, mac 用m1 己經用唔到bootcamp, consumer market 8成人 windows ，如果m1 cpu 可以用到x86就innovative
如果係arm 技術，系味應該考慮nvida 呢
係咪
你講野同我諗法差唔同，但暫時唔買。 事實上Apple 會帶領arm 架構. 但我諗apple 更重要係用服務收費增長如何
咁TSMC點睇？
Rain. 我反而覺得蘋果🍎不斷的在"Intel 化"，衹是把現在的product line 做得越來越好，他成本越來越便宜。(老實說，我沒有買Apple的東西很久)。自從 Steve Jobs 死後，除了一個Apple Watch 也好像沒有其他"新"的product line.
對於我來說，我還是比較喜歡Tesla 這些比較會sell dream 的公司吧(雖然我一早就放完Tesla後他還升了幾倍)
最後，下次可不可以少點廣告，12分鐘的片，4个廣告好像太多了吧。
Apple One is new product, App Store revenue is increasing too.
@@dirklamlam6474 我的創新的defination 跟"從0到1"的書
出左6分鐘就入來留位，原來咁快已插晒頭香。
哈哈，你也好快了😆
基本分析是否如你所說的那樣重要，答案當然是对！
但其重要性相对卅年前當我還在行內時，相信已經降低了不少了，何解？因為資訊隨著時間因互聯網絡普及化越來透明，重要資訊越來越不是一撮人才得知，这使得”有效市場”理論將基本分析加快反應才股票價格上。正所謂”你知，我知，大家都知”的資訊又有何價值呢？在價格上利好的基本因素反映了多少？
不知你是否聽过”萬種行情匯於市”, 價格是股票真正的王道！
如果不運用技術分析的配合，什麼基本分析都是事倍功半。當你因基本因素而買入一隻股票，你當然認為有其價值，當買入了的股票價格向下跌，你必会認為已經買入的股票更加有價值，或稱之為更抵！这情形下你一定不会止蝕離地，然後再重新部署。
技術分析的重点為替投資/投機者設下一些認為有效的準則而得出買入点，賣出点，止賺/止蝕点，那些規則當然是經过驗證。然後跟據那些自設的準則，不斷重覆。簡單說，當你投入資金買入股票之前，你已經知道你会輸多少？而當你因基本分析而買入，怎樣來定止蝕，當之前的基本分析不幸是錯了，相信捐失会非常慘重！这亦不考慮由宏觀時件引發的熊市而令你認為有價值有前景的股票大幅下挫的可能性。
老實說，投資市場真的是沒有什麼聖杯。只有明白人性才是最重要，什麼都会變，唯獨是人性是永恒不變，而股票或其它股資市場就是一个由人來組成的遊戲！基本分柝是不会考慮这因素的！
除了解人性外，宏觀裡 liquidity 是必須了解！once the wind blows, even a turkey flies !!!
我同你觀點一樣 睇中M1 chips 同 apple car 所以11月已加倉蘋果，希望佢可以爆升
謝謝分享，如果要買一隻晶片股，會唔會買SMH仲好呢？