The scalpers are crying, the iPhone 14 is posted back 100 yuan! Apple has become "the number one short target" again

time:2022-12-09 20:13:40source:chakarski.com author:Aerospace stock
The scalpers are crying, the iPhone 14 is posted back 100 yuan! Apple has become "the number one short target" again

The fire lasted only three days... The iPhone 14 that was charged at a price increase was posted at a loss of 100 yuan, and the scalpers who reselling Apple mobile phones are about to cry! On September 16, the iPhone 14 series models were officially released. As before, the “scalpers” held the spot in front of the door, while increasing the price to buy the iPhone, and then doubled the sale on the other side. In the morning, the price premium of the iPhone 14 Pro series was close to 2,000 yuan, while the price of the Pro Max was more than 2,000 yuan. The dark purple iPhone 14 Pro Max was the most popular, and the 512G version was sold at a price increase of 2,800 yuan. However, the frenzy on the first day did not last long, and the market plummeted in the afternoon. The recycling price of the iPhone 14 Pro with 256G memory at a stall in Hunan shows that the premium was about 900 yuan at 11:00 on the 16th, 700 yuan after 18 minutes, and only 300 yuan after two hours. At 15:39, the stall tried to acquire 5 purple iPhone 14 Pro with 256G memory, at a premium of only 400 yuan. The iPhone 14 even fell below the release price. The most exaggerated is the iPhone 14 512G, which is 739 yuan lower than the official starting price. On September 17, even the price of the iPhone 14pro dropped rapidly. Some netizens broke the news that they grabbed 2 iPhone 14 Pro Max, sold them to scalpers at a price increase of 1600 in the morning, and bought them from scalpers after adding 100 to the official website price in the afternoon. Rounding up is equivalent to a net profit of 3000 yuan. At the West Lake Apple Store in Hangzhou, a scalper complained that he sold the iPhone 14 Pro Max at an additional price of 1,800 yuan on the 16th, but sold it for only 600 yuan on the 17th. . Six or seven units were sold, and one unit did not lose much on the 16th. According to a scalper, the National Bank version of the iPhone 14 was posted at a loss of 100 yuan. Some scalpers even asked, "Do you want 14 to be cheaper than 200?" "The iPhone is not selling well now. A few years ago, a mobile phone earned five or six thousand. Now you dare to stay overnight and wait for a loss." September 18, " The scalper complained that Apple 14 was posted for 100 yuan and out” rushed to the hot search. A technology blogger broke the news that a scalper in Guangzhou, a landmark, said in a circle of friends that the Apple mobile phone bought at a higher price could not be sold at all, and he had to set up a street stall to sell it at a loss. Another big V said that the scalpers in Huaqiangbei were collectively shriveled, and the Apple 14 received at a higher price was paid 100 yuan, and no one wanted to lose money. The “best Apple analyst” said that the positioning of the non-Pro model failed and the iPhone 14 was cold. The market believes that the main reason is that the iPhone 14 has almost no changes compared to the iPhone 13, only the running memory has increased by 2GB, and the CPU has 1 more core. The appearance, battery and camera are all the same as the iPhone 13, and the price still starts at 5,999 yuan. A little upgrade of memory and processor is difficult to satisfy consumers' daily use experience. During the previous pre-sale period, Tianfeng International analyst Ming-Chi Kuo, who is known as the "best Apple analyst", said that the pre-order results of the iPhone 14 and iPhone 14 Plus were "bad", indicating that Apple's positioning of these two new standard models may be has failed. These two products currently account for about 45% of shipments of the entire series, and if demand does not change after launch, Apple may reduce shipments of these two models in November and beyond within a few weeks. For the other two models, the iPhone 14 Pro and iPhone 14 Pro Max, their pre-order results were "neutral" and "good" compared to the iPhone 13 Pro and iPhone 13 Pro Max. But the pre-sale results do not mean that Apple will immediately increase orders for the Pro model, and Apple will make a decision based on how long the strong demand for the Pro model can last during the recession. According to the current pre-sale results, strong demand for the iPhone 14 Pro models is likely to continue until at least November. Regarding the high-profile Chinese market, Ming-Chi Kuo pointed out that the iPhone 14 offline pre-order survey shows that the iPhone 14 Pro series in China accounts for about 85% of the order allocation, which is very popular. The iPhone 14 Plus, which was considered to be the most popular before its release, only allocated about 5% of orders, accounting for the least among the four models in the whole series. Judging from this survey, Apple's product differentiation strategy has been relatively successful this year. The A16, Smart Island, and 48-megapixel main camera, which are exclusive to the iPhone 14 Pro series, are very popular among consumers, and this undoubtedly drives Apple's performance improvement. Wall Street's biggest short target: Another thing worth mentioning about Apple is that Apple has re-emerged as "Wall Street's number one short target". According to data released by financial analysis firm S3 Partners on September 14, local time, as of September 13, Apple's short positions The position is $18.4 billion, surpassing Tesla's short position of $17.4 billion, and regaining the title of "Wall Street's number one short-selling target" after 864 days. Against the backdrop of rising expectations for the Federal Reserve to raise interest rates, Wall Street bears are eyeing large U.S. technology stocks. The data shows that the top five short-selling targets on Wall Street are Apple, Tesla, Microsoft, Amazon and VISA, followed by Google parent Alphabet. For Wall Street's top short target from Tesla to Apple, Ihor Dusaniwsky, head of forecast analysis at S3 Partners, wrote in a research note that while investor interest in shorting Apple has generally increased this year, the change largely reflects The bears trimmed their exposure to Tesla, an inaccurate representation of the surge in power shorting Apple. “Apple’s short exposure has increased this year. (There are two possibilities,) Either investors expect the stock to underperform in the future, or investors are shorting the stock to hedge their technology company stock portfolios. ” Ihor Dusaniwsky explained that the number of short Apple shares has indeed increased in the past three months, but the more important factor may be the increase in Apple’s share price; although Tesla’s share price has also been very high in the past three months. Strong, but there has been some short covering on Tesla over the past 30 days, making the increase in short positions less than the stock price rally. Data from S3 Partners also shows that since 2020, the number of stocks shorting Tesla has generally declined, while the number of stocks shorting Apple has generally fluctuated with little change. Part of the content is integrated from Qianjiang Evening News, New Yellow River Client, China Fund News, etc. ⭐Starred Wall Street news, good content not to be missed ⭐This article does not constitute personal investment advice, nor does it take into account the special investment goals, financial situation or needs of individual users. Users should consider whether any opinions, views or conclusions contained herein are appropriate to their particular circumstances. There are risks in the market, investment needs to be cautious, please make independent judgments and decisions. Did you get a new one?
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