Barcode
01-31

$Apple(AAPL)$ $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  📱🇨🇳 Apple’s China Revival, $AAPL Signals A Structural Demand Inflection 🇨🇳📱

I’m framing this as a structural China re-acceleration, not a short-term earnings sugar hit. Apple $AAPL is reasserting relevance in Greater China 🇨🇳, and the data confirms a regime shift in demand and sentiment.

💰 Greater China revenue surged +38% YoY to $25.5B

🏆 First $25B+ China quarter in four years

🥈 Second best China quarter in Apple’s history

📈 A clean breakout in Apple’s China revenue trajectory

📱 iPhone 17 drove record upgrades and switchers

📊 22% shipment share, Apple now #1 in the market

💎 Premium mix strengthening

🔒 Ecosystem lock-in tightening

💵 Pricing power stabilising in a region many had written off

🇨🇳 China is flipping from growth drag to growth engine

🔥 Brand equity remains dominant

🚀 Revenue momentum is re-accelerating

🧠 This marks a credibility reset for Apple’s China narrative

If this trajectory holds, expectations around Apple’s long-term China contribution will require a meaningful re-rating. This is what a genuine demand inflection and narrative reset looks like in real time.

📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀

Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀

@Tiger_comments @TigerWire @TigerStars @TigerObserver @TigerPicks @Daily_Discussion 

💰Stocks to watch today?(4 Feb）
1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Queengirlypops
    01-31
    Queengirlypops
    Okay this post is actually wild, $Apple(AAPL)$ really said we’re not done in China, momentum snapping back, liquidity opening up, volatility shifting, structure looking cleaner, flow turning supportive, gamma and Vanna dynamics lining up, $AAPL narrative flipping from drag to driver, regime change energy all over this, this is the kind of macro plus positioning breakdown that makes the feed pop, love how this ties sentiment, revenue, and market psychology together 🧃
  • Hen Solo
    01-31
    Hen Solo
    Your post nails the narrative reset. $Alphabet(GOOGL)$ has cross asset exposure to China demand too, but $Apple(AAPL)$’s shipment share gain signals stronger positioning and regime stability. The volatility profile looks cleaner, with improving momentum and fewer downside liquidity risks.
  • Kiwi Tigress
    01-31
    Kiwi Tigress
    Yeah this post kinda changed how I see $Apple(AAPL)$ in China. Lowkey feels like the narrative flipped fast, momentum looks stronger than before, and $AAPL doesn’t seem as vulnerable as people thought. Ngl the structure part made it click fr
  • Cool Cat Winston
    01-31
    Cool Cat Winston
    我喜欢你的帖子框架$苹果(AAPL)$🇨🇳反弹是政权更迭，而不是一次性的。收入和份额的增长势头表明结构正在改善、定位更加紧密和宏观调整更好。波动风险依然存在，但流动性口袋看起来比去年更健康。
  • PetS
    01-31
    PetS
    I’m impressed by how you tied $Apple(AAPL)$’s China 🇨🇳 growth to broader macro and structure shifts. $NVIDIA(NVDA)$ also benefits from China sentiment swings, but Apple’s revenue acceleration feels more sustainable. Flow and gamma dynamics should stay in focus if momentum holds.
  • TAND
    02-02 01:59
    TAND

    Great article, would you like to share it?

Leave a comment
12
55