$AAPL

在Mag 7中,AAPL估值偏低;新的硬件创新(折叠手机、高端智能手机)将带动市场兴趣回升与增长。

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《McMahon: AAPL iPhone Duo Adds Mag 7 Muscle, Likes MSFT & GOOGL》
Schwab Network发布 2026-09-19 · 5 段内容
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5 段内容

就 Apple 而言,我认为我们一直在等待新的创新,我想大家都同意,折叠屏手机尽管不是市场上第一个出现的,但它确实是一项创新,而在我看来,Apple 也有机会。

And in the case of Apple, I think we were waiting for new innovations, and I think we all agree that folding phones, even though they are not the first on the market, are an innovation, and in my opinion Apple also has an opportunity.

那么,我们来讨论一下你提到的这三个大名字。因为你有 Microsoft、Alphabet 和 Apple。我认为 Magnificent Seven 中仍然有价值。我认为这三只是 Magnificent Seven 中被低估最严重的股票。

So, let's discuss the three big names you mentioned. Because you have Microsoft, Alphabet and Apple. I think there is still value in the Magnificent Seven. I think these are the three most undervalued stocks of the Magnificent Seven.

我认为我们看的是营收,而营收依然很好,那里有机会。我认为这三只股票有增长潜力,而且我认为人们对 Apple 的兴趣有所减弱,但说实话,他们现在正在展现自己的实力。他们上周宣布的创新会让人们重新回到 Apple,我敢说人们甚至可能开始购买 3,000 美元的智能手机,这是我以前从未说过的,而我认为这对 Apple 会非常有帮助。

I think we're looking at revenue, and revenue is still great, and there's opportunity there. I think these three stocks have growth potential, and I think people's interest in Apple has waned a bit, but honestly they are showing their strength now.

The innovation they announced last week will bring people back to Apple, and I dare say people might even start buying $3,000 smartphones, which I never said, and I think that will be very helpful for Apple.

所以,在我看来,这三只股票是 Magnificent Seven 中被低估最严重的,而且基于它们的盈利或它们相对于其余股票的定位,这些股票肯定有增长的潜力。

So, in my opinion, these three stocks are the most undervalued of the Magnificent Seven, and there is definitely potential for these stocks to grow based on their earnings or their position relative to the rest.

当然,Apple 是个例外,这就是为什么它被归入一种反 AI 交易类别。

Of course, Apple is an exception, and that's why it's placed in a kind of anti-AI trade category.

这个频道对 $AAPL 的历次判断

Schwab Network 在这只股票上共 21 条判断,这里只列相邻的几条。

2026-09-21看涨
对于采用标准设计和尺寸的 iPhone 18 Pro(Marley),情况看起来不错,因为初步迹象显示等待期正在拉长,也就是从下单之日到预计交付日期之间的这段时间;这正是人们一直在寻找的信号,用来判断:“看来需求正在上升,因为拿到这款设备需要更长时间。”预订直到 9 月 12 日才开始,因此数据还不够充分,但第一周正是人们关注的焦点。iPhone 18 Pro 对 Apple 来说看起来前景可期。
原话 08:45 ›
2026-09-19看涨本条
就 Apple 而言,我认为我们一直在等待新的创新,我想大家都同意,折叠屏手机尽管不是市场上第一个出现的,但它确实是一项创新,而在我看来,Apple 也有机会。
2026-09-18
对苹果来说,今天是重要的一天,新款旗舰 iPhone 今天正式在门店上市。
原话 00:02 ›
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