AAPL 处于确认的上升趋势中，并创出新的更高峰值，展现出韧性。
逐段跳播
我们将看看这些设备在功能上会如何演变，但毫无疑问，3 到 4 年后我们还会在这里，会有多家公司，包括 Meta 和 Apple，而且我相信 Amazon 和 Google 也会发布不同设计的设备，我们最终会看到谁胜出。
We will see how these devices will evolve from a functional perspective, but there is no doubt that we will be here in 3 to 4 years, and there will be multiple companies, including Meta and Apple, and I am sure that Amazon and Google will also release devices with different designs, and we will see who wins in the end.
说到 Apple，本周开盘报 333，其股价本周上涨 2.3% 至 241。与此同时，全球版 iPhone 18——最新款 iPhone，大约两周前发布——的发货时间相比去年略有缩短。
这是分析师一直在关注的事情。我想我今年早些时候看到过一份报告，指出发货时间略长一些。我认为原因是供应波动。我们必须认识到，去年与关税相关的问题比今年更多。不仅如此，我认为他们还扩大了制造设施，不仅是美国本土的一些零部件，尤其是在印度，现在在北美销售的许多手机都在那里生产。因此，我预计发货时间会大幅缩短。
Turning to Apple, we started the week at 333, and its shares rose 2.3% this week to 241. This comes as shipping times for the global iPhone 18, the latest iPhone, which was released about two weeks ago , have dropped slightly compared to last year.
This is something analysts are always watching. I think I saw a note earlier this year indicating that shipping times were a little longer. I think the reason is supply fluctuations .
We must recognize that last year, I believe, there were more issues related to tariffs compared to this year. Not only that, but I think they have expanded manufacturing facilities , not just for some components here in the United States, but specifically in India, where many of the phones sold here in North America are now manufactured.
Therefore, I expect a significant decrease in shipping times.
就在假日季之前，公司推出了更多新产品，包括 HomePod，一款小音箱，我客厅里有四个。真的很棒。正如大多数人知道的，平板电视里的音箱非常糟糕，你可以把这些小音箱放在家里各处，运行一个、两个，甚至四个一起。
真的很棒。不过，它最初的定价是 99 美元，在我看来这个价格相当不错。现在，它们要 129 美元，所以你可能会想自己是否需要四个。
Just before the holiday season , the company launched more new products, including the HomePod, a small speaker of which I have four in my living room. It's really great. As most of you know , the speakers in flat-screen TVs are very bad, and you can put these small speakers around the house and run one, two, or even all four together.
It's really great. However, it was initially priced at $99, which is a relatively good price in my opinion. Now, they cost $129, so you might be wondering if you need four of them.
Apple 目前正在开发一款无屏幕健身追踪器，我认为是为了与一家叫 Whoop 的公司竞争。我在许多职业高尔夫球手身上看到过这个。我关注很多职业高尔夫赛事，但我看到很多赛事是由这家公司赞助的。
Apple is currently working on developing a screenless fitness tracker to compete with a company called Whoop, I believe. I've seen this with many professional golfers. I follow many professional golf tournaments, but I see many of them sponsored by this company.
有趣的是，在 John Ternos 任职期间，Tim Cook 似乎更明智。他们一直在做汽车、电视，还有……你知道，当 Vision Pro 上市时，很明显它并不完美。它不是一个完成、打磨好的产品，尤其是从 Apple 的标准来看。
我们将看看 John Ternos 如何处理这些事情。它会走向邻近品类吗？比如，Apple 的无屏幕健身追踪器不过是 Apple Watch 的衍生版本，不是吗？在现阶段？我的意思是，Apple Watch 不就是带屏幕的同一回事吗？
它是一个衍生品。我们将看看 Apple 是走这条路还是坚持其核心产品。未来两年关注这一点会很有趣。
What is interesting is that during John Ternos's tenure, Tim Cook seemed to be wiser. They were always working on a car, on a television, on... you know, when the Vision Pro hit the market, it was clear that it wasn't quite perfect.
It was not a finished, polished product, especially from the perspective of Apple's standards. We'll see how John Ternos deals with these matters. Will it move towards neighboring categories?
For example, Apple's screenless fitness tracker is just a derivative version of the Apple Watch, is n't it? At this stage? I mean, isn't the Apple Watch the same thing with a screen?
It is a derivative product. We'll see if they take this path at Apple or stick to their core products. It will be interesting to follow this over the next two years.
Apple 的子公司 Beats 推出了新的头戴式耳机，仍然非常受欢迎。
Beats, a subsidiary of Apple , has unveiled new over-ear headphones that remain very popular.
多么了不起的公司，Apple！看它刚刚确认了上升趋势中一个新的更高峰值，多么有韧性！看起来真的很棒。
What a company, Apple! Look at it just confirming a new higher peak in the uptrend, what resilience! It looks really great.
这个频道对 $AAPL 的历次判断
The Investor Channel 在这只股票上共 5 条判断，这里只列相邻的几条。