Financial Education 对 $AAPL 的判断变化

2026-09-17看跌
《This Stock will Change Early Investors LFE‼️》
AAPL 当前估值缺乏吸引力:约 10% 的增速对应 29-34 倍市盈率,若要实现两位数回报,需要更快的增长或大规模回购。

我们会给你举一个非常好的例子,它是有史以来最漂亮的商业模式之一,那就是 Apple。Apple 在过去 20 到 25 年里是一家出色的成长型公司,这一点没有争议。

So, we'll give you a very good example of one of the most beautiful business models ever, which is Apple, right? Apple, a fantastic growth company over the past 20 or 25 years, no argument there, right?

想想看。Steve Jobs 在上世纪 90 年代末回归 Apple,并稳住了资产负债表。他当时已经是一位经过验证、能力出众的 CEO。此后,他们还稳住了自己的电脑业务,砍掉了一些糟糕的业务和产品,并推出了 iPod 和 iTunes 商店。

然后,大约在 2003 年,事情开始变得疯狂起来。因此,在那一刻,他们已经拥有了非常稳定的商业模式。

Think about it. Steve Jobs returned to Apple in the late 1990s and stabilized the balance sheet. He was already a proven and competent CEO , wasn't he? Now, they have also stabilized their computer business, gotten rid of some bad businesses and products, and launched the iPod and iTunes store.

And then , things started to go wild around 2003, didn't they ? Thus, at that moment, they already had a very stable business model.

2026-09-02
《This Stock is the next Nvidia‼️》
苹果目前估值过高;然而,就12个月的时间跨度而言,由于高现金收益率、强劲的服务业务以及即将推出的高端折叠屏iPhone,它可能成为首选股。

苹果在这里被高估了,特斯拉被严重高估了,对吧?所以,这两只股票因估值而被淘汰了,对吧?

Apple is overvalued here , and Tesla is seriously overvalued, right? So, these two stocks were eliminated due to valuation , right?