Meet Kevin 对 $AAPL 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 14 条
2026-09-17看涨
《THIS Stock is about to 2x!》
AAPL 具备强劲的上行潜力,动力来自新的服务器业务与 iPhone Duo,增速有望超过当前的增长预期。

苹果股价即将大涨的两个原因。第一,他们现在正在洽谈进军服务器领域,使用自家的芯片,实际上就是在苹果服务器里用英伟达的网络硬件来与英伟达竞争。

Two reasons Apple stock is set to rip. One, they're now in talks to get into servers to use their own chips and essentially compete with Nvidia using Nvidia's networking hardware in Apple servers.

但不管怎样,我们得聊聊这件事,以及它可能对苹果股价造成什么影响。第二,我们得聊聊苹果 iPhone Duo。然后我们还会看看,为什么苹果业务中一个正在萎缩的部分,会让苹果 Duo 眼下对苹果股价如此蓄势待发。

But anyway, we got to talk about that and what that could do to the price of Apple stock. Second, we got to talk about the Apple iPhone Duo. then we're also going to look at why a portion of Apple's business that is suffering makes the Apple Duo so primed right now for Apple stock.

2026-09-11看涨
《Buy the Dip.》
AAPL 是重要受益者与复苏标的,近期 iPhone 发布会标志着关键的一周。

Amazon、Apple。Apple,老兄,又涨了 3%。你是在跟我开玩笑吗?

Uh, Amazon, Apple. Apple, dude, another 3%. Are you fracking kidding me?

名单上第二位是 Apple,这一直是、我们正走出一周,我认为鉴于他们举办的 iPhone 活动,这将被视为关键的一周,那款可折叠手机,他们推出的那款新的、另一款手机

second on the list is Apple uh which has been this is a really we're coming off of what will be looked at I think as a pivotal week given the iPhone event that they had u the foldable phone, the the new other other phone that they they have

2026-09-10
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