Parkev Tatevosian, CFA 对 $AAPL 的判断变化

2026-09-10
《Fantastic News for Apple Stock Investors! | AAPL Stock Analysis (Foldable Phone Announcement)》
尽管可折叠 iPhone 带来创新,AAPL 仍被高估(公允价值 210 美元,现价 316 美元),维持持有评级。

周三,苹果股票投资者迎来了重大消息:公司宣布推出其首款可折叠iPhone,售价将低于每部2000美元,这个价格点我之前一直好奇他们能否做到。

We got huge news for Apple stock investors on Wednesday as the company announced its first ever foldable iPhone and it'll go to market at less than $2,000 a piece, a price point I was curious if they were going to be able to hit.

所以,这对苹果股票投资者来说是个大消息。围绕这次发布、这场活动、这款产品,我有两个重大问题想在这里讨论,并更新我对苹果股票的买入、持有或卖出评级,同时公布我对苹果的公允价值估算。

So, this is big news for Apple stock investors. I had two big questions surrounding this launch, this event, this product that I wanted to discuss here and update my buy, hold or sell rating for Apple stock and reveal my fair value estimate for Apple as well.

2026-09-04看跌
《Should Investors Buy Microsoft Stock Instead of Apple Stock? | MSFT Stock vs. AAPL Stock》
苹果公司被显著高估;当前股价316美元,而公允价值为212美元,意味着约30%的下行风险。

苹果和微软对人工智能热潮采取了截然不同的策略。与此同时,苹果在很大程度上置身于这轮人工智能热潮之外,仅与OpenAI和Alphabet等公司签署了一些授权协议。

Apple and Microsoft have taken radically different approaches to the artificial intelligence boom . Meanwhile , Apple has largely stayed out of this AI boom, while signing some licensing deals with companies such as OpenAI and Alphabet.

那么,鉴于这两家公司对人工智能热潮的截然不同的策略,目前哪一家是更值得买入的股票呢?在过去十年中,苹果和微软在增加收入方面都做得非常出色。

So, given these two very different approaches to the AI boom, which of these two companies is the better stock to buy right now? Over the past decade, Apple and Microsoft have done an excellent job of increasing revenue.

2026-09-03看跌
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