Schwab Network 对 $AAPL 的判断变化

频道资料 →本频道有 11 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 21 条
2026-09-21看涨
《Tiernan Ray on AI Regulation, Cybersecurity Rally & Software Stocks to Watch》
iPhone 18 Pro 的需求似乎表现强劲,原因是等待时间不断延长;该产品对 Apple 而言前景可期。

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。

For the iPhone 18 Pro (Marley), which has a standard design and size, the situation looks good because initial indications suggest that the waiting period, i.e. the period from the date of order to the expected delivery date, is lengthening; This is what people are always looking for to say: " Well, it seems that demand is increasing because getting this device will take longer."

Pre-orders only started on September 12, so there isn't enough data, but the first week is what people are focusing on. The iPhone 18 Pro looks promising for Apple.

2026-09-19看涨
《McMahon: AAPL iPhone Duo Adds Mag 7 Muscle, Likes MSFT & GOOGL》
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。

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.

2026-09-18
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