$AAPL
这只股票

The Intrinsic Value Podcast 对 $AAPL 的判断变化

频道资料 →共 2 条
2026-09-06
《Applovin (APP): The 30-Bagger Down More Than Half》
苹果的并购记录好坏参半（Beats成功，Humans失败），因此判断其资本配置能力充其量只能算一般。

说苹果在并购方面的历史极不平衡，这样公平吗？从你的角度来看？我认为这是准确的。非常准确。如你所知，收购Beats Music非常好，很明显。但实际上，我们无法评估它，因为我们不知道它为股东创造了多少价值。

Would it be fair? To say that Apple's history in Mergers and acquisitions It was extremely uneven From your point of view? I think this is accurate. very. As you know, it was Beats Music acquisition Very good, clearly .

But it's impossible Actually, we are evaluating it because We don't know exactly how much The value he created For the shareholders.

看原视频1:00:49
2026-08-13看跌
《Ranking Mag7 Companies and AI Stocks》
当前不建议买入AAPL，因其估值偏高且资本配置缺乏吸引力；iPhone生态系统的长期韧性支持持有，但不支持在当前价格买入。

是的，我的意思是，我觉得如果你看看几乎所有这些企业，他们都在投入大量资金进行资本支出。我想唯一一个你可以说可能不是的是苹果。

Yeah, I mean I feel like if you look at pretty much all of these businesses, I mean they're all pumping a lot of money into capex. I mean I think the only one that I guess you could maybe argue isn't is Apple.

不久之前，我们有了第一家万亿美元公司，那是一件大事，那些是像谷歌和苹果这样的企业，它们产生了数百亿美元的收入和利润。

it wasn't that long ago that it was a big deal when we had our first trillion dollar company and those were businesses um like Google and Apple that were generating you know tens of billions of dollars uh in revenue and and you look and and in profit too

看原视频05:52
美股听风