AAPL 全部观点

AAPL 这一页 20 条观点条目,其中 1 条方向发生变化。

在本页筛选
《🚨 Stock Market is Set to Do the UNTHINKABLE》
$AAPL看涨
Apple表现强劲(上涨逾30%),原因在于AI资本开支较低,从而保住了短期利润。

同样,你可以看到之前的情况,但现在看看变化后类别中的第二大投资——Apple。对我来说,这很有意思,我也注意到 Apple 今年表现非常好。但当我更深入地研究这件事时,我发现 Apple 今年其实是在悄然闪耀。它的股价年内已上涨超过 30%。

Again, you can see how things were before, but now look at the post-change category at the second largest investment, Apple. For me, this was interesting, and I've noticed that Apple is performing very well this year.

But when I looked deeper into the matter, I found that Apple is actually quietly shining this year. Its shares have risen by more than 30% during the year.

The Investor Channel发布 2026-09-25
《META MUSE | Amazon Robots | TESLA Roadster Recap Show》
$AAPL看涨
AAPL 处于确认的上升趋势中,并创出新的更高峰值,展现出韧性。

我们将看看这些设备在功能上会如何演变,但毫无疑问,3 到 4 年后我们还会在这里,会有多家公司,包括 Meta 和 Apple,而且我相信 Amazon 和 Google 也会发布不同设计的设备,我们最终会看到谁胜出。

We will see how these devices will evolve from a functional perspective, but there is no doubt that we will be here in 3 to 4 years, and there will be multiple companies, including Meta and Apple, and I am sure that Amazon and Google will also release devices with different designs, and we will see who wins in the end.

更早的记录
《Stock Market Turns GREEN—But the Dow Flashes RED | Market Pulse》
$AAPL看涨
AAPL 因抛压成交量低迷而表现坚挺,显示存在上行潜力。

至于 Apple,它接近一个突破点。它本周触及了那个点,但未能维持住,并在低成交量下遭遇了拒绝,但我认为它看起来非常强劲,因为即使是卖单也是在低成交量下成交的。这是潜在上涨的一个良好指标。

As for Apple, it is close to a breaking point. It touched that point this week, but couldn't sustain it, and faced rejection with low trading volume, but I think it looks very strong because even the sell orders are being made with low trading volume . This is a good indicator of a potential rise.

更早的记录
Schwab Network发布 2026-09-21
《Tiernan Ray on AI Regulation, Cybersecurity Rally & Software Stocks to Watch》
$AAPL看涨
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.

更早的记录
Benzinga发布 2026-09-21
《Oil Tanks, Futures Rally but 10-Year Nears 5% | PreMarket Playbook | September 21, 2026》
$AAPL看跌
预计AAPL在10月中旬前将出现季节性回落,随后回升。

我们名单上的下一只股票是 Apple,代码 APL,在又一轮裁员之后,其盘前下跌了 19%。据彭博报道,裁员发生在 Fitness Plus 音频内容团队。他周末还得到消息称,iPhone 的需求可能比预期还要好。

The next stock on our list is going to be Apple, ticker APL, and it was.19% lower in the pre-market after it undertook another round of layoffs. According to a Bloomberg report, jobs were slashed in the Fitness Plus audio content team.

He also had news over the weekend that iPhone demand might be even better than anticipated.

他说在等
预订量或发货数据
在10月16日前后发布
10月中旬公司公告
为事件后的价格走势提供基本面背景
当前日期至10月中旬之间的价格下跌
如季节性规律所预测的那样发生
到10月中旬市场数据
支持看跌的季节性预测;若未出现下跌则削弱该预测
更早的记录
Schwab Network发布 2026-09-19
《McMahon: AAPL iPhone Duo Adds Mag 7 Muscle, Likes MSFT & GOOGL》
$AAPL看涨
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.

更早的记录
《Ben Felix Is Mostly Right, But Where He Isn't Is Extremely Dangerous!!!》
$AAPL看跌
由于内在价值与当前股价之间存在估值差距,应避免投资 AAPL。

他说,所有讲解这些书的课程都是金融上的胡说八道,比如讨论苹果股票的目标价以及如何计算它等等。然后我们进入内在价值学习模型。我们来看苹果股票。我们有利润,有预估增长率、最终乘数以及各项基准;它们之间存在差异。

那么我算出的该股内在价值是 128。股价是 348。

He says that all the courses that explain these books are financial nonsense, such as discussing the target price for Apple stock and how to calculate it, etc. Then we move on to our intrinsic value learning model.

We go to Apple stock. We have the profits. We have the estimated growth, the ultimate multiplier, and the benchmarks; There are differences. My intrinsic value for the stock is then 128. The stock price is 348.

更早的记录
The Investor Channel发布 2026-09-18
《AI Doom Threatens Stocks | Meta MUSE Hits | Amazon x 1,000》
$AAPL看涨
苹果的AI驱动Siri助手有望成功,因为硬件层面的整合将推动公众采用。

接下来看 Apple,本周的股票是 3.31,股价上涨约 1.2%,本周收于 3.36。与此同时,Evercore ISI 的调查显示,在接受调查的 4000 名消费者中,近 53% 的人将升级到新的 iPhone 18 Pro 或 Pro Max。

Moving on to Apple, the stock of the week at 3.31, shares rose by about 1.2% to end the week at 3.36. This comes as Evercore ISI surveys indicate that nearly 53% of people, at least among the 4,000 consumers surveyed, will upgrade to the new iPhone 18 Pro or Pro Max.

我认为,这与去年的平均 51% 相比有所上升,其中 32% 的受访者表示他们倾向于购买更高端的“Pro Max”版本,该版本屏幕更大、内存也略多。这与 29% 相比,比去年增加了 3%。

This compares to an average of 51% last year, I think, with 32% of respondents saying they would be inclined to buy the higher-end "Pro Max" version, which features a larger screen and slightly more memory, I believe.

This compares to 29%, an increase of 3% over last year.

更早的记录
Schwab Network发布 2026-09-18
《Bull v. Bear: AAPL Launches iPhone 18, Duo Around the Corner》
$AAPL未站边
AAPL 产品发布表现强劲,但市盈率已超过 38 并逼近 40,面临估值风险。

对苹果来说,今天是重要的一天,新款旗舰 iPhone 今天正式在门店上市。Evercore ISI 表示,此次发布可能推动该股进一步走高,将其目标价上调至 380 美元。这较此前 365 美元的目标价有所提高。

A big day for Apple as the new flagship iPhones officially arrive in stores today. Evercore ISI says the launch could push the stock even higher, raising its price target to $380.

This is an increase from its previous price of $365.

Evercore 维持对该公司的“跑赢大盘”评级。该公司预计 iPhone 的更新周期将好于预期。Evercore 认为,得益于更高的平均售价、更多高端机型的供应,以及客户对大容量内存选项的需求,价格有上涨超过 20% 的潜力。

Evercore maintains its "outperforming" rating on the company's shares. The company anticipates a better-than-expected iPhone update cycle. Evercore sees potential for price increases of more than 20% thanks to higher average selling prices, the availability of more premium models, and customer demand for larger memory options.

更早的记录
《Stock Market Turns RED: Oil, Inflation & Stocks to Watch Now》
$AAPL看涨
AAPL 的技术形态(杯状形态突破)与产品周期(双机需求)支撑看多观点。

Apple 正在构筑一个漂亮的小型杯状形态的右侧,并希望在此处向上突破 350、345。那还差 10 个点。他们刚刚发布了那款 duo 手机,售价大约两千美元。他们会吸引一些人购买。很多人一直在等这个东西。我们拭目以待。

Apple is building the right side of a nice little cup base and wants to break out up here at 350 345. That's 10 points away. Um and you know, they just released that, you know, duo phone which is like two grand.

And they're going to get some people to buy them. A lot of people have been waiting for this thing. We'll see.

更早的记录
Schwab Network发布 2026-09-18
《The Big 3: CRWD, DELL, AAPL》
$AAPL看涨
AAPL 是一项强劲的长期投资,受 AI 硬件、产品周期和管理层变动驱动的未来增长前景看好。

不过,我们接着谈你的下一个话题。我说过,Tim,Dell 对你来说代表着一项硬件投资。所以我很想知道,Apple 是否也在投资硬件,还是说它在投资软件。

But let's move on to your next topic here. I said, Tim, that Dell represents a hardware investment for you. So I'm eager to find out if Apple is also investing in hardware or if it's investing in software.

说到底,这是所有这些因素的综合。顺便说一句,我是 Apple 的忠实粉丝。我整合了技术设置。哪天我们一定要比较一下我们的设置,Rick。当我遇到一个像我一样痴迷技术的人时,我喜欢比较一下,看谁拥有的设备和屏幕最多。

但尽管如此,我把 Apple 看作一个想法。我的意思是,这周可能是我最后一次提到它。我的意思是,我从一月份以来就一直在谈这个,每隔几周就会提一次。但当你看到他们在人工智能领域所能做到的那些事情的综合,再说一次,Mac Studio 和 Mac Mini,他们某种程度上设法让这些(我的意思是,我知道他们是为此规划的)成为最适合人工智能的电脑之一,如果你是小型用户或小企业主等等。

再加上 DJ Spark 技术,你就拥有了所需的一切;你真的准备好开始了。这是人们不谈论的故事。现在,很明显我们有一款全新的 iPhone 即将发布。我今晚可能会去市中心,也许给我妻子买一部。

但是,CEO 和图表。所以,无论是在硬件方面,还是当然他们提供的软件服务、新 iPhone、新 Mac,现在是返校季,虽然听起来很老套,但 Apple 在秋季总是表现很好。大家都知道,如果你去任何大学校园,你会发现到处都是 MacBook。

我简单提到过,但我真的、真的很钦佩 John Ternos。我认为他会更具创新性,他会做很多事。再说一次,我非常尊重 Tim Cook,但他采取了“保持简单、利润最大化”的做法。

自从也许是史上最伟大的创新者 Steve Jobs 之后,他们显然并没有真正的创新者。所以,我对 Apple 的未来非常兴奋。

Well, I mean it's a combination of all of that ultimately. By the way, I am a big fan of Apple. I have integrated technical settings. One day we must compare our settings, Rick .

When I meet someone who is as obsessed with technology as I am, I like to compare to see who owns the most devices and screens. But, nevertheless , you know, I look at Apple as an idea.

I mean, this week might be the last week I mention her. I mean, I've been talking about this since January, and I've mentioned it every few weeks. But when you look at that combination of what they've been able to do in the field of artificial intelligence, again, Mac Studio and Mac Mini, they've sort of managed to get ( I mean, I know they planned for it) to be some of the best computers for artificial intelligence if you're a small user or a small business owner, etc. Add to that DJ Spark technology, and you have everything you need; you're really ready to get started.

This is the story that people don't talk about. Now, it's clear that we have an all-new iPhone being released. I might head downtown and maybe buy one for my wife this evening.

But, the CEO and the chart. So, whether it's in terms of hardware, or of course the software services they offer, the new iPhones, the new Macs, it's back-to- school season, and as cliché as it sounds, Apple always does well in the fall.

As you all know, if you go to any college campus, you'll find MacBooks everywhere you look. I mentioned it briefly, but I really, really admire John Ternos . I think he will be much more innovative, and he will do a lot.

Again, I have a lot of respect for Tim Cook, but he adopted a 'keep it simple, maximize profits' approach. They didn't really have an innovator, obviously, since perhaps the greatest innovator of all time , Steve Jobs. So, I'm very excited about Apple's future.

更早的记录
《$NTDOY: is Nintendo's flywheel actually there? | Accrued Interest》
$AAPL看涨
AAPL 的 App Store 订阅服务增长将推动利润率扩张,市场对创新与增长的悲观情绪是错误的。

那些认为这就像Apple App Store一样、作为一项完整订阅服务会崛起的人。而且利润率会……我的意思是,我就是这样的人。

Those who think This is Apple. App Store Like one Complete Subscription As a service Will rise. And The margins Going...I mean, I am such a person.

我误以为Apple税,我的意思是,他们其他订阅的很大一部分要支付,而他们在这个问题上显得有点灵活。

By mistake I thought that Apple Tax, I mean, Their others Subscription A large part To pay Will be and they On that subject A little flexible It happened.

Verified Investing发布 2026-09-18
《BOJ Action Spooks Markets, Yields Rise, Triple Witching, Oil Turns Higher, Gold Holds Strong》
$AAPL看跌
图表信号(缺口回补、延伸)显示 Apple 存在潜在的做空机会。

我在密切关注 Apple。Apple 昨天回补了这个缺口。看这里这个大缺口,然后这里还有一个缺口。这后面的大跌。我相信那是财报,如果我记得没错的话。但不管怎样,这个缺口回补现在表明,我现在对 Apple 的做空波段交易感兴趣。我还没有建仓,但我今天会盯着这个。

I'm watching Apple closely. Apple yesterday filled this gap. Look at the big gap here. and then another gap here. This big drop on the back. I believe that was earnings if I'm if I remember correctly.

Um but either way, the gap fill now signals that I am now interested in a swing trade short on Apple. I haven't taken a position yet, but I'm going to be eyeing this today.

更早的记录
T3 Live发布 2026-09-18
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$AAPL看涨
AAPL 在回调后入场构成买入机会,技术趋势支持其向 344 上行。

我一直在做 Apple,今天早上我还没动它,你知道,大概已经持有了将近一周多一点,自从那次事件以来一直在滚动期权。他们把事件卖掉了,Red Dog 做多了期权,从那以后我们就一直在里面。

I've had Apple on, which I haven't touched yet this morning, you know, probably for almost a week and change with rolling up options ever since the the event. They sold the event, Red Dog got long options, and we've been in it ever since.

更早的记录
The Compound发布 2026-09-18
《Tom Lee and Dan Ives Explain Everything | TCAF 260》
$AAPL看涨
苹果的低资本开支是一项优势,投资者将认识到其借助设备基础将消费级AI变现的潜力。

是的,我认为如果你想拿 Nvidia 和它那种低盈利倍数下的先进模型来类比,那正是苹果当年的故事,不是吗?别忘了,当时没有人认可它的 App Store,也没有人认可它实际上掌控了一切,然后苹果的市盈率有一天就翻了一倍。

Yes, I think if you wanted to think about Nvidia and its advanced model with a low earnings multiple , that was Apple's story, wasn't it? Remember that no one gave her credit for the App Store and the fact that she effectively controls everything, then Apple's price-to-earnings ratio doubled one day.

更早的记录
Financial Education发布 2026-09-17
《This Stock will Change Early Investors LFE‼️》
$AAPL看跌
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.

更早的记录
Verified Investing发布 2026-09-17
《Yields Pull Back as AI Server Forecast Sparks Semiconductor Rally》
$AAPL看涨
AAPL 有望创下历史新高,短中期在 350 美元附近面临阻力。

最后来说苹果。高盛今早的一份报告也提到,苹果正在开发基于全新 M8 Ultra 芯片的 AI 推理服务器。不是 M5,而是 M8 Ultra 芯片,苹果将开始与 Nvidia 合作进行开发。因此,苹果将重返服务器业务。

Now, finally with Apple. A note from Goldman Sachs this morning also mentioned that Apple is developing AI inference servers built on the new M8 Ultra chip . Not the M5, but the M8 Ultra chip that will begin working on with Nvidia for its development.

Therefore, Apple will return to the server business.

更早的记录
Meet Kevin发布 2026-09-17
《THIS Stock is about to 2x!》
$AAPL看涨
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.

更早的记录
Schwab Network发布 2026-09-16
《Dale Smothers Makes Interest Rate Hold Case as Kevin Warsh Faces "Trapeze Act"》
$AAPL看涨
凭借在消费级AI市场的主导地位以及运营层面的顺风,AAPL是一只值得长期持有的优质标的。

具体来说,苹果在某种程度上掌握着AI的消费者。我们看好苹果。如果它掌握了消费者,它有很多东西正在推出,一位新任CEO,很多,可以说,目前苹果背后的顺风因素。我们看好长期持有苹果。

Specifically, Apple kind of owns the consumer of AI. We like Apple here. If it owns the consumer, it's it's got a lot of things that it's rolling out, a new CEO, a lot of uh you know, tailwind, if you will, behind Apple at this point in time. We like owning Apple long-term.

更早的记录
T3 Live发布 2026-09-16
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$AAPL看涨
说话者仍持有AAPL多头,希望股价守住326-328以维持上升趋势。

总之,表现不错的是 Apple,至少它是一个你做出了更高低点和更高高点的名字。这是一段很棒的活跃序列。然后记住就在这里,我们又狠狠地做了一波。在 344 做了一个红狗反转。回落到这里,从那以后我一直在试着交易它。

我仍然做多 Apple。它一直是那种会给你出逃机会的标的。

So anyway, what's been good is Apple's been at least a name where you made higher lows and higher highs. This was a great active sequence. Then remember right here, we played the hell out of it again. did a red dog reversal at 344.

Um, came all the way in and I've been trying to trade it since. I'm still long Apple. It's been something that has given you ways out of it.

他说在等
价格维持在326至328之间
守住326上方
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