AAPL 全部观点

更早于 2026-08-31回到最新

AAPL 这一页 20 条观点条目,其中 0 条方向发生变化。

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Meet Kevin发布 2026-09-04
《This Chart Signals the END of the AI Stock Bubble.》
$AAPL未站边
对苹果基本面持乐观态度(潜在增长20%),但认为当前估值过高;倾向于等待折价或购买更便宜的替代品,如网络安全股。

Mac 现在发布了这些令人惊叹的产品,配备标准化的内存,范围从 256 到 512,这实际上对 Apple 来说是一个积极的信号。这很可能将其增长率从华尔街预期的 9% 提高到 20%,这再次对 Apple 来说是一个积极的信号。

Mac is now releasing these amazing products with a standardized RAM ranging from 256 to 512, which is honestly a positive sign for Apple . This could very well raise its growth rates from the 9% expected on Wall Street to 20%, which is again a positive sign for Apple.

我希望那只该死的 Apple 股票能有折扣,因为我对 Apple 持乐观态度。我只是觉得它目前有点贵。如果我现在按 Apple 的价格买入,我觉得我还不如以那些价格买入网络安全股票。

I want there to be a discount on that damn Apple stock because I'm optimistic about Apple. I just think it's a bit expensive at the moment . If I were to pay Apple's prices now, I feel I'd be better off buying cybersecurity stocks at those values.

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Meet Kevin发布 2026-09-04
《Jobs BLOWOUT, Nvidia, AI Stocks, Tesla Hangover, Anthropic, OpenAI - 🚨 COUPON EXPIRATION DAY ⚠️》
$AAPL未站边
看好苹果基本面(Mac增长),但认为当前估值过高;倾向于在折价时买入。

那些折叠手机,你无法打开观看 Apple TV Plus,我认为这有点……问题是人们会买它。我认为人们对苹果的误解在于人们会买这款手机。

Well, those foldable phones phones you couldn't open up and watch Apple TV Plus, which I think is kind of And the thing is people are going to buy it. I think that's what people are missing about Apple is people are going to buy this phone.

如果你能把 iPhone Fold 放进口袋,显然你能够做到,那么你现在就有了一个更大的设备,希望你能在上面使用手写笔。

If you could put the iPhone Fold in your pocket, which obviously you will be able to, man, now you actually have a larger device that you could use hopefully, you know, the uh stylus on.

更早的记录
《Stock Market Stalls Near All-Time Highs—Why Covered Call Traders Love It》
$AAPL未站边
AAPL在320美元附近处于344美元至300美元之间的横向盘整,成交量正常,与大盘走势一致。

苹果正处于 344 美元至 300 美元之间的价格整理阶段。它正好位于 320 美元水平的中间。我不知道今天反转的原因,但它是在正常的平均成交量下发生的。再次强调,苹果的横盘走势与市场其他部分一样。

Apple is stuck in a price unification phase between $344 and $300. It is exactly in the middle at the $320 level. I don't know the reason for this reversal today, but it's happening with a normal average trading volume.

Once again, Apple's sideways movement is just like the rest of the market.

Schwab Network发布 2026-09-04
《The Big 3: AAPL, NVDA, CVX》
$AAPL看涨
由于AI公司对Mac硬件的强劲需求以及新任CEO John Ternos领导下的预期创新,AAPL是长期买入标的。

你说你对九月感到兴奋,那个名字下周有一个活动,苹果的“日出与闪耀”活动。我喜欢它的标题。我们可能会得到一些新手机,也许是一款可折叠iPhone。我们还有一位新CEO掌舵。那么,蒂姆,随着苹果进入由约翰·特诺斯领衔的下一增长阶段,你现在如何看待苹果?

You said you were excited for September, and that name has an event coming our way next week with Apple and their "Sunrise and Shine" event. I love its title . We might get some new phones, maybe a foldable iPhone .

We also have a new CEO at the helm. So, Tim, how do you view Apple now, as they move into this next phase of growth with John Ternos at the forefront?

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Parkev Tatevosian, CFA发布 2026-09-04
《Should Investors Buy Microsoft Stock Instead of Apple Stock? | MSFT Stock vs. AAPL Stock》
$AAPL看跌
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.

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Verified Investing发布 2026-09-04
《Shocker! Jobs Report Hits Markets, Fed Rate Hike? Markets, Gold, Bitcoin Sell》
$AAPL看跌
AAPL在财报下跌后的反弹使得缺口回补可能成为波段做空的触发点。

另一个我密切关注的是苹果。苹果正在脱离近期低点。记住,这是财报后的下跌,所以它已经出现了相当不错的反弹。如果它填补了这个缺口,作为波段交易的做空机会,这就开始变得有趣了。那个位置非常引人注目。所以,我会把它放在我们的观察名单上。

Another one I'm watching closely is Apple. Apple trading off of its recent lows. Remember, this was the drop on earnings, so it's had a really nice rally back. If it fills this gap, this is starting to get interesting as a swing trade short.

Very intriguing level right there. So, I'll keep that on our radar.

他说在等
价格相对于缺口的走势
回补缺口
短期内图表
削弱该股票;支持看跌的波段交易做空论点
Schwab Network发布 2026-09-03
《Andrew Arons on September Volatility, Buying AAPL, NFLX & TJX》
$AAPL看涨
AAPL是强力买入;新领导层和可折叠iPhone支持股价上行至400美元。

你向我们提出的另一个选择,不一定是在下跌时买入,但肯定是在转折点买入。我们将讨论 Apple,John Ternos 接任,以及“日出与闪耀”活动之前,预期我们可能会看到可折叠 iPhone。

Another option you presented to us, not necessarily about buying on the dip , but definitely about buying at a turning point. We will talk about Apple with John Ternos taking over, and also before the " Sunrise and Shine" event where expectations point to the possibility of us getting a foldable iPhone.

更早的记录
Benzinga发布 2026-09-03
《$SPY Futures Rise as Trump Says 'Market Will Go Up' | PreMarket Playbook | September 3, 2026》
$AAPL看涨
预计AAPL将走高,并出现缺口回补。

苹果也是如此,SpaceX也是如此。特斯拉的看涨期权因此上涨。

So is Apple. So is SpaceX. Tesla calls on the back of that.

是的,SpaceX 2、Palunteer、苹果今天上午都表现良好。

Yeah, it is. SpaceX 2, Palunteer, Apple, all having good mornings.

Gman提到苹果即将突破327。有人采纳了我几天前提到的苹果多头缺口回补交易吗?有人参与吗?因为看起来我们正在向340迈进。

Gman mentioning Apple is about to take off crossing 327. Did anyone take the um Apple long gap fill trade that I talked about a number of days? Is anyone in this because it looks like we're on the march up towards 340.

更早的记录
Parkev Tatevosian, CFA发布 2026-09-03
《Should You Buy Apple Stock Before it Launches a Foldable iPhone? | AAPL STock Analysis》
$AAPL看跌
不要买入AAPL;估值过高(市盈率33倍,股价316美元,而内在价值214美元),下行风险约30%。

苹果公司总营收增长了16%,达到1094亿美元,这一增幅令人印象深刻。此外,管理团队预计下一季度(截至9月)将再增长10%。

Apple recorded an impressive 16 % increase in total revenue to $109.4 billion . Furthermore, the management team anticipates another 10% growth in the next quarter, which will end in September.

这甚至是在苹果可折叠手机发布之前的情况,该手机预计可能在即将到来的假日季发布。这一切是否使苹果股票成为一个值得买入的投资机会?苹果拥有全球超过25亿台设备的用户基础。

This is even before the launch of Apple's foldable phone, which is expected to be released perhaps during the upcoming holiday season . Does all of this make Apple stock a good investment opportunity to buy?

Apple benefits from a user base of over 2.5 billion devices worldwide .

T3 Live发布 2026-09-03
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$AAPL未站边
AAPL表现良好,但走势震荡,需要战术性入场;若守住约322,可能推动股价升至约328上方。

该股表现糟糕,7号表现糟糕,除了苹果表现相当不错,苹果昨天最高涨到约22 328。但你必须保持节奏,因为走势并不那么干净。实际上,这个缺口现在很大。也就是说,你必须在这里卖出一些强势,买回一些,再卖出强势,再买回一些。

你不会得到我们喜欢的三天连续走势,不幸的是,情况就是这样,这就是我们所在的市场。

stock has been a disaster 7 has been a disaster besides Apple's been pretty good you Apple um went as high as what yesterday went as high as 22 328ish. Um but you've had to be in a rhythm with this because it hasn't been that clean.

You know, you've you've had to actually this gap is way now. So um meaning you know you had to you had to be in here uh sell some strength, buy some back, sell some strength, buy some back. you're not getting like three-day sequences, which is what we like, you know, unfortunately that that's the case and that's the the market we live in.

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Financial Education发布 2026-09-02
《This Stock is the next Nvidia‼️》
$AAPL未站边
苹果目前估值过高;然而,就12个月的时间跨度而言,由于高现金收益率、强劲的服务业务以及即将推出的高端折叠屏iPhone,它可能成为首选股。

苹果在这里被高估了,特斯拉被严重高估了,对吧?所以,这两只股票因估值而被淘汰了,对吧?

Apple is overvalued here , and Tesla is seriously overvalued, right? So, these two stocks were eliminated due to valuation , right?

Drawbridge Finance发布 2026-09-02
《Livestream Tuesday Sep 1st 11:00am PST (2:00pm EST)》
$AAPL看跌
根据历史模式和疲弱的支撑位,预计AAPL将小幅走低。

让我们看看一些大盘股。苹果刚从布林带上轨回落。围绕这些枢轴点的移动并不太好。支撑线,这些红线,表现不佳。它们似乎只是在这里浮动。但蓝色布林带一直运作良好。比如这里出现做多信号。

我们看到跌破、推升、退出,推升到布林带上轨,下跌,触及,回升,而布林带目前正在收窄。那么,我认为这将引领我们走向何方?我认为苹果将略微走软,基于过去的表现。

Let's look at some of the big caps. We got Apple right out of the top of its bowlinger bands. Um moving around these pivots have not been very good. The support lines, these red ones, not been fantastic.

They seem to be just kind of floating out here. But the blue bowlinger bands have been working great. See like long signal here. We saw breakdown, push up, exit here, push up to the top of the bowlinger band, drop down, hit it, come back, and that bowlinger is compressing right now.

So, where do I think this this is going to lead us? Well, I think that Apple's going to be slightly softer based on past past action.

更早的记录
The Compound发布 2026-09-01
《Is Tim Cook the Greatest CEO of All Time? | WAYT?》
$AAPL看涨
基于蒂姆·库克成功的领导力和巨大的股东回报,说话者长期看好AAPL。

上周我们谈到的一张图表,Ed Zitron 刚刚猛烈抨击过,是关于英伟达的盈利,过去 12 个月的净利润与亚马逊、苹果的比较。我说:“天哪,这太惊人了。”他说:“不,不是的。不,不是的。

这不是真的。这都是加价。”我说:“不,不是的。不是加价。”我们看了营业利润。图表完全一样。英伟达的营业利润,也就是业务实际产生的利润。

One of the charts that we spoke about last week that Ed Zitron just steamrololled over was Nvidia's earnings, net income over the last 12 months compared to Amazon, uh, compared to Apple.

And I said, "Holy [ __ ] this is remarkable." And he go, "No, it's not. No, it's not. It's not real. It's all the markups." "No, it's not. It's not the markups." We looked at operating earnings.

It's the exact same chart. Operating earnings for Nvidia, what the business is actually generating.

InvestAnswers发布 2026-09-01
《BEAR MARKET OVER? 🚀 ETF Buying Frenzy, SOL vs ETH & Elon's AI Warning 🔥》
$AAPL看跌
苹果目前基于iPhone和服务的优势是暂时的,由于缺乏专有AI基础设施,它将被专注于AI的竞争对手超越。

苹果上涨 4.6%。

Apple up 4.6%

说到资本支出,谁不在花资本支出?苹果仅凭 iPhone 就仍是地球上第二大公司。这简直难以置信。服务和利润率惊人。他们没有拥有任何前沿模型,也没有大规模专用数据中心基础设施。谈不上有什么 AI。

他们全都外包了。他们只是制造手机,却是世界第二大公司。

Speaking of capex and who isn't spending capex? Apple remains the second largest company on Earth purely on the iPhone. You can't make this up. Crazy services and margins. They don't own any frontier models, they don't have any massive dedicated data center infrastructure.

No AI to speak of. They outsource it all. They just make phones and it's the second biggest company in the world.

Meet Kevin发布 2026-09-01
《Stocks Down, Yields Up, Iran and AI Fears》
$AAPL看涨
苹果看涨论点源于OpenAI因性价比优于RTX 6000而收购M5 Ultra Studios;在AI实验室情绪转淡之前,这一势头将持续。

你确实有,老实说,苹果,我的意思是,你得看我昨天的苹果视频。苹果开放 AAI。哦,天哪,让你对苹果股票垂涎欲滴。天哪,这是一只昂贵的股票。但是,干得好,苹果,干得漂亮。

You've got uh honestly Apple I mean you got to watch my Apple video yesterday. Apple open AAI. Oh man, makes you salivate over Apple stock. Holy moly, it's a pricey stock. Uh but uh man, great job. Fantastic job, Apple.

苹果上涨了约 2%,这太棒了。我的意思是,真的就是靠我们昨天谈到的那个 Ultra 芯片的推动。真的非常令人印象深刻。

Uh you've got Apple up about 2% uh which is fantastic. I mean just really riding the back of that uh ultra chip that we talked about yesterday. Really really impressive.

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T3 Live发布 2026-09-01
《Why SanDisk Is My Top Stock》
$AAPL看涨
AAPL技术面在多个时间周期上整体看涨,但近期周线突破失败是一个负面信号。

看起来不错,看起来看涨。全面来看,日线、周线、月线都表现良好。我不喜欢突破失败。特别是如果你拉出周线图,我们曾有一次上涨,然后我认为他们公布了财报,接着跳空低开,所以我不喜欢那部分。但总体来看,图形看起来相当不错,是看涨的。

Looks It looks nice. It looks bullish. Um across the board. You know, the daily, the weekly, the monthly. All look good. I don't like the breakout failure. Uh if you especially if you pull up the the weekly chart, we had a pop and then I think they reported earnings and then gap down, so I don't like that part.

But overall, the picture looks looks pretty good. It's bullish.

Schwab Network发布 2026-09-01
《Chris Versace Sees Buying Opportunities in SPX Amid Iran, Fed Volatility》
$AAPL看涨
领导层交接至John Ternus对苹果而言是重新聚焦产品的积极机遇;立场为谨慎乐观。

我们来谈谈20日均线。你实际上提到过,在标普500指数上,你一直在关注20日均线,对吗?那告诉你什么?那么,我们现在已经跌破20日均线了。通常我们希望看到的是今天或明天对该支撑位的积极测试。

根据事态发展,看起来我们不会得到这样的测试。所以,下一个支撑位将是100日均线。抱歉,是50日均线。那距离我们还有1%多一点。再下一个是200日均线,距离我们还有3%多一点。所以,可以说下行空间不大,但我们需要看到这些潜在的支撑区域能够守住。

如果它们守住了,那可能会为市场中的其他人带来一些买入机会,也许甚至包括我们Pro Portfolio。

Let's talk about you the 20-day. You actually noted that on the S&P 500, you were watching the 20-day, right? What does that tell you? So, well, we're below the 20-day now. So, you know, normally what we want to see is a positive test to that support level today, tomorrow.

Based on developments, doesn't look like we're going to get it. So, the next level of support is going to be the um 100 day moving average. Sorry, the 50-day moving average. And that that's a little over 1% away.

Next one after that is the 200 day moving average that clocks in a little over 3%. So, not a lot of downside arguably, uh, but potential areas of support that we will need to see that they hold.

And if they do, that can bring about some buying opportunities, you know, for others in the market, maybe even for us at the Pro Portfolio.

更早的记录
Meet Kevin发布 2026-08-31
《OpenAI *JUST* Went Mega Deep on Apple's Stock. Should you?》
$AAPL未站边
苹果并非做空候选,因为AI驱动的Mac增长潜力,但当前估值使得新开多头仓位缺乏吸引力。

事实上,它比 M5 快约 49%。不。所以,你不能只停留在内存带宽上。在本视频的其余部分,你会看到确切的原因。

Uh, in fact, it's about 49% faster than the M5. No. So, you can't just stop here at memory bandwidth. And for the rest of this video, you'll see exactly why.

这适用于很多用途。我们稍后会举一些例子。让一堆这样的芯片各自处理独立的智能体或 AI 任务有一些优势。这没问题。我们用我们的初创公司 Reinvest 处理了很多这类工作。但 M5 的非凡之处在于,当你切换过去,你实际上可以获得高达 512 GB 的统一数据,基本上是统一内存,而 GPU 上只有 32 GB。

Now, that works great for a lot of purposes. Like, we'll go through some examples of that in a moment. And there's some advantages to having just a bunch of those working on their own individualistic agentic or AI tasks.

That's fine. You know, we handle a lot of that with our startup, Reinvest. But what's remarkable about the M5 is when you slide over, you can actually get up to 512 GB of unified data where you're only or or unified RAM essentially, whereas you're only getting 32 on the GPU.

更早的记录
StockCharts TV发布 2026-08-31
《Top 10 Charts to Watch in September 2026 (MSFT, CRWD, and more!)》
$AAPL看涨
AAPL在8月财报后积极反应,9月技术面设置强劲。

我认为进入九月,从技术面来看,只有两只股票看起来相当强劲。其中一只是苹果,它在八月财报发布后表现相当不错。

I would say there are only two that look, you know, pretty strong here going into the month of September in in terms of their technical setups. One would be Apple, which has had pretty good reaction post earnings here uh through the month of August.

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Meet Kevin发布 2026-08-31
《Amazon SUED by FTC, Stocks Struggle, Bears are Back - BUY?!?!?》
$AAPL未站边
苹果并非做空标的,因为AI驱动的Mac需求强劲,但当前估值和内存供应限制使其在当前价位缺乏吸引力。

这不仅仅是苹果的故事。这是通过苹果或经由苹果获取内存的问题。这可能就是问题的关键。

It's not just an Apple story. It's the access to memory through or via Apple. That might be what this is.

Mac Mini和Mac Studio的大多数高级型号对开发者很有吸引力,但已经缺货数月。内存短缺影响了苹果。

Most of the advanced models of the Mac Minis and Mac Studios are appealing for developers have been out of stock for months. The memory shortages impacting Apple.

苹果已经开始使用Mac芯片构建自己的服务器。然而,这些服务器严格用于内部私有云。但OpenAI向苹果采购。我的意思是,苹果现在基本上变成了像英伟达这样的供应商。这真是太不可思议了。

Apple has begun building its own servers using Mac chips. However, they're strictly for the internal private cloud. But Open AI going shopping from Apple. I mean, Apple is now basically now becoming this supply like Nvidia like supplier. I mean, that's pretty incredible.

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