AAPL 创下历史新高，上涨方式比 Palantir 更有节制、更呈阶梯式，也比 Nasdaq／存储类那些更疯狂的标的更安全，且未在资本开支上花任何钱。但在当前过热的市场中，NVDA 式的突破已经失败，因此应防御性操作；可能在 330 附近出现盘整。
逐段跳播
我们之前也持有过 Apple。所以我要点出两个创下历史新高的名字。又是 Apple。Apple 比我们看到的 Palantir 稍微更有节制一些。这是一次阶梯式的上涨，对吧？我认为你可能会在 330 附近寻找一个盘整区域。
我不知道你是否会买新产品，但他们今天发布了好几款新产品。我们看过了。我们进场得早。它一开始直接跟我们对着走，直到我们找到一个底部，才把它拉回来。那是一笔风险很高的交易，那样一直拿着相当不负责任。
但不管怎样，Apple 已经达到了其中一些高点。这是一个名字，一个拥有巨额现金头寸的名字。
We had Apple too. So I'm going to name two names that are at record highs . And it's Apple again. And Apple is slightly more controlled than what we saw with Palantir. This has been a sort of stepwise rise, hasn't it?
I think you might be looking for a consolidation area here around 330. I do n't know if you buy new products, but they released several new products today. We looked at it. We were early birds.
It actually went straight against us until we found a bottom and could bring it back up . That was a very risky transaction, quite irresponsible to hold onto it like that. But anyway, Apple has reached a number of those highlights. This is a name, a huge cash position.
Apple 是另一回事，因为他们没有把那么多钱投入到资本开支上。它显然更像是一只消费股，而不是像存储板块里其他一些股票那样的企业股。比如说，Apple 在这里排名很高。我们已经讨论过，它可能比那些更疯狂的纳斯达克股票是更好、更安全的投资。
当纳斯达克和一些存储股在下跌时，Apple 似乎在上涨。这个关联对吗？
Apple is a different story, because they didn't put all that money into CapEx. It is clearly more of a consumer stock than a corporate stock, like some other stocks in the memory sector.
Apple, for example, ranks high here. We have already discussed that it might be a better, safer investment than some of those crazier Nasdaq stocks . While the Nasdaq and some of those memory stocks are falling, Apple seems to be rising. Is that connection correct?
正如你已经指出的，Apple 今天创下了新高。但是，之前的新高在这里。它曾短暂突破过这个高点。现在我们有了这个新高，股价刚从 330 涨到 348。所以百分比变动不算大，但这让我想起我们最近关于 Nvidia 的对话，以及我们在那些突破中看到的失败尝试。
它在这里、这里、这里突破，然后，半小时前又在这里突破。而每一次突破都导致了相当急剧、迅速且严重的下跌。所以，当你面对一个过热的市场，一只股票，或者整个市场，一旦像现在这样过热，而它们又突破时，你必须采取防守策略。
进攻性操作是在买方掌控局面的时候。好，我们要确保保护好我们已有的东西。
As you already indicated, Apple reached a new high today . But, you know, the previous new highlight was here. It briefly surpassed this high point. Now we have this new high and the stock has just risen from 330 to 348.
So not a huge percentage movement, but it reminds me of the conversation we had recently about Nvidia and the failed attempts we saw there during these breakouts. It broke out here, here , here, and then again, you know, half an hour ago here.
And each of those breakouts led to a fairly sharp, rapid, and severe decline. So, when you have a market that is overheated, a stock, a market in general, as soon as it is overheated like it is now, and they break out, you have to play defensively.
Playing offensively was when the buyers took control. Okay, let's make sure we protect what we have.
这个频道对 $AAPL 的历次判断
Brian Shannon 在这只股票上共 3 条判断，这里只列相邻的几条。