在芯片/AI 行情推动下，Apple 创下历史新高；资金正轮动进入它，将其视为 Mag 7 中更安全的标的。预计仍有进一步上行空间，2029 年进军服务器业务将提供助力，但短期内它可能在历史新高附近遇阻；若收于 34457 上方，目标指向 365 至 370，而他目前并不买入，等待回落至 33349 附近。
逐段跳播
好，接下来，各位，Apple 创下历史新高。Apple 这周发布了新品。他们为 iPhone 双机推出了预热促销，这周就可以预订了。我猜有些投资者对此非常兴奋。但我不认为这真的能推动 Apple 的股价。
我知道的是，我这一整年都在关注这波巨大的 AI 数据中心行情。像 Micron、SanDisk、STX、WDC 这些芯片股在图表上简直是暴涨，而通常在这些芯片股大幅上涨的日子里，Apple 多少被甩在了后面。
它当时并没有崩盘，但确实没有资金流入。而当我们遇到这样一天——STX 在图表上下跌、我们马上要看这个走势，而 Apple 却创下全新的历史新高。那么，Apple 最后收在哪里？
我们回到图表。它从高点回落收盘。它并没有在高位收出一个全新的历史新高。但它从高点回落收盘，而我们要看的 STX 则是从低点回升收盘。很有意思，资金轮动到了看起来更安全的 Mag 7 标的 Apple，但不一定是受 AI 大幅驱动。
不过，各位，这将会改变。2029 年，Apple 将凭借其 M8 Ultra 芯片重新进入服务器领域，这些芯片将被融合在一起用于运行服务器。所以，他们将进入这个领域。他们刚刚发布了 Mac Studio 和 Mac Mini，都能在你自己的设备上处理和控制 LLM。
所以，他们确实在向 AI 领域渗透，而且背后有 Apple 这个强大的品牌。我认为 Apple 还有进一步上行空间。如你所见，我们有一条向上的平行通道。这完全取决于你的时间框架。
我们很可能仍会在历史新高附近挣扎，但我认为 Apple 未来会走高。目前市值大约 5 万亿美元，而 Nvidia 刚过 5.4 万亿。这两家未来将争夺最大市值公司的头衔。近期目标，如果我们日线收在这之前的历史新高 34457 之上，Apple 可能会上攻到 365 到 370 区间，也就是平行通道顶部这里。
各位，我在这个位置不是买家。我通常会等待某种回调。那是我最早会试探性入场的位置。那里是 33349。我更愿意等待一次更大的市场回调，然后在那个时候买入并加仓 Apple。但这对 Apple 及其历史新高来说仍是了不起的成就。
就像我说的，Apple 从高点回落收盘，收在低点。
All right, next up, all-time highs, guys, on Apple. Now, Apple came out this week. They had their get ready promo for their iPhone duo, which is going to be available for pre-order this week.
I guess you had some investors really excited about that. I don't think that's really moving the needle on Apple. What I know is I've been watching this huge AI data center rally this entire year.
Chip stocks like Micron, SanDisk, STX, WDC just exploding up on the charts and usually days when those chips and stocks were ripping up higher, Apple was somewhat left in the dust.
Now, it wasn't collapsing, but it wasn't really having capital inflow. And when we have a day that somewhat pinnacles with STX dropping down the chart that we're about to check out and Apple makes brand new all-time highs.
Now, where did Apple finish? Let's go back to the chart. It finished off of its highs. It didn't print a brand new all-time high close up here. Um, but it finished off of the highs and we're going to look at STX that finished off of its lows.
It's very interesting how there's a rotation of capital into what uh appears to be a safer uh Mag 7 play with Apple, but not necessarily big driven on AI. But that is to change, folks.
In 2029, Apple will be entering back into the server space with uh their M8 Ultra chips that will be fused together to be running servers. So, they're going to be entering into that space.
They just released the Mac Studios and Mac Minis, all capable of handling and uh controlling LLMs on your own device. So, they're certainly encroaching into that AI space and they're going to have a great brand name with Apple behind it.
I see further upside for Apple. As you see, we've got an inclining parallel. It all just depends on what your time frame is. We will likely still struggle with all-time highs, but I see Apple going higher in the future. currently around a $5 trillion mega cap and Nvidia is just over 5.4.
These two are going to be duking it out for largest mega caps in the future. Near-term target, if we get a daily close above this previous all-time high at 34457, Apple could be pushing up into the 365 to 370 range, which is up here on the top of the parallel.
Now, guys, I'm not a buyer up here. I usually wait for some sort of pullback. That's the earliest spot I would dip my toe on the water. there is 33349 instead. I'd rather wait for a bigger market pullback and then buy and load up Apple at that time.
But still great accomplishment for Apple and its all-time highs. And like I said, Apple finishing off the highs, finishing at the lows.
这个频道对 $AAPL 的历次判断
Verified Investing 在这只股票上共 9 条判断，这里只列相邻的几条。