苹果的强势反映的乐观情绪在他看来并不合理:2000美元的折叠屏手机无法吸引足够买家、难成气候,1200美元的iPhone 18也过于勉强,因此AAPL很可能迎来坏消息;苹果与微软合计占指数21.5%,若二者出现回调,将加深指数跌幅。
逐段跳播
换句话说,如果你上周看了这个节目,我重点介绍了那些顶级公司,比如 Apple 和 Microsoft,它们合计占该指数的21.5%。
In other words, if you watched the program last week, I featured the top companies, such as Apple and Microsoft, which made up 21.5% of the index.
如果这些公司开始回调,我们会看到更大幅度的下跌。
If these companies begin to correct, we will see a greater decline.
我们快速看一下交易设置的要求。正如你在这里看到的,也正如 Matt 所解释的,上涨的股票集中在石油和能源板块,当然,这是因为该板块的强势。
Let's take a quick look at the trading setup requirements. As you can see here, and as Matt has explained, the rising stocks are concentrated in the oil and energy sectors, of course, given the strength of this sector.
你可以看到 Apple 股票的强势;在我看来,这太疯狂了。这是一个非常乐观的看法,但在我看来说不通,因为他们有一款售价2000美元的可折叠手机,我认为没人会买,不会有足够多的买家,对他们来说起不到什么作用,还有售价1200美元的 iPhone 18。
所以我认为会有坏消息到来,但这只是我的看法,而正如你所看到的,前景非常乐观。因此,我建议在据此卖出之前要极度谨慎。
You can see the strength of Apple's stock; in my opinion, it's insane. It's a very optimistic view , but it doesn't make sense to me, because they have a foldable phone for $2,000, and I don't think anyone will buy it, you know, there won't be enough buyers for it to make a difference to them, and the iPhone 18 for $1,200.
So I think there is bad news coming, but that's my opinion, and as you can see, the outlook is very optimistic. Therefore, I advise extreme caution before selling based on that.
这是一个非常乐观的看法,但在我看来说不通,因为他们有一款售价2000美元的可折叠手机,我认为没人会买,不会有足够多的买家,对他们来说起不到什么作用,还有售价1200美元的 iPhone 18。
It's a very optimistic view, but it doesn't make sense to me, because they have a foldable phone for $2,000, and I don't think anyone will buy it, you know, there won't be enough buyers for it to make a difference to them, and the iPhone 18 for $1,200.
这个频道对 $AAPL 的历次判断
Steve Miller 在这只股票上共 4 条判断,这里只列相邻的几条。