$AAPL

在约315的价位买入AAPL,理由是iPhone Duo是苹果的下一个大升级周期并将售罄;其产品不差,且与Meta或马斯克不同,其支出纪律解释了它当前的成功,尽管该股对人工智能持敌视态度。

看涨他说的是几个月内
《The Collapse Begins》
Meet Kevin发布 2026-10-22 · 3 段内容
20:50/ —打开原视频

逐段跳播

3 段内容

其实,我只是对 Apple 感到失望,因为他们承诺登记我的订单,但我其实并不在意。我在 Reinvest 有很多工作。我不在乎手机。反正我大部分时间都坐在办公室里。所以,无所谓。

比如,如果我有一台 Duo 设备,把它放在这里的桌子上。嗯,我有大约十台 Apple 电脑用来运行程序。我有 iPad 用来做研究。有时我会打印,因为我觉得如果整天盯着屏幕,视力会受损。

如你所知,这是好事,但并非必要。说实话,我心里想,如果这个季节带着 Duo 去滑雪,我可能会把它弄坏,因为它不是适合滑雪的设备。至少 iPhone,你知道,你可以轻松扔出去,而且相当耐用。

我也用它来跑步。我不知道带着 iPhone Duo 怎么跑步。但是不,我不会排长队去拿它。

Actually, I'm only disappointed in Apple because they promised to register my order, but I don't really care. I have a lot of work with Reinvest. I don't care about the phone. I sit in the office most of the time anyway.

So, it doesn't matter. For example, if I had a Duo device and it was placed here on the desk. Well, I have about ten Apple computers that I use to run programs. I have iPads on which I conduct my research.

Sometimes I print because I think my eyesight will be damaged if I keep looking at screens all day. As you know, it's a good thing, but it's not necessary. Honestly, I was thinking to myself that I'd probably damage the Duo if I went skiing with it this season, because it's not a ski-friendly device.

At least the iPhone, you know, you can throw it easily and it's fairly durable. I also use it for running. I don't know how I'll be able to run with an iPhone Duo. But no, I'm not going to stand in a long queue to get it.

我想说,Apple 的股票对人工智能是敌对的。你应该知道这一点。说实话,我在他们宣布 Duo 时买入了 Apple 股票,因为我认为它们会售罄。我仍然感到苦涩,因为 Apple 让我失望了,但我已经释怀了。

不,我还没有释怀。我不再需要它了,但我仍然对他们感到愤怒。因此,我没有消除对他们的愤怒。我们以大约 315 的价格买入了 Apple 股票,并发出提醒说我们会以那个价格买入。我的警告是:我认为 iPhone Duo 会售罄。这是 Apple 的下一个大更新周期。

I would say that Apple's stock is hostile to artificial intelligence. You should know that. Honestly, I bought Apple shares when they announced the Duo because I thought they would sell out.

I still feel bitter because Apple let me down, but I've gotten over it. No, I haven't gotten over it yet. I no longer need it, but I am still angry with them. Therefore, I did not get over my anger towards them.

We bought Apple shares at approximately 315, and sent an alert that we would buy them at that price. My warning was: I think the iPhone Duo will run out. This is Apple's next big update cycle.

但 Apple 目前取得巨大成功的原因之一是它的产品并不差。它们看起来差,但其实不差。就好像他们经营企业太差,把自己的企业搞垮了,但他们不浪费钱,因为他们不必像 Meta 或 Elon Musk 或其他人大肆浪费钱那样去融资,对吧?

But one of the reasons for Apple's great success right now is that its products aren't bad. They seem bad, but they are not. It's as if they're so bad at running businesses that they ruin their businesses, but they don't waste money because they don't have to raise funds like, you know, the likes of Meta or Elon Musk or others who waste money a lot, right?

这个频道对 $AAPL 的历次判断

Meet Kevin 在这只股票上共 19 条判断,这里只列相邻的几条。

跨洋听风