$AAPL · The Investor Channel · 2026-10-30
Apple 不受 AI 资本开支影响，可能回购股票并提高股息，且股价处于历史高位，因为投资者看重其安全性；若云业务/Azure/AWS 的增长在未来十年持续，这些公司可能超越 Apple，但目前投资者更青睐 Apple 的安全性。
逐段跳播
接下来看 Apple。本周开盘价接近347。该股小幅下跌，因为这家公司是少数几家不花费数百亿美元、也不试图为资本支出筹集越来越多资金的大型科技公司之一。
Moving on to Apple. It started the week at a price close to 347. The stock has declined slightly, as this company is one of the few major technology companies that does not spend tens of billions of dollars, and does not try to raise more and more money for capital expenditure.
该股本周收跌近1%，报约345。与此同时，公司继续改款并推出新产品。一款更贵的新 MacBook Pro，但首次配备了触摸屏。
The stock closed down nearly 1% this week, at around 345. This comes as the company continues to revamp and introduce new products. A new, more expensive MacBook Pro, but now featuring a touchscreen for the first time ever.
这些设备非常昂贵，14英寸机型售价约3000美元，16英寸机型超过3000美元。我收到了新的处理器，同时公司继续推出新产品。还有他们的可折叠 iPhone Duo，本周我在拉斯维加斯的一家购物中心试用了它，那是我第一次亲手拿起来。
These devices are extremely expensive, costing around $3,000 for the 14-inch model and over $3,000 for the 16-inch model. I've received new processors while the company continues to roll out new products.
And now, their foldable iPhone Duo, which I tried out this week at a shopping center in Las Vegas, where I was able to hold it in my hands for the first time.
它显然是一款非常时尚轻薄的设备，但有人指出可能存在耐用性问题，涉及灰尘和污垢进入可折叠屏幕。考虑到其2000美元的价格，用户期望得到完美的产品。我们拭目以待，看公司能否在调整设计的同时，照顾好那些可能遇到早期问题的客户。
It is clearly a very sleek device, but some people are pointing to potential durability issues related to dirt and dust getting into the foldable screen. Given its price of $2000, users expect to get a perfect product.
We'll see if the company can modify the design while taking care of customers who may encounter early problems.
Apple 似乎完全不受人工智能领域资本支出的影响。事实上，公司很可能会回购股票、考虑增加股息，诸如此类。他们甚至可能因为竞争对手花的钱而笑话对方。
Apple appears to be completely immune to capital expenditures in the field of artificial intelligence. In fact, the company is likely to buy back its shares, consider increasing dividends, and all that stuff.
They might even laugh at their rivals because of the amount of money they spend .
Apple 正处于历史最高点，因为许多投资者转向它所提供的科技安全性。尽管云、Azure 和 Amazon Web Services（AWS）的增长率惊人。如果这种势头持续到未来十年，我认为那些公司肯定会超越 Apple，但就目前而言，投资者看重的是 Apple 所提供的安全性。
Apple stands at an all-time high as many investors turn to the technological security it provides. Although the growth rates in the cloud, Azure, and Amazon Web Services (AWS) are incredible.
If this continues for the next decade, I think those companies will definitely surpass Apple, but for now, investors appreciate the security that Apple provides.
如果你把这张图翻转过来，就会得到一张 Apple 的图，它在上涨过程中代表支撑，在回落穿过它时代表阻力。
If you flip this chart, you will get an Apple chart, which represents support during the upward movement . It represents resistance when returning through it.
这个频道对 $AAPL 的历次判断
The Investor Channel 在这只股票上共 9 条判断，这里只列相邻的几条。