$AAPL · Meet Kevin · 2026-11-04
苹果的财报非常出色，定价能力发挥良好；公司曾称为最大单一问题的利润率担忧被证明只是一日之事，股价上涨5%至6%。立场是持有，而非交易。
逐段跳播
顺便说一句，Apple 的财报我认为非常出色。我一直认为他们的定价能力表现很好。很多人似乎对 Apple 很挑剔，我当时就说：“不。”Apple 这些数字非常棒。
Apple, which I thought had great earnings, by the way. You know, I argued that their pricing power was was doing well. Uh a lot of people seemed fussy about Apple. I was like, "No." Uh, these Apple numbers are fantastic.
Apple 现在涨了 5%。
you've got Apple up now 5%.
回到 Apple 的电话会议。我感觉 Apple 谈到那是他们最大的单一问题，因此 Apple 今天大涨。持有它，不要交易它。哇。我很难相信那个利润率担忧只是一天的事。
Go back to the Apple call. Apple talked about that being their single biggest problem I felt and therefore Apple is up huge today. Own it, don't trade it. Wow. I hard to believe that that margin worry was a one day story.
Apple 涨了 6 点。
Apple's up six.
连 Apple 都涨了 6%，不过我们稍后就解释一下消费端的情况。
Even Apple's up 6%, but we'll explain the consumer in just a moment.
这个频道对 $AAPL 的历次判断
Meet Kevin 在这只股票上共 23 条判断，这里只列相邻的几条。