$AAPL · Meet Kevin · 2026-11-05
尽管苹果在财务状况恶化、融资更难之际发债70亿美元——这是其一年多来首次发债，他将此称为苹果也加入了衰退——而且Siri越来越差，但说话者仍持有苹果，并认为这是一笔极具价值的交易。
逐段跳播
苹果也成了这种糟糕局面的受害者。我没开玩笑。苹果今年秋天也加入了这一行列。这是他们一年多来首次发债。苹果意识到情况正在恶化，融资变得越来越困难，就像 Meta 两周前警告的那样：“各位，我们需要尽快筹钱。”
我们周围的空间正在收缩。我们需要筹集960亿美元。苹果现在说，你知道吗？我们也要加入。苹果今天加入了衰退的行列，筹集70亿美元，这是一年多来的首次。我不太确定原因。我不知道，也许他们能筹到70亿美元来修好 Siri，而 Siri 不知怎么地越来越差了。
似乎每次他们开 WWDC，都会说：“各位，现在你们可以用上带 AI 的 Siri 了。”它实际上越来越差。但真正越来越差的是财务状况。
Apple has also fallen victim to this bad situation. I'm not kidding. Apple has also joined the group this fall. Their first bond collection in over a year. Apple is realizing that the situation is getting worse and raising funds is becoming difficult, just as Meta warned two weeks ago, "Everyone, we need to raise money fast."
The walls around us are shrinking. We need to raise $96 billion. Apple is now saying, you know what? We will join too. Apple is joining the recession today, raising $7 billion, its first in more than a year.
I'm not exactly sure why. I don't know, maybe they can raise $7 billion to fix Siri , which has somehow gotten worse. It seems like every time they have WWDC, they say, "Guys, now you can have Siri with AI."
It's actually getting worse. But, what is getting worse is the financial situation.
苹果上涨11点，今天涨了30%，这是我们持有的一只股票。我们认为这是一笔很划算的价值交易。
Apple is up 11 points, up 30 percent today, which is a stock we own. We see this as a great value deal.
像 SpaceX 这样正在筹集一万亿美元的公司，微软、Meta、苹果现在都在筹钱，亚马逊也在筹钱。
companies like SpaceX that are raising a trillion dollars , Microsoft, Meta, Apple that are raising money now, Amazon that are raising money
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。