Meet Kevin 对 $AAPL 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 15 条
2026-10-01看涨
《Apple's Next Device.》
苹果的智能家居与订阅战略带来高利润率的经常性收入;当前股价337美元相对495至500美元的估计公允价值被低估。

苹果终于准备进入它的下一个大品类:智能家居。如你所知,关于“Duo”设备可能成为他们扩展智能家居产品线的一种方式,外界有很多讨论。

Apple is finally preparing to enter its next big category: the smart home. As you know, there's a lot of talk about the "Duo" device potentially being one way for them to expand their smart home product lineup.

我认为,如果苹果能在这个方向上提供一款更即插即用的产品,那将是一个改变游戏规则的举措,能吸引人们在自己的设备上花更多钱。

I think if Apple can offer a more plug-and-play product in this direction, it will be a game-changer for them to attract people to spend more on their devices.

2026-09-17看涨
《THIS Stock is about to 2x!》
AAPL 具备强劲的上行潜力,动力来自新的服务器业务与 iPhone Duo,增速有望超过当前的增长预期。

苹果股价即将大涨的两个原因。第一,他们现在正在洽谈进军服务器领域,使用自家的芯片,实际上就是在苹果服务器里用英伟达的网络硬件来与英伟达竞争。

Two reasons Apple stock is set to rip. One, they're now in talks to get into servers to use their own chips and essentially compete with Nvidia using Nvidia's networking hardware in Apple servers.

但不管怎样,我们得聊聊这件事,以及它可能对苹果股价造成什么影响。第二,我们得聊聊苹果 iPhone Duo。然后我们还会看看,为什么苹果业务中一个正在萎缩的部分,会让苹果 Duo 眼下对苹果股价如此蓄势待发。

But anyway, we got to talk about that and what that could do to the price of Apple stock. Second, we got to talk about the Apple iPhone Duo. then we're also going to look at why a portion of Apple's business that is suffering makes the Apple Duo so primed right now for Apple stock.

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