The Motley Fool 对 $AAPL 的判断变化

2026-10-07
《Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells》
苹果的智能家居扩张并非投资者的重要驱动因素,它更像是低风险的生态延伸,而非突破性产品。

美光现在创造的营业利润已经超过苹果。

Micron now generates more operating profits than Apple.

我们正接近年底,但看起来苹果还有一项重大消息要宣布。彭博社的Mark Gorman报道称,该公司将推出某种家庭控制中心。

We are approaching the end of the year, but it appears that Apple has another big announcement to make. Mark Gorman of Bloomberg reports that the company will offer some kind of home control center.

但Lou,最近出现的是门铃、室内和室外摄像头,以及各种其他将连接到这个智能家居设备的装置。有意思的是,我们以前已经经历过这一轮了。苹果推出了“Home”应用,我手机上现在还有。

我仍然不太清楚我到底该拿它做什么。那差不多是十年前的事了。他们真的能做到吗?他们真的能借助那些制造产品的其他公司进入智能家居市场吗,因为当时最重要的一点是LG将制造其中一些产品?

But now, what has recently emerged, Lou, is doorbells, indoor and outdoor cameras, and all sorts of other devices that will connect to this smart home device. The interesting thing is that we've been through this before.

Apple introduced the "Home" app, which I still have on my phone. I still don't know exactly what I'm supposed to do with it. That was almost a decade ago today . Can they really do that?

Can they really enter the smart home market with the help of other companies that manufacture the products, because the big thing was that LG would be manufacturing some of these things?