AAPL 全部观点

更早于 2026-09-10回到最新

AAPL 这一页 20 条观点条目,其中 2 条方向发生变化。

在本页筛选
The Compound发布 2026-09-18
《Tom Lee and Dan Ives Explain Everything | TCAF 260》
$AAPL看涨
苹果的低资本开支是一项优势,投资者将认识到其借助设备基础将消费级AI变现的潜力。

是的,我认为如果你想拿 Nvidia 和它那种低盈利倍数下的先进模型来类比,那正是苹果当年的故事,不是吗?别忘了,当时没有人认可它的 App Store,也没有人认可它实际上掌控了一切,然后苹果的市盈率有一天就翻了一倍。

Yes, I think if you wanted to think about Nvidia and its advanced model with a low earnings multiple , that was Apple's story, wasn't it? Remember that no one gave her credit for the App Store and the fact that she effectively controls everything, then Apple's price-to-earnings ratio doubled one day.

更早的记录
Financial Education发布 2026-09-17
《This Stock will Change Early Investors LFE‼️》
$AAPL看跌
AAPL 当前估值缺乏吸引力:约 10% 的增速对应 29-34 倍市盈率,若要实现两位数回报,需要更快的增长或大规模回购。

我们会给你举一个非常好的例子,它是有史以来最漂亮的商业模式之一,那就是 Apple。Apple 在过去 20 到 25 年里是一家出色的成长型公司,这一点没有争议。

So, we'll give you a very good example of one of the most beautiful business models ever, which is Apple, right? Apple, a fantastic growth company over the past 20 or 25 years, no argument there, right?

想想看。Steve Jobs 在上世纪 90 年代末回归 Apple,并稳住了资产负债表。他当时已经是一位经过验证、能力出众的 CEO。此后,他们还稳住了自己的电脑业务,砍掉了一些糟糕的业务和产品,并推出了 iPod 和 iTunes 商店。

然后,大约在 2003 年,事情开始变得疯狂起来。因此,在那一刻,他们已经拥有了非常稳定的商业模式。

Think about it. Steve Jobs returned to Apple in the late 1990s and stabilized the balance sheet. He was already a proven and competent CEO , wasn't he? Now, they have also stabilized their computer business, gotten rid of some bad businesses and products, and launched the iPod and iTunes store.

And then , things started to go wild around 2003, didn't they ? Thus, at that moment, they already had a very stable business model.

更早的记录
Verified Investing发布 2026-09-17
《Yields Pull Back as AI Server Forecast Sparks Semiconductor Rally》
$AAPL看涨
AAPL 有望创下历史新高,短中期在 350 美元附近面临阻力。

最后来说苹果。高盛今早的一份报告也提到,苹果正在开发基于全新 M8 Ultra 芯片的 AI 推理服务器。不是 M5,而是 M8 Ultra 芯片,苹果将开始与 Nvidia 合作进行开发。因此,苹果将重返服务器业务。

Now, finally with Apple. A note from Goldman Sachs this morning also mentioned that Apple is developing AI inference servers built on the new M8 Ultra chip . Not the M5, but the M8 Ultra chip that will begin working on with Nvidia for its development.

Therefore, Apple will return to the server business.

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Meet Kevin发布 2026-09-17
《THIS Stock is about to 2x!》
$AAPL看涨
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.

更早的记录
Schwab Network发布 2026-09-16
《Dale Smothers Makes Interest Rate Hold Case as Kevin Warsh Faces "Trapeze Act"》
$AAPL看涨
凭借在消费级AI市场的主导地位以及运营层面的顺风,AAPL是一只值得长期持有的优质标的。

具体来说,苹果在某种程度上掌握着AI的消费者。我们看好苹果。如果它掌握了消费者,它有很多东西正在推出,一位新任CEO,很多,可以说,目前苹果背后的顺风因素。我们看好长期持有苹果。

Specifically, Apple kind of owns the consumer of AI. We like Apple here. If it owns the consumer, it's it's got a lot of things that it's rolling out, a new CEO, a lot of uh you know, tailwind, if you will, behind Apple at this point in time. We like owning Apple long-term.

更早的记录
T3 Live发布 2026-09-16
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$AAPL看涨
说话者仍持有AAPL多头,希望股价守住326-328以维持上升趋势。

总之,表现不错的是 Apple,至少它是一个你做出了更高低点和更高高点的名字。这是一段很棒的活跃序列。然后记住就在这里,我们又狠狠地做了一波。在 344 做了一个红狗反转。回落到这里,从那以后我一直在试着交易它。

我仍然做多 Apple。它一直是那种会给你出逃机会的标的。

So anyway, what's been good is Apple's been at least a name where you made higher lows and higher highs. This was a great active sequence. Then remember right here, we played the hell out of it again. did a red dog reversal at 344.

Um, came all the way in and I've been trying to trade it since. I'm still long Apple. It's been something that has given you ways out of it.

他说在等
价格维持在326至328之间
守住326上方
近期行情图表
若守住则支撑看涨逻辑;若跌破则削弱该逻辑。
更早的记录
Schwab Network发布 2026-09-15
《The Big 3: CRCL, BNY, AAPL》
$AAPL看涨
由于软硬件一体化,AAPL 是消费级 AI 领域的首选标的;技术面上虽有所回落,但仍处于看涨通道结构中。

你最后提到的那一个,我认为与《清晰法案》无关,但我确实想听听你对一些新硬件的看法,尤其是苹果即将推出的这款折叠屏手机。

Now your last one I don't think is tied to the Clarity Act, but I do want to get your thoughts on uh some of the new hardware in particular this foldable phone that we're getting from Apple.

你说得对。这与《清晰法案》毫无关系,但如你所知,Marley,苹果是我今年的首选股。它现在依然是,而且自从这些新品发布以来我们还没聊过它,昨天我们有了新的 iOS,引入了许多新的人工智能功能和工具,我认为这再次预示着苹果将成为人工智能领域的消费者首选,因为它深度整合,尤其是与其最新的产品阵容。

You are correct. This has nothing to do with the Clarity Act, but as you know, Marley, Apple is my stock pick of the year. It remains that and we haven't talked about it since we've had these new releases and yesterday we had a new iOS which introduced a lot of new artificial intelligence features and tools that I think bodess again to being the consumer pick for artificial intelligence because it's deeply integrated especially with their new product lineup.

更早的记录
Benzinga发布 2026-09-15
《10-Year Hits 5% as Fed Meeting Kicks Off | PreMarket Playbook + T3 Live | September 15, 2026》
$AAPL看涨
预计 AAPL 将上涨约 7 点以回补缺口;可能回落至 300 美元(买入区),上行空间受限于 350 美元以下。

好的。接下来是关于 Apple 的新闻。我知道我们之前谈过 Apple。我仍然认为它还有七个点要走去填补那个缺口的顶部。尽管从 300 出头开始的第一次走势一直很棒。我们目前在盘前位于 331。

All right. Um next story here on Apple. I know we've talked about Apple before. I still think it has another seven points to fill the top part of that gap. Although that first move from the low 300s has been great.

We're currently sitting here at 331 in the pre-market.

我们谈过在 Apple 守住 300 时买入。告诉过你它会涨得更高。图表确认了这一点,果然,那正是我们所做的。

We talked about buying that when Apple was holding 300. Told you that was going to go higher. Chart confirmed it and sure enough, that's exactly what we did.

他说在等
价格相对300美元支撑位与350美元阻力位的走势
从300美元反弹,或未能突破350美元
10月财报周期市场图表/价格走势
从300美元反弹支持看涨逻辑;突破350美元则削弱“上行空间受限”的观点
更早的记录
Verified Investing发布 2026-09-14
《Valero Stalls At $400: The Level That Sends It To $350》
$AAPL看涨
AAPL 相对科技板块表现出相对强势;若这一强势延续,价格将上探此前历史高点(约 $344.57)。

最后,各位,在科技股今天普遍承压的情况下,Apple 在图上走高。Apple 涨幅不大,上涨了 68%,但它所展示的是在图上走高的相对强势。

Lastly, guys, we got Apple moving up on the chart while most of tech has been under pressure today. Now, Apple's not up much. It's up 68%, but what it's showing is relative strength moving up on the chart.

更早的记录
T3 Live发布 2026-09-14
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$AAPL看涨
AAPL 是重点关注对象,因为它已证明自身具备创造回报的能力。

我认为什么是可行的?Apple。Apple没有进行大额支出。Apple上周挽救了我的一周。我又回到了被称为红狗Apple交易者的状态。不是,我曾经是Apple交易者,他们叫我Apple交易者、Tesla交易者,当Tesla活跃时像Redler Tesla。

但总之,Apple的走势非常好。我会买那部Duo手机。他们没有用完所有现金。有些人认为他们落后了,但也许他们很聪明。这是336。今天早上我醒来时,它下跌了2。现在下跌了50美分。

所以,这是344。记住那个导致这种情况的红色反转?好吧,这是你回到移动平均线上方。Apple今天早上在做什么?Apple只下跌了67美分。所以,Apple应该稍微成为焦点,对吧?

What could I think is viable? Apple. Apple did not do, you know, the big spend. And Apple Apple saved my week last week. I'm back to be calling the red dog the Apple trader. Not, you know, I used to be the Apple, they called me the Apple trader, the Tesla trader, the, you know, when Tesla's in in play like Redler Tesla.

But anyway, really nice move in Apple. Um, I will be getting that Duo phone. Um, they did not use all their cash. You know, some people thought they were getting behind, but maybe they were being smart.

Um, this is 336. Um, when I woke up this morning, it was down two. Now it's down 50 cents. So, um, here's 344. Remember that red do reversal that caused that? Well, this was your, you know, get back above the moving averages.

What's Apple doing this morning? Apple is only down 67 cents. So, Apple should be a focus a little bit, right?

更早的记录
Adam Khoo发布 2026-09-14
《Will Rising Long Term Rates Crash Stocks?》
$AAPL看涨
得益于现金持仓带来的净利息中性,AAPL对利率上升具有韧性,当前持有立场较为安心。

接下来是现金充裕的巨型市值公司。那么,如果利率上升,Apple、Meta、Google 和 Microsoft 将如何应对?它们会没事的。它们会没事的。为什么?因为如果你看,比如 Meta 和 Google,尤其是 Meta 和 Google,你可能读到过,它们为了建设数据中心而承担了大量债务。

所以这些债务,它们必须为债务支付利息,没错,但它们没有向你展示、而你需要去核查的是,它们拥有大量现金及等价物,这些现金正在赚取利息收入,而它们赚取的利息收入抵消了它们支付的利息支出。

所以净额来看,如果利率上升会发生什么?它们就像我一样,无所谓。好。所以,利率上升,像 Apple、Meta、Microsoft 和 Google 这样的公司,它们会没事的,因为它们债务上的净利息支出并不多。对吧?所以我持有它们中的很多,我相当安心。

Next are cashrich mega caps. So, if rates go up, how will Apple, Meta, Google and Microsoft cope? They will be fine. They will be fine. Why? Because if you look at for example Meta and Google specifically especially right Meta and Google you may have read that oh they take they're taking on a lot of debt right to build their data centers.

So all this debt they have to pay interest on the debt correct but what they don't show you and what you need to check is that they have a lot of cash and equivalents where it's earning interest income and the interest income they earn offsets the interest expense that they pay.

So net net what happens if interest rates go up they're like me whatever. Okay. So, rates go up, companies like Apple, Meta, uh Microsoft, and Google, uh they'll be fine, you know, because they don't have much net interest expense on their debt.

Okay? So, I hold a lot of them and I I'm pretty comfortable.

Schwab Network发布 2026-09-12
《iPhone Duo & Siri AI Raise APPL Interest: Will it Boost Sales?》
$AAPL未站边
新款折叠屏 iPhone 因稀缺性在短期内销售良好,但长期大规模普及将因高昂的入门成本而推迟。

这对 Apple 来说是新的,但如果你关注消费科技领域,就会知道折叠屏到现在已经存在了五年。所以 Samsung,尤其是在美国,一直在做这类设备。Google 做的是 Pixel。

这些设备已经面世了,只是一直没有向 Apple 用户开放。Apple 在这件事上花了些时间,但他们确实做得很好,推出的第一代产品基本上超过了 Samsung 目前第七代和第八代产品所处的水平。

It's new for Apple, but if you follow the consumer tech space, you know, foldables have been around for a half a decade at this point. So Samsung, especially United States, has been making these devices.

Google makes the Pixel. Uh so these devices have been out there. They just never been available to Apple users. And you know, Apple took their time with it, but they did a really nice job of coming out with a Gen One product that basically beats sort of where Gen 7 and Gen 8 products are currently for Samsung.

更早的记录
StockCharts TV发布 2026-09-11
《Only 25% of Stocks Are Holding Up》
$AAPL看涨
在利好的产品发布反应后,AAPL收于10日简单移动均线之上,有望实现为期6周的底部突破。

接下来我们来看 Apple。他们本周发布了产品,市场反应非常乐观。可以看到 Apple 已重新收于 10 日简单移动均线之上,有望实现一次可能的 6 周底部突破。所以,目前位置相当不错。

Meta 本周上涨 5.2%,Apple 上涨近 4%。

Next up, we're going to take a look at Apple. They came out with their product launch this week very bullishly uh taken. We can see that the Apple has closed back above that 10-day simple moving average, poised for a possible 6-week base breakout.

So, sitting up here really quite nicely. So, Meta is up 5.2% this week, Apple up almost 4%.

更早的记录
Verified Investing发布 2026-09-11
《Yields Reverse Early Fall, 5% Nears With Fed Hike Locked, Oil Drops As Markets Rally》
$AAPL看跌
AAPL 因技术面走弱(顶部上影线/缺口回补)而成为做空标的。

今天还有几只股票有异动。苹果今天大涨。在iPhone、可折叠iPhone发布之后,又是一个扎实的交易日。再说一次,走势不错。现在,这是我下周要重点关注的标的之一。这里有一个重要的缺口需要回补,回补到上影线的底部。

这就是一根上影线。对。所以,这根K线,就是我们所说的上影线。它在下跌之前完美地打在了顶部。我们一直在缓慢地向上爬升。我们回补了那个缺口。我可能会对苹果做一笔波段空单。这是我下周最看好的交易机会之一。

Couple other stocks in motion today. Apple surging up today. Another solid day after their iPhone, their foldable iPhone debuted. Again, good move. Now, this is a key one I'm watching into next week.

There's a major gap fill to the to the base of the topping tail. This is a topping tail right here. Right. So, this candle, this is what we call a topping tail. It nailed the top perfectly before the fall.

Slowly, we've been grinding up. We filled that gap. I likely take a swing short on Apple. It's one of the top trade setup candidates for me into next week.

更早的记录
Meet Kevin发布 2026-09-11
《Buy the Dip.》
$AAPL看涨
AAPL 是重要受益者与复苏标的,近期 iPhone 发布会标志着关键的一周。

Amazon、Apple。Apple,老兄,又涨了 3%。你是在跟我开玩笑吗?

Uh, Amazon, Apple. Apple, dude, another 3%. Are you fracking kidding me?

名单上第二位是 Apple,这一直是、我们正走出一周,我认为鉴于他们举办的 iPhone 活动,这将被视为关键的一周,那款可折叠手机,他们推出的那款新的、另一款手机

second on the list is Apple uh which has been this is a really we're coming off of what will be looked at I think as a pivotal week given the iPhone event that they had u the foldable phone, the the new other other phone that they they have

更早的记录
《Stocks Look Fine—But the Market Just Turned Red》
$AAPL看涨
AAPL 的图表在 345 突破位附近形成建设性的杯形形态,市场对当前走势持认可态度。

不过 Apple 正在走强,你可以看到它正在这个杯形的右侧构筑一个建设性的形态,向上来到345这个水平,那才是它真正想要突破的位置。它还需要一些努力,但它正从 Apple iPhone 18 双翻盖反向组合、售价2000到3000美元这个也许人们会买的东西中走出来。所以市场方面似乎喜欢 Apple 的这个走势。

Apple though is strengthening and you're seeing it's building a constructive side up the right side of this cup coming up to the 345 level which is really where it wants to break out.

It needs some work, but it's coming off this um Apple iPhone 18 double flip backwards combo for $2,000 to $3,000 uh that maybe people are going to buy. And so people on the street seem to like this action on Apple.

更早的记录
Schwab Network发布 2026-09-11
《The Big 3: MU, ORCL, AAPL》
$AAPL看涨
AAPL 是一只值得强力买入的 AI 标的,新 Mac 与数据中心需求已超越 iPhone 叙事。

这是一个我一直在反复提及的想法,很像Micron。它和上周重复。我的看法略有不同。这不全是iPhone的功劳,更多是那个人。对John Turnis非常兴奋,而当这些台式Mac真正上市时更是非常非常兴奋。

我一直想预订一台。发货已经推迟到1月。但AI这个故事,我认为现在比iPhone更大。很多人没有意识到这一点,但公司有了新的CEO。所有这些搭载AI增强硬件的新Mac正在进入市场。

而对我来说,我只是把iPhone当作额外赠品撒上去。但我很喜欢这只股票,把它当作一个AI标的。

you know this is an idea uh I just keep bringing a lot like Micron. It's a repeat from last week. Um my opinion is a little bit different. It's not all iPhone. It's more that guy right there.

Very excited about John Turnis and really really excited when these desktop Macs actually get available. I keep, you know, trying to pre-order one. It's pushed out to January. But AI story, I think it's bigger than the iPhone right now.

And a lot of people don't realize that, but you got a new CEO. You got all these new Macs with this AI enhanced hardware hitting the market. And then to me, I'm just kind of sprinkling the iPhone on as a bonus. But love this stock as an AI play.

更早的记录
Benzinga发布 2026-09-11
《Can A Hot CPI Force a Fed Rate Hike? | PreMarket Playbook | September 11, 2026》Counterpoint Research
$AAPL看涨
受新健康功能与稳定定价推动,Apple Watch 的换机需求走强;第四季度销售受积压需求与出货量增长14%支撑。

我们还有三分钟就出数据了。我要讲这条Apple的新闻。我会盯着时钟,但是嗯,制片人,如果我有点跑题,帮我一下,我好像有这毛病。嗯,下一条新闻其实是关于Apple的。嗯,我知道我们刚开了,我们刚开了Apple的发布会。

嗯,所以我想,研究一下Counterpoint,抱歉,对此怎么说,可能值得。

We got three minutes until we get the print. I'm going to go with this Apple story here. I'm gonna keep my eye on the clock here, but um producer, help me out if I get a little sidetracked, which I'm known to do, it seems.

Uh next story here is actually going to be on Apple. Uh I know we just had the uh we just had the Apple event there. Um so I figured it might be worth researching what centerp counterpoint, I beg your pardon, uh has to say about this.

更早的记录
The Compound发布 2026-09-11
《The Most Interesting Macro Moment of My Lifetime | TCAF 259》
$AAPL看涨
iPhone Duo 是一款强劲的产品,预计将立即售罄;2,000 美元的发布价低于预期,为后续迭代带来上行潜力。

你觉得 iPhone Duo 怎么样?我觉得我需要买它,因为我上一部 iPhone 真的很差。所以我很快就需要升级,但我希望有更大的空间。

Um, what do you think about the iPhone Duo? I I think I need to get it because the last iPhone I got was really bad. So, I need an upgrade very soon, but uh I'd like to have a lot of real estate.

在发布会之前我非常犹豫,说不好,我看不出它会往哪个方向走。结果开始 30 秒,我就被震撼到了。我完全投入了。我觉得它太惊艳了。我觉得这将会是稳操胜券。

I was very on the fence going into the announcement of like I don't know. I could see it like going either way. And 30 seconds in, I'm blown away. I am all the way in. I think it's so spectacular. I I think it's going to be a slam dunk.

更早的记录
Benzinga发布 2026-09-10
《How To Approach Income Investing Through Nasdaq Exposure》
$AAPL未站边
只有在更低价格(约300美元)时才看好AAPL;相比直接买入,卖出看跌期权是更受青睐、更能降低风险的建仓策略。

比如我们其实并不特别喜欢苹果,但我们在300美元时喜欢它,或者我们在105美元时喜欢SpaceX。所以你是准备买入的,但要在更低的价格买入。所以对这种情况来说,这是一个不错的策略。

like we don't really love Apple but we like it at 300 or we like SpaceX at at 105. So you're prepared to buy it but at a lower price. So that's a good strategy for that.

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