$AAPL

由于AI公司对Mac硬件的强劲需求以及新任CEO John Ternos领导下的预期创新,AAPL是长期买入标的。

看涨他说的是几年内
The Big 3: AAPL, NVDA, CVX
Schwab Network发布 2026-09-04 · 8 段内容
02:51/ 打开原视频

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8 段内容
2:517:51

你说你对九月感到兴奋,那个名字下周有一个活动,苹果的“日出与闪耀”活动。我喜欢它的标题。我们可能会得到一些新手机,也许是一款可折叠iPhone。我们还有一位新CEO掌舵。那么,蒂姆,随着苹果进入由约翰·特诺斯领衔的下一增长阶段,你现在如何看待苹果?

You said you were excited for September, and that name has an event coming our way next week with Apple and their "Sunrise and Shine" event. I love its title . We might get some new phones, maybe a foldable iPhone . We also have a new CEO at the helm. So, Tim, how do you view Apple now, as they move into this next phase of growth with John Ternos at the forefront?

是的,如你所知,很明显大家都在想iPhone。现在,这就是我一直在谈论的叙事,追溯到六个多月前,或者天哪,实际上超过九个月前,关于苹果是人工智能领域中的隐藏赌注。

Yes, as you know, it's clear that the iPhone is what everyone is thinking about. Now, this is the narrative I've been talking about, going back more than six months, or God, actually more than nine months, about Apple being the hidden bet in the field of artificial intelligence.

现在,我对iPhone感到兴奋。iPhone,我每年都买一部新的。我妻子也买一部新的,还有宝宝,嗯,我每年买四部,这当然对苹果有帮助,但最让我兴奋的是新的Mac Studio和Mac Mini等。

下周可能不会怎么讨论它们;他们会谈论iPhone,因为那是大多数人感兴趣的。但它们已经发布了,现在都可以预订了。我相信大家都看到了价格非常高。我会再买一部,好的。

Now, I'm excited about the iPhone. The iPhone, I buy a new one every year. My wife gets a new one, and the baby, well, I buy four of them every year, which of course helps Apple, but what excites me the most are the new Mac Studio and Mac Mini, etc. It probably won't be talked about much next week; they'll be talking about the iPhone because that's what most people are interested in. But they have been announced, and they are all available for pre-order now. I'm sure everyone has seen that the prices are extremely high. I'll buy another one, okay.

但我喜欢它的是,我相信你们有些人已经看到OpenAI购买了数万台Mac Mini和Mac Studio设备,这解释了那次宕机。哦,Anthropic也在疯狂租用。我认为这明显有助于苹果的利润。

这可能不是最核心的东西,不像大家在电视广告中看到的iPhone,但这是他们的主要收入来源,好吗?

But what I like about it is that I'm sure some of you have seen that Open AI bought tens of thousands of Mac Mini and Mac Studio devices, which explains the outage. Oh, and Anthropic is renting it like crazy. I think this clearly helps Apple's profits. It may not be the most essential thing, like the iPhone that everyone sees in TV commercials, but this is their primary source of income , okay?

此外,正如我提到的,我对新CEO印象深刻。我的意思是,我从小就是苹果的超级粉丝。我在1984年得到了我的第一台Apple II。我爱史蒂夫·乔布斯,也爱史蒂夫·沃兹尼亚克。我对蒂姆·库克唯一要说的反对意见是,如果你看看市值和他所取得的成就,他一直是一位伟大的管理者,好吗?

我有点称他为“审计员”。这个人榨取了每一分钱。投资者应该感激这一点。但我要说的一件事是,他并不是一个真正的创新者。我相信约翰·特诺斯将把巨大的创新带回苹果。所以,如果你还没注意到,我热爱这只股票,未来几个月、几年甚至几十年都是如此。

Furthermore, as I mentioned, I am very impressed with the new CEO. I mean , I've been a huge Apple fan since I was a kid. I got my first Apple II in 1984. I love Steve Jobs, and I love Steve Wozniak. The only thing I would say against Tim Cook is that if you look at the market value and what he has achieved, he has been a great manager, okay? I kind of call him an "auditor" . This man extracted every possible penny. Investors should appreciate that. But the one thing I will say is that he was not really an innovation man. I believe John Ternos will bring tremendous innovations back to Apple. So, if you haven't noticed, I love this stock for months, years, and even decades to come.

好的,里克,我们已经详细讨论了苹果,因为CEO的变更,库克时代的结束和特诺斯时代的开始。但就技术面而言,随着我们接近约翰·特诺斯作为CEO的第一个重大活动,我们目前的立场是什么?

Good. Rick, we've talked about Apple at length because of the change of CEO, the end of the Cook era and the beginning of the Ternos era . But, in terms of the technical situation, and as we approach this first major event with John Ternos as CEO, what is our current position?

我已经发明了一款可折叠iPhone。不幸的是,那是因为我把手机夹在了汽车后备箱里,但无论如何,进步需要时间。因此,我们可以看到,在利润下滑之后,我们近期的价格走势是上升通道形态,位于连接这些低点和高点的两条白线之间。

你也可以说,总体而言,我们仍处于更向下的趋势中。这不是一条真正好的趋势线。好的趋势线至少由三个连接点组成。我只是想指出,在今天下跌之后,我们目前有一个更低的峰值。这看起来非常像看跌吞没蜡烛形态,其中大的红色蜡烛吞没了前一根小绿色蜡烛的实体,即从开盘价到收盘价的距离。

然而,我们必须拭目以待,看下一个交易日是否会有更多的下行势头。因此,向上移动需要关注的水平位是330和337,那里形成了一些缺口。我们还可以在这里看到313以及300的底部。所以,如果我们再次开始下跌并开始突破我们的通道形态,这些是观察点。

在这种情况下,我们的移动平均线显示,我们已经跌破了深蓝色的5日指数移动平均线,它代表一周。看来我们目前持稳在蓝绿色的21日指数移动平均线附近,它代表一个月,目前大约在316.66。

此外,如果我们向下突破通道边界,根据我们的移动平均线,下一个支撑区域将是310水平的63日指数移动平均线。相对强弱指数(RSI)在这里显示出一种三角形形态。我们正在这里的两条趋势线之间移动。

我们即将向下突破绿色趋势线,这也将使我们接近跌破50中线,这将是一个更负面的发展。因此,在这种情况下,我们的交易量分布显示,这里有一个枢轴点,大约在308到314之间。在328附近的峰值水平还有另一个非常小的活动区域。

所以,在下行方面,这可能是一个整合区域,可能代表潜在的支撑。

I have already invented a foldable iPhone. Unfortunately, that was because I slammed my car trunk shut on my phone, but anyway, progress takes time. Therefore, we can see that our recent price movement after the decline in profits was in the form of an upward channel between our two white lines that connect these bottoms and tops. You could also say that, overall, we are still in a more downward trend. This is not a really good trend line. Good trend lines consist of at least three connected points. I'm just trying to point out that we have a lower peak so far after today's drop . It looks very much like a bearish engulfing candle pattern where the large red candle engulfs the body of the previous small green candle , i.e., the distance from the opening price to the closing price. However, we will have to wait and see if there is more downward momentum in the next session. Therefore, the horizontal levels to watch for an upward move are 330 and 337, where some gaps have formed. We can also see a bottom here at 313 as well as at 300. So, these are the watch points if we start to fall again and start to break out of our channel shape . Our moving averages in this case show that we have crossed the 5-day exponential moving average in dark blue , which represents one week. It appears that we are currently holding close to the 21-day exponential moving average in blue-green , which represents one month, and is around 316.66 at this stage. Furthermore, if we break the channel barrier downwards, the next support area according to our moving averages will be the 63-day exponential moving average at the 310 level. The Relative Strength Index (RSI ) shows a sort of triangular shape here. We are moving between our two trend lines here. We are about to break the green trend line downwards, which will also put us within close distance of breaking the 50 midline, which would be a more negative development here. Therefore, our trading volume profile in this case shows that we have a pivot point here approximately between 308 and 314 or so. There is another very small area of activity around the levels where we peaked near 328. So, on the downside, this could be a consolidation area that might represent potential support .

目前,我们看到苹果股价在盘中下跌。苹果股价已下跌约2.8%,至318.96。

Currently, we see Apple's stock declining during the session. Apple's stock has fallen by about 2.8% to 318.96 here.

这个频道对 $AAPL 的历次判断

Schwab Network 在这只股票上共 4 条判断,这里只列相邻的几条。

2026-09-04看涨本条
你说你对九月感到兴奋,那个名字下周有一个活动,苹果的“日出与闪耀”活动。我喜欢它的标题。我们可能会得到一些新手机,也许是一款可折叠iPhone。我们还有一位新CEO掌舵。那么,蒂姆,随着苹果进入由约翰·特诺斯领衔的下一增长阶段,你现在如何看待苹果?
2026-09-03看涨
你向我们提出的另一个选择,不一定是在下跌时买入,但肯定是在转折点买入。我们将讨论 Apple,John Ternos 接任,以及“日出与闪耀”活动之前,预期我们可能会看到可折叠 iPhone。
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