对苹果基本面持乐观态度（潜在增长20%），但认为当前估值过高；倾向于等待折价或购买更便宜的替代品，如网络安全股。
逐段跳播
Mac 现在发布了这些令人惊叹的产品，配备标准化的内存，范围从 256 到 512，这实际上对 Apple 来说是一个积极的信号。这很可能将其增长率从华尔街预期的 9% 提高到 20%，这再次对 Apple 来说是一个积极的信号。
Mac is now releasing these amazing products with a standardized RAM ranging from 256 to 512, which is honestly a positive sign for Apple . This could very well raise its growth rates from the 9% expected on Wall Street to 20%, which is again a positive sign for Apple.
我希望那只该死的 Apple 股票能有折扣，因为我对 Apple 持乐观态度。我只是觉得它目前有点贵。如果我现在按 Apple 的价格买入，我觉得我还不如以那些价格买入网络安全股票。
I want there to be a discount on that damn Apple stock because I'm optimistic about Apple. I just think it's a bit expensive at the moment . If I were to pay Apple's prices now, I feel I'd be better off buying cybersecurity stocks at those values.
我持有 Meta、Apple 和 Netflix 的头寸，因为我认为广告目前是沉睡的巨人。我认为我们现在可以以低价买入，而软件已经开始起飞。
I have exposure to Meta, Apple, and Netflix because I believe advertising is the sleeping giant at the moment. I think we can get in on cheap prices now while the software is already starting to take off.
这个频道对 $AAPL 的历次判断
Meet Kevin 在这只股票上共 7 条判断，这里只列相邻的几条。