$AAPL

苹果在iPhone发布会前处于观望状态;若遭拒绝,将形成买入机会。

他说的是几天内
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The Investor Channel发布 2026-09-04 · 5 段内容
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5 段内容

接下来看苹果,该股本周在 318 美元。他们有了新 CEO,本周股价几乎保持不变。John Ternos 将接替 Tim Cook,他正在谈论下一代 iPhone 的发布,我认为我们会在未来一两周内知道发布日期。

是的,9 月 9 日。所以,下周苹果将有一场名为“Surprise and Shine”的活动。关注这些活动。那些日子总是令人愉快的。总会有一些惊喜。通常不是从硬件角度,但你会从软件角度看到一些东西。

Apple Pay 就是在其中一次活动中宣布的,所以我们拭目以待苹果是否有什么妙招。当然,除了“Siri”中的人工智能之外。

Moving on to Apple, the stock was at 318 this week. They have a new CEO and the stock has remained almost unchanged this week. John Ternos is replacing Tim Cook, and he's talking about the launch of the next iPhones, which I think we'll find out the date of within the next week or two. Yes, September 9th . So, next week you will have an event at Apple called " Surprise and Shine". Follow those events. Those days are always enjoyable. There are always a few surprises. It's not usually from a hardware perspective, but you see something from a software perspective. Apple Pay was announced at one of these events, so we'll see if Apple has something up its sleeve. Of course, in addition to the artificial intelligence in " Siri".

现在,John Ternos 将赚很多钱。一份 5800 万美元的薪酬方案。这是在 Tim Cook 4700 万美元薪水之外的。所以,当我呼吁驱逐这些人中的某一位时,不要到评论区为他们感到难过。他们赚的钱比我们所有人的总和还多得多。

Now, John Ternos will make a lot of money. A $58 million pay package. This is in addition to Tim Cook's salary of $47 million . So, when I call for one of these people to be expelled, don't go to the comments to feel sorry for them. They make far more money than all of us combined .

现在,可折叠手机在市场上可能很少见。我认为没有人会怀疑这一点。如果公司推出具有不同设计的新机型,很可能会产生巨大的销量,在某些情况下还会出现稀缺。你看,在过去两年里,甚至去年,我想我去年买了手机,不得不等一段时间。

大概一个月,我想,才拿到。这只是常规款式,或者什么的。所以,我想如果他们发布新设计,那么是的,你可能要等 30 甚至 60 天才能拿到。

Now, foldable phones may be rare in the market. I don't think anyone doubts that. If the company introduces a new model with a different design, it is likely to generate huge sales, and in some cases, it will be scarce. Look, in the past two years , and even last year, I think I bought my phone last year and had to wait for a while. Like a month, I think, before I got it. This is just your regular style, or whatever. So, I suppose if they release a new design, then yes , you'll probably have to wait 30 or even 60 days to get it.

现在,该公司正在取消两款额外 MacBook 机型的计划。目前,你可以购买 14 英寸或 16 英寸屏幕的 MacBook。曾有人认为可能会有一款可折叠机型,展开后可达 18 英寸。

我在 CES 上看到了这个。我不确定这是否是他们在这里谈论的设计,但无论是手机的两侧折叠还是整个屏幕升起。这实际上相当惊人,取决于你做什么。你也可能有一个更小的屏幕,也许在 14 到 16 英寸之间。公司保持产品线有限而紧凑。

Now, the company is canceling its plans for two additional MacBook models . Currently, you can buy a MacBook with a 14-inch or 16-inch screen . There was a belief that there might be a foldable model that extended up to 18 inches. I saw this at CES. I'm not sure if this is the design they're talking about here, but whether the sides of the phone fold or the entire screen rises up. It's actually quite amazing, depending on what you do. You might also have a smaller screen, perhaps between 14 and 16 inches. The company keeps things limited and tight.

与此同时,苹果在 iPhone 发布会前处于观望状态。它能否强劲反弹并创下新纪录,还是会遭遇拒绝?如果它做到了,我认为这将是一个很好的买入机会。

Apple, meanwhile, is in a holding pattern ahead of its iPhone event. Will it be able to rally strongly and set a new record, or will it face rejection? If it does , I think it will be a good buying opportunity.

这个频道对 $AAPL 的历次判断

The Investor Channel 在这只股票上共 3 条判断,这里只列相邻的几条。

2026-09-04本条
接下来看苹果,该股本周在 318 美元。他们有了新 CEO,本周股价几乎保持不变。
2026-08-28看涨
我们有了新设备,可以直接在苹果设备上运行 AI 模型。
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