$AAPL

增加对AAPL的投资;供应落后于需求,创造了销售扩张的机会。

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Watch BEFORE the Apple Event Today.
Meet Kevin发布 2026-09-09 · 4 段内容
05:12/ 打开原视频

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4 段内容

有许多人预期苹果的股价会下跌,他们说:“这太荒谬了,谁会想要那个?”

There are many who expect Apple's stock to decline, saying, "This is ridiculous, who would want that?"

像往常一样,苹果的员工在这些活动之前感到有些紧张。因此,苹果的股价目前在大约315美元附近波动。目前它并不是最便宜的股票,因为它的交易价格接近3.7个基点。这假设了当前的每股收益预估以及未来四年大约9%的年增长率。

As usual, Apple employees feel some nervousness ahead of these events. Therefore, Apple's stock price is currently fluctuating around $315. It is not the cheapest stock at the moment , as it is trading at a price close to 3.7 basis points. This assumes current earnings per share estimates and annual growth of approximately 9% over the next four years.

我认为随着Ultra Mac Studio、M5处理器和Fold的推出,我们将看到苹果获得更大的增长。即使增长率翻倍,该股目前也不会是最便宜的,因为它的交易价格接近3.7个基点。

I think that with the introduction of the Ultra Mac Studio, the M5 processor, and the Fold, we will see much greater growth for Apple. Even if growth were doubled, the stock would still not be the cheapest at present, as it is trading at a price close to 3.7 basis points.

因此,我建议在这些水平上增加对苹果的投资,因为我相信供应赶上需求并真正提供销售扩张机会还需要一些时间。

Therefore, I recommend increasing investment in Apple at these levels , because I believe it will take some time for supply to keep pace with demand and provide a real opportunity for sales expansion.

这个频道对 $AAPL 的历次判断

Meet Kevin 在这只股票上共 8 条判断,这里只列相邻的几条。

2026-09-09看涨本条
有许多人预期苹果的股价会下跌,他们说:“这太荒谬了,谁会想要那个?”
2026-09-04
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。
原话 21:21 ›
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