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。
逐段跳播
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.
然后再加上显然还有新iPhone。我大概会去给妻子买那个东西。它很大。我不知道，但她想要一个。围绕这家公司有很多热度，既来自消费者，也基本上来自专业人士，甚至数据中心。
Then you add in obviously new iPhone. I'm probably going to go get the wife that thing. It's huge. I don't know, but she wants one. Um, a lot of buzz around this company, both from the consumer and from basically the proumer and even data centers.
这个故事在一两周前爆出。Open AAI实际上在购买数万台Mac mini和Studio来训练硬件。他们用它是因为这是市面上最好的硬件之一。所以，基本上，他们现在什么都卖光了。
Uh, you know, the the story hit a week or two ago. Open AAI was literally buying tens of thousands of Mac minis and studios to train hardware. They're using it because it's some of the best hardware out there. So, basically, they're selling everything at this point.
是的，几天前情况看起来要危险得多。Apple当时濒临跌破我们两条白线之间这个向上倾斜的通道形态。实际上，我们甚至创下了超过313的新相对低点。但情况很快扭转。随后出现一波大幅上涨。
现在我们发现自己甚至可能向上突破这个通道形态。所以，可能是一个从本已看涨的形态中形成的看涨突破。
Yeah, things were looking quite a bit more precarious a few days ago. Apple was on the verge of crossing below its upward sloping channel type shape here between our two white lines. Actually, we even made some new relative lows beyond 313. But things were writed rather quickly. A big surge to the upside then. And now we find ourselves possibly even breaking out of the channel shape to the upside. So, uh, per potentially a bullish breakout from an already bullish pattern.
同样，从那些高点开始的下行趋势线也在这里被突破了。所以，现在下一个要留意的水平是这条红线这里会发生什么，因为那是一个接近约337的缺口水平。我们在那里也有一些低点，当时出现了一个缺口。
这个缺口在接近约330的位置已经被相当彻底地突破了。但那可能是一个值得关注的支撑区域，因为那也是我们此前高点的位置。所以，旧支撑变成了一段短暂的阻力，而此后又被突破了。
Our downward sloping trend line as well that began off those highs has been broken here. So, now the next level to be on the lookout for is what happens here at this red line because that was a gap level near about 337. We also had some lows there where a gap opened up. uh that's been broken pretty resoundingly at this point near about 330. But that could be then a supportive area to watch out for because that was uh also the site of our previous high. So the uh old support became a brief period of resistance that has since been broken.
这里的移动平均线是深蓝色的5日EMA，326可能也是一个值得关注的支撑区域。21日线大约在319。我们正在推升突破RSI上那条向下倾斜的红色趋势线。所以下一步要留意的是突破进入超买区域，即70这个门槛。
Our moving averages here are 5-day EMA in dark blue 326 could be a supportive area to watch as well. 21day comes in at about 319. We are pushing above our downward sloping red trend line on the RSI. So the next step would be to watch for a break into the oversold area that threshold of 70.
我们的成交量分布研究显示，我们开始推升突破一些成交密集区域，进入成交较清淡的区域。328到336大致是我们能就当前所处位置给出的最清晰节点。但更明显的密集成交区域，我们这里标注的是308到314。那个区域更值得注意，可能是一个支撑区域。
Uh our volume profile study shows that we are starting to push beyond some of our heavily traded areas into the the lighter thinly traded areas here. 328 to 336 is kind of the the best we can do in terms of a clear node about where we are now. But the the much more distinct area of heavy trading, our note here come is 308 to 314. That one is much more noteworthy as a supportive area potentially.
这个频道对 $AAPL 的历次判断
Schwab Network 在这只股票上共 14 条判断，这里只列相邻的几条。