预计AAPL在10月中旬前将出现季节性回落，随后回升。
逐段跳播
我们名单上的下一只股票是 Apple，代码 APL，在又一轮裁员之后，其盘前下跌了 19%。据彭博报道，裁员发生在 Fitness Plus 音频内容团队。他周末还得到消息称，iPhone 的需求可能比预期还要好。
The next stock on our list is going to be Apple, ticker APL, and it was.19% lower in the pre-market after it undertook another round of layoffs. According to a Bloomberg report, jobs were slashed in the Fitness Plus audio content team.
He also had news over the weekend that iPhone demand might be even better than anticipated.
Peab 早盘在 Apple 上赚了 125%。所以它先被抛售，然后大幅反弹。干得漂亮。
>> Peab's 125% on Apple early here. So that sold off and bounced hard. Great stuff there.
那笔 Apple 交易做得不错。我跟你说，我看到它在被抛售，但我从没有——没有任何期权提醒我，嘿，我们可能会看到一波反弹。我们跌到 333，然后反弹了多少？两个点，很猛。那是个很棒的判断，Bigabes。这一只我没盯着。
Good trade on that Apple trade. I'll tell you what, I saw that selling off and I never I none of the options kind of alerted me that, hey, we might be seeing a bounce. We went into 333 and then bounced what?
Two points hard. That was a great call there, Bigabes. I didn't have my eye on this one.
你有什么看法？Apple 有没有什么即将到来的消息能推动它走高，因为它开始看起来有点——只是有点疲态了。 >> 那他们有即将到来的消息吗？没有。但有一件事很明显，我们最近刚开了 iPhone 发布会。
我们周末还得到消息称，需求比最初预期的更大。不过，我从来不会对此感到意外。所以，我们有那个消息，但我不知道这里有没有任何我们应该留意的催化剂即将到来。不过从日线来看，我仍然认为——我们甚至填补那个缺口了吗？
>> 是的，我们差不多填了，对吧？我们差不多已经填了。所以，那个缺口差不多完成了。13。那么，我们有没有足够的动能突破高点？这是个好问题。我不知道。
What do you got? Does um does Apple have any news coming up that could uh propel this higher because it's starting to look a little just a little tired. >> So So do they have news coming up?
No. But the one thing obviously we just had the the iPhone uh event recently. We also had news over the weekend that um the demand was greater than initially anticipated. Now, I'm not ever surprised by that.
Um, so we had that, but I don't know that there's any any catalyst coming up here that we should be aware of. I still think though from that daily that we pro Did we even fill that yet?
>> Yeah, we kind of did, didn't we? We kind of already filled that. So, that gap's kind of done here. 13. Now, do we have enough to break over the highs? That's a good question. I don't know.
我想知道季节性向我们说明了什么，因为我在看去年他们 Apple 发布会之后发生了什么，当时有一波上涨，然后我们从去年 9 月大概这个时候开始盘整，一直到 10 月中旬，然后我们大幅下跌，之后又横盘并回升。
I wonder uh what the seasonality indicates to us because I'm looking at what happened last year following their Apple event and there was some higher there was a move higher and then we consolidated from uh you know about this time in September last year all the way into about the middle of October and then we dropped uh significantly before going sideways again and recovering.
这非常有意思，13，因为在那场会议前后我们谈过一些季节性规律。我们谈到 Apple 在发布会当天有三分之二的概率是下跌的，但在发布会之后的 60 天里，它多数时候是上涨的。
Now that's very interesting 13 because around that conference we talked about some of the seasonality. We talked about how Apple two out of three times is negative on the event day, but in the 60 days following the event, it is more often than not positive.
我不知道那个 60 天窗口与你刚才说的时间框架吻合得有多好，但 Apple 可能在反转之前还有一波冲向高点的走势。
Now, I think that that I don't know how well that 60-day window lines up with the time frame that you were just speaking, but you might have Apple have one more move to the highs before reversing.
Graph 提到了 Apple 的预订量。Graph，那些预订数据什么时候公布？2024 年也发生了类似的情况。发布会之后我们有一波上涨，而在 2024 年大概这个时候，它开始横盘，然后走低，接着在 10 月中旬左右——接近 10 月中旬——它冲上了一个新的历史高点。
Graph said Apple pre-orders. Graph, when are those pre-order numbers due? Similar thing happened uh in 2024 as well. Um following the event we had a move up and about this time in 2024 it started to go sideways before it went lower and then uh about midocctober close to mid-occtober it uh it pushed into a uh a new all-time high.
所以这是我认为我们应该留意的。从现在到 10 月中旬或 10 月初——大概 10 号左右——之间的某个时点，Apple 会出现一波下跌，在那之后，如果它过去几年一直以来的交易方式有任何一致性的话，应该会有一些横盘和回升，这是值得留意的，我们可以据此做一笔交易。
So that's something I think we should watch for. there's going to be a drop coming in Apple uh at some point between now uh and midocctober or early October like around the 10th or so following that there there should be some sideways and recovery if there's any consistency with the way it's been you know trading over the past couple of years that's something to watch for that we could uh make a trade off of
Raph 说 10 月 16 日是预订日。那么那天是我们拿到数据的日子，还是某些型号的部分预订开始发货的日子？再提醒我一下那天到底会发生什么。
Raph says October 16 is pre-order day. So that's the day that we're going to get data on that or is that the day that some of the pre-orders for the certain models ship? Remind me again exactly what's going on on that.
Bigab bees 之前提到了 Apple。那不错。
Bigab bees mentioned Apple earlier. That's good.
Apple 仍处于高点。
Apple still at the highs.
Apple 涨到了 338。Bigab bees，今天早上这是一笔非常好的交易。
Apple went to 338. Bigab bees, that was such a good trade here this morning.
Apple 可能正试图突破高点，尽管它似乎走得很慢。
Apple that might be trying to take out the highs, although it seems to be going slowly.
观察点
这个频道对 $AAPL 的历次判断
Benzinga 在这只股票上共 7 条判断，这里只列相邻的几条。