Apple表现强劲（上涨逾30%），原因在于AI资本开支较低，从而保住了短期利润。
逐段跳播
同样，你可以看到之前的情况，但现在看看变化后类别中的第二大投资——Apple。对我来说，这很有意思，我也注意到 Apple 今年表现非常好。但当我更深入地研究这件事时，我发现 Apple 今年其实是在悄然闪耀。它的股价年内已上涨超过 30%。
Again, you can see how things were before, but now look at the post-change category at the second largest investment, Apple. For me, this was interesting, and I've noticed that Apple is performing very well this year.
But when I looked deeper into the matter, I found that Apple is actually quietly shining this year. Its shares have risen by more than 30% during the year.
应该记住，这里最重要的因素之一是，Apple 决定不像“七巨头”（Mag 7）中的其他公司那样，在人工智能的资本支出上投入巨额资金。这在短期内对某一家公司的投资者非常有利，因为他们更关心利润逐季度的表现，也就是短期表现。
因此，如果 Apple 没有把大量资金投入开支，就不会侵蚀其净利润，这意味着它的利润会略高一些。
It should be remembered that one of the most important factors here is that Apple decided not to spend huge sums like the rest of the " Big Seven" (Mag 7) companies in terms of capital expenditures for artificial intelligence.
This is very good in the short term for investors in a particular company, because they care more about what the profits look like quarter by quarter, i.e., in the short term. Therefore, if Apple isn't pumping a lot of money into expenses, it's not cutting into its net profits, which means its profits would be slightly higher.
这个频道对 $AAPL 的历次判断
Investing Simplified - Professor G 在这只股票上只有这一条判断。