Rich Habits 对 $AAPL 的判断变化

频道资料 →本频道有 2 位标注的说话人:Andy Jassy、Wall Street favorites.com / 'We both'共 1 条
2026-07-31
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说话者持有大量AAPL仓位,并且正在积极加仓而非卖出。

一定要坚持到最后,我们会讨论苹果与先买后付巨头 CLA 的新合作,以提供产品租赁。

Be sure to stick around to the end where we talk about Apple's new partnership with the buy now pay later giant CLA to offer product leasing.

我持有大量苹果股票。我持有大量微软股票。我还会买入亚马逊、特斯拉、Alphabet。我认为这些都很好。我不会卖出任何这些股票。我会买入更多。

I've got a ton of Apple. I got a ton of Microsoft. I'm going to got, you know, Amazon, Tesla, Alphabet. I think it's all great. I'm not selling any of this stuff. I'm buying more.

我的下一个雷达点是苹果与 CLA 合作,为其产品提供租赁服务。所以,苹果刚刚通过 CLA 推出了一项名为 Apple Upgrade 的全设备租赁计划,取代了旧的 iPhone 升级计划,并将其扩展到手表、Mac 和 iPad。

My next radar point is Apple partnering with CLA to offer leasing on their products. So, Apple just launched a full device leasing program through CLA called Apple Upgrade, replacing the old iPhone upgrade program and expanding it now to the watch, the Mac, and the iPad.

由于 AI 对内存和存储的需求激增,苹果上个月将 Mac 和 iPad 的价格提高了 200 美元。

Apple raised prices on their Macs and iPads by $200 last month because of surging AI demand for memory and storage.

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