Yet Another Value Podcast 对 $AAPL 的判断变化

2026-09-18看涨
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AAPL 的 App Store 订阅服务增长将推动利润率扩张,市场对创新与增长的悲观情绪是错误的。

那些认为这就像Apple App Store一样、作为一项完整订阅服务会崛起的人。而且利润率会……我的意思是,我就是这样的人。

Those who think This is Apple. App Store Like one Complete Subscription As a service Will rise. And The margins Going...I mean, I am such a person.

我误以为Apple税,我的意思是,他们其他订阅的很大一部分要支付,而他们在这个问题上显得有点灵活。

By mistake I thought that Apple Tax, I mean, Their others Subscription A large part To pay Will be and they On that subject A little flexible It happened.