AAPL 这一页 8 条观点条目，其中 0 条方向发生变化。
如果你看看苹果，它已经重新回到上行轨道。20日移动平均线正在上升。那条20日线会上穿50日线。50日线下周会开始更快地上升，因为我们要剔除这些较低的数据，在计算中将其平均掉。
If you look at Apple, it's back in business to the upside. 20-day moving average is rising. That 20 will come up through the 50. The 50 will start to rise more rapidly next week because we're getting rid of this lower data, averaging that out in the equation.
现在，让我们看看其他几只股票。我们来看看苹果。它一直在区间内交易。
Now, let's look at a couple other stocks. We'll look at Apple. It's been trading in a range.
让我们看看苹果。为什么？你知道，这就像随机的一样。那只是我脑子里想的。苹果。我有一段时间没在这里交易了。我们在309。
Let's look at some Apple. Why? You know, it's just like random. That's just like what's on my mind. Apple. Uh haven't traded here in a while. We're at 309.
你知道，我们已经过了财报期，财报发生在7月30日。我们看到跳空下跌。我们之前看过这个。它交易在布林带中轨附近。我们处于一个盘整区域。
Uh, you know, we're past earnings, which occurred here July 30th. We saw a gap down. We looked at this earlier. It's trading near the middle of its bowlinger bands. We're kind of in a consolidation zone.
那么，为什么全年毛利率达到34%很重要呢？嗯，因为这与苹果非常相似，这有点令人兴奋，因为你知道，苹果是一家利润率相当高的企业。我们知道他们的东西并不便宜。但如果你查看苹果的任何财务报表，你会发现他们的产品毛利率也在37%左右。
现在，苹果与Bloom Energy不同的地方在于，苹果以约70%至75%的毛利率销售服务，而Bloom Energy没有。所以，苹果产品以约37%的毛利率销售，所以你知道，你卖出100美元的东西，37美元进入企业，他们可以用于研发、管理费用或广告等。
然后他们缴税，然后得到净利润，对吧？他们从100美元中剩下37美元。这很棒，因为它不仅给你37美元，还让更多人注册iCloud订阅，或者你知道，他们为音乐或其他产品提供的任何软件订阅，或者只是包含在内。
这对苹果来说是一个巨大的胜利，因为它的利润率非常高。
Now, why does 34% on gross margin matter for the full year? Well, because that's really similar to Apple, which is kind of exciting because, you know, Apple's a pretty high margin business.
We know their stuff isn't exactly the cheap for a pretty penny. But if you go to any Apple financial statements, you'll see that their products also sell for about a 37% gross margin.
Now, the thing that's different about Apple that gives Apple a big premium is they sell services at about a 70 to 75% gross margin that Bloom Energy doesn't. So, the Apple products that are selling for about 37% margin, so you know, you sell $100 worth of stuff, $37 goes into the business that they can then spend on research and G&A or advertising or whatever.
Then they pay taxes on it, then they get their net, right? They got $37 $37 out of a hundred left. That is great because it doesn't just give you the $37. It leads more people to sign up for subscriptions to iCloud or, you know, whatever the the life software that they have for music or the subscriptions for any of their other products.
Or just included. That's a big W for Apple because it's really high margin.
我的意思是，看，他们赚取很高的利润率。实际上，说实话，你几乎可以把苹果比作Bloom。但是苹果可能从记忆中降低到接近35%。所以，苹果比这些公司更有理由获得更高的市盈率。我稍后会验证这一点。
让我们看看。苹果。好的。我还在抓取一些截图。好的。我们开始。那是Oracle文档。我们看到了他们的Oracle说明。存款，预付款作为递延收入进来。人们总是在他们的现金流量表中看到这个，然后他们说，“看看所有这些现金流。”
但是，你知道，这比他们预先得到的要少，因为它们是存款。这就是重点。没关系。Bloom Energy。所以，大事是看涨的TAM。刚完成筛选这些看涨的TAM。让我们抓取这个。这是他们的指引。
这是他们的运营指引。所以，毛利率，净利率，利润率到处波动，还有关于积压订单的讨论。好的，完美。所以，让我们把所有这些放在一起，得出一些底线。苹果也越来越多地成为服务业务。而且那些利润率非常高。
I mean, see, they make great margins. Actually, honestly, you could kind of compare Apple to Bloom. Uh, but Apple probably brings down from memory closer to 35%. So, Apple justifies a higher peg than these guys do.
Uh, I will verify that in just a moment. So, let's see here. Apple. Okay. Well, I'm still grabbing some of these screenies here. Okay. Let's go. That's the Oracle doc. We saw the Oracle note from them.
Deposits, the upfront deposits, upfront deposits coming in as deferred revenues. People always end up seeing that in their cash flow statement and then they're like, "Look at all this cash flow."
But, you know, that's less than they're going to get up front because they're deposits. That's the whole point. That's all right. Bloom Energy. So, the big thing was bullish TAM.
Just finish screening these bullish TAM. Let's grab this. This was their guidance. This was their operating guidance. So, gross margin, net margin, margin swings all over the place, and the talk about backlogs.
Okay, perfect. So, let's put all that together and come up with some bottom lines. And Apple's becoming more of a service business, too. And those margins are very high.
苹果看跌，而且如你所见，苹果一直承受着很大压力。
There's Apple as bearish, and you know, Apple's been under a lot of pressure as you can see there.
说到苹果，本周开始股价为每股324美元。苹果股价下跌超过4.4%，本周收于309。新CEO的时代将于9月1日开始，就在几周后。年轻的约翰·特努斯将接掌苹果，成为新任首席执行官。
美国银行，我相信他们已经与董事会和公司其他人谈过，表示下一个时代可能会结合许多AI功能和越来越多的投资。
Moving on to Apple, started the week at $324 per share. Shares of Apple declined by over 4.4% finished week at 309. The next era of a new CEO begins on September 1st, just a couple of weeks away.
John Turnus, the young John Turnus, is going to take the reins over at Apple to be the new chief executive. Bank of America, who I'm sure has talked to board of directors, other people at the company, is saying that the next era could be one that combine a lot of AI features and more and more investment.
是的，我的意思是，我觉得如果你看看几乎所有这些企业，他们都在投入大量资金进行资本支出。我想唯一一个你可以说可能不是的是苹果。
Yeah, I mean I feel like if you look at pretty much all of these businesses, I mean they're all pumping a lot of money into capex. I mean I think the only one that I guess you could maybe argue isn't is Apple.
不久之前，我们有了第一家万亿美元公司，那是一件大事，那些是像谷歌和苹果这样的企业，它们产生了数百亿美元的收入和利润。
it wasn't that long ago that it was a big deal when we had our first trillion dollar company and those were businesses um like Google and Apple that were generating you know tens of billions of dollars uh in revenue and and you look and and in profit too
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.
