Meet Kevin 对 $AAPL 的判断变化

频道资料 →本频道有 3 位标注的说话人:Adam Jonas、Goldman Sachs、Wells Fargo共 7 条
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对苹果基本面持乐观态度(潜在增长20%),但认为当前估值过高;倾向于等待折价或购买更便宜的替代品,如网络安全股。

Mac 现在发布了这些令人惊叹的产品,配备标准化的内存,范围从 256 到 512,这实际上对 Apple 来说是一个积极的信号。这很可能将其增长率从华尔街预期的 9% 提高到 20%,这再次对 Apple 来说是一个积极的信号。

Mac is now releasing these amazing products with a standardized RAM ranging from 256 to 512, which is honestly a positive sign for Apple . This could very well raise its growth rates from the 9% expected on Wall Street to 20%, which is again a positive sign for Apple.

我希望那只该死的 Apple 股票能有折扣,因为我对 Apple 持乐观态度。我只是觉得它目前有点贵。如果我现在按 Apple 的价格买入,我觉得我还不如以那些价格买入网络安全股票。

I want there to be a discount on that damn Apple stock because I'm optimistic about Apple. I just think it's a bit expensive at the moment . If I were to pay Apple's prices now, I feel I'd be better off buying cybersecurity stocks at those values.

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看好苹果基本面(Mac增长),但认为当前估值过高;倾向于在折价时买入。

那些折叠手机,你无法打开观看 Apple TV Plus,我认为这有点……问题是人们会买它。我认为人们对苹果的误解在于人们会买这款手机。

Well, those foldable phones phones you couldn't open up and watch Apple TV Plus, which I think is kind of And the thing is people are going to buy it. I think that's what people are missing about Apple is people are going to buy this phone.

如果你能把 iPhone Fold 放进口袋,显然你能够做到,那么你现在就有了一个更大的设备,希望你能在上面使用手写笔。

If you could put the iPhone Fold in your pocket, which obviously you will be able to, man, now you actually have a larger device that you could use hopefully, you know, the uh stylus on.

那么,让我们更深入地探讨这个问题。

Uh so, anywh who uh okay, so let's go deeper here uh into this.

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