Parkev Tatevosian, CFA 对 $AAPL 的判断变化

2026-09-04看跌
Should Investors Buy Microsoft Stock Instead of Apple Stock? | MSFT Stock vs. AAPL Stock
苹果公司被显著高估;当前股价316美元,而公允价值为212美元,意味着约30%的下行风险。

苹果和微软对人工智能热潮采取了截然不同的策略。与此同时,苹果在很大程度上置身于这轮人工智能热潮之外,仅与OpenAI和Alphabet等公司签署了一些授权协议。

Apple and Microsoft have taken radically different approaches to the artificial intelligence boom . Meanwhile , Apple has largely stayed out of this AI boom, while signing some licensing deals with companies such as OpenAI and Alphabet.

那么,鉴于这两家公司对人工智能热潮的截然不同的策略,目前哪一家是更值得买入的股票呢?在过去十年中,苹果和微软在增加收入方面都做得非常出色。

So, given these two very different approaches to the AI boom, which of these two companies is the better stock to buy right now? Over the past decade, Apple and Microsoft have done an excellent job of increasing revenue.

2026-09-03看跌
Should You Buy Apple Stock Before it Launches a Foldable iPhone? | AAPL STock Analysis
不要买入AAPL;估值过高(市盈率33倍,股价316美元,而内在价值214美元),下行风险约30%。

苹果公司总营收增长了16%,达到1094亿美元,这一增幅令人印象深刻。此外,管理团队预计下一季度(截至9月)将再增长10%。

Apple recorded an impressive 16 % increase in total revenue to $109.4 billion . Furthermore, the management team anticipates another 10% growth in the next quarter, which will end in September.

这甚至是在苹果可折叠手机发布之前的情况,该手机预计可能在即将到来的假日季发布。这一切是否使苹果股票成为一个值得买入的投资机会?苹果拥有全球超过25亿台设备的用户基础。

This is even before the launch of Apple's foldable phone, which is expected to be released perhaps during the upcoming holiday season . Does all of this make Apple stock a good investment opportunity to buy? Apple benefits from a user base of over 2.5 billion devices worldwide .