Schwab Network 对 $AAPL 的判断变化

2026-09-04看涨
The Big 3: AAPL, NVDA, CVX
由于AI公司对Mac硬件的强劲需求以及新任CEO John Ternos领导下的预期创新,AAPL是长期买入标的。

你说你对九月感到兴奋,那个名字下周有一个活动,苹果的“日出与闪耀”活动。我喜欢它的标题。我们可能会得到一些新手机,也许是一款可折叠iPhone。我们还有一位新CEO掌舵。那么,蒂姆,随着苹果进入由约翰·特诺斯领衔的下一增长阶段,你现在如何看待苹果?

You said you were excited for September, and that name has an event coming our way next week with Apple and their "Sunrise and Shine" event. I love its title . We might get some new phones, maybe a foldable iPhone . We also have a new CEO at the helm. So, Tim, how do you view Apple now, as they move into this next phase of growth with John Ternos at the forefront?

是的,如你所知,很明显大家都在想iPhone。现在,这就是我一直在谈论的叙事,追溯到六个多月前,或者天哪,实际上超过九个月前,关于苹果是人工智能领域中的隐藏赌注。

Yes, as you know, it's clear that the iPhone is what everyone is thinking about. Now, this is the narrative I've been talking about, going back more than six months, or God, actually more than nine months, about Apple being the hidden bet in the field of artificial intelligence.

2026-09-03看涨
Andrew Arons on September Volatility, Buying AAPL, NFLX & TJX
AAPL是强力买入;新领导层和可折叠iPhone支持股价上行至400美元。

你向我们提出的另一个选择,不一定是在下跌时买入,但肯定是在转折点买入。我们将讨论 Apple,John Ternos 接任,以及“日出与闪耀”活动之前,预期我们可能会看到可折叠 iPhone。

Another option you presented to us, not necessarily about buying on the dip , but definitely about buying at a turning point. We will talk about Apple with John Ternos taking over, and also before the " Sunrise and Shine" event where expectations point to the possibility of us getting a foldable iPhone.

是的,看起来我们会得到可折叠 iPhone 和其他一些有趣的新产品。如你所知,有了新 CEO,这肯定会给 Apple 带来一些活力和创新。我认为他们现在处于非常好的位置,而且我认为这只会让 Apple 的未来变得更好。

Yes, it looks like we're going to get a foldable iPhone and some other interesting new products . As you know, with a new CEO, that should certainly bring some energy and innovation to Apple. I think they are in a really great position right now , and I think this will only improve things for Apple in the future .

2026-09-01看涨
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2026-08-31看涨
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