AAPL 这一页 17 条观点条目，其中 0 条方向发生变化。
我们来谈谈20日均线。你实际上提到过，在标普500指数上，你一直在关注20日均线，对吗？那告诉你什么？那么，我们现在已经跌破20日均线了。通常我们希望看到的是今天或明天对该支撑位的积极测试。
根据事态发展，看起来我们不会得到这样的测试。所以，下一个支撑位将是100日均线。抱歉，是50日均线。那距离我们还有1%多一点。再下一个是200日均线，距离我们还有3%多一点。所以，可以说下行空间不大，但我们需要看到这些潜在的支撑区域能够守住。
事实上，它比 M5 快约 49%。不。所以，你不能只停留在内存带宽上。在本视频的其余部分，你会看到确切的原因。
Uh, in fact, it's about 49% faster than the M5. No. So, you can't just stop here at memory bandwidth. And for the rest of this video, you'll see exactly why.
这适用于很多用途。我们稍后会举一些例子。让一堆这样的芯片各自处理独立的智能体或 AI 任务有一些优势。这没问题。我们用我们的初创公司 Reinvest 处理了很多这类工作。但 M5 的非凡之处在于，当你切换过去，你实际上可以获得高达 512 GB 的统一数据，基本上是统一内存，而 GPU 上只有 32 GB。
Now, that works great for a lot of purposes. Like, we'll go through some examples of that in a moment. And there's some advantages to having just a bunch of those working on their own individualistic agentic or AI tasks. That's fine. You know, we handle a lot of that with our startup, Reinvest. But what's remarkable about the M5 is when you slide over, you can actually get up to 512 GB of unified data where you're only or or unified RAM essentially, whereas you're only getting 32 on the GPU.
我认为进入九月，从技术面来看，只有两只股票看起来相当强劲。其中一只是苹果，它在八月财报发布后表现相当不错。
I would say there are only two that look, you know, pretty strong here going into the month of September in in terms of their technical setups. One would be Apple, which has had pretty good reaction post earnings here uh through the month of August.
这不仅仅是苹果的故事。这是通过苹果或经由苹果获取内存的问题。这可能就是问题的关键。
It's not just an Apple story. It's the access to memory through or via Apple. That might be what this is.
Mac Mini和Mac Studio的大多数高级型号对开发者很有吸引力，但已经缺货数月。内存短缺影响了苹果。
Most of the advanced models of the Mac Minis and Mac Studios are appealing for developers have been out of stock for months. The memory shortages impacting Apple.
苹果已经开始使用Mac芯片构建自己的服务器。然而，这些服务器严格用于内部私有云。但OpenAI向苹果采购。我的意思是，苹果现在基本上变成了像英伟达这样的供应商。这真是太不可思议了。
Apple has begun building its own servers using Mac chips. However, they're strictly for the internal private cloud. But Open AI going shopping from Apple. I mean, Apple is now basically now becoming this supply like Nvidia like supplier. I mean, that's pretty incredible.
让我们聚焦苹果的股价走势图，从2011年8月24日至今。这是蒂姆·库克担任CEO的整个任期，而约翰·特尼斯将于明天接任。在蒂姆领导公司的期间，公司股价飙升超过2000%。
Let's focus on Apple's chart going back to August 24th of 2011 up until today. That's the entirety of Tim Cook's tenure as CEO as John Turnis is set to take over tomorrow. Company's stock has soared over 2,000% during Tim's time leading the company.
库克对苹果的影响是今晨交易时段的焦点。蒂姆·库克接手时，你展示的那张图表显示，2011年8月，他接替了史蒂夫·乔布斯，而乔布斯在当时和现在都被广泛认为是这个时代最伟大的创新者之一。
EKS 提醒我们，今天是 Tim Cook 作为 Apple CEO 的最后一天。所以，我们将看看 Apple 今天在这里如何交易。我不认为这预示着任何事情。我知道我们在等待 9 号的 Apple 会议。
他们将讨论折叠手机，顺便说一下，这是 John Turnis 开发的。所以，我们将看看。我不认为我们期待 Apple 今天有什么。我认为我们只是在为 9 月 9 日的活动做准备。
EKS, reminding us that today is Tim Cook's last day as the CEO of Apple. So, we'll see how Apple trades here today. I don't think it forbods anything. Uh I know we're waiting for the Apple conference on the 9th. They're going to talk about the folding phone, which John Turnis developed, by the way. Um, so we'll see. I I don't I don't think we're here to expect anything from Apple today. I think we're just kind of gearing up for the September 9th event.
苹果怎么样？嗯，苹果有卖出信号，而且自10月1日第四次卖出信号以来一直在横盘整理。你可以看到恐惧与贪婪指数真的像悬崖一样下跌。现在它处于恐惧区域。所以，客观地说，苹果的评分是九分之四。
How about Apple? Well, Apple's got a sell signal and it's been drifting sideways since the October 1st fourth sell signal. And you can see how the fear and greed has really just fallen off a cliff. It's into the fearful section right now. So, Apple, objectively speaking, is a four of nine.
我们来看看 Apple，它也是另一只 M7 股票。它重新站上了短期移动平均线，这里有几个关键驱动因素。Apple 上周提高了订阅价格。此外，这被视为进入公司 9 月新产品发布会的上涨。
所以，最终我们有点超买。我们重新站上了短期移动平均线，但 MACD 正在进入正值区域，黑色线向上穿过红色线。所以，在大盘股领域，这绝对值得关注。
Let's take a look at Apple, which again is another M7 name. It advanced back above its shorter-term moving average, and a number of key drivers here. Apple did raise their subscription prices last week. Also, this is viewed as being an advance going into the company's September new product showcase again. So, in the end, we are a bit stretched. We're back above the shorter-term moving average, but we do have that MACD dipping into positive territory, black line up through the red. So, certainly one to keep an eye on in your larger-cap space.
我们有了新设备，可以直接在苹果设备上运行 AI 模型。
We've got new devices that can run AI models right there on the device from Apple.
我们将开始，然后转向苹果。本周初股价为 311 美元。本周股价上涨近 2.7%，接近 320 美元。公司宣布了即将举行的活动，将在几周后的 9 月 9 日发布 iPhone。实际上，我想那是下周。
人们普遍预计，该公司将展示一款可能的新折叠手机，但这实际上将是新 CEO John Turnis 的展示，他将有机会在公司留下自己的第一个印记。
we'll kick things off and move on to Apple. Start of the week at 311. Shares climbed by nearly 2.7% this week nearly $320. company announced their upcoming event to announce the iPhone that is coming in just a couple of weeks on September 9th. Actually, next week I guess that is. It is widely expected the company will show off potentially a new foldable phone, but this will actually be a showcase of the new CEO John Turnis will get his chance to leave his first stamp on the company.
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。
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。”
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.
我觉得上次电话会议有趣的是，苹果已经有一段时间了，可能已经好几年，甚至十年或更久，他们有一个所谓的“净现金中性”目标，这意味着运营现金流进来，他们回购股票，做一些研发，做一些资本支出，显然回购大量股票。
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
最后两家公司将是苹果和英伟达。对于接下来的两家公司，其中一家肯定经受了时间的考验，那就是苹果。公司中有一家肯定经受了时间的考验，那就是苹果，然后……
The last two companies would be Apple and Nvidia. Um I mean for the next two companies one of them is definitely tested by time which is Apple companies one of them is definitely tested by time which is Apple and then
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.
我的下一个雷达点是苹果与 CLA 合作，为其产品提供租赁服务。所以，苹果刚刚通过 CLA 推出了一项名为 Apple Upgrade 的全设备租赁计划，取代了旧的 iPhone 升级计划，并将其扩展到手表、Mac 和 iPad。
My next radar point is Apple partnering with CLA to offer leasing on their products. So, Apple just launched a full device leasing program through CLA called Apple Upgrade, replacing the old iPhone upgrade program and expanding it now to the watch, the Mac, and the iPad.
