库克正式把折叠屏这条_老虎社区_美港股上老虎

库克正式把折叠屏这条线交给特努斯了。9月上任就发布新品，这安排摆明了要让特努斯打个开门红。 $苹果(AAPL)$ 市值刚跌破4万亿，市场盯着AI和折叠屏，就看他上台后能不能给出好成绩了。

Alphabet、微软、亚马逊、Meta以及苹果将在未来两日密集披露财报——谷歌、微软、Meta、亚马逊合计资本开支规模直逼6000亿美元，钱还在往AI基础设施里涌。本周挑战在于，巨头财报需要证明资本开支，特别是云计算的收入增速是赚钱且另市场满意的。【在目前增速预期均不低的情况下，大家看好哪家财报表现吗？你会选择绩前or绩后布局？】

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