$苹果(AAPL)$_老虎社区_美港股上老虎 - 老虎社区

梦想去拉萨

$苹果(AAPL)$ 在AI上还是慢半拍，微软谷歌都在猛烧钱，它还在挤牙膏。光靠硬件撑不住现在这个估值。明天财报要是没超预期，股价得承压。

AI资本开支继续加码！科技巨头走势分化，现在怎么操作？

周四盘后财报后，Meta因上调资本支出展望跌超6%，Alphabet营收超预期增长、大涨6.6%，高通大涨12%，亚马逊涨超3%，微软走势震荡微跌0.1%。四大科技巨头并未释放削减投资的信号，反而进一步上调资本开支预期。苹果将于周四盘后发布最新财报。【目前大家觉得利好哪些板块？四家科技巨头走势分化，现在你的操作策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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究极失眠患者
14:23
究极失眠患者
明天财报超不超预期，跟AI关系不大。iPhone销量才是命门

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