$苹果(AAPL)$_老虎社区_美港股上老虎

硅谷人脉王 Jcal：

$AAPL 现在是绝佳买入的机会！

为什么呢？

就像2007年第一代 iPhone 一样，现在第一代苹果 AI 未来也将吃下整个市场。

苹果可以把本地大模型直接塞进 iPhone 里，而且是无限token，一旦大规模推送本地 AI，就要起飞！

苹果今日涨1.76%、微软涨1.38%，在AI与芯片股连崩中逆势收红，成为资金抱团避险的少数绿岛。Yahoo指Mag 7当前相对估值处十年最低，防御属性重新受青睐。巴菲特近期甚至弃苹果转买Alphabet，凸显巨头间的资金再平衡。当风险偏好退潮，抱团巨头是安全垫，还是下一个补跌目标？

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。

精彩评论

幸运鑫
07-22
幸运鑫
小编连大模型是什么都没搞懂，能力边界更不明白

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