Iiko
07-27
$苹果(AAPL)$
今年我学到的一件事……
市场讨厌不确定性，但当事情变得糟糕时，市场确实很喜欢 $AAPL。
目标价 $350。
苹果微软逆势翻红，资金抱团避险能扛多久？
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。
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