$苹果(AAPL)$_老虎社区_美港股上老虎

准备在盘后迎接 $AAPL 的财报吧。

苹果刚刚达到5万亿美元的市值，但投资者们正密切关注，稳定的iPhone需求和坚韧的服务业务表现是否能支撑当前的市场预期。

这是蒂姆·库克作为CEO的最后一次财报电话会议。他会以高调结束吗？

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？

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