$苹果(AAPL)$_老虎社区_美港股上老虎

水到渠成180
2025-01-30

$苹果(AAPL)$ 算力就其本质而言是没有差异化的，而软件和应用是有很大差异化的。
AI agent应该会非常有利于终端厂商，因为将来可以通过它调用其他一切应用，它将像苹果税一样切走更大的蛋糕，所以苹果涨某种程度上是对的。

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