在我有限的观察中，只有亚麻在季报后表现良好。奈飞跌，微软跌，Meta跌，苹果谷歌没怎么动，现在

PLTR 也是跌。。。

当好的ER不再能推高股价，就要小心了。

 

所有跟帖： 

• MU 也准备撤了。其它股酌情减仓或撤。 -我是一只井底蛙- ♂ (0 bytes) () 11/04/2025 postreply 04:37:03

• 如果AI是泡沫，那么苹果可能是唯一一个能站着的 -越王剑- ♂ (284 bytes) () 11/04/2025 postreply 04:44:24

• GOOG, AMZN, and META are also poised to survive, due to -晓炎- ♀ (579 bytes) () 11/04/2025 postreply 04:51:47

• 就是，所以苹果我不卖，哈哈。 他们主要是先把硬件做到极致， -bogbog- ♀ (433 bytes) () 11/04/2025 postreply 05:00:32

• I personally think APPL’s lack of research funding and plan, -晓炎- ♀ (94 bytes) () 11/04/2025 postreply 05:04:56

• 据我了解， 应该没那么差啦 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 05:06:41

• I know engineers working there, it’s not that rosy;) -晓炎- ♀ (0 bytes) () 11/04/2025 postreply 05:11:09

• Cook比大家想象中的要历害些 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 05:13:01

• On stimulating innovation or on juicing Jobs’ original -晓炎- ♀ (21 bytes) () 11/04/2025 postreply 05:15:01

• 其实苹果的AI不需要flashy也不需要一拥而上，就像朝阳说的，后发制人 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 05:18:46

• See my counter point to him;) got to cut short here, -晓炎- ♀ (49 bytes) () 11/04/2025 postreply 05:20:06

• 苹果的AI 肯定在应用层，也许等基础设施层面尘埃落定，苹果会找到好的USE CASE,然后后发制人。所谓后发优势 -朝阳如沐- ♂ (114 bytes) () 11/04/2025 postreply 05:12:59

• 对对，就是这样 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 05:13:42

• As for APPL’s scale, Jobs would never make it something that -晓炎- ♀ (248 bytes) () 11/04/2025 postreply 05:19:02

• Unfortunately, Steve Jobs is dead. Cook在现有的情况下已经做的还好了 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 06:03:46

• But he has to compete with the not dead disruptive leaders -晓炎- ♀ (0 bytes) () 11/04/2025 postreply 06:07:31

• 是。 但目前看在今后5-10年应该没问题。等真不好了，我再退出也不迟， 它其实也箅是我portfolio的一个平衡 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 06:10:48

• No, I’m not saying you have to get out now, you have plenty -晓炎- ♀ (173 bytes) () 11/04/2025 postreply 06:13:26

• Apple stock may at least double in five years,虽然慢了点但稳。您要是跟 -bogbog- ♀ (52 bytes) () 11/04/2025 postreply 06:17:43

• If it’s for doubling, I’d rather bet on TSLA;) -晓炎- ♀ (243 bytes) () 11/04/2025 postreply 06:21:58

• I have 7 minutes left, have a great day! -晓炎- ♀ (230 bytes) () 11/04/2025 postreply 06:24:07

• 嗯嗯， have a nice day! 不许说我的apple 坏话！ 开玩笑啦， 讨论下听听不同意见也挺好 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 06:50:06

• 但是也不能all in Tesla 呀， 我每10年选8，9个股票，已经不算多。苹果现在不再加仓，只是也不想卖出，其实没 -bogbog- ♀ (46 bytes) () 11/04/2025 postreply 06:26:15

• 你俩的侧重点不一样，进场时间也不一样，各自的选择都有理。税上我觉得能拖多晚就多晚，我也不卖股票的 -dancingpig- ♀ (0 bytes) () 11/04/2025 postreply 11:03:18

• 对，都有理，哈哈。每个人情况不同。。。 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 14:19:58

• 这个观点很有道理 -蓝天枫叶- ♀ (0 bytes) () 11/04/2025 postreply 06:17:24

• AI 本身肯定不是泡沫，就像互联网不是泡沫一样。但是这个兴起的过程肯定会产生许多泡沫。 -朝阳如沐- ♂ (0 bytes) () 11/04/2025 postreply 05:10:37

• Yes -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 05:12:00

• I don’t think AI is bubble, it’s well needed. Yet -晓炎- ♀ (613 bytes) () 11/04/2025 postreply 04:56:24

• 晓炎早晨。其实真没那么严重harm，我听说的 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 05:02:25

• Gm, for technology development, OpenAI has no other option -晓炎- ♀ (203 bytes) () 11/04/2025 postreply 05:10:19

• 嗯， 不操心这些我们控制不了的事了。我只知道几个大科技的股东们和CEO们没把这事当大事儿 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 05:47:01

• Wait and see! As long as the financial markets are not -晓炎- ♀ (280 bytes) () 11/04/2025 postreply 06:08:47

• 好的，好好开会，不操心open AI. Open AI, Open AI, 天天听到耳朵都麻了，哈哈 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 06:47:30

• 所以，OpenAI后面再说跟谁谁合作，大家就不会当回事了哈哈 -ihavingfun- ♂ (0 bytes) () 11/04/2025 postreply 07:25:06

• 其实也是，您看亚马逊自己财报后涨了那么多，出了个open AI合作消息，也才涨那么几小点而已。 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 07:28:48

• buy the rumor sell the news. :) -*江南雨*- ♀ (0 bytes) () 11/04/2025 postreply 05:42:16