苹果很好，但缺乏想象_老虎社区_美港股上老虎

苹果很好，但缺乏想象力，特别是AI时代来临后没有明显的亮点，因此市场对其估值也缺乏想象空间，但确实很稳是个不错的期权标的确定性比较高

特朗普要求科技企业自建电厂解决用电，七巨头齐收跌，微软、亚马逊、Meta跌超2%。当前微软表态将承担成本，并表示不会把AI成本转嫁给普通居民。【当前美股存在着：短期受制于芯片短缺，中期面临能源约束，长期需突破存储瓶颈。在此背景下，“美股7巨头”将有何表现？跌势会持续多久？】

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SusanJoule
01-10
SusanJoule
苹果稳是稳，但AI这块真没啥亮点，估值难涨。

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