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$苹果(AAPL)$ 新的iPhone活动应该就在9到10月，我觉得这波能把苹果带到400美元。

苹果今日反弹1.96%，从昨日的逆势掉队中小幅收复。Yahoo以"库克退任之际抄底苹果的三个理由"聚焦管理层交接后的估值机会，市场关注新掌门下的AI战略与硬件周期。但OpenAI在商业机密诉讼中"抛出苹果员工短信"等噪音，以及AI叙事上的相对落后仍压制情绪。当巨头集体反攻，掉队的苹果这次能跟上节奏吗？

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