$苹果(AAPL)$_老虎社区_美港股上老虎

$苹果(AAPL)$ 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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