$苹果(AAPL)$_老虎社区_美港股上老虎

$苹果(AAPL)$ 苹果在AI上起步不顺，但这反而可能成为它最大的优势。

美国银行的分析师Wamsi Mohan在周二的报告中提到，苹果对其生态系统的全面掌控——从芯片到操作系统——为它构筑了一道“AI护城河”。我看下来，这可能会在它的AI布局中起到关键作用。

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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