$苹果(AAPL)$_老虎社区_美港股上老虎

$苹果(AAPL)$ 如果 iPhone Fold 能流行起来，真的开启一轮升级周期，那对苹果来说会相当惊人。一款2000美元的iPhone引发超级换机潮？嗯，那确实会很厉害。

苹果(AAPL)今日逆势上涨4.84%，在芯片、光通信全线杀跌的科技回调日成为资金避风港，与道指创新高同步。市场将其视为"低AI capex暴露+稳定现金流"的防御性配置，库克此前警示存储极度短缺亦未拖累股价。当AI硬件叙事退潮，苹果的消费+服务确定性能否持续吸金？

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