$苹果(AAPL)$_老虎社区_美港股上老虎

$苹果(AAPL)$ 我看下来，华尔街似乎开始为两个潜在的盈利事件定价了。一个是WWDC上带AI的Siri，另一个是所谓的iPhone Fold Ultra。这两个场景都有可能带来巨大的收入，而且看起来可能性越来越大了，所以股价才会涨。

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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