8月20日 - ** 美国银行预计，在特纳斯（John Ternus）的领导下，苹果 AAPL.O 的风险偏好将有所增强——他将于9月1日接替库克（Tim Cook）执掌公司，届时研发支出、资本支出以及大型收购交易可能会增加
** 分析师表示，随着人工智能加速创新步伐，这家iPhone制造商放弃“净现金中性”目标的举措，可能预示着将迎来一段高强度投资期
** 该券商认为，苹果将利用其自研芯片、设备端人工智能、隐私保护能力以及庞大的用户基础，在人工智能时代巩固其市场地位
** 美银重申对苹果的“买入”评级，理由包括强劲的资本回报率、边缘AI带来的机遇，以及新产品和新市场带来的增长机会
** 该券商维持380美元的目标价，较该股收盘价意味着近20%的上行空间
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