【伯恩斯坦点评苹果(AAPL.US)Q4业绩:想躲AI交易可选,想找明确AI赢家则未必】智通财经APP获悉,约翰·特努斯(John Ternus)出任 CEO
后的首个季度财报,他给出的定调是“苹果是地球上最好的公司”。伯恩斯坦的追问则是:它是不是地球上最好的股票?报告的回答取决于投资者想要什么——如果想躲开 AI
交易、又不愿完全放弃科技股敞口,同时相信这家全球领先的科技特许经营权在 AI 上的位置好于多数人担心的那样,答案可能是肯定的;但如果要找短期内更明确的 AI
赢家,苹果大概不是。
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