市场惨遭打脸！华尔街开始质疑巨额军备竞赛，苹果成“反 AI”避风港_老虎社区_美港股上老虎

市场惨遭打脸！华尔街开始质疑巨额军备竞赛，苹果成“反 AI”避风港

智通财经2025-12-10

智通财经APP注意到，今年早些时候，苹果(AAPL.US)的股票曾遭受重创，原因是这家 iPhone 制造商因缺乏人工智能战略而面临反复的批评。但随着 AI 交易面临越来越多的审视，这种犹豫已从一个弱点转变为一个优势——这正体现在股市上。在2025年上半年，苹果是"美股七巨头"中表现第二差的股票，截至6月底其股价暴跌了18%。但自那以后，情况发生了逆转，苹果股价飙升了35%，而Meta平台和微软等...

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href=http://www.zhitongcaijing.com/content/detail/1379572.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP注意到，今年早些时候，苹果(AAPL.US)的股票曾遭受重创，原因是这家 iPhone 制造商因缺乏人工智能战略而面临反复的批评。但随着 AI 交易面临越来越多的审视，这种犹豫已从一个弱点转变为一个优势——这正体现在股市上。在2025年上半年，苹果是\"美股七巨头\"中表现第二差的股票，截至6月底其股价暴跌了18%。但自那以后，情况发生了逆转，苹果股价飙升了35%，而Meta平台和微软等...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1379572.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999018865.SGD","symbol_name":"United Global Quality Growth Fd Cl Dist 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Wall Street begins to question the huge arms race, and Apple (AAPL.US) becomes an \"anti-AI\" safe haven","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/7d0f0425a96072b65cea2b888ffd8f7c","symbols_score_info":{"AAPL":1.98,"MACW.SI":0.6},"content_text":"智通财经APP注意到，今年早些时候，苹果(AAPL.US)的股票曾遭受重创，原因是这家 iPhone 制造商因缺乏人工智能战略而面临反复的批评。但随着 AI 交易面临越来越多的审视，这种犹豫已从一个弱点转变为一个优势——这正体现在股市上。在2025年上半年，苹果是\"美股七巨头\"中表现第二差的股票，截至6月底其股价暴跌了18%。但自那以后，情况发生了逆转，苹果股价飙升了35%，而Meta平台和微软等人工智能宠儿的股价已陷入下跌，甚至连英伟达的表现也相形见绌。同期，标普500指数上涨了10%，科技股权重较高的纳斯达克100指数上涨了13%。持有苹果股票的Needham Aggressive Growth Fund的基金经理约翰·巴尔表示：\"当所有同行都朝着相反的方向发展时，他们能保持头脑清醒并控制支出，这非常了不起。\"自6月底以来，苹果公司的表现优于标普500指数和英伟达结果是，苹果目前的市值已达到 4.1 万亿美元，在标普 500 指数中的权重位居第二，超越了微软，并正逼近英伟达。这一转变反映了市场对大型科技公司投入数千亿美元进行 AI 研发的质疑，以及苹果在技术成熟后用于大规模使用时最终将受益的定位。Glenview Trust Company 首席投资官比尔·斯通持有苹果，并将其视为“有点反 AI 的持仓”。他表示：“虽然随着时间推移，他们肯定会把更多 AI 整合到手机中，但苹果避免了 AI 军备竞赛以及随之而来的巨额资本支出。”当然，这次上涨使得苹果的股价达到了很长一段时间以来的高点。该股目前的交易价格约为未来 12 个月预期收益的 33 倍，这是在过去 15 年中仅出现过几次的水平，最高点是 2020 年 9 月的 35 倍。该股在这段时间的平均市盈率不到 19 倍。苹果现在是“七巨头”指数中第二贵的股票，仅次于特斯拉惊人的 203 倍远期市盈率。研究公司 MoffettNathanson 的联合创始人克雷格·莫菲特表示：“很难看出该股如何能继续以这种水平复合增长价值，从而使其成为一个具有吸引力的切入点。” 他补充道：“显而易见的问题是，投资者是否为苹果的防御性支付了过高的价格?我们认为是这样。”值得注意的是，沃伦·巴菲特的伯克希尔·哈撒韦在第三季度减持了 15% 的苹果股份，同时建立了对最新的热门 AI 概念股 Alphabet (GOOGL.US)的仓位。然而，按市值计算，苹果仍然是伯克希尔股票投资组合中的最大持仓。从技术角度来看，BTIG 首席市场技术分析师乔纳森·克林斯基在上周给客户的一份报告中写道，基于其超出 200 日移动平均线的程度，苹果的股价似乎“准备下跌，尤其是在我们展望一月时”。但他认为，“苹果的长期趋势仍然无疑是看涨的。”随着对 AI 的质疑声越来越大，投资者对苹果的热情背后的逻辑很容易理解。随着这项技术进入主流并变得有利可图，数百万用户可能会通过苹果产品访问它，从而推动对其设备的需求并加速其高利润的服务业务发展。此外，在华尔街对投入 AI 研发的巨额资本支出感到不安之际，苹果在没有进行所有这些支出的情况下已经占据了有利地位。莫菲特说：“这只股票很贵，但苹果的消费特许经营权是不可动摇的。” 他补充道：“在一个人们对 AI 是否是泡沫存在真实担忧的时候，苹果被认为是安全的避风港，这是可以理解的。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}