美股第三季真的会迎来调整吗？ |全宇宙最大股份为什么会从英伟达手中转交给苹果？！ AI手机才是王道？！

说财经

07-09

今天的内容重点

1. 美股即使回调也是机会？

2. 为什么英伟达回落，而苹果大举反攻？是时候来交接AI手机的憧憬

3. NVDA部署策略。

4. 未来AI投资世界的玩法

0:00 节目开始

1:00 美股第三季真的会迎来调整吗？

7:42 AI PC噱头还是真实需求？ AI手机才是王道！

9:15 Apple(AAPL)/亚马逊(AMZN) $苹果(AAPL)$ $亚马逊(AMZN)$

11:52 英伟达(NVDA)是来回区间走势，部署策略 $英伟达(NVDA)$

14:19 台积电(TSM)/AI投资界现状 $台积电(TSM)$

iPhone 16销量不及预期！苹果你还看好吗？

天风国际分析师郭明錤表示，iPhone16系列在首周末预购销量预估约3700万部，较去年iPhone15系列首周末销量同比减少约12.7%，关键在于iPhone16Pro系列低于预期。受上述消息影响，一周内苹果市值蒸发690亿美元。【“挤牙膏”式的创新是否会阻碍苹果股价的上涨？苹果你还看好吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

雪石
07-16
雪石
谢谢🙏

发表看法

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美股第三季真的会迎来调整吗？ |全宇宙最大股份为什么会从英伟达手中转交给苹果？ ！ AI手机才是王道？ ！

精彩评论

美股第三季真的会迎来调整吗？ |全宇宙最大股份为什么会从英伟达手中转交给苹果？！ AI手机才是王道？！