---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42397127.md"
description: "$Apple(AAPL.US) Apple's gains have been a bit beyond comprehension. First, the replacement cycle requires good AI performance for people to be willing to spend money on upgrades, because old devices can't handle AISiri. However, the AI performance released in June was mediocre, and memory prices have risen. I was thinking that higher-tier AI subscriptions could boost software service profits to offset the memory price increase, allowing the phone to not increase in price while others do, thereby capturing most of the market. Now, looking at Apple, everything seems wrong. Or maybe I'm putting too much weight on this AISiri 😂"
datetime: "2026-07-02T15:44:29.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42397127.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42397127.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42397127.md)
author: "[巨力哥](https://longbridge.com/en/profiles/17595446.md)"
---

# $Apple(AAPL.US) Apple's gains have been a bit beyo…


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## Comments (10)

- **卖卖空调来补仓 · 2026-07-02T16:18:12.000Z · 👍 1**: Memory prices are rising 📈, and AI can't be used in mainland China either. Not very attractive... I'm a loyal Apple fan. Although those who buy Apple products might not care, they are still electronic products, which should reduce the frequency of device upgrades. This increase is 🤔, a bit crazy.
- **彩子 · 2026-07-02T15:47:48.000Z**: You've overlooked one point. It's known for its stability. If this thing rises, other things won't do well; that's how it is most of the time. If there's a sharp drop, this thing will recover relatively quickly because it's known for its stability.
  - **三思又三思** (2026-07-02T15:49:33.000Z): I really didn't understand this level, all the news I saw was negative.
  - **巨力哥** (2026-07-02T15:55:55.000Z): That's right, this might also be related to Apple's large-scale annual share buybacks stabilizing the stock price, a stability that the market can see.
- **三思又三思 · 2026-07-02T15:47:44.000Z**: This is incomprehensible, the price increase is due to supply chain issues, and it keeps rising.
  - **彩子** (2026-07-02T15:49:12.000Z): Those things can't really affect anything; you guys are overthinking and making it too complicated. Just one point: its market share is at the second point. You can basically see that the reason for t
  - **彩子** (2026-07-02T15:49:39.000Z): It's the point I mentioned above. He is known for being steady, so you guys just need to consider that. The other stuff, the more you look at technical aspects, the more it'll just give you a headache
  - **三思又三思** (2026-07-02T15:50:48.000Z): Indeed, it's still not deep enough. With a short-term mindset, I took a small profit and left, never expecting it to surge so high with such a large market cap. I bought Google, but it's just stagnant