<p><strong>苹果</strong>(AAPL 4.24%) 多年来一直是一只极好的股票。但最近，它在竞争对手面前逐渐落后。人工智能（AI）近年来成为科技领域的热门主题，而苹果在部署下一代技术方面采取了缓慢且可能过于保守的策略。</p>
<p>投资者对这一策略并不满意，而该股票在市场整体表现强劲的情况下表现不佳。截至 8 月 7 日，该股票自年初以来下跌超过 12%，而 <strong>标准普尔 500 指数</strong> 上涨了近 8%。</p>
<p>但有传言和迹象表明，该公司可能正在寻求安抚投资者并采取重大举措，这可能帮助其在人工智能领域赶上竞争对手。苹果是否可能进行一项重大收购？</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg1NzEvYnVzaW5lc3NwZXJzb24tZ2l2aW5nLWEtcHJlc2VudGF0aW9uLmpwZyZ3PTcwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="467" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg1NzEvYnVzaW5lc3NwZXJzb24tZ2l2aW5nLWEtcHJlc2VudGF0aW9uLmpwZyZ3PTcwMA"/></p>
<p>图片来源：Getty Images。</p>
<h2>蒂姆·库克暗示通过并购加速其人工智能战略</h2>
<p>如今市场上有如此多的聊天机器人和人工智能驱动的产品与服务，以至于很难跟上。苹果一直在追赶，虽然它已经为其 iPhone 引入了一些人工智能功能，但它推迟了一些功能的推出，特别是针对 Siri 助手的功能，直到明年。问题在于，到那时，它可能会面临进一步落后于竞争对手的风险。</p>
<p>但该公司确实拥有可用于重大收购的丰厚资源。截至 6 月 28 日，该公司的现金和可交易证券总额超过 550 亿美元。在过去的九个月中，它从日常运营活动中产生了近 820 亿美元的现金。</p>
<p>首席执行官蒂姆·库克最近表示，公司可能愿意将这些资金投入使用，并且他对并购持开放态度。他说：“我们非常开放于能够加速我们路线图的并购。”</p>
<p>特别值得注意的是，他可能暗示即使是大型交易也是可能的，表示 “我们并不局限于某个规模的公司。”</p>
<p>今年早些时候，有传言称该公司正在考虑收购 Perplexity，该公司拥有一个受欢迎的聊天机器人，这将为苹果提供大量的人工智能人才。虽然目前没有任何实质性进展，也可能不会有任何结果，但这样的举措无疑可以帮助苹果赢得人工智能投资者的青睐。</p>
<h2>投资者不必担心苹果的长期前景</h2>
<p>苹果拥有强大的业务、庞大的产品和服务生态系统，以及全球超过 15 亿活跃的 iPhone 用户。更不要忘记其巨大的现金流。该公司绝对没有面临迫在眉睫的危险。</p>
<p>近年来，该公司一直比较放松，通常在增长方面持谨慎态度，选择对其 iPhone 进行小幅、渐进的改动，而不是进行重大、革命性的变化。但我认为这是因为它并不需要这样做或担心这些。其用户深深扎根于苹果生态系统中，转向其他提供商并不容易，因为这样做将是一项重大工程。</p>
<p>然而，在人工智能方面，管理层可能最终会被迫采取更积极的态度。即使现在落后于竞争对手，只需一次重大举措或收购就能改变这一局面。我不会担心苹果的长期前景，因为其业务仍然看起来非常出色，凭借雄厚的资金，它有很多选择可以考虑。</p>
<h2>你现在应该购买苹果股票吗？</h2>
<p>苹果可能会进行一项重大收购，也可能不会，基于传言进行投资是有风险的。但作为全球最大的、最具标志性的科技公司之一，这仍然是一只值得长期投资的好股票。</p>
<p>以超过 30 倍的市盈率来看，它并不便宜。未来可能会有波动，因为它需要担心关税。经济放缓也可能影响其产品的需求。但如果你在寻找一只长期投资的股票（例如 10 年以上），苹果可以是一个很好的选择。</p>

苹果

2 倍做多 AAPL ETF - GraniteShares

苹果每日 1 倍做空 ETF - Direxion

苹果每日 2 倍做多 ETF - Direxion

AAPX

AAPY

APLY

<p>据报道，苹果公司正在考虑进行一项重大收购，以增强其人工智能战略，首席执行官蒂姆·库克表示对并购持开放态度。尽管近期股价表现下滑，苹果仍保持强大的财务资源，现金超过 550 亿美元，现金流也相当可观。虽然公司在增长策略上一直较为谨慎，但为了在人工智能市场中竞争，它可能需要采取更为激进的策略。尽管面临潜在的波动和经济挑战，投资者仍被建议将苹果视为长期投资</p>

<p><strong>Apple</strong>(AAPL 4.24%) has been a tremendous stock to own for decades. But lately, it's been falling behind its competitors. Artificial intelligence (AI) has been a hot theme for tech in recent years, and Apple has been taking a slow and perhaps overly conservative approach to deploying next-gen technologies for its iPhones.</p>
<div class="lb-trans"><p><strong>苹果</strong>(AAPL 4.24%) 多年来一直是一只极好的股票。但最近，它在竞争对手面前逐渐落后。人工智能（AI）近年来成为科技领域的热门主题，而苹果在部署下一代技术方面采取了缓慢且可能过于保守的策略。</p>
</div><p>Investors haven't been pleased with the strategy, and the stock has been doing poorly in what's otherwise been a strong year for the markets. As of the end of Aug. 7, the stock was down more than 12% from the start of the year, while the <strong>S&amp;P 500</strong> has risen by nearly 8%.</p>
<div class="lb-trans"><p>投资者对这一策略并不满意，而该股票在市场整体表现强劲的情况下表现不佳。截至 8 月 7 日，该股票自年初以来下跌超过 12%，而 <strong>标准普尔 500 指数</strong> 上涨了近 8%。</p>
</div><p>But there have been whispers and signs that the company may be looking to appease investors and make a big move, one that could help it catch up to its rivals in AI. Could a big acquisition be on the horizon for Apple?</p>
<div class="lb-trans"><p>但有传言和迹象表明，该公司可能正在寻求安抚投资者并采取重大举措，这可能帮助其在人工智能领域赶上竞争对手。苹果是否可能进行一项重大收购？</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84Mjg1NzEvYnVzaW5lc3NwZXJzb24tZ2l2aW5nLWEtcHJlc2VudGF0aW9uLmpwZyZ3PTcwMA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F828571%2Fbusinessperson-giving-a-presentation.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Tim Cook hints at M&amp;A to speed up its AI strategy</h2>
<div class="lb-trans"><h2>蒂姆·库克暗示通过并购加速其人工智能战略</h2>
</div><p>There are so many chatbots and AI-powered products and services in the market these days that it can be difficult to keep up. Apple has been playing catch-up, and while it has been introducing AI features for its iPhones, it delayed some until next year, particularly for its Siri assistant. The problem is that by then, it risks falling even further behind its rivals.</p>
<div class="lb-trans"><p>如今市场上有如此多的聊天机器人和人工智能驱动的产品与服务，以至于很难跟上。苹果一直在追赶，虽然它已经为其 iPhone 引入了一些人工智能功能，但它推迟了一些功能的推出，特别是针对 Siri 助手的功能，直到明年。问题在于，到那时，它可能会面临进一步落后于竞争对手的风险。</p>
</div><p>But the company does have substantial resources it can put toward a big acquisition to bolster its strategy. As of June 28, the company's cash and marketable securities totaled more than $55 billion. And over the past nine months, it has generated nearly $82 billion in cash from its day-to-day operating activities.</p>
<div class="lb-trans"><p>但该公司确实拥有可用于重大收购的丰厚资源。截至 6 月 28 日，该公司的现金和可交易证券总额超过 550 亿美元。在过去的九个月中，它从日常运营活动中产生了近 820 亿美元的现金。</p>
</div><p>CEO Tim Cook recently said that the company may be willing to put that money to work and that he's open to mergers &amp; acquisitions (M&amp;A). &#34;We're very open to M&amp;A that accelerates our roadmap,&#34; he said.</p>
<div class="lb-trans"><p>首席执行官蒂姆·库克最近表示，公司可能愿意将这些资金投入使用，并且他对并购持开放态度。他说：“我们非常开放于能够加速我们路线图的并购。”</p>
</div><p>And what was particularly noteworthy was that he may have hinted that even a large deal may be a possibility, stating that &#34;we are not stuck on a certain size company.&#34;</p>
<div class="lb-trans"><p>特别值得注意的是，他可能暗示即使是大型交易也是可能的，表示 “我们并不局限于某个规模的公司。”</p>
</div><p>Earlier this year, there were rumors that the company was looking into acquiring Perplexity, which has a popular chatbot and would equip Apple with a load of AI talent. While nothing has materialized and nothing may come of it, a move like that could certainly help Apple win over AI investors.</p>
<div class="lb-trans"><p>今年早些时候，有传言称该公司正在考虑收购 Perplexity，该公司拥有一个受欢迎的聊天机器人，这将为苹果提供大量的人工智能人才。虽然目前没有任何实质性进展，也可能不会有任何结果，但这样的举措无疑可以帮助苹果赢得人工智能投资者的青睐。</p>
</div><h2>Investors shouldn't be worried about Apple in the long run</h2>
<div class="lb-trans"><h2>投资者不必担心苹果的长期前景</h2>
</div><p>Apple has a robust business, a vast ecosystem of products and services, and more than 1.5 billion active iPhone users around the globe. And don't forget its massive cash flow. The company is by no means in imminent danger.</p>
<div class="lb-trans"><p>苹果拥有强大的业务、庞大的产品和服务生态系统，以及全球超过 15 亿活跃的 iPhone 用户。更不要忘记其巨大的现金流。该公司绝对没有面临迫在眉睫的危险。</p>
</div><p>The company has been taking it easy in recent years and has typically been cautious in its growth, opting to make small, incremental changes to its iPhones rather than big, revolutionary ones. But I think that's because it hasn't <em>had</em> to do that or worry about that. Its users are entrenched in the Apple ecosystem, where it isn't easy to just switch to another provider, as doing so would be a significant undertaking.</p>
<div class="lb-trans"><p>近年来，该公司一直比较放松，通常在增长方面持谨慎态度，选择对其 iPhone 进行小幅、渐进的改动，而不是进行重大、革命性的变化。但我认为这是因为它并不需要这样做或担心这些。其用户深深扎根于苹果生态系统中，转向其他提供商并不容易，因为这样做将是一项重大工程。</p>
</div><p>With AI, however, management may finally be pushed to be a bit more aggressive. And even if it's behind the competition right now, all it takes is one big move or acquisition to change that. I wouldn't worry about Apple in the long run, as the business still looks phenomenal, and with deep pockets, it has plenty of options it can consider.</p>
<div class="lb-trans"><p>然而，在人工智能方面，管理层可能最终会被迫采取更积极的态度。即使现在落后于竞争对手，只需一次重大举措或收购就能改变这一局面。我不会担心苹果的长期前景，因为其业务仍然看起来非常出色，凭借雄厚的资金，它有很多选择可以考虑。</p>
</div><h2>Should you buy Apple stock right now?</h2>
<div class="lb-trans"><h2>你现在应该购买苹果股票吗？</h2>
</div><p>A big acquisition for Apple may or may not happen, and it's risky to invest based on rumors. But as one of the world's largest and most iconic tech companies, this still looks like a good stock to invest in for the long haul.</p>
<div class="lb-trans"><p>苹果可能会进行一项重大收购，也可能不会，基于传言进行投资是有风险的。但作为全球最大的、最具标志性的科技公司之一，这仍然是一只值得长期投资的好股票。</p>
</div><p>At more than 30 times its trailing earnings, it isn't all that cheap. And it may be a volatile road ahead for the company, as it has to worry about tariffs. A slowdown in the economy could impact demand for its products as well. But if you're looking for a stock to invest in for the long term (e.g., 10-plus years), Apple can be a great option to consider.</p>
<div class="lb-trans"><p>以超过 30 倍的市盈率来看，它并不便宜。未来可能会有波动，因为它需要担心关税。经济放缓也可能影响其产品的需求。但如果你在寻找一只长期投资的股票（例如 10 年以上），苹果可以是一个很好的选择。</p>
</div>

Could Apple Be Gearing Up for a Big Acquisition?

- 苹果公司股票近期表现不佳，年初以来下跌超过 12%。  
- CEO 提姆·库克表示公司可能会通过并购加速 AI 战略。  
- 尽管面临竞争压力，苹果的长期业务前景依然乐观。  

苹果是否正在为一项重大收购做准备？