<div id="readability-page-1">CNBC’s MacKenzie Sigalos reports on the divergent market reaction after Apple’s developer conference, as Morgan Stanley raises its Apple price target while investors reward Alphabet’s role in the AI infrastructure stack.</div>

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<p>CNBC 的 MacKenzie Sigalos 报道了苹果开发者大会后市场反应的分歧，摩根士丹利上调了苹果的目标股价，而投资者则对 Alphabet 在人工智能基础设施中的角色给予了奖励</p>

WWDC splits the Mag 7 trade: Apple pressured near term, Alphabet boosted by AI demand

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MORGAN STANLEY DEP SHS EA REP 1/1000 SHS NON CUM PFD O

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WWDC 使 Mag 7 交易出现分化：苹果短期内面临压力，而 Alphabet 因人工智能需求而获得推动