<p><strong>苹果</strong>（AAPL +4.88%）在股市中一直备受青睐。这得益于公司长期以来的盈利增长记录，得益于其稳固的客户基础。该公司生产一些最受欢迎的设备，从畅销的 iPhone 到 Mac 和 iPad。投资者欣赏这种实力，纷纷涌入该股票，使其在过去十年中上涨超过 1,100%。</p>
<p>但是，最近，苹果做出了一个令人震惊且颇具争议的举动。该股票因这一消息下跌了 6%，创下超过一年来的最差表现。在这样的事件之后，苹果股票是否值得回避？还是现在是购买这家科技巨头股票的时机？让我们来看看。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzY5MjYvZ2V0dHlpbWFnZXMtOTY4ODM4MTM2LmpwZyZ3PTM4NDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="2121" height="1414" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzY5MjYvZ2V0dHlpbWFnZXMtOTY4ODM4MTM2LmpwZyZ3PTM4NDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>苹果的成功故事</h2>
<p>首先，让我们回顾一下苹果的成功故事。如前所述，这家科技公司 生产多种已成为家喻户晓的设备。事实上，尽管苹果在 2007 年首次推出了 iPhone，但它并没有失去光彩。根据 Counterpoint Research 的数据，iPhone 17 是今年第一季度全球销量最高的智能手机，前十名中有四款是 iPhone。</p>
<p>这一产品以及苹果的其他设备帮助公司在过去几年中实现了收入和利润的增长。同时，投资资本回报率也在上升，显示出公司在支出决策上受益。</p>
<p></p>
<p>AAPL 收入（年度） 数据来源于 YCharts</p>
<p>最近，一个新的重要收入来源也出现了，那就是服务收入。随着时间的推移，苹果建立了一个庞大的客户基础，目前有 25 亿个活跃设备。如今，这些设备带来了经常性收入，因为用户注册了各种服务，从数据存储到数字娱乐。每个季度，服务收入都在创下新纪录。</p>
<h2>苹果的最新举动</h2>
<p>现在，让我们考虑苹果的最新举动，这颇具争议。面对不断上涨的内存和存储价格，公司决定将部分成本转嫁给客户，以提高价格。苹果表示，人工智能（AI）数据中心导致了组件需求激增，这给价格带来了上行压力。</p>
<p>苹果的举措如下：</p>
<ul>
<li>MacBook Neo 将从 $599 上涨至 $699</li>
<li>MacBook Air 512GB 将从 $1099 上涨至 $1299</li>
<li>MacBook Pro 1T 将从 $1699 上涨至 $1999</li>
<li>iPad Air 128GB 将从 $599 上涨至 $749</li>
<li>iPad Pro Wi-Fi 256GB 将从 $999 上涨至 $1199</li>
</ul>
<p>如前所述，苹果股票在公告后下跌，担忧在于客户现在可能会在购买新设备时三思而后行。但重要的是要记住，苹果的一个关键优势是其护城河或竞争优势——那就是其品牌的力量。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="苹果股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4"/></p>
<h2>NASDAQ: AAPL</h2>
<p>苹果</p>
<p>今日变动</p>
<p>(4.88%) $14.36</p>
<p>当前价格</p>
<p>$308.74</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$4.3T</p>
<p>日内区间</p>
<p>$293.70 - $309.42</p>
<p>52 周区间</p>
<p>$201.50 - $317.40</p>
<p>成交量</p>
<p>4M</p>
<p>平均成交量</p>
<p>53.9M</p>
<p>毛利率</p>
<p>47.86%</p>
<p>股息收益率</p>
<p>0.34%</p>
<h2>苹果的客户忠诚度</h2>
<p>根据 <em>SQ Magazine</em> 的数据，苹果多年来保持了超过 90% 的客户保留率。客户不断回归，因为他们非常欣赏这个品牌——在许多情况下，他们拥有多款苹果产品，并喜欢这些设备能够无缝协作。</p>
<p>所以我认为，苹果因价格上涨而错失销售的风险并不大。同时，公司并没有轻率地做出这一决定，表示正在 “努力寻找解决方案”。</p>
<p>当然，一些注重成本的买家可能会因价格上涨而推迟投资新苹果设备，但我认为这不会成为一个巨大的趋势，从而在长期内对盈利造成压力。</p>
<p>考虑到这一切，今天的苹果是否值得购买？如前所述，公司的盈利记录和品牌实力使其成为一个绝佳的投资。另一个重要的考虑点是估值，在这一点上，我们可以看到它高于今年早些时候的水平。</p>
<p></p>
<p>AAPL 市盈率（前瞻） 数据来源于 YCharts</p>
<p>尽管如此，在今天的水平上，考虑到其长期的盈利表现和前景，苹果的定价仍然合理。这意味着，即使公司最近做出了一个颇具争议的举动，该股票今天仍然是 一个绝佳的买入机会。</p>

苹果

苹果每日 2 倍做多 ETF - Direxion

AAPX

苹果每日 1 倍做空 ETF - Direxion

2 倍做多 AAPL ETF - GraniteShares

AAPL 周收益 ETF - Roundhill

APLY

AAPY

2 倍做多 MAG7 指数 ETF - Roundhill

<p>苹果因人工智能数据中心需求导致的组件成本上升，宣布对多个 MacBook 和 iPad 型号提价。消息公布后，股票初步下跌 6%，创下超过一年来的最差表现。然而，作者认为，苹果强大的品牌忠诚度、高客户留存率以及不断增长的服务收入减轻了销售减少的风险。尽管估值较高，但公司的稳健盈利记录和竞争壁垒表明，该股票仍然是一个极好的买入机会</p>

<p><strong>Apple</strong>( AAPL +4.88%) has been a stock market darling over time. This is thanks to the company's long track record of earnings growth, driven by its solid customer base. The company makes some of the hottest devices around, from the top-selling iPhone to the Mac and iPad. Investors appreciate this strength and have piled into the stock, sending it to a gain of more than 1,100% over the past decade.</p>
<div class="lb-trans"><p><strong>苹果</strong>（AAPL +4.88%）在股市中一直备受青睐。这得益于公司长期以来的盈利增长记录，得益于其稳固的客户基础。该公司生产一些最受欢迎的设备，从畅销的 iPhone 到 Mac 和 iPad。投资者欣赏这种实力，纷纷涌入该股票，使其在过去十年中上涨超过 1,100%。</p>
</div><p>But, just recently, Apple made a shocking and controversial move. The stock fell 6% on the news, for its worst performance in more than a year. After such an event, is Apple stock one to avoid? Or is now the time to buy shares of the tech giant? Let's find out.</p>
<div class="lb-trans"><p>但是，最近，苹果做出了一个令人震惊且颇具争议的举动。该股票因这一消息下跌了 6%，创下超过一年来的最差表现。在这样的事件之后，苹果股票是否值得回避？还是现在是购买这家科技巨头股票的时机？让我们来看看。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzY5MjYvZ2V0dHlpbWFnZXMtOTY4ODM4MTM2LmpwZyZ3PTM4NDA" alt="An investor looks pensively out a window in a city." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F876926%2Fgettyimages-968838136.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>The Apple success story</h2>
<div class="lb-trans"><h2>苹果的成功故事</h2>
</div><p>First, though, let's catch up on the Apple success story. As mentioned, the tech company makes a variety of devices that have become household names. In fact, even though Apple initially launched the iPhone back in 2007, it hasn't lost its luster. The iPhone 17 was the top-selling smartphone worldwide in the first quarter of this year, and four of the top 10 were iPhones, according to Counterpoint Research.</p>
<div class="lb-trans"><p>首先，让我们回顾一下苹果的成功故事。如前所述，这家科技公司 生产多种已成为家喻户晓的设备。事实上，尽管苹果在 2007 年首次推出了 iPhone，但它并没有失去光彩。根据 Counterpoint Research 的数据，iPhone 17 是今年第一季度全球销量最高的智能手机，前十名中有四款是 iPhone。</p>
</div><p>This product, along with Apple's other devices, has helped the company grow revenue and profit over the past several years. Meanwhile, return on invested capital has also been on the rise, showing that the company has benefited from its spending decisions.</p>
<div class="lb-trans"><p>这一产品以及苹果的其他设备帮助公司在过去几年中实现了收入和利润的增长。同时，投资资本回报率也在上升，显示出公司在支出决策上受益。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p>AAPL Revenue (Annual) data by YCharts</p>
<div class="lb-trans"><p>AAPL 收入（年度） 数据来源于 YCharts</p>
</div><p>In recent times, a new and significant revenue stream has also emerged, and this is services revenue. Over time, Apple has built a massive customer base, now with 2.5 billion active devices. And today, these devices equal recurrent revenue as users sign up for services, from data storage to digital entertainment. Quarter after quarter, services revenue has been reaching new records.</p>
<div class="lb-trans"><p>最近，一个新的重要收入来源也出现了，那就是服务收入。随着时间的推移，苹果建立了一个庞大的客户基础，目前有 25 亿个活跃设备。如今，这些设备带来了经常性收入，因为用户注册了各种服务，从数据存储到数字娱乐。每个季度，服务收入都在创下新纪录。</p>
</div><h2>Apple's latest move</h2>
<div class="lb-trans"><h2>苹果的最新举动</h2>
</div><p>Now, let's consider Apple's latest move, which is quite controversial. The company, facing rising memory and storage prices, has decided to pass some of this on to its customers in the form of higher prices. Apple said artificial intelligence (AI) data centers have created soaring component demand, and that's put upward pressure on prices.</p>
<div class="lb-trans"><p>现在，让我们考虑苹果的最新举动，这颇具争议。面对不断上涨的内存和存储价格，公司决定将部分成本转嫁给客户，以提高价格。苹果表示，人工智能（AI）数据中心导致了组件需求激增，这给价格带来了上行压力。</p>
</div><p>Apple's moves are as follows:</p>
<div class="lb-trans"><p>苹果的举措如下：</p>
</div><ul>
<li>MacBook Neo will increase to $699 from $599</li>
<li>MacBook Air 512GB will increase to $1299 from $1099</li>
<li>MacBook Pro 1T will increase to $1999 from $1699</li>
<li>iPad Air 128GB will increase to $749 from $599</li>
<li>iPad Pro Wi-Fi 256GB will increase to $1199 from $999</li>
</ul>
<div class="lb-trans"><ul>
<li>MacBook Neo 将从 $599 上涨至 $699</li>
<li>MacBook Air 512GB 将从 $1099 上涨至 $1299</li>
<li>MacBook Pro 1T 将从 $1699 上涨至 $1999</li>
<li>iPad Air 128GB 将从 $599 上涨至 $749</li>
<li>iPad Pro Wi-Fi 256GB 将从 $999 上涨至 $1199</li>
</ul>
</div><p>As mentioned, Apple stock sank following the announcement, with the concern being that customers now may think twice before rushing to Apple for a new device. But it's important to remember that one of Apple's key strengths is its moat, or competitive advantage -- and that's the power of its brand.</p>
<div class="lb-trans"><p>如前所述，苹果股票在公告后下跌，担忧在于客户现在可能会在购买新设备时三思而后行。但重要的是要记住，苹果的一个关键优势是其护城河或竞争优势——那就是其品牌的力量。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4" alt="Apple Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAAPL.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AAPL</h2>
<div class="lb-trans"><h2>NASDAQ: AAPL</h2>
</div><p>Apple</p>
<div class="lb-trans"><p>苹果</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(4.88%) $14.36</p>
<div class="lb-trans"><p>(4.88%) $14.36</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$308.74</p>
<div class="lb-trans"><p>$308.74</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.3T</p>
<div class="lb-trans"><p>$4.3T</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$293.70 - $309.42</p>
<div class="lb-trans"><p>$293.70 - $309.42</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$201.50 - $317.40</p>
<div class="lb-trans"><p>$201.50 - $317.40</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>4M</p>
<div class="lb-trans"><p>4M</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>53.9M</p>
<div class="lb-trans"><p>53.9M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>47.86%</p>
<div class="lb-trans"><p>47.86%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.34%</p>
<div class="lb-trans"><p>0.34%</p>
</div><h2>Apple's customer loyalty</h2>
<div class="lb-trans"><h2>苹果的客户忠诚度</h2>
</div><p>Apple has maintained a general customer retention rate of more than 90% for years, according to <em>SQ Magazine</em>. Customers keep coming back because they greatly appreciate the brand -- and, in many cases, they own several Apple products and like that these devices work together seamlessly.</p>
<div class="lb-trans"><p>根据 <em>SQ Magazine</em> 的数据，苹果多年来保持了超过 90% 的客户保留率。客户不断回归，因为他们非常欣赏这个品牌——在许多情况下，他们拥有多款苹果产品，并喜欢这些设备能够无缝协作。</p>
</div><p>So I don't think there's a great risk of Apple missing out on sales due to its higher prices. Meanwhile, the company didn't take the move lightly, saying it's &#34;working tirelessly to find solutions.&#34;</p>
<div class="lb-trans"><p>所以我认为，苹果因价格上涨而错失销售的风险并不大。同时，公司并没有轻率地做出这一决定，表示正在 “努力寻找解决方案”。</p>
</div><p>Of course, some cost-conscious buyers might delay investing in a new Apple device due to the price increase, but I don't think this will be an enormous trend that will pressure earnings over the long term.</p>
<div class="lb-trans"><p>当然，一些注重成本的买家可能会因价格上涨而推迟投资新苹果设备，但我认为这不会成为一个巨大的趋势，从而在长期内对盈利造成压力。</p>
</div><p>Considering all of this, is Apple a buy today? As mentioned, the company's earnings track record and brand strength make it a fantastic investment. Another important point to consider is valuation, and here, we can see that it's higher than it was earlier this year.</p>
<div class="lb-trans"><p>考虑到这一切，今天的苹果是否值得购买？如前所述，公司的盈利记录和品牌实力使其成为一个绝佳的投资。另一个重要的考虑点是估值，在这一点上，我们可以看到它高于今年早些时候的水平。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p>AAPL PE Ratio (Forward) data by YCharts</p>
<div class="lb-trans"><p>AAPL 市盈率（前瞻） 数据来源于 YCharts</p>
</div><p>Still, at today's level, Apple is reasonably priced in light of its earnings performance over time and its prospects. And that means, even though the company recently made a controversial move, the stock remains an excellent buy today.</p>
<div class="lb-trans"><p>尽管如此，在今天的水平上，考虑到其长期的盈利表现和前景，苹果的定价仍然合理。这意味着，即使公司最近做出了一个颇具争议的举动，该股票今天仍然是 一个绝佳的买入机会。</p>
</div>

Apple Just Made a Controversial Move. Is the Stock One to Avoid or Is Now the Time to Buy?

- 苹果公司因产品价格上调而股价下跌，影响投资者信心。  
- 尽管面临挑战，苹果仍保持高客户忠诚度和强劲品牌优势。  
- 专家认为苹果股票依然具备投资价值。

苹果刚刚采取了一个有争议的行动。这只股票是应该回避还是现在是购买的好时机？