<p><strong>蘋果</strong>(AAPL 4.24%) 多年來一直是一隻極好的股票。但最近，它在競爭對手面前逐漸落後。人工智能（AI）近年來成為科技領域的熱門主題，而蘋果在部署下一代技術方面採取了緩慢且可能過於保守的策略。</p>
<p>投資者對這一策略並不滿意，而該股票在市場整體表現強勁的情況下表現不佳。截至 8 月 7 日，該股票自年初以來下跌超過 12%，而 <strong>標準普爾 500 指數</strong> 上漲了近 8%。</p>
<p>但有傳言和跡象表明，該公司可能正在尋求安撫投資者並採取重大舉措，這可能幫助其在人工智能領域趕上競爭對手。蘋果是否可能進行一項重大收購？</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>圖片來源：Getty Images。</p>
<h2>蒂姆·庫克暗示通過併購加速其人工智能戰略</h2>
<p>如今市場上有如此多的聊天機器人和人工智能驅動的產品與服務，以至於很難跟上。蘋果一直在追趕，雖然它已經為其 iPhone 引入了一些人工智能功能，但它推遲了一些功能的推出，特別是針對 Siri 助手的功能，直到明年。問題在於，到那時，它可能會面臨進一步落後於競爭對手的風險。</p>
<p>但該公司確實擁有可用於重大收購的豐厚資源。截至 6 月 28 日，該公司的現金和可交易證券總額超過 550 億美元。在過去的九個月中，它從日常運營活動中產生了近 820 億美元的現金。</p>
<p>首席執行官蒂姆·庫克最近表示，公司可能願意將這些資金投入使用，並且他對併購持開放態度。他説：“我們非常開放於能夠加速我們路線圖的併購。”</p>
<p>特別值得注意的是，他可能暗示即使是大型交易也是可能的，表示 “我們並不侷限於某個規模的公司。”</p>
<p>今年早些時候，有傳言稱該公司正在考慮收購 Perplexity，該公司擁有一個受歡迎的聊天機器人，這將為蘋果提供大量的人工智能人才。雖然目前沒有任何實質性進展，也可能不會有任何結果，但這樣的舉措無疑可以幫助蘋果贏得人工智能投資者的青睞。</p>
<h2>投資者不必擔心蘋果的長期前景</h2>
<p>蘋果擁有強大的業務、龐大的產品和服務生態系統，以及全球超過 15 億活躍的 iPhone 用户。更不要忘記其巨大的現金流。該公司絕對沒有面臨迫在眉睫的危險。</p>
<p>近年來，該公司一直比較放鬆，通常在增長方面持謹慎態度，選擇對其 iPhone 進行小幅、漸進的改動，而不是進行重大、革命性的變化。但我認為這是因為它並不需要這樣做或擔心這些。其用户深深紮根於蘋果生態系統中，轉向其他提供商並不容易，因為這樣做將是一項重大工程。</p>
<p>然而，在人工智能方面，管理層可能最終會被迫採取更積極的態度。即使現在落後於競爭對手，只需一次重大舉措或收購就能改變這一局面。我不會擔心蘋果的長期前景，因為其業務仍然看起來非常出色，憑藉雄厚的資金，它有很多選擇可以考慮。</p>
<h2>你現在應該購買蘋果股票嗎？</h2>
<p>蘋果可能會進行一項重大收購，也可能不會，基於傳言進行投資是有風險的。但作為全球最大的、最具標誌性的科技公司之一，這仍然是一隻值得長期投資的好股票。</p>
<p>以超過 30 倍的市盈率來看，它並不便宜。未來可能會有波動，因為它需要擔心關税。經濟放緩也可能影響其產品的需求。但如果你在尋找一隻長期投資的股票（例如 10 年以上），蘋果可以是一個很好的選擇。</p>

蘋果

2 倍做多 AAPL ETF - GraniteShares

蘋果每日 1 倍做空 ETF - Direxion

蘋果每日 2 倍做多 ETF - Direxion

AAPX

AAPY

APLY

<p>據報道，蘋果公司正在考慮進行一項重大收購，以增強其人工智能戰略，首席執行官蒂姆·庫克表示對併購持開放態度。儘管近期股價表現下滑，蘋果仍保持強大的財務資源，現金超過 550 億美元，現金流也相當可觀。雖然公司在增長策略上一直較為謹慎，但為了在人工智能市場中競爭，它可能需要採取更為激進的策略。儘管面臨潛在的波動和經濟挑戰，投資者仍被建議將蘋果視為長期投資</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>蘋果</strong>(AAPL 4.24%) 多年來一直是一隻極好的股票。但最近，它在競爭對手面前逐漸落後。人工智能（AI）近年來成為科技領域的熱門主題，而蘋果在部署下一代技術方面採取了緩慢且可能過於保守的策略。</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>投資者對這一策略並不滿意，而該股票在市場整體表現強勁的情況下表現不佳。截至 8 月 7 日，該股票自年初以來下跌超過 12%，而 <strong>標準普爾 500 指數</strong> 上漲了近 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>但有傳言和跡象表明，該公司可能正在尋求安撫投資者並採取重大舉措，這可能幫助其在人工智能領域趕上競爭對手。蘋果是否可能進行一項重大收購？</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>圖片來源：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·庫克暗示通過併購加速其人工智能戰略</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>如今市場上有如此多的聊天機器人和人工智能驅動的產品與服務，以至於很難跟上。蘋果一直在追趕，雖然它已經為其 iPhone 引入了一些人工智能功能，但它推遲了一些功能的推出，特別是針對 Siri 助手的功能，直到明年。問題在於，到那時，它可能會面臨進一步落後於競爭對手的風險。</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>但該公司確實擁有可用於重大收購的豐厚資源。截至 6 月 28 日，該公司的現金和可交易證券總額超過 550 億美元。在過去的九個月中，它從日常運營活動中產生了近 820 億美元的現金。</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>首席執行官蒂姆·庫克最近表示，公司可能願意將這些資金投入使用，並且他對併購持開放態度。他説：“我們非常開放於能夠加速我們路線圖的併購。”</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>特別值得注意的是，他可能暗示即使是大型交易也是可能的，表示 “我們並不侷限於某個規模的公司。”</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>今年早些時候，有傳言稱該公司正在考慮收購 Perplexity，該公司擁有一個受歡迎的聊天機器人，這將為蘋果提供大量的人工智能人才。雖然目前沒有任何實質性進展，也可能不會有任何結果，但這樣的舉措無疑可以幫助蘋果贏得人工智能投資者的青睞。</p>
</div><h2>Investors shouldn't be worried about Apple in the long run</h2>
<div class="lb-trans"><h2>投資者不必擔心蘋果的長期前景</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>蘋果擁有強大的業務、龐大的產品和服務生態系統，以及全球超過 15 億活躍的 iPhone 用户。更不要忘記其巨大的現金流。該公司絕對沒有面臨迫在眉睫的危險。</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>近年來，該公司一直比較放鬆，通常在增長方面持謹慎態度，選擇對其 iPhone 進行小幅、漸進的改動，而不是進行重大、革命性的變化。但我認為這是因為它並不需要這樣做或擔心這些。其用户深深紮根於蘋果生態系統中，轉向其他提供商並不容易，因為這樣做將是一項重大工程。</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，管理層可能最終會被迫採取更積極的態度。即使現在落後於競爭對手，只需一次重大舉措或收購就能改變這一局面。我不會擔心蘋果的長期前景，因為其業務仍然看起來非常出色，憑藉雄厚的資金，它有很多選擇可以考慮。</p>
</div><h2>Should you buy Apple stock right now?</h2>
<div class="lb-trans"><h2>你現在應該購買蘋果股票嗎？</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>蘋果可能會進行一項重大收購，也可能不會，基於傳言進行投資是有風險的。但作為全球最大的、最具標誌性的科技公司之一，這仍然是一隻值得長期投資的好股票。</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>以超過 30 倍的市盈率來看，它並不便宜。未來可能會有波動，因為它需要擔心關税。經濟放緩也可能影響其產品的需求。但如果你在尋找一隻長期投資的股票（例如 10 年以上），蘋果可以是一個很好的選擇。</p>
</div>

Could Apple Be Gearing Up for a Big Acquisition?

- 蘋果公司股票近期表現不佳，年初以來下跌超過 12%。  
- CEO 提姆·庫克表示公司可能會通過併購加速 AI 戰略。  
- 儘管面臨競爭壓力，蘋果的長期業務前景依然樂觀。  

蘋果是否正在為一項重大收購做準備？