蘋果的AI 肯定在應用層，也許等基礎設施層麵塵埃落定，蘋果會找到好的USE CASE,然後後發製人。所謂後發優勢

不是所有公司一擁而上搞大模型也是對的。蘋果將來買來應用大模型就可以了。

所有跟帖： 

• 對對，就是這樣 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 05:13:42

• As for APPL’s scale, Jobs would never make it something that -曉炎- ♀ (248 bytes) () 11/04/2025 postreply 05:19:02

• Unfortunately, Steve Jobs is dead. Cook在現有的情況下已經做的還好了 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 06:03:46

• But he has to compete with the not dead disruptive leaders -曉炎- ♀ (0 bytes) () 11/04/2025 postreply 06:07:31

• 是。 但目前看在今後5-10年應該沒問題。等真不好了，我再退出也不遲， 它其實也箅是我portfolio的一個平衡 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 06:10:48

• No, I’m not saying you have to get out now, you have plenty -曉炎- ♀ (173 bytes) () 11/04/2025 postreply 06:13:26

• Apple stock may at least double in five years,雖然慢了點但穩。您要是跟 -bogbog- ♀ (52 bytes) () 11/04/2025 postreply 06:17:43

• If it’s for doubling, I’d rather bet on TSLA;) -曉炎- ♀ (243 bytes) () 11/04/2025 postreply 06:21:58

• I have 7 minutes left, have a great day! -曉炎- ♀ (230 bytes) () 11/04/2025 postreply 06:24:07

• 嗯嗯， have a nice day! 不許說我的apple 壞話！ 開玩笑啦， 討論下聽聽不同意見也挺好 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 06:50:06

• 但是也不能all in Tesla 呀， 我每10年選8，9個股票，已經不算多。蘋果現在不再加倉，隻是也不想賣出，其實沒 -bogbog- ♀ (46 bytes) () 11/04/2025 postreply 06:26:15

• 你倆的側重點不一樣，進場時間也不一樣，各自的選擇都有理。稅上我覺得能拖多晚就多晚，我也不賣股票的 -dancingpig- ♀ (0 bytes) () 11/04/2025 postreply 11:03:18

• 對，都有理，哈哈。每個人情況不同。。。 -bogbog- ♀ (0 bytes) () 11/04/2025 postreply 14:19:58

• 這個觀點很有道理 -藍天楓葉- ♀ (0 bytes) () 11/04/2025 postreply 06:17:24