市场简报 Market Brief
你好,希望你今天一切都好。
Hello, hope you're having a great day.
今天市场消息较多,团队逐一梳理如下。核心策略不变:买最好的,忽略其他。
There is plenty to digest in the market today. The team breaks it down below. The core strategy remains unchanged: buy the best, ignore the rest.
苹果(AAPL)再次证明质疑者错了
Apple (AAPL) Proves the Doubters Wrong Again
科技界最受质疑的公司又一次交出了亮眼成绩单。看空者反复强调苹果在AI方面落后、iPhone销量停滞、设备商品化等风险,然而事实再次证明,坚持持有、保持客观并关注苹果发展历程的投资者,长期以来都获得了回报。
The most questioned company in tech has once again delivered. Bears have repeatedly flagged risks — Apple falling behind in AI, stagnating iPhone sales, commoditised hardware — yet the facts continue to reward those who stayed the course, remained objective, and focused on Apple's long-term trajectory.
过去十年,苹果在股息再投资情况下年化收益率约为28%至29%,而标准普尔500指数同期年均收益率约为12%至13%,连续十年苹果年化收益率是该指数的两倍以上。以总回报计算,苹果过去十年涨幅约为1160%,即十年前投资1万美元,如今价值将近12.6万美元。同期标普500指数涨幅约为4.1万美元,不足苹果的三分之一。
Over the past decade, Apple has delivered an annualised return of approximately 28% to 29% with dividends reinvested, compared to approximately 12% to 13% annually for the S&P 500 — more than double the index for ten consecutive years. In total return terms, Apple's gain over the past decade stands at approximately 1,160%, meaning $10,000 invested ten years ago would be worth nearly $126,000 today. The S&P 500, by comparison, would have grown to approximately $41,000 over the same period — less than one-third of Apple's return.