[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciob17b32bb":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciob17b32bb","AI“轻资产”策略奏效？苹果(AAPL)赶超英伟达(NVDA)重夺全球第一-SpaceX(SPCX)却跌掉一个特斯拉","\u002Fdoc\u002Fdciob17b32bb","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Ch1>\u003Cspan style=\"font-size: large;\">AI“\u003Cspan style=\"font-family: 'MS Gothic';\">轻资产\u003C\u002Fspan>”\u003Cspan style=\"font-family: 'MS Gothic';\">策略奏效？苹果\u003C\u002Fspan>(AAPL)\u003Cspan style=\"font-family: 'MS Gothic';\">赶超英伟达\u003C\u002Fspan>(NVDA)\u003Cspan style=\"font-family: 'MS Gothic';\">重夺全球第一\u003C\u002Fspan>-SpaceX(SPCX)\u003Cspan style=\"font-family: 'MS Gothic';\">却跌掉一个特斯拉\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fh1>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">美股投资网获悉，周一，苹果公司\u003C\u002Fspan>(AAPL)\u003Cspan style=\"font-family: 'MS Mincho';\">在收盘时反超英伟达\u003C\u002Fspan>(NVDA)\u003Cspan style=\"font-family: 'MS Mincho';\">，自\u003C\u002Fspan>2025\u003Cspan style=\"font-family: 'MS Mincho';\">年\u003C\u002Fspan>4\u003Cspan style=\"font-family: 'MS Mincho';\">月以来首次荣登全球市值最高公司榜首。这家\u003C\u002Fspan>iPhone\u003Cspan style=\"font-family: 'MS Mincho';\">制造商当日收盘市值达\u003C\u002Fspan>4.95\u003Cspan style=\"font-family: 'MS Mincho';\">万亿美元，而\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">芯片巨头英伟达市值则为\u003C\u002Fspan>4.77\u003Cspan style=\"font-family: 'MS Mincho';\">万亿美元，两者差距约\u003C\u002Fspan>1800\u003Cspan style=\"font-family: 'MS Mincho';\">亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">英伟达股价周一重挫\u003C\u002Fspan>5%\u003Cspan style=\"font-family: 'MS Mincho';\">，拖累其市值降至\u003C\u002Fspan>4.77\u003Cspan style=\"font-family: 'MS Mincho';\">万亿美元。当日\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">芯片板块整体承压，主因投资者对\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">基础设施大规模投入所带来的高昂成本表示担忧。与此同时，苹果股价上涨\u003C\u002Fspan>1%\u003Cspan style=\"font-family: 'MS Mincho';\">，市值升至\u003C\u002Fspan>4.95\u003Cspan style=\"font-family: 'MS Mincho';\">万亿美元，市场正翘首以待其将于周四发布的备受瞩目的财报。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">英伟达自\u003C\u002Fspan>2025\u003Cspan style=\"font-family: 'MS Mincho';\">年\u003C\u002Fspan>6\u003Cspan style=\"font-family: 'MS Mincho';\">月从微软手中夺下市值冠军后，一直稳居榜首，并曾在去年\u003C\u002Fspan>10\u003Cspan style=\"font-family: 'MS Mincho';\">月短暂触及\u003C\u002Fspan>5\u003Cspan style=\"font-family: 'MS Mincho';\">万亿美元市值大关。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">进入\u003C\u002Fspan>2026\u003Cspan style=\"font-family: 'MS Mincho';\">年以来，英伟达股价仅累计上涨\u003C\u002Fspan>4%\u003Cspan style=\"font-family: 'MS Mincho';\">，而苹果涨幅已达\u003C\u002Fspan>24%\u003Cspan style=\"font-family: 'MS Mincho';\">。苹果显著跑赢大盘，其背后逻辑在于投资者对其在\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">资本支出上保持克制的策略给予肯定\u003C\u002Fspan>——\u003Cspan style=\"font-family: 'MS Mincho';\">苹果更倾向于租赁算力而非自建基础设施，这令市场对其财务纪律抱有信心。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">尽管英伟达已连续三年受益于\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">驱动的爆发式增长，但当前不少投资者的关注重点正从图形处理器\u003C\u002Fspan>(GPU)\u003Cspan style=\"font-family: 'MS Mincho';\">转向存储芯片及其他数据中心基础设施领域，后者同样受益于\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">浪潮，代表企业包括美光科技\u003C\u002Fspan>(MU)\u003Cspan style=\"font-family: 'MS Mincho';\">、\u003C\u002Fspan>SK\u003Cspan style=\"font-family: 'MS Mincho';\">海力士\u003C\u002Fspan>(SKHY)\u003Cspan style=\"font-family: 'MS Mincho';\">和闪迪\u003C\u002Fspan>(SNDK)\u003Cspan style=\"font-family: 'MS Mincho';\">等。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">苹果将于周四发布第三财季业绩。市场预期，该公司将首次披露由\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">需求引发的全球内存芯片短缺对财务的具体影响\u003C\u002Fspan>——\u003Cspan style=\"font-family: 'MS Mincho';\">这一短缺已迫使苹果在\u003C\u002Fspan>6\u003Cspan style=\"font-family: 'MS Mincho';\">月上调了\u003C\u002Fspan>Mac\u003Cspan style=\"font-family: 'MS Mincho';\">和\u003C\u002Fspan>iPad\u003Cspan style=\"font-family: 'MS Mincho';\">产品线的售价。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">与此同时，\u003C\u002Fspan>SpaceX\u003Cspan style=\"font-family: 'MS Mincho';\">近日跌跌不休，自\u003C\u002Fspan>6\u003Cspan style=\"font-family: 'MS Mincho';\">月创下\u003C\u002Fspan>225.64\u003Cspan style=\"font-family: 'MS Mincho';\">美元的历史高点以来，\u003C\u002Fspan>SpaceX\u003Cspan style=\"font-family: 'MS Mincho';\">市值已累计蒸发超过\u003C\u002Fspan>1.2\u003Cspan style=\"font-family: 'MS Mincho';\">万亿美元\u003C\u002Fspan>——\u003Cspan style=\"font-family: 'MS Mincho';\">这一数字几乎等同于马斯克旗下另一家公司特斯拉的完整市值。后者股价近期已跌至近一年低点。周一，\u003C\u002Fspan>SpaceX\u003Cspan style=\"font-family: 'MS Mincho';\">在近\u003C\u002Fspan>16\u003Cspan style=\"font-family: 'MS Mincho';\">个交易日中第\u003C\u002Fspan>13\u003Cspan style=\"font-family: 'MS Mincho';\">次收跌，跌幅逾\u003C\u002Fspan>1%\u003Cspan style=\"font-family: 'MS Mincho';\">，报收\u003C\u002Fspan>113.50\u003Cspan style=\"font-family: 'MS Mincho';\">美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">尽管期权市场的多空力量正趋于均衡，但周一\u003C\u002Fspan>SpaceX\u003Cspan style=\"font-family: 'MS Mincho';\">单笔最大的几笔期权交易均呈中性或偏多方向。小型投机客仍在大量买入几乎不可能实现的看涨期权，寄望于这只暴跌的股票能迅速反转并翻倍。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">从成交量看，周一看跌期权交投更为活跃，全天买入看涨期权\u003C\u002Fspan>10.6\u003Cspan style=\"font-family: 'MS Mincho';\">万份，看跌期权\u003C\u002Fspan>7.7\u003Cspan style=\"font-family: 'MS Mincho';\">万份，但总额达\u003C\u002Fspan>4.42\u003Cspan style=\"font-family: 'MS Mincho';\">亿美元的权利金中，大部分来自看跌期权。成交量最大的合约为周五到期的\u003C\u002Fspan>330\u003Cspan style=\"font-family: 'MS Mincho';\">美元行权价看涨期权，该合约权利金仅\u003C\u002Fspan>0.10\u003Cspan style=\"font-family: 'MS Mincho';\">美元，据\u003C\u002Fspan>ThinkOrSwim\u003Cspan style=\"font-family: 'MS Mincho';\">数据，其盈利概率约为千分之三。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">而据芝加哥期权交易所全球市场\u003C\u002Fspan>(Cboe LiveVol)\u003Cspan style=\"font-family: 'MS Mincho';\">数据，权利金规模最大的五笔交易中，有四笔为中性或看涨方向。其中包括两笔大规模的看跌期权价差卖出操作，一笔为百万美元级别的价内看跌价差卖出，需\u003C\u002Fspan>SpaceX\u003Cspan style=\"font-family: 'MS Mincho';\">股价反弹方能获利\u003C\u002Fspan>;\u003Cspan style=\"font-family: 'MS Mincho';\">另有交易者卖出\u003C\u002Fspan>5200\u003Cspan style=\"font-family: 'MS Mincho';\">份\u003C\u002Fspan>10\u003Cspan style=\"font-family: 'MS Mincho';\">月\u003C\u002Fspan>16\u003Cspan style=\"font-family: 'MS Mincho';\">日到期、行权价\u003C\u002Fspan>100\u003Cspan style=\"font-family: 'MS Mincho';\">美元的看跌期权，同时买入\u003C\u002Fspan>7000\u003Cspan style=\"font-family: 'MS Mincho';\">份同日到期、行权价\u003C\u002Fspan>85\u003Cspan style=\"font-family: 'MS Mincho';\">美元的看跌期权，合计收取权利金\u003C\u002Fspan>180\u003Cspan style=\"font-family: 'MS Mincho';\">万美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">“\u003Cspan style=\"font-family: 'MS Mincho';\">作为投资者，现在还为时尚早\u003C\u002Fspan>;\u003Cspan style=\"font-family: 'MS Mincho';\">但作为交易者，华尔街正在惩罚那些资本开支过大的\u003C\u002Fspan>AI\u003Cspan style=\"font-family: 'MS Mincho';\">股票。\u003C\u002Fspan>”\u003Cspan style=\"font-family: 'MS Mincho';\">芝加哥\u003C\u002Fspan>Prosper Trading Academy\u003Cspan style=\"font-family: 'MS Mincho';\">科技与动量策略师\u003C\u002Fspan>Charles Moon\u003Cspan style=\"font-family: 'MS Mincho';\">表示。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: 'MS Mincho';\">有一点可以确定\u003C\u002Fspan>SpaceX\u003Cspan style=\"font-family: 'MS Mincho';\">正为交易者提供市场上最剧烈的过山车行情。虽然财报通常能降低波动性，但下周的财报发布后未必如此\u003C\u002Fspan>——SpaceX\u003Cspan style=\"font-family: 'MS Mincho';\">自首次公开募股以来的首份财报，将开启锁定期解禁窗口。投资者可在财报发布后的第二个完整交易日\u003C\u002Fspan>(\u003Cspan style=\"font-family: 'MS Mincho';\">即\u003C\u002Fspan>8\u003Cspan style=\"font-family: 'MS Mincho';\">月\u003C\u002Fspan>6\u003Cspan style=\"font-family: 'MS Mincho';\">日\u003C\u002Fspan>)\u003Cspan style=\"font-family: 'MS Mincho';\">起，出售其合格锁定股票中的\u003C\u002Fspan>20%\u003Cspan style=\"font-family: 'MS Mincho';\">，总计最多可达\u003C\u002Fspan>9.115\u003Cspan style=\"font-family: 'MS Mincho';\">亿股。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">“\u003Cspan style=\"font-family: 'MS Mincho';\">我认为\u003C\u002Fspan>SpaceX\u003Cspan style=\"font-family: 'MS Mincho';\">的锁定期解禁压力不会像市场担心的那么严重，\u003C\u002Fspan>”Moon\u003Cspan style=\"font-family: 'MS Mincho';\">表示，\u003C\u002Fspan>“\u003Cspan style=\"font-family: 'MS Mincho';\">但同样也不会对股价起到支撑作用。\u003C\u002Fspan>”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAAPL\u002FAAPL.jpg","2026-07-28T12:29:26","2026.07.28","2026\u002F07\u002F28",32551,[22],"AAPL","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]