小明在上课时，老师问了他一个问题：电线杆上有5只鸟，开枪打死1只，还剩几只？
小明回答道：0只，因为其他的鸟都吓跑了。
老师说：答案应该是4只，但我欣赏你的思维方式。
小明又说：那我也想问您一个问题。有3个女人在吃冰淇淋，一个用吸的，一个用舔的，一个用咬的。这3个人中哪个是已经结婚的？
现在不透露答案，我们来看看大盘情况：虽然苹果的财报表现并非十分出色，但也没有达到预期的糟糕程度，主要是因为其宣布了1100亿美元的股票回购计划。然而，这并不能证明各大科技公司的财报表现足以支撑大盘重新创出新高。事实上，标普500指数的前高为524点，而当前的511点处于一个摇摆不定的位置，尚不清楚大盘是否会突破这一水平。因此，大盘下跌的可能性也并不排除。
因此，真正的答案可能在于 NVIDIA 的财报。目前有一种声音传出：像 Meta、特斯拉等大公司已经大量囤积了芯片，也就是说，NVIDIA 上期的财报表现亮眼主要是因为这些大公司为了人工智能的发展而疯狂囤积芯片。但是，这些公司是否会继续大规模囤积芯片呢？NVIDIA 以及整个半导体行业能否长期维持这样的增长？如果 NVIDIA 的财报出现任何问题，就可能无法支撑当前的高股价，进而拖累整个大盘。
回到最初的那个故事，答案是戴着结婚戒指的女人，但我赞赏你的思维方式。
所以，接下来大盘是向上还是向下，答案并非在苹果。
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This week, Apple’s stock has surged, but whether the broader market will trend upwards or downwards might be hinted at in the following story:
During class, the teacher posed a question to Bob: “There are 5 birds on a telephone pole. If you shoot one, how many are left?”
Bob replied: “None, because the other birds would be scared away.”
The teacher said: “The answer should be 4, but I appreciate your way of thinking.”
Bob then asked: “Well, I have a question for you too. Three women are eating ice cream—one is sucking, one is licking, and one is biting. Which one is married?”
Let’s not reveal the answer for now and instead focus on the market situation: While Apple’s earnings report wasn’t as stellar as expected, it also didn’t perform as poorly, mainly due to its announcement of a $110 billion stock buyback plan. However, this alone doesn’t prove that the earnings reports of major tech companies are strong enough to support the market reaching new highs. In fact, the previous high for the S&P 500 was at 524 points, and the current 511 points are in a precarious position, with uncertainty about whether the market will break through this level. Hence, the possibility of the market declining cannot be ruled out.
Therefore, the real answer might lie in NVIDIA’s earnings report. There’s speculation that companies like Meta and Tesla have already stockpiled enough chips, meaning NVIDIA’s impressive performance in the last quarter was due to these tech giants hoarding chips for AI development. But will these companies continue hoarding chips on a large scale? Can NVIDIA and the semiconductor industry sustain this growth in the long term? If there are any hiccups in NVIDIA’s earnings report, it might not be able to support its current high stock price, which could drag down the entire market.
Returning to the original story, the answer is the woman wearing a wedding ring, but I appreciate your way of thinking.
So, whether the market will trend upwards or downwards next, the answer isn’t in Apple.