Apple(US:AAPL) Sou Hu Cai Jing·2025-08-09 04:16Group 1 - The Nasdaq index has set a new historical record for the fifth time this week, with Apple contributing the largest increase of 13% [2] - The surge in technology stocks is driven by market bets on the new AI era [2] Group 2 - Apple's pre-sale data for Vision Pro exceeded expectations, leading to a revaluation of the company [3] - Revenue from the Greater China region has rebounded, and the market share of iPhone 15 has increased [3] - Apple announced a $110 billion share buyback plan, setting a record in U.S. stock history [3] Group 3 - Major tech giants like Microsoft and Google have exceeded expectations in capital expenditures as AI implementation accelerates [4] - The Federal Reserve has signaled a dovish stance, boosting growth stocks [4] - Seven major tech companies have a free cash flow ratio that meets the S&P 35% benchmark [4] - The Nasdaq's price-to-earnings ratio has risen to 32 times, nearing levels seen during the internet bubble [4] - The short-selling ratio has dropped to a historical low, indicating overheated market sentiment [4] - Retail options trading volume has surged, with call options accounting for 78% [4] - The current market rally is attributed to both the realization of AI benefits and liquidity-driven exuberance [4] - As Apple's market capitalization approaches $3 trillion, investors are cautioned that historical highs do not exempt from risks [4]