郭明錤：Apple 股价 2H26 看涨趋势不变，WWDC26 将检验 AI 叙事成色
I rarely make public calls on stock price trends (industry research and stock price forecasting are two entirely different things). One recent exception came ahead of WWDC26, when I said I was positive on Apple's share-price trend in 2H26 and added: "...regardless of what Apple says at WWDC26, as long as this core bull narrative stays intact, Apple's positive 2H26 share-price trend is unlikely to change." After weathering a pullback triggered by the post-WWDC26 sell-the-news reaction and Apple's product price hikes, Apple shares still reached an intraday all-time high despite recent market volatility, consistent with the trend I forecast a month ago.
郭明錤重申其在 WWDC26 前对 Apple 2H26 股价趋势的看涨判断，Apple 股价在经历 WWDC26 后"利好出尽"回调与产品涨价冲击后，仍创下盘中历史新高。他认为 WWDC26 的关键不在会后短期股价反应，而在于 Apple 用同样的 Gemini 能否做出比 Google 更好的 AI 应用、智能体工作流与端云混合体验。
来源：X：郭明錤 Ming-Chi Kuo (@mingchikuo) · x.lingyaoai.com