文章核心观点 - 投资者如果缺乏对全球领先的人工智能股票的持仓，可以考虑购买Vanguard Mega Cap Growth ETF，该ETF在短期内和长期内都持续优于S&P 500指数 [3][9][10] 行业表现 - S&P 500指数在过去一年上涨了30%，其中20%的涨幅归功于Nvidia [1] - 被称为“Magnificent Seven”的科技巨头在过去一年平均回报率为56%，总市值达到$16.9万亿，占S&P 500总市值的32.1% [2] 公司表现 - Nvidia在过去12个月内回报率为186%，市值达到$3.6万亿，占S&P 500总市值的7% [1] - Vanguard Mega Cap Growth ETF的前四大持仓占其投资组合的45.1%，包括Apple、Nvidia、Microsoft和Amazon，这些公司都是顶级的人工智能公司 [4][5][6] - Apple推出了Apple Intelligence软件，与OpenAI合作开发，为最新iPhone、iPad和Mac电脑提供AI功能，Apple拥有超过22亿台活跃设备，可能成为最大的AI消费者分销商 [5] - Nvidia的数据中心收入在过去六个季度实现了三位数的百分比增长，因为需求持续超过供应，Nvidia正在出货新的Blackwell GPU，CEO Jensen Huang形容需求“惊人” [6] - Microsoft和Amazon是Nvidia的主要客户，它们在自己的数据中心使用GPU，并向企业和开发者出租计算能力，帮助他们以可负担的方式部署AI模型 [6] ETF表现 - Vanguard Mega Cap Growth ETF自2007年成立以来，年复合回报率为13%，优于S&P 500同期10.2%的年均涨幅 [9] - 过去10年，该ETF的年复合回报率为15.9%，而S&P 500为13.2% [10] ETF费用 - Vanguard Mega Cap Growth ETF的费用比率为0.07%，远低于同类基金平均的0.94% [8]

India’s antitrust regulator has reportedly rejected Apple’s bid to suspend an investigative report.That means that the case against the iPhone maker can continue, Reuters reported Sunday (Nov. 24), citing an internal order from the Competition Commission of India (CCI).The initial report found that Apple had violated India’s competition laws, but the CCI recalled its reports after Apple said the regulator had disclosed trade secrets — which should have been redacted — to its rivals. The CCI asked the partie ...

苹果探索电视业务相关情况 - 苹果探索制造电视已不是秘密乔布斯生前称已破解但多年来未推出完整的苹果电视（区别于机顶盒）[1] - 苹果曾制造大型显示屏的全尺寸原型机 可兼作触屏Mac或iPad 但考察电视市场后因低利润、消费者很少购买新产品以及高成本而停止该项目[2] - 2019年苹果再次考虑电视业务 但决定将其应用和流媒体订阅服务推广到其他公司制造的电视上 现在随着开发智能家居设备 完整的苹果电视业务再次被提上议程 不过高管可能再次因市场和成本因素而放弃[3]

The Oracle of Omaha now owns more than 3% of a powerhouse restaurant brand.Another quarter, another Apple (AAPL 0.59%) sale from Warren Buffett. The legendary investor sold a massive chunk of Apple stock yet again in the third quarter, estimated to be worth more than $20 billion, or 100 million shares. Berkshire Hathaway -- the company Buffett controls -- still owns $70 billion of Apple stock, but it is now a much smaller position than at the start of the year.Why is Buffett selling? This article will get i ...

文章核心观点 - Shopify需要在未来15年达到至少14.3%的复合年增长率（CAGR）才能成为万亿美元市值股票，虽然任务艰巨但有达成的可能 [2] 公司相关 - Shopify由创始人领导，旨在解决企业开设在线店面时面临的设计挑战、缺乏灵活性等痛点，为商家提供一站式服务，其应用商店有数千个应用满足客户特定需求，自2015年IPO以来在创始人领导下的复合年增长率高于未来15年成为万亿美元股票所需的增长率 [3][4] - 有学术文献表明标普500中的创始人领导的公司表现优于其他公司，万亿美元市值公司中的英伟达和Meta仍由联合创始人领导，亚马逊之前也是，微软和苹果在创始人（或联合创始人）担任CEO期间表现良好，Shopify虽不能保证成功但目标成为百年企业且有个好开端 [5][6] - Shopify之前存在缺乏盈利能力的问题，近期出售低利润的物流业务改善了这一情况，第三季度营收同比增长26%达22亿美元，净收入同比增长15%达8.28亿美元，自由现金流利润率为19%较去年同期的16%有所上升且今年逐季上升，股票今年以来大幅上涨 [7][8] - 电子商务行业增长将为Shopify提供强大助力，美国第三季度在线交易仅占零售总额的16.2%，Shopify的应用商店有网络效应，其主要电子商务业务受益于转换成本，公司具备长期提供高于市场回报的特质，有望在15年内成为万亿美元市值股票 [9][10]

高收入DIY投资组合 - 目标为高收入低风险与资本保值 提供DIY投资者重要信息与投资组合/资产配置策略以创造稳定长期被动收入 [1] 为退休人员选择投资 - 旨在为未来10年即将退休人员选择10项投资 包括部分ETF和CEF [2] 分析师披露 - 分析师在多支股票中有多头持仓 通过股票所有权期权或其他衍生品持有 [2] - 文章为分析师自己撰写表达个人观点 未因撰写文章接受除Seeking Alpha之外的报酬 与文中提及股票的公司无业务关系 [2]

关于High Yield Landlord公司 - High Yield Landlord是Seeking Alpha上最大的房地产投资社区之一有数千成员提供全球REIT板块独家研究多个实盘投资组合活跃聊天室以及直接联系分析师的渠道[1] - 公司的Austin Rogers是REIT专家有商业房地产专业背景撰写高质量股息成长股目标是产生最安全的成长型被动收入流理想持有期为终身关注投资组合收入增长而非总回报[1] 关于分析师 - 分析师在MLPX、LANDO、LANDP、AMT、ARTNA、SGOV、ARE、BEP、BIP、EGP、HASI、REXR的股票中有受益的多头头寸通过股票所有权、期权或其他衍生品[2] - 分析师自己撰写文章表达自己的观点除了Seeking Alpha没有收到报酬与文章中提到股票的任何公司没有业务关系[2]

Warren Buffett still holds a massive stake in Apple and earns dividends, despite trimming his position. Should you take a bite, too?With a market cap of over $3.4 trillion, Apple (AAPL 0.59%) is a titan of the tech world. As a member of the "Magnificent Seven," Apple keeps company with tech heavyweights like Microsoft, Alphabet, Amazon, Nvidia, Meta Platforms, and Tesla. And like most of these all-stars, Apple sweetens the deal for investors with a dividend.All told, Apple's dividend isn't jaw-dropping. It' ...

Warren Buffett's Berkshire Hathaway (BRK.A 0.99%) (BRK.B 0.95%) has been one of Apple's (AAPL 0.59%) largest shareholders in recent years. Buffett originally invested in Apple in late 2016, and by the end of 2023, Buffett's Berkshire held $174 billion worth of shares. But something seems to have changed Buffett's thinking toward the Apple investment. As of the third quarter, Berkshire's Apple stake had been cut to 300 million shares, down from over 905 million shares in 2023. Earlier this year, Buffett said ...

Apple reportedly is working to make its Siri voice assistant more conversational with the addition of more advanced large language models (LLMs).The company plans to enable a new version of Siri to carry on back-and-forth conversations, handle more complex tasks and do so more quickly, Bloomberg reported Friday (Nov. 22), citing unnamed sources.Working with Apple Intelligence, the updated voice assistant will also be able to write and summarize text, according to the report.Apple aims to unveil the new Siri ...