$苹果 (AAPL.US)$ Openai自己的语音做的都不太行，尤其是速度，很难指望Siri有多大进步，真正需要高级语音助手的可能会去买三星。华尔街期待的刺激大家换15 pro或是更新的机器可能要落空。巴菲特本身就不看好AI，再这么拉垮的发布会后，韭菜们正好入场接他的盘子
$苹果 (AAPL.US)$ 基于这种刚刚及格的表现，回购更像是为了提振股价，而不是股价被低估。希望在6月能看到siri的进化，不然会很难看
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$20+年以上美国国债ETF-iShares (TLT.US)$ JP不敢说任何打压市场的话，怕担责任。他放任风险资产高涨，后者会继续推高通胀，但他觉得这样做没人怪罪他。而且他更害怕自己的话导致轻微衰退。这个和2021年的失败政策如出一辙。特朗普可能会感谢JP，年底会出现滞胀萧条。
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