AI burning money trend triggers overheating concerns. Apple's conservative strategy becomes a talisman.

For a long time, Wall Street has been criticizing Apple for not investing as aggressively in artificial intelligence as other large tech companies, but this strategy has now become a "lucky move" for the iPhone maker. As investors begin to reevaluate the huge investments in AI made by companies like OpenAI, Meta, and Microsoft, these hot tech stocks have experienced significant fluctuations this year, leading investors to look at Apple in a new light. Although Apple is still seen as a potential beneficiary of AI, it does not take on the risk of high capital expenditure and has sufficient cash reserves. If the AI craze cools down, Apple stock may become a "safe haven" in the tech sector.