此外,Milunovich 預期明年機構投資人資金將再度湧回蘋果股票。目前這類資金占蘋果股份的比重,已由去年 4 月時的高峰 73% 降至 64%。Milunovich 指出,由於傳統 IT 大廠受到雲端運算拓展而「受攻擊」,大型法人資金應該會回流蘋果,原因是該股「通常」跟隨週期趨勢同步起落,意味這回將受惠於社交網站、行動分析商及雲端技術類股漲勢同起。
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