Core Insights - Apple Inc. is a leading technology company with a current stock price of $274.61 and a market capitalization of approximately $4.06 trillion, showing a potential upside of 14.71% based on Morgan Stanley's price target of $315 [1][4][6] - Berkshire Hathaway has significantly reduced its stake in Apple by 74% over the past two years, selling 41.7 million shares in the third quarter, while still holding 21% of its portfolio in Apple [2][6] - Berkshire Hathaway has initiated a new position in Alphabet, purchasing 17.8 million shares, indicating a strategic shift towards technology investments [3][6] Company Performance - Apple's stock price has shown a slight increase of 0.18% today, trading between $271.79 and $275.84, with a yearly high of $288.62 and a low of $169.21 [4] - The trading volume for Apple on NASDAQ is 37.34 million shares [4] Strategic Shifts - Berkshire Hathaway's reduction in Apple shares and new investment in Alphabet reflect a reassessment of investment opportunities in the technology sector [2][5][6] - Despite Apple's strong position to benefit from consumer adoption of artificial intelligence, its stock is perceived as expensive [5]

Core Viewpoint - Apple Inc. continues to demonstrate resilience in its stock performance and remains a significant player in the technology sector despite changes in investor strategies and market volatility [1][6]. Company Performance - Morgan Stanley maintains an "Overweight" rating for Apple, indicating confidence in its stock potential, with AAPL trading at $274.61 on December 17, 2025 [1][6]. - Apple's stock price has shown a slight increase of 0.18% or $0.50, reaching $274.61, with a trading range between $271.79 and $275.84 on the same day [3][6]. - Over the past year, AAPL has experienced a high of $288.62 and a low of $169.21, reflecting its market volatility [3]. Market Position - Apple's market capitalization is approximately $4.06 trillion, underscoring its status as a major player in the tech industry [4]. - The trading volume for AAPL on NASDAQ is 37.34 million shares, indicating strong investor interest and activity in the stock [4]. Investment Strategy - Despite Warren Buffett's Berkshire Hathaway reducing its Apple holdings by 41.7 million shares in the third quarter, Apple still accounts for 21% of Berkshire's portfolio [2][6]. - Over the past two years, Buffett has decreased his position in Apple by 74%, yet it remains a prominent part of his investments [2]. - Berkshire Hathaway's new position in Alphabet, with 17.8 million shares, reflects a shift in investment strategy, highlighting the importance of adapting to include promising stocks [5].

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凤凰网财经讯 12月17日，美股三大指数开盘涨跌互现，道指涨0.11%，纳指涨0.06%，标普500指数跌 0.01%。 热门中概股多数上涨，纳斯达克中国金龙指数涨0.79%，百度涨超2%，哔哩哔哩涨超1%，阿里巴巴涨 近1%。 谷歌旗下AI研究公司DeepMind的首席执行官Demis Hassabis最新警告称，在如今的人工智能（AI）融资 狂潮中，可能存在"泡沫"，尤其是在以高估值融资的早期初创公司中。 【特斯拉美国最大市场遭遇打击】 特斯拉在美国市场遇到了新的问题。加州的一位行政法官裁定，特斯拉关于其自动驾驶（Autopilot）和 完全自动驾驶系统（FSD）的营销具有欺骗性，该公司在加利福尼亚州销售和制造汽车的许可证应被暂 停30天。 【Waymo据称洽谈新融资 估值或冲1100亿美元】 据市场消息，全球Robotaxi（自动驾驶出租车）领头羊、Alphabet旗下自动驾驶子公司Waymo正在洽谈 融资150亿美元，目标估值最高达1100亿美元，较去年10月450亿美元的估值大幅提升一倍多。 【华纳兄弟董事会建议投资者拒绝派拉蒙"较差"报价】 奈飞涨1.6%，部分投资者押注其将赢得对华纳兄弟的收购战 ...

Back to Squawk on the Street. Time now for a mad dash. Of course, seven minutes before we get started with trading here at the New York Stock Exchange.Let's talk a bit about Apple. >> Right. Okay.Refreshing. Uh two pieces. One by Morgan Stanley.The other by Ben Rice at Melius talking about Well, here's one that the the price target too low. That's Morgan Stanley. They are taking that up to three uh 33.What. 335 from 315. >> Okay.But uh the most important thing I like Melius would just say is listen you want ...

Back to Squawk on the Street. Time now for a mad dash. Of course, seven minutes before we get started with trading here at the New York Stock Exchange.Let's talk a bit about Apple. >> Right. Okay.Refreshing. Uh two pieces. One by Morgan Stanley.The other by Ben Rice at Melius talking about Well, here's one that the the price target too low. That's Morgan Stanley. They are taking that up to three uh 33.What. 335 from 315. >> Okay.But uh the most important thing I like Melius would just say is listen you want ...

Core Insights - The S&P 500 is experiencing significant concentration of market power, with the top 10 stocks accounting for approximately 32% of earnings and over 41% of total market capitalization, levels not seen since at least 1980 [1] - The "Magnificent Seven" stocks, which include Microsoft, Amazon, Alphabet, Meta, Tesla, Nvidia, and Apple, are driving this concentration and are central to the ongoing artificial intelligence boom, with an average increase of 21% this year compared to a 15% gain for the S&P 500 [2] - The S&P 500's valuation is at the 91st percentile relative to its 10-year history, indicating a potentially overvalued market, with concerns about complacency leading to an AI bubble [3] Market Dynamics - The major stocks have significantly increased in size this year, largely due to the AI boom, despite previous market volatility such as the "Liberation Day" tariffs which caused a notable drop in the S&P 500 [4] - Recent disappointments from AI-related companies like CoreWeave and Oracle have raised questions about the short-term outlook for the AI sector, suggesting a potential bifurcation in the market by 2026 [5] - Companies like Oracle, while not financially overextended, are facing scrutiny over their spending related to AI, indicating that there may be significant winners and losers among the "Magnificent Seven" in the coming years [6]

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Group 1 - iPhone 18 Pro and iPhone 18 Pro Max are expected to undergo significant design changes, moving away from the "Dynamic Island" pill-shaped cutout to a single punch-hole front camera in the upper left corner, along with under-display Face ID technology [3] - Xiaomi's self-developed MiMo series has been announced to be open-sourced, with a timeline provided by Lu Weibing [4] - ChatGPT has launched a new image model, available on the API side as GPT Image 1.5 [5] Group 2 - He Xiaopeng discussed the AI bubble, suggesting that humanoid robots will become a competitive area for major companies in the future [5] - The market regulator has indicated that requiring merchants to offer the lowest prices online may constitute monopolistic behavior [5] - Recent fiscal data shows that fiscal revenue continues to exhibit low growth trends [5]

Apple Confirms iPhone Decision—You Must Upgrade iOS 18 To iOS 26.2 NowApple has warned devices are now under attack. But iOS 18.7.3 also fixed the vulnerabilities, and it seemed users would have a choice. But that’s not the case.https://t.co/g3HCcsgqmo (Photo: NurPhoto via Getty Images) ...