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iPhone缺乏创新却迎股价反弹,苹果(AAPL.US)转向“涨价逻辑”?

Group 1 - Apple's latest iPhone lacks significant new features, but investors are optimistic due to price increases [1] - The stock price has risen over the past five days, rebounding from a drop after the product launch [1] - The average selling price of iPhones is expected to increase by approximately 4% in fiscal year 2026 compared to fiscal year 2025 [1] Group 2 - Apple's stock has underperformed compared to other large tech companies, with a nearly 5% decline this year while the Nasdaq 100 index has risen by 15% [4] - Sales growth remains a challenge for Apple, with projected revenue growth of only 6% for the current and next fiscal years [4] - Apple's price-to-earnings ratio is about 30 times its expected earnings, significantly higher than its average over the past decade [4] Group 3 - Analysts have downgraded Apple's stock ratings due to a lack of interest in new products and concerns about the company's role in the AI ecosystem [5] - There is a growing expectation for innovative features to drive consumer upgrades, rather than minor improvements [5] - Investors are disappointed with the delayed introduction of AI features, which were expected to be integral to future products [6] Group 4 - There are expectations for a foldable iPhone to be released next year, with some analysts predicting strong sales for the iPhone 17 [6] - Significant revenue growth for Apple is believed to hinge on innovation and the introduction of compelling new products [6]