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It's Apple that's no longer acting like the stock that in recent years had seemed to function as the equities market's closest thing to a bond. The recent gap is Apple's worst relative performance to its own sector fund since December 2002, according to CNBC research. It's the only of the so-called "Magnificent 7" tech stocks to recently trade below both its 50- and 200-day moving averages.But that doesn't mean tech hasn't bounced back strongly from the early 2025 tariff-triggered selloff. The SPDR Info Tec ...

Core Viewpoint - Apple has faced significant challenges in 2025, with stock performance lagging behind peers, but July may signal a potential recovery due to historical seasonal trends [1][3]. Group 1: Stock Performance - As of the end of the last trading session, Apple's stock was valued at $201, reflecting a daily increase of over 2%, yet it remains down more than 17% year-to-date [1]. - Historical data indicates that July is Apple's strongest month, with gains in 93% of sessions and an average return of 7.2%, significantly outperforming other months [3]. Group 2: Market Challenges - Apple has encountered several headwinds in 2025, including trade tensions between the U.S. and China, which have created uncertainty regarding iPhone pricing and margins, given that 80-90% of production is based in China [5]. - iPhone sales, particularly in China, have slowed due to increased competition from local brands like Huawei and Vivo, contributing to pressures in a saturated smartphone market [6]. - The company has struggled to establish a strong presence in the AI sector, with limited traction since the introduction of new AI features at WWDC 2024 [6]. Group 3: Strategic Moves and Legal Issues - Reports suggest that Apple is exploring external partnerships, including a potential acquisition of AI startup Perplexity, to enhance its AI capabilities [7]. - The company is currently facing a securities fraud class action lawsuit in San Francisco, where shareholders allege that Apple misled investors about the readiness of AI-powered Siri upgrades, which were expected to boost iPhone 16 demand but have been delayed until 2026 [8].

Group 1: AI Stocks Overview - AI stocks have seen significant growth in 2024 due to excitement surrounding the technology's potential to revolutionize businesses, despite recent concerns about an economic slowdown [1] - The uncertainty surrounding the economy appears to be easing, indicating a potentially positive outlook for AI stocks [1] Group 2: Nvidia - Nvidia's stock experienced a nearly 30% decline earlier in the year due to tariff concerns but has since rebounded, with revenue surging 69% to $44 billion in the first quarter [4][5] - The company is investing in U.S. manufacturing to mitigate tariff impacts and plans to update its chips annually, maintaining a competitive edge [6] - Nvidia's current trading at 33 times forward earnings estimates presents significant growth potential for the second half of the year [6] Group 3: Apple - Apple has faced challenges due to tariff threats, with stock down about 20% since the start of the year, but efforts to diversify manufacturing from China to India may provide a path forward [8] - The potential for a reasonable agreement between the U.S. and Apple could lead to a stock rebound in the coming months [9] - Apple's strong competitive advantage in the smartphone market supports long-term growth prospects, making current stock prices an attractive buying opportunity [10] Group 4: Amazon - Amazon's stock has declined 3% this year amid tariff concerns, but the worst-case scenarios appear to be avoided, allowing for continued growth [11] - The company has restructured its cost management, enabling a return to growth and positioning it well for future challenges [12] - Amazon Web Services (AWS) is experiencing significant growth, reaching a $117 billion annual revenue run rate, with ongoing AI developments expected to drive further expansion [13]

Group 1: Amazon - Amazon has a market cap of nearly $2.3 trillion and needs a stock price increase of about 33% to reach the $3 trillion club [3] - The company leads in cloud computing and e-commerce, with Amazon Web Services (AWS) being its most profitable and fastest-growing segment, showing a revenue increase of 17% last quarter [4] - AWS benefits from the AI trend, attracting customers to its services and developing custom AI chips for cost advantages [5] - Amazon's e-commerce segment is growing at a high single-digit to low double-digit rate, with AI improving logistics and warehouse efficiency, leading to lower costs and increased profitability [6] - The stock is trading at attractive valuations, indicating a clear path to $3 trillion in the coming years [7] Group 2: Alphabet - Alphabet has a market cap of just over $2.1 trillion and requires a stock price increase of more than 42% to reach $3 trillion [8] - Potential antitrust penalties pose a significant hurdle, but lighter penalties are anticipated due to rising AI competition [9] - New competition from AI chatbots and search engines raises concerns about Google's search dominance [10] - Alphabet has strong distribution channels and a well-established ad network, providing advantages in the market [11] - The company is making strides in AI with its Gemini model and monetization features, positioning itself to turn AI investments into earnings [12] - Alphabet's fast-growing cloud business, Waymo robotaxi, and YouTube platform contribute to its potential for reaching the $3 trillion mark [13] Group 3: Meta Platforms - Meta Platforms has a market cap of just under $1.8 trillion and needs a stock price increase of about 72% to join the $3 trillion club [14] - The company experienced a revenue increase of 16% last quarter, driven by AI, which improved user engagement and ad performance [15] - New monetization opportunities, such as serving ads on WhatsApp and the growing Threads platform, present significant growth potential [16][17] - Increased ad inventory and higher ad prices due to improved effectiveness could help Meta reach the $3 trillion mark in the coming years [18]

Core Viewpoint - The market sentiment towards Apple has been negative, with the stock down 21% year to date, but there are metrics indicating potential long-term growth opportunities [1][10]. Group 1: Market Performance - Apple's stock has underperformed compared to the S&P 500, which is starting to recover [1]. - iPhone sales have shown only a 2% increase year over year in the fiscal 2025 second quarter, indicating a slowdown in growth [4]. Group 2: Ecosystem and User Engagement - Apple has a robust ecosystem that fosters long-term loyalty, with over 2.3 million iPhones in circulation and high upgrade rates among users [3]. - Service revenue increased by 12% year over year in the second quarter, contributing to a stronger bottom line [5]. - The ecosystem creates a "stickiness" that keeps customers engaged with various Apple services, enhancing user satisfaction [7]. Group 3: Youth Engagement and Future Prospects - A survey indicated that 88% of teens own an iPhone, with 25% planning to upgrade to the iPhone 17 next year, up from 22% the previous year, showcasing strong future demand [8]. - Engaging younger customers is crucial for Apple's long-term revenue stream, as they are likely to become loyal fans [9]. - Despite current challenges, the satisfaction among young users with Apple products is a positive indicator for future growth [10].

本周，美股市场震荡，道琼斯工业指数、纳斯达克指数小幅上涨，标普500指数小幅下跌。欧洲股市普 遍下跌，法国CAC40指数跌逾1%。 美股科技股表现分化。微软、英伟达、苹果本周上涨，亚马逊、谷歌母公司Alphabet、特斯拉本周下 跌。其中， 谷歌母公司Alphabet本周市值蒸发近1000亿美元。美股稳定币概念股Circle Internet本周上 涨近80%，上市以来累计涨幅超670%。 谷歌母公司Alphabet 市值蒸发近千亿美元 本周，美股道琼斯工业指数上涨0.027%，纳斯达克指数上涨0.21%，标普500指数下跌0.15%。 而Circle Internet一批重要股东如ALLAIRE JEREMY、DATE RAJEEV V，FOX-GEEN JEREMY等均在近 期减持。 来源：中国证券报 关注" 新华网财经 "视频号 更多财经资讯等你来看 本周全球重要股票指数涨跌幅 | 证券代码 | 证券简称 | 周涨跌幅 | | | --- | --- | --- | --- | | | | [交易日期] 最新收盘日 | | | | | [单位] %↓ | | | KS11.GI | 韩国综合指数 | | ...

Core Insights - The article discusses the author's investment interests and portfolio, highlighting a focus on a diverse range of stocks [1] Group 1 - The author expresses a beneficial long position in shares of NVDA and AMZN, indicating confidence in these companies' future performance [2] - The analysis aims to provide contrasting views to other investors, suggesting a unique perspective on stock investments [1] - The author encourages readers to engage through comments or direct messages for further discussion on investment strategies [1] Group 2 - The article emphasizes the importance of conducting personal in-depth research before making investment decisions, acknowledging the inherent risks involved [3] - It clarifies that past performance is not indicative of future results, underscoring the need for careful consideration in investment choices [4] - The author notes that the views expressed may not reflect those of the platform as a whole, indicating a personal opinion rather than a collective stance [4]

Geopolitical Developments - Iran and Israel have initiated a new round of military strikes, resulting in casualties and damage to facilities [1] - Iran's Foreign Minister expressed readiness to reconsider diplomatic avenues if aggression ceases, supporting continued talks with E3 and the EU [1] - U.S. President Trump indicated difficulty in asking Israel to stop airstrikes but may support a ceasefire, giving a timeframe of "up to two weeks" for Iran [1] - Israel's military leadership stated the need to prepare for a "prolonged war" against Iran to eliminate the threat [1] - Russia's UN ambassador warned that Israel's actions could draw in third countries and called for an immediate halt to attacks on Iran [1] Market Overview - U.S. stock market performance showed mixed results with Nasdaq down 0.51%, S&P 500 down 0.22%, and Dow Jones up 0.08% [1][3] - Major tech stocks mostly declined, with Google down nearly 4% and Meta, Intel, Amazon, and Nvidia down over 1%, while Apple rose over 2% [1][3] Chinese Market Performance - The Nasdaq Golden Dragon China Index fell 0.92%, with notable declines in stocks like Futu Holdings down over 6% and JD.com down over 3% [2] - Chinese stocks showed mixed performance, with some gaining while others fell, reflecting broader market trends [2] Commodity and Currency Movements - Brent crude oil prices fell over 2.3%, while the dollar index decreased by 0.20% [4] - Offshore RMB strengthened for two consecutive days, indicating a V-shaped recovery this week [3] Economic Indicators - China's tax revenue from January to May decreased by 1.6% year-on-year, while non-tax revenue increased by 6.2% [12] - The OECD predicts that emerging markets like India and China will lead global economic growth in the coming years, with India's GDP growth expected to be the fastest [15] Company-Specific News - GreenTech announced that the U.S. Department of Commerce's final ruling on anti-dumping and countervailing duties will significantly impact its market expansion in the U.S. [9] - Changshan Pharmaceutical received approval for clinical trials of a weight loss injection, indicating potential growth in the healthcare sector [10]

据报道， 苹果公司高管们内部讨论关于收购Perplexity AI的事宜。 ...