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9月10日投资早报:苹果公司召开秋季发布会
Xin Lang Cai Jing· 2025-09-10 01:56
来源:市场资讯 (来源:华哥话理财) 市场监管总局表示,针对近期外卖平台补贴争议,市场监管总局已经及时约谈主要外卖平台,抵制 恶性补贴。互联网平台外卖大战告一段落后,有望回归科技成长趋势。同时港股市场外部流动性敏感, 更加受益于美国新降息周期启动预期。关注恒生科技、港股通科技、恒生互联网;$科创半导体 ETF(588170)$科创100ETF华夏(588800)$中证2000ETF华夏(562660) 苹果公司召开秋季发布会,推出iPhone 17系列手机以及纤薄款机型Air,iPhone 17起售价为799美 元,iPhone Air起售价为999美元。苹果同时发布具备AI支持的实时翻译功能的AirPods Pro 3,售价249 美元。苹果秋季发布会及后续头部企业发布会陆续召开,有望推高9月市场对消费电子的关注。关注消 费电子; 现货黄金盘中升破3670美元/盎司,续创历史新高,随后回落至3630美元/盎司附近。8月美国非农就 业数据疲软,失业率升至4.3%,强化9月降息预期,推动金价上行。全球央行持续购金,中国央行连续 10个月增持,供需结构优化支撑金价中长期上行。中期逻辑方面,特朗普干预美联储或削弱美 ...
Wall Street indexes notch record high closes, investors bet rate cut
The Economic Times· 2025-09-10 01:54
The S&P 500, Financial markets have priced in a 25 basis point cut at the Fed's policy meeting next week, and futures trading suggests a nearly 10% chance of a 50 basis point cut, according to CME's FedWatch tool. Recent nonfarm payroll data for July and August also pointed to weakening labor market conditions. "This does nothing to dissuade the Fed from moving 25 basis points," said Paul Nolte, a market strategist at Murphy & Sylvest in Chicago, about the payrolls revision. "We don't know month by month ...
iPhone Air First Look: Is Thin Worth the Sacrifice?
WSJ· 2025-09-10 01:38
Our columnist tried out Apple's new slimness, as well as the iPhone 17 line, the AirPods Pro 3 and the latest Apple Watches. ...
Asian stocks fluctuate as US jobs outlook cools
The Economic Times· 2025-09-10 01:02
Shares in South Korea rose in early trading, while those in Japan and Australia were mixed. US equity futures contracts edged higher after Big Tech lifted the index on Tuesday, even as most shares fell and Apple Inc. sank following its iPhone 17 launch. Treasuries edged higher early Wednesday. Oil extended gains after an Israeli attack in Qatar revived fears of an escalation of the Middle East conflict. After fresh signs of a cooling labor market, investors are bracing for “The markets appear to believe wi ...
Slim iPhone Air could be a design win for Apple, analysts say
Reuters· 2025-09-10 00:39
Core Insights - Apple CEO Tim Cook introduced the iPhone Air, marking it as the company's slimmest handset to date and representing the most significant change in eight years [1] Company Summary - The iPhone Air is positioned as a major innovation in Apple's product line, reflecting a design philosophy reminiscent of Steve Jobs [1] Industry Summary - The launch of the iPhone Air may influence market trends in the smartphone industry, particularly in terms of design and consumer expectations for slimmer devices [1]
August 2025 STAX: NVDA, PLTR & UNH Lead, META, AAPL & TSLA Lag
Youtube· 2025-09-10 00:01
Charles Schwab has released its proprietary stacks report for the month of August. Here to discuss all the details, Joe Maza, head trading derivative strategists at Charles Schwab. Joe, always great to see you.We gave a little hint earlier uh in the week. We were talking about uh what we may be looking for. What did we learn from the August stocks report.You gave a little bit of hint in your last section with uh with you. You and Tom covered some of the symbols that you're going to see, but you know, this w ...
Dan Ives Says Apple iPhone 17 Marks 'New Era,' Sets Up Super Cycle After AI Strategy Held Shares Back
Benzinga· 2025-09-09 22:38
Apple Inc AAPL stock fell Tuesday after the company unveiled its highly anticipated iPhone 17 and several other products at its "Awe Dropping" event. An analyst highlights why the new iPhone is so important for the tech giant.The Apple Analyst: Wedbush analyst Dan Ives maintained an Outperform rating on Apple with a $270 price target.APPL is biding its time at current levels. Check out the latest moves here.Read Also: Apple Launches iPhone Air, The ‘Thinnest iPhone Ever Made:’ Here’s Everything You Need To ...
Apple's iPhone reveal is not going to drive a replacement cycle, says Needham's Laura Martin
Youtube· 2025-09-09 22:08
For more on Apple's product launch, let's bring in Neamm senior entertainment and media analyst Laura Martin. Laura, great to have you with us. You said this whole thing was very disappointing.Maybe your expectations were too high. They delivered on everything that everybody really expected, which wasn't much granted, but what they're doing is they're fighting to maintain their their installed base. They've gone on to defense.If you don't have innovation, you can't raise price. And as the genius that just s ...
Even With iPhone Air, Apple Event Fails To Unlock Stock Potential (NASDAQ:AAPL)
Seeking Alpha· 2025-09-09 21:54
In my latest analysis of Apple Inc. (NASDAQ: AAPL ), I assigned a Sell rating to the stock due to a number of factors. Among them are significant uncertainties such as tariffs and regulatory threatsEquity Research Analyst with a broad career in the financial market, covered both Brazilian and global stocks. As a value investor, my analysis is primarily fundamental, focusing on identifying undervalued stocks with growth potential. Feel free to reach out for collaborations or to connect!Analyst’s Disclosure:I ...
Sam's Club and Pinterest CEO talk AI future, Apple's new iPhone
Youtube· 2025-09-09 21:38
Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. Stocks gaining some ground here after important labor data updates and ahead of Apple's giant product rollout event. Yo Finance is there live and we're going to be drilling down on those headlines. Right now there's just an hour to go till the closing bell and stocks they're higher. Dow's up about 200 points. The S&P 500, your broad gain is up about 2/10en of a percent. Your tech heavy NASDAQ also up about 2/10en of a pe ...