（文章来源：第一财经） 天眼查App显示，近日，苹果公司申请注册一枚"APPLE EYESIGHT"商标，国际分类为科学仪器，当前 商标状态为等待实质审查。公开信息显示，EyeSight是苹果Vision Pro搭载的功能，可以让用户与外界进 行眼神双向交流，即现实中的人可以通过Vision Pro看到佩戴者的眼睛，反之佩戴者也可以看到现实中 的身边人。 ...

Core Insights - Apple Inc is set to unveil its latest lineup of devices on September 9 at the "Awe Dropping" event, with expectations for four new iPhone 17 models [1] Group 1 - The event is highly anticipated, indicating strong consumer interest and market expectations for new product releases [1] - The introduction of four new iPhone 17 models suggests a potential expansion in Apple's product offerings, which may impact sales and market share [1]

A record June quarter, swelling installed base, and fast-growing services business keep the iPhone maker's long-term story intact.Apple (AAPL -0.79%) heads into Tuesday's product launch event with fresh momentum in both the underlying business and the stock. Shares have climbed recently, prompting a fair question for investors: Did the investment window already close?I don't think so. The Cupertino-based tech company that makes the iPhone, Mac, iPad, and Apple Watch -- and runs services like the App Store, ...

Core Viewpoint - The upcoming Apple product event is generating positive sentiment among consumers, indicating readiness for new product upgrades, particularly in the iPhone and AirPods categories [2][3][4]. Consumer Sentiment - Consumer searches for new Apple products are increasing year-over-year, showing a strong desire for upgrades [3][4]. - For the first time in several years, Apple users are excited about potential upgrades, suggesting a shift in consumer sentiment towards new products [4][6]. Product Expectations - Apple is expected to announce multiple new products, including four new iPhone models, a new AirPod, and possibly an updated watch [7][8]. - The company is projected to sell approximately 232 million iPhones by 2026, highlighting the strength of its ecosystem [8]. Competitive Position - Unlike other tech companies, Apple has not heavily invested in AI but is strategically partnering with other firms to enhance its hardware offerings [5][11]. - Apple's ecosystem is seen as a critical asset, with the company in a strong position to choose partners for AI applications, which could significantly impact its market position [11][12][13]. User Loyalty - There is a low likelihood of iPhone users switching to Android, indicating strong brand loyalty and a consistent revenue stream from services and app payments [16][17]. - The ongoing growth in services revenue, including Apple Pay, reflects the company's ability to monetize its ecosystem effectively [17][18].

Well, investors are still closely watching the uh Apple event, how how Apple incorporates AI into its newest devices at tomorrow's big event. Craig Moffett is partner and senior managing director at Moffet Nathansson. He's got a neutral rating on Apple, upgrading it from a cell rating last Thursday, so incrementally, I guess, less bearish on the name.Craig, it's always great to speak with you. Um, >> good to see you, Melissa. >> I I feel like we're counting down.We had a countdown clock on CNBC earlier, you ...

And one more thing investors will be closely watching is Apple's event. The company expected to announce new products including iPhone 17. Joining us now to discuss is Morning Star analyst William Kerwin.William, does the 17 launch matter any more or less to investors since there's this overhang of Apple intelligence and when the AI promises actually come true from Apple. Ultimately, we don't think this is going to create a significant inflection in the stock or in our expectations for what growth looks lik ...

Core Viewpoint - Apple is facing challenges in keeping up with AI innovation compared to competitors, and there are concerns about the upcoming iPhone 17's reliance on AI features for sales [3][4][5]. Group 1: Upcoming Product Launch - A new iPhone, potentially the iPhone 17 lineup, is expected to be unveiled at an upcoming Apple event, which may include a new ultra-slim model called the 17 Air, along with new AirPods and Apple Watches [2]. - The focus of the event is anticipated to be on how Apple addresses AI, given its previous struggles in this area [2][3]. Group 2: AI Integration and Competition - Apple has introduced AI capabilities but has struggled to deliver them effectively, with many features released to little fanfare or delayed [3]. - Competitors like Google, Samsung, and Microsoft have rapidly integrated AI into their devices, putting Apple at a disadvantage in the AI race [4]. Group 3: Consumer Sentiment and Upgrade Motivation - A survey indicated that only 11% of smartphone users in the US upgrade their devices solely for AI features, suggesting that consumers prioritize other improvements like battery life and camera quality [7]. - There is skepticism about whether Apple can effectively convince consumers to upgrade to the iPhone 17, especially if there are rumors of a price increase [9]. Group 4: Market Perception and Brand Image - Apple's previous marketing efforts around AI have faced backlash, indicating a disconnect with the creative community it aims to engage [5]. - The company has an opportunity with the iPhone 17 to demonstrate that it has learned from past mistakes, particularly in how it presents AI features [8].

to market on close. I'm Marley Kaden. Tomorrow will be Apple's signature event where it will unveil its latest iPhone and investors are eagerly awaiting updates to its AI offerings.Joining us to preview the event is Ross Gerber, the president and CEO of Gerber Kawasaki Kawasaki Wealth Investment Management Group. Now, Ross, thank you for being with us today. You know, we have our odd-dropping event tomorrow at at 10:00 a.m. Pacific. Uh what are your expectations for the event and will it be odd-dropping.You ...

Welcome back to the exchange. Apple holding its biggest product launch event of the year where it's expected to introduce a new slate of products. The event comes as the company has fallen behind in the AI race.Steve Kovak is in San Francisco with a preview. What should we expect, Steve. Well, new iPhones, of course, Mike.That's what happens every September. But the real question going into this event is what can bring that segment of the business back to its previous strong growth. Now, we know it wasn't A ...

Joining us now, JP Morgan, Samique Chattery. Sami, great to have you with us. >> Yep.Thank you for having me. >> I I think regardless of what Apple unveils tomorrow, uh Seam, the question is for a 10% revenue grower at a PE that is higher than that of Meta and Alphabet, is the stock worth it here. What are we pricing in or not pricing in.Yeah, I think um keep in mind the multiple that you pay on the Apple shares are largely sort of reflection of investor confidence in the productivity of the growth, right. ...