Group 1 - Apple unveiled new products including watches, AirPods, and the thinnest iPhone ever, but shares fell nearly 3% on the announcement day, which is a typical reaction for the company [1][3] - The iPhone Air generated significant attention, but analysts noted potential compromises in battery life and camera performance that may affect its appeal [2][5] - Price increases for storage tiers indicate Apple's pricing power, with the cost to upgrade to the next storage tier now at $200 instead of $100 [4] Group 2 - Analysts from Morgan Stanley highlighted enticing trade-in programs from carriers that could drive demand, despite price increases being lower than expected [5] - JP Morgan expressed a more bullish outlook on the Pro models, which are more expensive, and noted that the iPhone 17 qualifies for a Chinese government subsidy, boosting sales in China [6] - The upcoming pre-order lead times will be a key indicator of demand strength, with longer lead times suggesting strong consumer interest [6][7]