Key Takeaways LOGI launched Rally AI Camera and Pro to improve video meetings in boardrooms and large hybrid spaces.Logitech's AI framing, dual cameras and hybrid zoom aim to enhance speaker tracking and room coverage.LOGI continues innovating with products like Muse and Solar keyboards to support evolving work setups.Logitech International S.A. (LOGI) has launched two new conference cameras, Rally AI Camera and Rally AI Camera Pro, designed to improve video meetings in large spaces like boardrooms, classro ...

周一，苹果(AAPL.US)涨逾2%，报254.67美元。消息面上，苹果公司将于1月29日(周四)美股盘后公布 2026财年第一季度业绩。苹果预计将实现稳健的营收、净利润和每股收益增长。市场目前预计，苹果 Q1营收将同比增长11.3%至1384.2亿美元，净利润将同比增长8.4%至393.8亿美元，每股收益将同比增长 11.2%至2.67美元。 对于苹果2026财年第一季度财报，焦点将再次落在iPhone需求上，尤其是在中国。苹果在中国面临定价 压力和本土竞争对手的挑战。投资者希望看到近期促销活动和产品更新是否支撑了假日季的销量，以及 平均售价是否保持稳定。尽管苹果不再披露销量，但地区收入趋势将被密切关注，以作为潜在需求的参 考。iPhone仍是苹果最大的单一产品类别，并驱动其他产品和服务生态系统的参与度。 ...

对于苹果2026财年第一季度财报，焦点将再次落在iPhone需求上，尤其是在中国。苹果在中国面临定价 压力和本土竞争对手的挑战。投资者希望看到近期促销活动和产品更新是否支撑了假日季的销量，以及 平均售价是否保持稳定。尽管苹果不再披露销量，但地区收入趋势将被密切关注，以作为潜在需求的参 考。iPhone仍是苹果最大的单一产品类别，并驱动其他产品和服务生态系统的参与度。 智通财经APP获悉，周一，苹果(AAPL.US)涨逾2%，报254.67美元。消息面上，苹果公司将于1月29日 (周四)美股盘后公布2026财年第一季度业绩。苹果预计将实现稳健的营收、净利润和每股收益增长。市 场目前预计，苹果Q1营收将同比增长11.3%至1384.2亿美元，净利润将同比增长8.4%至393.8亿美元，每 股收益将同比增长11.2%至2.67美元。 ...

Wall Street analysts expect Apple (AAPL) to post quarterly earnings of $2.65 per share in its upcoming report, which indicates a year-over-year increase of 10.4%. Revenues are expected to be $137.47 billion, up 10.6% from the year-ago quarter.The consensus EPS estimate for the quarter has undergone an upward revision of 0.4% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Before a comp ...

Apple ( AAPL ) is down by over 10 percent from when my last bullish article on the name was published. In that piece, I expanded on an earlier thesis about the generational demand pull for iPhones in general, butA freight forwarding professional with over 20 years in the industry, I am an enthusiastic market participant with a flair for picking gems from the general rubble. My industry experience has given me insights into human behavior, investment psychology, and the need to make money work for you instea ...

Core Viewpoint - Apple (AAPL) has experienced a decline of over 10% since the last bullish article was published, indicating a shift in market sentiment towards the company's stock [1]. Group 1: Company Performance - The previous analysis highlighted a generational demand pull for iPhones, suggesting strong consumer interest in Apple's flagship product [1]. Group 2: Analyst Background - The author has over 20 years of experience in the freight forwarding industry, which contributes to a unique perspective on market dynamics and investment psychology [1]. - The author's investment ideas are often contrarian, emphasizing thorough due diligence in research projects to provide timely and relevant information [1].

Core Viewpoint - Tencent's founder Ma Huateng expressed concerns about the safety of the Doubao phone, jointly launched by ByteDance and ZTE [1] Group 1 - Doubao phone assistant acknowledged public concerns regarding security and privacy [1] - The assistant adheres to user authorization and compliance principles, only accessing necessary capabilities with explicit user consent [1] - Data processing in the cloud follows a "no storage, no training" principle, ensuring encrypted data transmission and strict protective measures to safeguard user privacy [1]

近日，有网友发文表示自己在山东青岛的苹果授权店原价购买iPhone Air后，第二天该手机就降价2000 元。 上岸必上岸：算了算了，就当我早买早享受，吃亏是福了。 小郑骑士：有点闹心，不到24小时，下调2000元…… 社交媒体上，已有不少网友发帖称抢到5499元的iPhone Air。 还有很多原价购买iPhone Air的网友"破大防"： 格式化589：离大谱，才三个月，降这么多！ 且由于手机是在授权店购买，授权店的保修政策和官方自营店一样，但没有7天无理由也没有14天无理 由，所以激活后不能退货，还无法保价，网友称这一波净赔2000块钱。 今天，相关话题词冲上热搜，iPhone Air大降价引发关注。 据了解，苹果自1月25日晚开启限时优惠，活动期间官方立减2000元。拿iPhone Air256GB版本举例，原 价7999元，叠加国补后最高优惠2500元，到手价5499元。而iPhone Air国行版于2025年10月22日开售， 如今才上市三个月。 也有网友告诫，必须在苹果官方旗舰店买或者是在线下自营店购买，可以14天无理由退款。 科技迷老张 ：除了官方，第三方店铺激活都无法退货！明确的！授权店也是 ...

Core Viewpoint - JPMorgan has raised its price target for Apple Inc. to $315 from $305, reflecting confidence in the company's outlook and reaffirming an overweight rating on the stock [2]. Group 1: Growth Drivers - The increase in price target is attributed to better-than-expected iPhone demand and a reduction in operating expenses, which could lead to a 27% upside from the current stock price [2]. - Analyst Samik Chatterjee expects robust demand for the iPhone 17 and reduced operating costs to contribute to an earnings and revenue beat [4]. - Despite concerns over rising memory costs and pricing sensitivity, Chatterjee remains optimistic about Apple's future, highlighting multiple growth drivers beyond the App Store [3]. Group 2: Earnings Expectations - Bank of America analyst Wamsi Mohan predicts that Apple could achieve record first-quarter results, driven by strong iPhone sales and double-digit growth in Services [4]. - Mohan estimates that 85 million iPhones were sold in the quarter, projecting a 17% year-over-year increase in iPhone revenue, marking one of Apple's strongest quarters [4]. Group 3: Supply Chain Developments - Reports indicate that Apple is rekindling its chip partnership with Intel for its non-Pro iPhone models, which represents a significant shift in Apple's supply chain strategy [5]. Group 4: Stock Performance - Over the past year, Apple stock has climbed 7.91%, closing at $248.04, with a slight decrease of 0.12% on the last trading day [7].

《科创板日报》26日讯，摩根大通表示，iPhone需求好于预期以及运营支出下降，可能推动苹果业绩超 出市场预期。该行重申对这家科技巨头的"增持"评级，并将目标价从305美元上调至315美元。苹果将于 周四公布26财年第一季度业绩报告。"我们认为，与iPhone 17系列强劲需求相关的积极数据信号，被投 资者对前所未有的存储器成本上涨对毛利率的影响、iPhone需求可能存在的价格弹性问题，以及季度内 部分App Store服务增长数据偏软的温和担忧所掩盖。"Chatterjee认为，强劲的iPhone 17需求叠加较低的 运营支出，将使苹果第一季度实现营收和盈利双双超出预期。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：智通财经） ...