每经AI快讯，10月3日，苹果股价创历史新高，报259.24美元，涨幅0.6%。 （文章来源：每日经济新闻） ...

A Jefferies analyst thinks Wall Street is reading too much into strong early demand for the iPhone 17 —Â setting the stage for disappointment down the road. ...

Core Viewpoint - The discussion highlights recent downgrades of major companies like PayPal, Instacart, and Apple, emphasizing skepticism about consumer spending and the challenges of trading strategies in the current market environment [1][2][4]. Company Analysis - Apple has experienced multiple rating changes, with a downgrade from "hold" to "sell" occurring on October 1 at a price of 257 [2]. - The analyst Edison Lee has adjusted his unit growth forecast for Apple for FY25, FY26, and FY27 from 5% to a range of 7% to 7.7%, indicating a potential shift in demand perception [7]. - Despite concerns about pricing and competition, Apple continues to perform well in markets like Japan and China, particularly with its Pro models [10]. Industry Insights - The consumer sentiment appears to be cautious, with analysts suggesting that betting against consumer spending has historically not yielded positive results [1]. - The introduction of new products, such as the Vision Pro, has not significantly impacted customer satisfaction or market share against competitors like Samsung [15]. - The lack of significant price increases for new iPhone models has contributed to their strong sales performance, countering expectations that tariffs would drive prices higher [9].

每经AI快讯，10月3日，苹果公司股价逆转走势，最新上涨0.6%。 ...

Apple Inc. (NASDAQ: AAPL) faced pressure on Thursday after analysts at Jefferies downgraded the stock, warning that investor expectations surrounding upcoming iPhone models—particularly a potential fo... ...

Core Viewpoint - Apple Inc. has received a bearish rating from Jefferies, indicating that market expectations for iPhone upgrades may be overly optimistic [1][2]. Group 1: Analyst Ratings - Analyst Edison Lee downgraded Apple’s stock rating to underperform from hold, citing an overly bullish outlook on iPhone sales [2]. - The consensus recommendation for Apple’s stock is 3.93 out of 5, making it the least favored among the "Magnificent Seven" tech stocks, except for Tesla [3]. - Less than 7% of analysts have a sell-equivalent rating on Apple, while approximately 57% recommend buying [3]. Group 2: Stock Performance - Apple’s stock has increased over 20% since early August, approaching record levels, but remains barely positive for the year compared to a 15% rise in the Nasdaq 100 Index [4]. - The recent stock strength is attributed to stronger-than-expected demand for the iPhone and optimism regarding a forthcoming foldable model [4]. Group 3: Price Target and Market Concerns - Lee noted that the current demand for the iPhone 17, partly due to a price cut, is already reflected in the stock price, leading to excessive expectations for the iPhone 18 Fold and its replacement cycle [5]. - The analyst expressed uncertainty about the market for a phone priced around $2,000 and reduced the price target from $205.82 to $205.16, indicating a potential downside of over 20% from the last closing price of $257.13 [5].

Core Viewpoint - The discussion centers around Apple's iPhone 17 launch, with differing opinions on whether the expectations are overly optimistic or not. There is a general sentiment that while the demand is strong, it may not constitute a "super cycle" as previously anticipated [1][6]. Group 1: iPhone Demand and Launch - The current demand for the iPhone 17 appears stronger than for the previous model, with visible consumer interest indicated by long lines during the launch [6]. - The upgrade cycle is critical for Apple, as many consumers are moving from older models to the base iPhone, which is essential for the company's strategy in preparation for new services like Apple intelligence [2][4]. - The pricing strategy of maintaining current prices amidst strong demand is seen as a positive move, aligning with trends from competitors like Google and Samsung [4]. Group 2: Hardware vs. AI - The excitement around the new hardware, including design changes and color options, is driving consumer interest more than AI features at this moment [7][8]. - While AI is a consideration for the future, consumers are not currently prioritizing it when making purchasing decisions for new phones [9]. - Apple is positioning itself as a platform for AI, ensuring that various AI applications will run effectively on its devices, which may enhance its appeal in the long term [9]. Group 3: International Market Trends - Demand trends in international markets, particularly in China and India, show a positive response, with hardware being a significant factor in consumer decisions [11]. - The base model of the iPhone is perceived as offering good value, appealing to consumers in these markets [12]. - Apple's strategy to upgrade its accessory line is also expected to positively impact its bottom line, with high-margin products contributing to revenue growth [12].

Shares of Apple (NASDAQ:AAPL) fell about 1% premarket on Friday after Jefferies downgraded the stock to Underperform from Hold citing excessive expectations on iPhones and foldable phones. The firm decreased the price target on the stock to $205.16 from $205.82. ...

0:00 大，3C产品、文创产品热卖，消费者：买了部平板，原价三千现在补贴优惠还减两千！#网络中国节# #消费新观察# 国庆假期优惠力度 ...

Core Viewpoint - Apple Inc. has removed the ICEBlock app from its App Store due to safety concerns raised by law enforcement, amid ongoing debates about immigration and its effects on the labor market [2][4]. Group 1: App Removal and Safety Concerns - The ICEBlock app, which allowed users to track ICE officers, was developed in April and had over a million downloads [4]. - Attorney General Pam Bondi urged Apple to remove the app, stating it posed risks to ICE agents and could incite violence against law enforcement [2][3]. - Apple cited information from law enforcement regarding safety risks as the reason for the app's removal [4]. Group 2: Immigration and Labor Market Impact - The U.S. labor force has seen a decline of over 1.2 million immigrants from January to July, attributed to stringent immigration policies [5]. - Immigrant workers typically account for at least half of U.S. job growth, and their decline has significantly affected the job market [5]. - Policymakers emphasize the need for immigration to address labor shortages and support economic growth, especially as demographic trends shift [6].