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正面刚苹果,小米17Pro背屏新玩法
Hu Xiu· 2025-09-27 01:02
Core Insights - The article highlights the launch of the Xiaomi 17 series, emphasizing its significant advancements in battery life and display technology, aiming to compete directly with Apple's flagship products [1] Group 1: Product Features - The Xiaomi 17 series features a remarkable 7000mAh battery, which addresses concerns regarding battery life and usage duration [1] - The device incorporates domestically produced screens that surpass previous technological standards, showcasing innovation in display quality [1] - The introduction of a unique back screen is set to redefine user interaction, enhancing the overall user experience [1] Group 2: Market Positioning - The Xiaomi 17 series is positioned as a direct competitor to Apple's flagship devices, indicating Xiaomi's ambition to capture a larger share of the high-end smartphone market [1] - The advancements in technology and features may challenge the existing market dynamics, potentially altering consumer preferences [1]
Apple: I Was Wrong In July; That's Why I'm Switching To Buy Today (NASDAQ:AAPL)
Seeking Alpha· 2025-09-26 23:29
During the journey of my career, I have gradually understood to be humble and to be aware of my mistakes and consequently admit them. Where I come from, they say, “If you don't work, you don't make mistakes,” but I don't mean to justifyHi there, and welcome to my profile.I’m a finance professional with over a decade of experience across global markets, with a deep focus on macroeconomic analysis, portfolio management, and equity research. I currently serve as a Senior Analyst at a European asset management ...
Apple: I Was Wrong In July; That's Why I'm Switching To Buy Today
Seeking Alpha· 2025-09-26 23:29
Group 1 - The individual has over a decade of experience in global markets, focusing on macroeconomic analysis, portfolio management, and equity research [1] - Currently serves as a Senior Analyst at a European asset management firm, leading multi-asset strategies and managing equity portfolios [1] - The investment approach combines top-down macro insights with bottom-up stock selection, emphasizing economic cycles, monetary policy, and systemic risks [1] Group 2 - Specializes in growth stocks while maintaining a broad perspective across all equity styles [1] - Research is grounded in fundamentals and utilizes tools such as Bloomberg Terminal, advanced Excel models, and quantitative tools for valuation and risk monitoring [1] - Aims to share high-conviction ideas, focusing on undercovered names and contrarian opportunities influenced by geopolitical and macro forces [1]
Apple (AAPL) Stock: UBS Reiterates Neutral, $220 PT on iPhone 17 Availability Data
Yahoo Finance· 2025-09-26 23:28
Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks in the Spotlight This Week. On September 24, UBS analyst David Vogt reiterated a Neutral rating and $220.00 price target on the stock. The rating affirmation follows analysis of iPhone 17 availability data across 30 global markets. Based on UBS Evidence Lab data, wait times appears elevated for the base iPhone 17 model but muted for the other three. The firm believes that there is upside risk to iPhone builds driven by the iPhone 17 Base and Air variants. T ...
苹果(AAPL.US)秘密开发内部AI聊天应用 为Siri大升级做准备
智通财经网· 2025-09-26 23:09
智通财经APP获悉,周五,苹果(AAPL.US)正在秘密开发一款类似ChatGPT的iPhone应用程序,用于测 试和优化预计将于明年推出的Siri重大升级。这一内部测试工具被视为苹果在生成式人工智能(AI)领域 重夺主动权的重要举措。 今年早些时候,苹果曾与OpenAI接洽,讨论其技术支持新一代Siri的可能性。随后,苹果进入与 Anthropic合作的深度谈判,但近期又加强了与谷歌的讨论,计划部署定制版本的Gemini平台以支持Siri 升级。 据悉,这款应用的代号为"Veritas"(拉丁语意为"真理"),目前仅供苹果AI部门内部使用,并无面向公众 发布的计划。通过Veritas,苹果工程师可以更高效地评估新一代Siri的功能,包括搜索用户个人数据(如 音乐、邮件),以及在应用内执行操作,如编辑照片等。该工具还能收集测试人员反馈,以评估"聊天机 器人"模式是否更具价值。 Siri升级推迟引发了苹果AI战略的大调整。据报道,苹果已将AI主管John Giannandrea边缘化,其核心团 队也被重组。曾直接负责Siri的Robby Walker将在10月离职,他此前创立了AKI(Answers, Know ...
Apple Trails Rivals with ChatGPT-Like Siri App Still in Testing
PYMNTS.com· 2025-09-26 23:09
Apple is building a ChatGPT-like iPhone app to test a revamped version of Siri. Still, the tool is restricted to internal testing only and will not be released to consumers, Bloomberg reported Friday (Sept. 26). The app lets Apple engineers experiment with features such as searching through emails and music or completing in-app tasks like editing photos, giving the company a faster way to refine Siri’s capabilities.By completing this form, you agree to receive marketing communications from PYMNTS and to the ...
I inherited $600K in Apple stock. It now makes up 50% of my portfolio. Is that too risky?
Yahoo Finance· 2025-09-26 20:25
“The decision to buy this stock gave my mom financial security, and it feels almost disloyal to sell even a portion.” (Photo subject is a model.) - Getty Images/iStockphoto Dear Moneyist, I’d like your advice on a dilemma I’ve been struggling with. When my mother passed away, I inherited a significant number of Apple shares through an inherited IRA. My overall investments are about $600,000, and Apple now makes up about 50% of my portfolio. My broader strategy is to invest primarily in dividend-paying E ...
Carrier Incentives Could Spike Apple iPhone 17 Sales, Says Analyst
Yahoo Finance· 2025-09-26 17:40
Core Viewpoint - Enhanced carrier trade-in deals and extended financing plans are positively impacting Apple's iPhone upgrade cycle, particularly for the iPhone 17 model [1][2][3] Carrier Promotions - Carriers are providing approximately $100 more in subsidies for new iPhones this year, making iPhones more affordable through bundled device financing with wireless service [1][2] - Buyers can spread payments over 24 to 36 months, with some plans allowing the phone to be free with an eligible trade-in [2] Pricing and Subsidies - The entry price for the iPhone 17 Pro has increased to $1,099 for 256GB, compared to the iPhone 16 Pro's $999 for 128GB, with subsidies offsetting this price increase [3] - T-Mobile reports double-digit growth in iPhone activations among both new and existing customers [3] Upgrade Activity - Verizon's commentary indicates strong upgrade activity within its customer base, which may continue through the iPhone launch window [4] - Current lead times for iPhone 17 shipments are longer compared to last year, while Pro and Pro Max models have similar timing to the previous year [4] Trade-in Offers - Carriers are encouraging upgrades on a two-to-four-year cycle, with trade-in credits reaching up to $1,100 for newer models, specifically iPhone 13 and later [5] - All three major carriers are accepting devices in any condition, including those that are cracked or non-working [5] Upfront Costs - Customers still incur upfront costs, including an activation fee of $35–$40 and taxes based on the full retail price of the phone [6] - Initial outlays for an iPhone 17 are estimated at approximately $229–$234, while an iPhone 17 Pro Max would cost around $380–$385 using the highest available trade-in credits [6] Carrier Terms - Buyers must switch to specific unlimited plans, which may be more expensive than basic or lower-tier options, and promotional phone credits are applied monthly over the installment term [7] - The typical installment terms are 24 months at T-Mobile and 36 months at Verizon and AT&T [7]
What's Going On With Apple Stock Friday? - Apple (NASDAQ:AAPL), AT&T (NYSE:T)
Benzinga· 2025-09-26 17:40
Core Viewpoint - Enhanced trade-in deals and extended financing plans from U.S. carriers are positively impacting Apple's iPhone upgrade cycle for the iPhone 17, with analysts predicting a strong performance due to increased subsidies [1][3]. Carrier Promotions - Carriers are offering approximately $100 more in subsidies for new iPhones this year, making the devices more affordable through bundled financing with wireless service [2][3]. - Buyers can spread payments over 24 to 36 months, with some plans allowing the phone to be effectively free with eligible trade-ins [2]. Pricing and Subsidies - The entry price for the iPhone 17 Pro has increased to $1,099 for 256GB, compared to the iPhone 16 Pro's $999 for 128GB, necessitating higher subsidies [3]. - Current lead times for iPhone 17 shipping estimates are longer than last year, indicating strong demand [4]. Upgrade Cycle and Trade-in Offers - Carriers are encouraging upgrades on a two-to-four-year cycle, with trade-in credits reaching up to $1,100 for newer models [5]. - All three major carriers are accepting devices in any condition, including those that are cracked or non-working [5]. Upfront Costs - Despite trade-in offers, customers still incur upfront costs, including activation fees of $35–$40 and taxes based on the full retail price [6]. - Initial outlays for an iPhone 17 are estimated at approximately $229–$234, while the iPhone 17 Pro Max is around $380–$385 when utilizing the highest trade-in credits [6]. Carrier Conditions - Buyers must switch to specific unlimited plans, which may be more expensive than basic options, and promotional credits are applied monthly over the installment term [7]. - The typical installment terms are 24 months at T-Mobile and 36 months at Verizon and AT&T [7].
李楠:不要碰瓷苹果iPhone 17 Pro Max,你们搞不动
Xin Lang Cai Jing· 2025-09-26 16:22
今年 iPhone 17 有两大主力,一个是 iPhone 17, 一个是 iPhone 17 Pro Max。 Pro Max 建议不要去搞,两个原因,第一是摄像 Android 阵营实在是搞不动。第 二是这个价位的同学更重视品牌, Android 阵营也的确是搞不动。 而实际上这次 iPhone17 价格激进,的确有非常好的效果,但是,其实也有很大的 破绽。因为苹果这次的确是进入猪的领域,开始搏斗了。 17 系列目前的成功主要还是因为这是一次突然袭击。但是如果 Android 阵营积极 迎战,就算是 17 输了, 18, 19 他迟早被击败。 而目 17 系列搞苹果其实很简单,因为反正 Android 没高端(华为高端用户太老 了就别费劲了,其他假装有的就别骗自己了)。那么你就用苹果上位打17 就好。 比如 小米 Air - 用超薄大屏打小屏高性能。 在9月初,苹果正式发布了iPhone 17系列手机,而随着高通、MTK发布新处理器,安卓阵型的部分成员 开始碰瓷。对此,曾任魅族科技CMO兼公司高级副总裁、现任怒喵科技创始人兼CEO的李楠表示,不 要碰瓷苹果iPhone 17 Pro Max,你们搞不动。 ...