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Apple-Heavy ETFs in Focus as iPhone Sales Power Holiday Quarter
ZACKS· 2026-01-28 17:15
Core Insights - Apple shares experienced an 11% increase in 2025 but faced a 9.3% decline at the start of 2026, followed by a recovery of 4.7% since January 20, including a 1.12% gain on January 27 [1] - Apple is expected to report its best iPhone sales growth in four years, driven by strong demand for the high-end Pro models and increasing expectations for AI features utilizing Google's technology [1][2] iPhone Sales Performance - iPhone 17 sales surged in Q4 2025, with sales in Greater China rising approximately 15% [4] - Apple captured a 20% share of the global smartphone market in 2025, up from 18% in 2024 [4] - Analysts project a 13.8% increase in iPhone sales for the October–December fiscal first quarter, marking the fastest growth in over four years [5] Stock Outlook - Apple has an average brokerage recommendation (ABR) of 2.02, indicating a generally positive outlook, with 21 Strong Buy and 3 Buy recommendations [6][7] - The average price target for Apple is $289.21, suggesting an 11.98% potential increase from the current stock price of $258.27 [8] AI Strategy - Apple's integration of Google's Gemini for Siri and other AI tools signifies a major shift in its AI strategy, allowing the company to utilize its extensive device base without incurring high costs [2] - The partnership with Google is expected to enhance the iPhone's status as the preferred device for accessing next-generation AI tools [3] ETFs Exposure - Several ETFs have significant exposure to Apple, including Global X PureCap MSCI Information Technology ETF (18.52%), iShares Global Tech ETF (14.96%), and Vanguard Information Technology ETF (14.89%) [9][11]
Can Apple Shake Off AI Struggles?
ZACKS· 2026-01-28 17:15
Key Takeaways Tech titan Apple is on the reporting docket this week. The company has yet to have its AI 'moment'.Keep an eye on Services and iPhone results. This week’s reporting docket is headlined by many notable companies, a list that includes beloved Mag 7 member Apple (AAPL) . Shares have had a negative showing in 2026 so far, down roughly 5% and underperforming relative to the S&P 500.But can the tech titan’s results push some life back into shares? Let’s take a closer look at revisions and a few othe ...
Apple’s first quarter earnings will focus on iPhone sales, AI outlook
Yahoo Finance· 2026-01-28 17:08
Apple (AAPL) CEO Tim Cook and company will take center stage on Thursday when the company reports its first quarter earnings results. The Street is looking for a strong showing on the strength of Apple’s iPhone 17 sales and Services segment. During Apple’s fourth quarter earnings call, Cook said the company anticipates first quarter revenue to be the “best-ever for the company and the best ever for iPhone.” That’s set some big expectations for the company’s results. But there’s more going on in Apple Wo ...
Apple Q1 earnings preview: Wedbush continues to see AAPL as ‘top pick'
Invezz· 2026-01-28 15:40
Core Viewpoint - Wedbush Securities' senior analyst Dan Ives recommends maintaining investment in Apple (NASDAQ: AAPL) ahead of its Q1 earnings report scheduled for January 29th, with expectations of a nearly 11% increase in revenue [1] Company Summary - Apple is anticipated to report a revenue increase of nearly 11% in its upcoming Q1 earnings [1]
纯电体验拉满 华为李小龙:问界M9开了两年头一次加油
Xin Lang Cai Jing· 2026-01-28 15:23
近日,华为终端BG CTO李小龙在社交媒体分享了一段独特的用车经历:他的问界M9在行驶超过1.1万 公里、开了快两年之后,燃油才首次告罄,需要进站加油。他调侃道,"实践证明,汽油在油箱里放两 年不影响使用"。 据CNMO了解,汽油的保质期受储存条件影响较大。在 密封性良好的油箱中,普通无铅汽油的理想保存期限约 为12个月,而乙醇汽油则较短,仅为1至3个月。若油箱 长期处于半满状态,加速氧化,保质期还会进一步缩 短。李小龙的车辆在两年后仍能正常使用残留燃油,可 能得益于其车辆油箱的密封性较好,且期间燃油消耗殆 尽的极端使用情况,为一次特殊的"压力测试"。 问界M9 这一个人分享生动印证了当前大电池插电混动及增程式车型带来的用车习惯变革。随着此类车型纯电续 航里程不断增长,以及补电便利性增强,许多车主日常通勤完全依赖电力,使得车辆油箱中的燃油可能 长期处于"闲置"状态。 李小龙的这次分享,从侧面反映了问界M9这类高端新能 源车主的真实使用场景:超长的纯电续航足以覆盖绝大 多数日常出行,使得"加油"成为了低频甚至被遗忘的操 作,真正实现了"纯电体验拉满"。当然,这也给广大插 混、增程车主提了个醒:若长期无长途需求, ...
Snap establishes Specs subsidiary for its AR glasses
CNBC· 2026-01-28 14:00
Core Viewpoint - Snap has established a wholly owned subsidiary named Specs Inc. to focus on the development of augmented reality glasses, aiming for a more operationally aligned approach as it prepares to launch Specs AR glasses this year [1][2]. Group 1: Company Developments - The new subsidiary, Specs Inc., is intended to provide "greater operational focus and alignment" for Snap's augmented reality initiatives [2]. - Specs Inc. is currently hiring for nearly 100 roles, although the exact number of employees has not been disclosed [2]. - Snap plans to release the sixth generation of its AR glasses in 2026, which will be smaller and lighter than previous models, targeting consumers [3]. Group 2: Industry Context - Other companies, such as Meta and Alphabet, are also investing in augmented reality glasses with AI capabilities, indicating a competitive landscape [3]. - Meta and EssilorLuxottica recently launched a new version of their glasses priced at $799, featuring a small display [4]. - Meta has laid off over 1,000 employees in its Reality Labs unit, shifting focus towards AI and wearables, which has raised concerns about a potential downturn in virtual reality development [4].
Jim Cramer on Apple: “Anyone Who Makes Phones or Computers Is a Victim of the Memory Shortage”
Yahoo Finance· 2026-01-28 12:23
Company Overview - Apple Inc. (NASDAQ:AAPL) manufactures and sells devices such as the iPhone, Mac, iPad, along with its line-up of wearables and accessories, supported by its app ecosystem, AppleCare, and cloud tools [2]. Market Performance - Apple’s stock has experienced a continuous decline for eight weeks, attributed to the memory shortage affecting companies that produce phones and computers, leading to increased costs for storage devices [1]. - The stock market dynamics show a flow of investment moving back and forth between the "Magnificent Seven" stocks and storage plays, with Apple being impacted by the current market conditions [1]. Investment Perspective - While Apple is recognized as a potential investment, there are opinions suggesting that certain AI stocks may offer greater upside potential and carry less downside risk compared to Apple [3].
都2026年了,为何还有人在用手机镜头膜
3 6 Ke· 2026-01-28 12:02
有意思的是,其实这已经不是荣耀方面第一次对"镜头膜"发声了。此前在去年11月,荣耀影像系统专家 @Aaron是个理工男 就曾在微博上表示,强烈建议用户不要使用"镜头膜",因其会严重恶化成像清晰度和 对比度。 2026年1月23日,就在荣耀Magic8 RSR、Magic8 Pro Air这两款新机开售的同一天,@荣耀官方旗舰店 发文 称,用户应避免使用一体式全包镜头膜,因其"易堵塞泄气孔,可能导致扬声器杂音"。 图片来自荣耀官方社区 更早之前,荣耀首席影像工程师罗巍也曾发文,建议用户"不用贴镜头膜",因为现在手机用的都是高强度 玻璃,"不需要"靠镜头膜来额外保护,且镜头膜会影响拍照效果,还会导致扬声器杂音。 不难看出,荣耀方面为了劝阻用户使用镜头贴膜,几乎到了每发布一次重点产品,都要提一回的程度。但 这也反过来说明,部分用户对于"镜头膜"的迷信,可能已经到了难以纠正的地步。而且很可能这些用户在 贴了镜头膜后,发现手机拍照变差了,扬声器也出现了杂音,还不"舍得"撕掉镜头膜,反而会找手机厂 商"扯皮",所以才逼得荣耀方面不得不一次又一次地发声。 那么,为什么镜头膜会导致拍照效果劣化,并影响到手机扬声器的效果,又为 ...
Strong iPhone sales to power Apple's holiday quarter, Google AI deal in focus
Reuters· 2026-01-28 10:21
Core Viewpoint - Apple is expected to report its strongest iPhone sales growth in four years, driven by high demand for its premium Pro models and the upcoming rollout of artificial intelligence features [1] Group 1 - The anticipated iPhone sales growth is attributed to robust demand for premium Pro models [1] - The company is preparing to introduce new artificial intelligence features, which may further enhance its product offerings [1]
169 元华为无线鼠标 Slim 素皮版首销,可选“发”“财”双字
Xin Lang Cai Jing· 2026-01-28 10:13
温润素皮 | 轻薄便携 | 星闪™连接1 温润在手 "钱"途在握 温润素皮,质感亲肤舒适。融合新春 "发"、"财"寓意,手感与福气同时 拉满, 喜气随手而至,点击好运即来。 据官方介绍,该产品在设计上融合了 2026 年新春"发财"寓意,整体轻薄小巧,尺寸为 106.6 x 60 x26.9mm,支持星闪连接技术,可供 3 台设备同时连接。 IT之家 1 月 28 日消息,华为宣布旗下无线鼠标 Slim 素皮版已于今天 10:08 在京东开售,该产品采用红色素皮外观,提供"发""财"两字版本,定价均为 169 元。 IT之家附产品参数: 主体 品牌 华为 型号 NuuJ 传播名 华为无线鼠标 Slim 适用设备 笔记本电脑,平板 按键 轻音左键 轻音右键 滚轮+轻音中键 闪速切换键 电源开关 支持系统 1、蓝牙连接: 1)支持iOS 13.1及以上操作系统 2)支持Android5.0及以上操作系统 3)支持Windows 8.1及以上操作系统 4)支持macOS 10.10及以上操作系统 5)支持Linux操作系统(包括UOS、KOS) 6)支持HarmonyOS 2及以上操作系统 x | 目次 / 元祐市 ...