Core Viewpoint - Apple Inc. (NASDAQ:AAPL) has seen its shares decline by 8.3% year-to-date, yet Jim Cramer continues to defend the stock, emphasizing its potential in the upcoming earnings report and the strength of its Services business [2][3]. Group 1: Stock Performance and Analyst Ratings - Apple Inc.'s shares are down 8.3% year-to-date, indicating a muted performance [2]. - UBS maintains a Neutral rating on Apple with a price target of $280, citing potential benefits from iPhone strength, expecting December iPhone sell-through to be between 84.5 million to 85 million units, representing a 13% annual growth [2]. - Goldman Sachs has an Outperform rating with a price target of $330, highlighting strong consumer demand for the iPhone [2]. Group 2: Jim Cramer's Insights - Jim Cramer believes that owning Apple shares is preferable to trading them, linking the current share price weakness to cost control issues [2][3]. - Cramer perceives that Apple's stock struggles are due to market perceptions regarding margin pressures [3].

Core Viewpoint - Apple Inc. (NASDAQ:AAPL) is viewed positively by analysts, with varying price targets reflecting strong demand for the iPhone 17 series and growth potential in the coming years [2][3]. Group 1: Analyst Ratings and Price Targets - UBS maintains a 'Neutral' rating on Apple with a price target of $280, citing strong early demand for the iPhone 17 series and a modest pull-forward in unit sales due to rising memory costs [2]. - Goldman Sachs reiterates a 'Buy' rating with a price target of $320, attributing the recent 4% pullback in stock price to short-term concerns rather than long-term fundamentals [3]. Group 2: Sales Projections and Growth Drivers - UBS has increased its iPhone unit sales forecast by approximately 12%-13% to 84.5-85.0 million units, indicating a positive outlook for the December quarter [2]. - Goldman Sachs projects a 9% growth in iPhone revenue for fiscal years 2026 and 2027, with a notable 26% expected surge in shipments to China [3]. - The anticipated launch of the iPhone Fold and software-driven upgrade cycles are identified as key growth catalysts for Apple in the long term [3].

Core Viewpoint - Apple Inc. (NASDAQ:AAPL) is viewed positively by analysts, with varying price targets reflecting strong demand for the iPhone 17 series and growth potential in the coming years [2][3]. Group 1: Analyst Ratings and Price Targets - UBS maintains a 'Neutral' rating on Apple with a price target of $280, citing strong early demand for the iPhone 17 series and a modest pull-forward in unit sales due to rising memory costs [2]. - Goldman Sachs reiterates a 'Buy' rating with a price target of $320, attributing recent stock pullbacks to short-term concerns rather than long-term fundamentals, projecting 9% iPhone revenue growth for fiscal years 2026 and 2027 [3]. Group 2: Sales Projections and Market Dynamics - UBS has increased its iPhone unit sales forecast by approximately 12%-13% to 84.5-85.0 million units, indicating a positive outlook for the December quarter [2]. - Goldman Sachs anticipates a 26% surge in shipments to China, contributing to a projected 13% year-over-year growth in fiscal Q1 2026 [3]. Group 3: Long-term Growth Catalysts - Goldman Sachs identifies the upcoming iPhone Fold launch and software-driven upgrade cycles as significant growth catalysts for Apple in the long term [3].

Core Viewpoint - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended solely for informational purposes and should not be interpreted as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock, option, or similar derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses the author's personal opinions and does not reflect the views of any affiliated organization [4].

苹果官方旗舰店即将开启新年大促销活动，其中，iPhone Air大降价引发大量关注。 智通财经查询苹果天猫旗舰店发现，2026年1月25日晚上20:00起至2月11日凌晨23:59:59止，苹果将开启2026年天猫年货狂欢季。其中，原价7999元的256G 的iPhone Air，官方立减2000元，叠加国补到手价5499元起。 最高可省￥300* iPhone 17 Pro 和 iPhone 17 Pro Max 预估到手 ¥ 8699 起* 最高可省￥2000' iPhone Air 预估到手 ¥ 5999 其他产品也有300到1200元不等的优惠，包括目前仍在热销的iPhone17 Pro/17 Pro MAX，最高可优惠300元；MacBook Air最高优惠1200元，iPad Air最高优惠 1000元。其他促销产品还包括Apple Pencil和AirPods，降价100元到300元不等。 公告显示，苹果官方旗舰店为上述时段的优惠活动共计准备了这么多备货：约20万台iPhone17 Pro/17 Pro MAX，1万3千台iPhoneAir，7300台 MacBookAir(M4芯片)，2万台i ...

包括iPhone 16系列、Mac、iPad、Apple Watch Series 11、AirPods 4等产品都可享受优惠价，每位顾客每个产品类别限购2件。 具体来看，iPhone 16及iPhone 16 Plus可立省300元，而iPhone 16e则可节省200元，MacBook Pro最高降1000元，MacBook Air降700至800元。但iPhone 17系 列并未出现在优惠名单之中。 苹果表示，活动期间，以符合条件的支付方式买指定产品，除了最高立省1000元，还可享最高24期免息分期。 不过，近段时间苹果股价已连续八周下跌，为自2022年5月以来最长连跌纪录。在这八周的下跌周期内，苹果股价累计下挫近12%。对苹果股价而言，下 一个关键时间点是1月29日，届时公司将公布第一财季业绩。 1月24日，苹果中国官网Apple Store显示，新春限时优惠活动于1月24日—27日开启。 （文章来源：证券时报） 最近几年，每逢农历新年前后，苹果公司都会在中国官网推出限时优惠活动。从2025年苹果在中国市场的销量表现来看，苹果2025财年第四季度财报显 示，大中华区收入为144.93亿美元，同比下降3 ...

Core Viewpoint - Apple has launched a limited-time promotional event in China from January 24 to 27, offering discounts on various products, including the iPhone 16 series, Mac, iPad, Apple Watch Series 11, and AirPods 4, while the iPhone 17 series is excluded from the promotion [1][3]. Summary by Sections Promotional Details - Discounts include 300 yuan off the iPhone 16 and iPhone 16 Plus, and 200 yuan off the iPhone 16e. MacBook Pro discounts can reach up to 1000 yuan, while MacBook Air discounts range from 700 to 800 yuan [3]. - The promotion is available for end consumers using specific payment methods, including Alipay, WeChat Pay, and certain credit cards, and cannot be combined with other promotions [4]. Market Performance - In the fourth quarter of FY2025, Apple's revenue from the Greater China region was $14.493 billion, a year-on-year decline of 3.6%. The total annual revenue for the region was $64.377 billion, down 3.8% year-on-year [4]. - However, following the release of the iPhone 17 series, Apple saw a turnaround, with a 21.5% year-on-year increase in shipments in the fourth quarter, regaining the top market share at 21.1% [4]. Competitive Landscape - Despite competition from Xiaomi and Huawei, Apple maintains a strong position in the high-end smartphone market, holding nearly 50% market share in the segment priced above $600, which increased by 1.8 percentage points year-on-year [5]. - Huawei follows with over 30% market share in the same segment [5]. Stock Performance - Apple's stock has experienced a continuous decline for eight weeks, marking the longest losing streak since May 2022, with a cumulative drop of nearly 12% during this period [6]. - The next critical date for Apple is January 29, when the company will announce its first-quarter earnings [6].

以下文章来源于定焦One ，作者定焦One团队 定焦One . 深度影响创新。 来源丨定焦One（ ID： dingjiaoone） 作者丨金玙璠 编辑丨阮梅 图源丨Midjourney 最近科技圈的两场"AI秀"先后刷屏。 在大 洋彼岸， 当地时间1月12日， 苹果和谷歌宣布合作，要给Siri 用 上谷歌的Gemini。 但苹果的 做法， 不是直接 让Gemini操作手机上的App，而是用户说什么，Siri 先 理解意图，然后去调用 相 应的 应用。换句话说， AI只是个"调度员"。这套操作，很苹果。 另一边，国内的情况就热闹得多。字节跳动的豆包AI手机一度刷屏，AI可以帮你打车、购物、订票， 就像一个真正的"万能助理"。这套打法，很互联网。 你看，同样是AI手机， 实现的方式 完全不同。这背后，其实是两条 技术 路线 ： 一条 路线 ，是让AI和App学会"对话"， 通过标准接口直接调用应用能力， 被称为 A2A （Agent- to-Agent） 。这条路 需要所有人坐下来一起制定规则， 走得慢， 但更稳妥。 另一条 路线 ，是 给AI一把"万能钥匙"， 通过系统权限"读屏"并模拟操作APP ， 被称为 ...

Core Viewpoint - Apple has initiated a significant discount on the newly launched iPhone Air, marking a notable price drop within just three months of its release [2] Pricing and Discounts - The official price of the iPhone Air was set at 7999 yuan at launch, but it has now dropped by 2900 yuan to a starting price of 5499 yuan after discounts [2] - On third-party e-commerce platforms, the price has further decreased to approximately 5099 yuan when including trade-in subsidies [2] Product Specifications - The iPhone Air, released on October 22, 2025, is designed to be ultra-thin, weighing only 165 grams and measuring 5.6 millimeters in thickness, making it the thinnest iPhone to date [2] - It features built-in eSIM technology, eliminating the need for a physical SIM card slot [2] Market Impact - This promotional discount represents the largest price reduction for a new iPhone model shortly after its launch, breaking previous records for price drops in new iPhone releases [2]

尽管苹果这几年在新机开售后会有小范围促销，但这次新年促销iPhone Air降幅最大，打破了 新iPhone的降价纪录。 不过，苹果这次促销并不是敞开库存，而是有一定销量限制，售完即止。公告显示，这次促 销的iPhone Air只有1.3万台。 据财联社，知名研究公司IDC的高级研究总监纳Nabila Popal表示： "苹果对Air机型寄予了更 高期望，但该机型并未能达到预期。" IDC通过检查苹果供应链来追踪iPhone销量。该机构发现，由于iPhone Air的销量仅为苹果最 高预期的约三分之一，苹果在该款机型上市仅几周后就将其生产计划削减了一半。 记者丨 朱芷葵 编辑丨金珊 1月23日晚，苹果官方旗舰店开启了iPhone Air优惠活动，官方立减2000元，叠加国补到手价 5499元起。而在第三方电商平台上，iPhone Air的价格也进一步走低，在增加以旧换新补贴 后，到手价为5099元左右。 iPhone Air国行版于2025年10月22日开售，如今刚刚上市三个月整，其官方价格为7999元 起， 这也意味着其全新机的价格三个月下跌了2900元 。 iPhone Air是去年9月份苹果秋季发布会上 ...