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If You Invested $10,000 in Apple Stock 10 Years Ago, Here's How Much You'd Have Today
Yahoo Finance· 2025-10-04 17:32
Key Points Apple's strong brand, supported by its innovative products and services, have benefited shareholders. This consumer discretionary stock has significantly outperformed the S&P 500 over the long term. A combination of profit growth and valuation expansion have boosted the share price. 10 stocks we like better than Apple › Before the unprecedented levels of artificial intelligence spending lifted Nvidia to new heights, Apple (NASDAQ: AAPL) was long the most valuable company in the world. T ...
X @Easy
Easy· 2025-09-29 19:39
It’s 3am in Asia.Playing the sounds on my AirPods for the nice people in the Shanghai house to enjoy. https://t.co/bhDwYlEbYuEasy (@EasyEatsBodega):Lost some AirPod pros in Korea last week.They’ve now surfaced in a random house in Shanghai.I keep playing the sound on em for whoever managed to snag em. https://t.co/I70o5dpBjq ...
歌尔股份-上调至买入评级,对新增长动力转持积极态度
2025-09-29 03:06
Goertek (002241 CH) Equity Research Summary Company Overview - **Company**: Goertek - **Industry**: Electronic Equipment & Instruments - **Market Cap**: CNY 122.69 billion (USD 17.25 billion) [8][18] Key Points Upgrade and Target Price - Goertek's rating has been upgraded from Reduce to Buy, with a new target price set at RMB 43.80, up from RMB 17.40, indicating a potential upside of approximately 25% from the current share price of RMB 35.14 [3][6][43]. Growth Drivers 1. **AI Glasses Market**: - The global AI glasses market is projected to grow significantly, reaching 5.5 million units by 2025, a 260% year-over-year increase, driven by new product launches from Meta and Xiaomi [3][22]. - Goertek is positioned as a key ODM for major brands, contributing to its growth in the smart hardware sector [22]. 2. **AirPods Market Share Recovery**: - Goertek is expected to recover its market share in AirPods production to 30% by 2025, up from below 30% in 2023-24, due to stronger-than-expected sales of AirPods Pro 3 and renewed partnerships with Apple [4][36]. 3. **New Business Opportunities**: - Goertek is exploring potential collaborations with OpenAI, which is entering the hardware market, potentially supplying components for smart speakers and other devices [5][25]. Financial Projections - **Revenue Growth**: - Revenue is expected to grow from CNY 100.95 billion in 2024 to CNY 135.17 billion by 2027, reflecting a compound annual growth rate (CAGR) of approximately 30% [9][15]. - Net profit is projected to increase from CNY 2.67 billion in 2024 to CNY 5.49 billion by 2027, with a significant increase in earnings per share (EPS) from RMB 0.78 to RMB 1.58 over the same period [9][15]. Innovations and Acquisitions - Goertek showcased multiple optical waveguide solutions at the China International Optoelectronic Exposition (CIOE) 2025, enhancing its capabilities in AR/VR devices [23]. - The planned acquisition of Shanghai OminiLight aims to strengthen Goertek's position in micro-nano optical devices, crucial for AR and AI systems [24]. Market Position and Competitiveness - Goertek has established itself as a leading player in the AR/VR ODM market, with a market share of approximately 70% in global AI glasses ODM assembly [36]. - The company is also focusing on improving its gross profit margins through a better product mix, particularly with higher-margin AI glasses [38]. Risks and Challenges - Potential risks include uncertainty in AirPod orders, slower-than-expected growth in the AR/VR industry, and challenges in maintaining gross profit margins [49]. Conclusion - Goertek is positioned for significant growth driven by advancements in AI glasses, recovery in AirPods market share, and potential collaborations with emerging tech companies like OpenAI. The upgrade to Buy reflects confidence in the company's strategic direction and financial performance over the next few years [3][43].
“下意识”里有商机
Jing Ji Ri Bao· 2025-09-28 01:10
Core Insights - The primary factor influencing consumer purchasing decisions is familiarity, which significantly impacts marketing success [2][6] - Familiarity acts as an invisible "purchase command," guiding consumers towards recognizable brands and products [1][6] Marketing Strategies - Brands should not be overly focused on creativity; utilizing "cognitive fluency" can enhance consumer engagement [4] - Simple and direct advertising messages are more effective in creating positive psychological feedback and increasing brand familiarity [4] - Establishing brand recognition is crucial in an information-overloaded environment, with high recognition leading to stronger consumer impressions [5] Brand Experience - Multi-sensory experiences, including sound and texture, contribute to a stronger and more lasting sense of familiarity [5] - Successful brands maintain consistency in their brand elements while innovating to keep the brand fresh [7] Consumer Behavior - Understanding the impact of familiarity on decision-making is essential for consumers to balance emotional preferences with rational choices [6] - Familiarity can be a powerful tool for both consumers and brands in navigating a world filled with choices [7]
苹果发文抨击欧盟数字市场法:用户体验恶化,隐私风险增加
Nan Fang Du Shi Bao· 2025-09-25 13:33
当地时间9月24日,苹果公司发文称,已实施超过一年的欧盟《数字市场法案》(下简称DMA)给欧盟 地区苹果用户带来一系列负面影响,包括使用体验明显下降、面临更多隐私安全风险等,并指出该法案 破坏了欧洲营商环境,呼吁欧盟委员会重新研判DMA对欧盟地区使用苹果产品用户造成的影响。 DMA生效一年半后,近日,苹果发文反对DMA,原因是该法案规定迫使苹果改变其产品设计以及向欧 盟用户交付产品的方式,此举降低了欧盟苹果用户在下载App、使用App付款,以及苹果产品之间协同 运作等环节的体验感。具体问题进一步表现为,苹果产品全新功能的延迟推出、更高的隐私安全风险 等。 苹果在文中提到,DMA要求其必须先确保某些特定功能可在非苹果产品和App上运行,然后才能开放 给苹果用户。然而,落实这一要求需要大量工作配合,因此苹果只能在欧盟地区延迟推出多项新功能, 包括AirPods即时翻译、iPhone 镜像输出、地图App上"访问地点记录"和"优先路线"等实用功能。 "按照DMA规定,今后苹果在欧盟地区延迟推出的功能名单会越来越长,令欧盟地区苹果用户的体验感 进一步下降。"苹果表示。 苹果官方发文 据南都N视频记者了解,2024年3 ...
EU rejects Apple demand to scrap landmark tech rules
TechXplore· 2025-09-25 13:30
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Apple and the EU have repeatedly locked horns over the bloc's Digital Markets Act. The European Union rejected a call by Apple to scrap its landmark digital competition law on Thursday, dismissing the US giant's claims that the rules put users' security at risk. Apple and the EU have repeatedly locked horns over the bloc's Dig ...
Apple asks EU to scrap landmark digital competition law
TechXplore· 2025-09-25 09:00
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Apple and the EU have repeatedly locked horns over the bloc's Digital Markets Act. Apple asked the European Union to scrap its landmark digital competition law on Thursday, arguing that it poses security risks and creates a "worse experience" for consumers. The US tech giant and the EU have repeatedly locked horns over the blo ...
Apple calls for changes to anti-monopoly laws and says it may stop shipping to the EU
The Guardian· 2025-09-25 05:00
Apple has called for the European Commission to repeal a swathe of technology legislation, warning that unless it is amended the company could stop shipping some products and services to the 27-country bloc.In the latest of a series of clashes with Brussels, the iPhone maker said the Digital Markets Act was leading to a worse experience for Apple users, exposing them to security risks, and disrupting the seamless way Apple products work together.The Silicon Valley company hit out in a submission to the comm ...
天风证券晨会集萃-20250925
Tianfeng Securities· 2025-09-25 00:12
证券研究报告 | 2025 年 09 月 25 日 晨会集萃 制作:产品中心 重点推荐 《策略|风险平衡式降息落地——政策与大类资产配置周观察》 美联储 9 个月后重启降息。这是美联储自 2024 年 12 月以来的首次降息。 本次美联储对经济前景的表述较 7 月会议有一定变化。本次声明中美联储 删除了"尽管净出口的波动继续影响数据"的表述。美联储对就业市场的 表述较上次会议悲观。更新版点阵图显示,美联储内部分歧依然较大。我 们认为由于就业压力逐步增大且通胀反弹弱于预期,目前美联储决策函数 或暂时向就业倾斜,今年后续两次 FOMC 会议大概率每次降息 25bp。1、 权益:A 股方面,9 月第三周三大指数基本维持平稳,其中中证 100 和创 业板指数单周分别涨 1.08%和 2.34%,但上证综指回落 1.3%。万得微盘股 指数 9 月第三周涨 1.8%。9 月第三周南向资金净流入 337.26 亿元。2、固 收:央行上周整体净投放资金 11923 亿元(含国库现金)。9 月第三周流 动性略显紧张,DR007 一度突破至 1.55%以上,9 月 18 日最高上探至 1.56% 附近。3、大宗商品:9 月第二周 ...
天风证券:看好AI硬件带动芯片需求及国产替代机会
智通财经网· 2025-09-24 23:53
Group 1: AI Hardware and Chip Demand - The report from Tianfeng Securities highlights optimism regarding AI hardware driving chip demand and opportunities for domestic substitution [1][3] - The semiconductor, domestic computing power, and self-controllable sectors are expected to be long-term trends [1][3] - In the context of ongoing uncertainties in US-China trade policies regarding AI computing power chips, domestic large model development companies and internet platforms are likely to gradually increase their procurement and usage of domestic chips [1][3] Group 2: Consumer Electronics and Market Trends - Apple is set to release new features and products, including the iPhone 17 series, AirPods, and Apple Watch, indicating a positive outlook for the Apple supply chain's innovation cycle and valuation recovery [2] - Meta has launched four AI glasses priced between $379 and $799, covering both everyday use and professional sports, creating a comprehensive product matrix [2] - The GPU and AISC markets are expected to expand, with the launch of GB300 servers and the ramp-up of GB200 driving a new growth phase for AI infrastructure [2] Group 3: Semiconductor Market Dynamics - AI SoC chip companies are benefiting from the increasing penetration of AI hardware, with significant growth reflected in the first half of 2025 [3] - Rising storage prices and the demand from AI servers, PCs, and mobile devices are driving rapid upgrades in storage capacity, with high-value products like HBM, eSSD, and RDIMM seeing increased penetration [3] - The domestic storage market is expected to accelerate growth further [3]