随着在苹果公司全球开发者大会上介绍了Apple Vision Pro混合现实头显，谣言的焦点转向了苹果其他产 品。预期即将发布的设备包括三款苹果手表，它们应该被列入苹果公司往常秋季产品系列的一部分。 iPad方面，苹果预计将推出带有OLED显示屏的iPad Pro改进型，以及取代现有M1型号的iPad Air。 据苹果公司2023年下半年和2024年上半年的产品路线图，除iPhone 15系列之外，今年秋季将推出三款 苹果手表。 这三款手表的代号分别为N207、N208和N210，其中两款属于苹果手表9系列，而第三款是"Ultra的升级 版"。该报告并没有透露更多关于手表的细节。 据报道，一份报告称，苹果公司产品发布路线图显示今年秋季该公司将发布三款苹果手表，其中包括两 款苹果手表9系列和第二代苹果手表Ultra。 路线图上列出的其他产品包括配备M3、13英寸MacBook Pro，14英寸MacBook Pro和16英寸MacBook Pro的M3 Pro和M3 Max版本，以及新款MacBook Air机型。几款iMac预计也将配备24英寸的显示屏，不 过超过30英寸屏幕的"早期工作"显然已在进行中。 此 ...

北京时间 6 月 14 日早间消息，据报道，苹果股价创下新高，表现十分出色，但分析师却暗中担忧： iPhone需求各可能会遇冷，服务业增速可能会放缓。给予苹果乐观评级的分析师开始减少，数量已经降 到 2 年多来最低。 瑞银集团（UBS Group AG）本周将苹果股票评级从"买入"降为"中性"。在关注苹果的分析师中，建 议"买入"的分析师只占 67%，这是 2020 年年末以来最低值，在众多市值极高的企业中也并不出色。 瑞银分析师大卫 沃格特（David Vogt）在报告中指出，今年下半年 iPhone 和 Mac 的需求可能会承受压 力，服务部门（包括 App Store、苹果音乐、Apple TV 及其它订阅产品）的增速正在放缓。 虽然沃格特将苹果目标价从 180 美元上调至 190 美元，但相比周一的收盘价，190 美元只高出 3%。沃 格特称，苹果的市盈率约为 29 倍，达到近十年来最高点，比大盘高出约 50%。 报告认为："在未来 6 至 12 个月，考虑到 iPhone、PC、App Store 疲软，从风险回报比的角度看苹果股 票没有太多吸引力。" 多年来，苹果股价走势良好，市值奔向 3 万亿美 ...

Key Points Apple's results are improving as services revenue boosts overall margins. Apple continues to repurchase its stock at a voracious pace, which has kept its valuation somewhat in check. It's often a bad idea to pay a premium price for shares in companies with low to moderate growth. 10 stocks we like better than Apple › Each stock in the "Magnificent Seven" -- Nvidia, Apple (NASDAQ: AAPL), Alphabet, Microsoft, Amazon, Meta Platforms, and Tesla -- has outperformed the S&P 500 (SNPINDEX: ^G ...

Core Insights - 2026 is anticipated to be a pivotal year for Apple, with significant product innovations expected across its core product lines, including foldable devices and smart home products [1] Product Innovations - The foldable iPhone is expected to launch in September 2026, featuring a 5.3-inch screen when folded and a 7.8-inch display when opened, powered by the A20 Pro chip and 12GB of RAM, with a starting price of $1999 [2] - The iPhone 18 Air will see targeted upgrades, including dual 48MP rear cameras and will launch alongside the foldable iPhone [3] - The entry-level iPhone 17e is set to debut in Spring 2026, featuring the A19 chip and likely incorporating the Dynamic Island feature [3] Mac Product Line - The MacBook line will see regular upgrades in early 2026, with a new entry-level model featuring a 13-inch LCD screen and A18 Pro chip priced below $999 [5] - Major innovations in the MacBook Pro line will include the introduction of OLED displays and touch functionality, aimed at competing with high-end Windows laptops [7] - The Mac Studio will be updated with M5 Max/M5 Ultra chips, and a new Studio Display is expected to feature miniLED technology [7] Smart Home Expansion - Apple plans to release a smart home control hub in Spring 2026, featuring a 7-inch display and priced at $350, integrating various smart home functionalities [8] - Upgraded versions of HomePod mini and Apple TV will be launched, featuring new IoT chips, with Apple TV potentially supporting Apple Intelligence features [9] Other Product Developments - The iPad line will continue to diversify with OLED iPad mini and A18 chip models, while the first smart glasses are not expected until 2027 [10] - The Apple Watch will receive a significant upgrade with the addition of Touch ID for enhanced security and convenience [10] - Apple's ongoing efforts to reduce reliance on external suppliers are evident in its development of in-house chips and technologies, enhancing product competitiveness [10]

Core Viewpoint - Apple's premium valuation is supported by a strong iPhone cycle and increasing high-margin services revenue [1][2] Group 1: Growth and Revenue - Apple's revenue has begun to reaccelerate, with year-over-year growth of 4%, 5%, 0%, and 8% across the four quarters of fiscal 2025, resulting in full-year growth exceeding 6% compared to just 2% in fiscal 2024 [3] - The current iPhone 17 cycle is a significant driver of revenue rebound, with iPhone revenue experiencing double-digit growth year-over-year in Q3 and continuing to rise in Q4 [4][5] - Management has guided for total revenue growth of 10% to 12% year-over-year for the current quarter, indicating sustainable momentum [8] Group 2: Services and Margins - The services segment, which includes the App Store, Apple Music, and AppleCare, grew 15% year-over-year in Q4 of fiscal 2025, representing nearly 30% of total revenue [6] - The shift towards recurring revenue sources in services enhances profitability, with services commanding a gross margin approximately double that of hardware [7] Group 3: Future Catalysts - The potential for artificial intelligence (AI) to drive a new hardware upgrade cycle is a key factor for investor confidence, with Apple increasing capital spending and R&D in AI [9][10] - AI integration across devices is expected to enhance product offerings and create demand for new products, positioning Apple favorably in the market [10] Group 4: Market Valuation - Apple's stock trades at around 32 times forward earnings, reflecting a rich valuation that could be pressured by unexpected setbacks in iPhone demand or services growth [11]

Group 1: Streaming Developments - Apple's streaming segment has undergone a rebrand and made significant announcements, with the drama "Pluribus" becoming the most-watched drama of all time for Apple TV, surpassing the previous record held by "Severance" [2] Group 2: Accessory Launch - The iPhone Pocket, a 3D-knitted cross-body pouch designed for carrying an iPhone and other essentials, has gained viral popularity. This accessory was developed in collaboration with the Issey Miyake Design Studio [3] Group 3: Market Performance in China - In October, Apple strengthened its position in China's premium smartphone market, achieving a 37% year-over-year increase in iPhone shipments, with one in every four smartphones sold in China being an iPhone. The overall smartphone market in China grew by 8% year-over-year [4] Group 4: Legal Issues - A federal jury in California has ordered Apple to pay $634 million to Masimo Corporation for infringing on a patent related to blood-oxygen reading technology [7]

What To Watch This Weekend: New Shows And Movies To Stream On Netflix, Hulu, Prime Video, Apple TV And MoreDark fantasy, wicked witches and cozy mysteries that tug on the heartstrings. All sorts of new shows and movies are out this weekend to divert and entertain us as the days grow chillier and spending time on the couch with a good binge gets ever more appealing. https://t.co/q82uN8c8RC (Photo: Netflix / Prime Video / Universal) ...

What To Watch This Weekend: New Shows And Movies To Stream On Netflix, Hulu, Prime Video, Apple TV And MoreDark fantasy, wicked witches and cozy mysteries that tug on the heartstrings. All sorts of new shows and movies are out this weekend to divert and entertain us as the days grow chillier and spending time on the couch with a good binge gets ever more appealing. https://t.co/q82uN8c8RC (Photo: Netflix / Prime Video / Universal) ...

流媒体的日子不好过，这句话不仅可以用来描述当下已经被短剧挤压的爱优腾，放在海外市场的 Netflix、Disney+、Hulu、HBM Ma、Apple TV身上也恰如其分，"涨"声一片同样是海外流媒体市场最 近这两年的常态。 其中即便是苹果的Apple TV，在短短三年时间里，月度订阅价格也从4.99美元陆续涨到6.99美元、9.99 美元，并于今年8月来到12.99美元，涨幅达到了惊人的117%。因此一直有用户呼吁苹果效仿Netflix、 Disney+，为Apple TV推出含广告订阅服务。 日前，苹果公司互联网软件和服务高级副总裁Eddy Cue在接受《Screen International》杂志采访时，正 面回应了关于Apple TV上广告的传闻，确认暂时"没有计划"推出含广告的流媒体订阅服务。他表 示，"目前没有。再次声明，我不想永远说'不会'，但确实没有计划。" 从某种意义上来说，在互联网语境下，官方不可置否的事情往往是正在发生或即将发生的，而且苹果的 Apple TV确实也需要广告。一个月前，Eddy Cue曾首次就Apple TV订阅用户规模的传言做出明确回 应，对于行业分析师此前预估约4 ...

Core Insights - Major streaming services have increased subscription prices this year, a trend referred to as "streamflation" [2][8] - Paramount+ is the latest service to announce a price hike, effective in the first quarter of 2026 [3][8] - Consumers are increasingly opting for ad-supported tiers as a cost-saving measure, with significant growth in viewership for these plans [5][6] Price Increases - Netflix, HBO Max, Disney+, Hulu, Peacock, and Apple TV have all raised their prices recently [2][8] - Paramount's price increase follows similar moves by other major streaming companies [8] Consumer Behavior - Many consumers are unaware of the rising costs of their streaming subscriptions, potentially leading to higher monthly expenses [4] - Ad-supported versions of streaming services are gaining popularity, with a 16 percentage point increase in viewing for Disney+ and an 11 percentage point increase for Netflix year-over-year [5] - Approximately 45% of Netflix's viewing time now comes from its ad-supported tier, up from 34% the previous year [5] Free and Bundled Options - Free ad-supported streaming services have seen a rise in viewing hours, increasing from 1.3 billion to 1.8 billion hours year-over-year [6] - Bundling services can provide savings, such as combining Peacock Premium with Apple TV for $15 monthly, which is $9 less than the total cost of both services [9]