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Tim Cook· 2025-09-26 22:04
Created manga with students on iPad in Kyoto, visited the team at Apple Umeda, and tried takoyaki before taking in a Hanshin Tigers baseball game in Osaka!Arigato gozaimasu for the hospitality, Japan! https://t.co/YL7XfB7BBV ...
The touchscreen MacBook rumors are never ending. #Vergecast
The Verge· 2025-09-26 17:01
touchscreen MacBook. Does this Does this do anything for you. It seems It seems real.I think we're gonna get it. I always thought people were ridiculous. They'd be like, "Oh my god, I've been using my iPad so much that I started swiping on my MacBook." And then I did it the other day and I'm just like, "Oh shoot, they're all right. 100% right." I think when Apple started with this position that they were like, "It doesn't make sense to have a touchcreen on a laptop." Like they're they're they're basically r ...
Why the Market Dipped But Apple (AAPL) Gained Today
ZACKS· 2025-09-25 22:46
Company Performance - Apple (AAPL) closed at $256.87, reflecting a +1.81% change from the previous day's closing price, outperforming the S&P 500's daily loss of 0.5% [1] - Prior to the recent trading session, Apple shares had gained 9.47%, surpassing the Computer and Technology sector's gain of 8.21% and the S&P 500's gain of 2.74% [1] Earnings Expectations - The upcoming earnings release is expected to show an EPS of $1.74, a 6.1% increase compared to the same quarter last year, with projected revenue of $101.13 billion, reflecting a 6.53% rise from the equivalent quarter last year [2] - For the entire fiscal year, earnings are projected at $7.36 per share and revenue at $412.1 billion, indicating changes of +9.04% and +5.39% respectively from the prior year [3] Analyst Forecasts - Recent revisions to analyst forecasts for Apple are important as they reflect short-term business trends, with positive changes indicating a favorable outlook on business health and profitability [4] - The Zacks Rank system, which incorporates estimate changes, provides actionable ratings, with Apple currently holding a Zacks Rank of 3 (Hold) [5][6] Valuation Metrics - Apple is currently traded at a Forward P/E ratio of 34.29, which is a premium compared to the industry average Forward P/E of 13.27 [7] - The company has a PEG ratio of 2.62, compared to the Computer - Micro Computers industry's average PEG ratio of 1.52 [7] Industry Context - The Computer - Micro Computers industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 22, placing it in the top 9% of over 250 industries [8]
Jim Cramer on Apple: “I Say Over and Over, Should Not Be Traded, Just Owned”
Yahoo Finance· 2025-09-25 17:12
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer shared his opinions on. Cramer reiterated that the stock should “not be traded, just owned.” He commented: “I figured they’d only reward disciplined investors who stick with Apple as long as it offers the best products. That’s been the thesis, and these are still the best products. Apple kept the faith of the committed investor, including my Charitable Trust, where I’ve demonstrated my fidelity for years… But I was up against a negative narrative… I ...
Insights Into Apple's Performance Versus Peers In Technology Hardware, Storage & Peripherals Sector - Apple (NASDAQ:AAPL)
Benzinga· 2025-09-25 15:01
Core Insights - The article provides a comprehensive evaluation of Apple Inc. in comparison to its competitors in the Technology Hardware, Storage & Peripherals industry, focusing on financial metrics, market position, and growth potential [1] Company Overview - Apple is one of the largest companies globally, with a diverse range of hardware and software products aimed at both consumers and businesses. The iPhone constitutes the majority of sales, with other products like Mac, iPad, and Watch forming part of a broader software ecosystem [2] - Nearly half of Apple's sales are generated through its flagship stores, while the majority comes from partnerships and distribution channels [2] Financial Metrics Comparison - Apple's Price to Earnings (P/E) ratio is 38.29, which is lower than the industry average by 0.76x, indicating potential value [6] - The Price to Book (P/B) ratio of 56.88 is significantly higher than the industry average by 5.76x, suggesting possible overvaluation based on book value [6] - The Price to Sales (P/S) ratio of 9.32 is 2.78x the industry average, indicating potential overvaluation in relation to sales performance [6] - Apple has a Return on Equity (ROE) of 35.34%, which is 29.55% above the industry average, reflecting efficient equity use and strong profitability [6] - The Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) stands at $31.03 billion, which is 86.19x above the industry average, showcasing robust cash flow generation [6] - Gross profit is reported at $43.72 billion, 47.01x above the industry average, indicating strong core operational earnings [6] - Revenue growth for Apple is 9.63%, surpassing the industry average of 7.09%, demonstrating strong sales performance [6] Debt-to-Equity Ratio - Apple's debt-to-equity (D/E) ratio is 1.54, placing it in a middle position compared to its top four peers, indicating a balanced financial structure with moderate debt levels [12]
3C设备:苹果重启创新周期,设备弹性大
2025-09-24 09:35
3C 设备:苹果重启创新周期,设备弹性大 20250923 摘要 国内折叠屏手机供应链已启动早期打样,预计年底定型,明年初量产, 初期产量 1,000 万至 2000 万部,组装环节设备需求增加,博众精工等 企业受益。 苹果计划于 2026 年底发布 AI 眼镜,凭借 Meta 的成功经验和自身生态 系统,销量预期较高,将为国内设备商带来新的增量市场。 苹果将在明年推出与 AI 结合的家居产品,如桌面台灯,并可能在 2027 年推出全玻璃屏手机,利好蓝思科技、伯恩光学及宇环数控等玻璃处理 产业链企业。 为提升用户体验,苹果可穿戴设备可能增加红外摄像头,PC 和 iPad 将 全面转向 OLED 屏幕并推出折叠屏产品,预计持续推动资本开支增长, 带动相关设备商利润提升。 苹果端侧 AI 是未来发展重点,通过整合外接模型(北美 GPT,中国阿里 千问)增强用户体验,硬件更新换代和资本开支增加将推动生态系统升 级。 Q&A 未来两年苹果在硬件和 AI 方面的创新周期将如何影响 3C 设备产业链? 苹果端侧 AI 的发展对其生态系统有何影响? 苹果端侧 AI 的发展对于其生态系统具有重要意义。去年(2024 年),苹 ...
站在成渝“双圈”,重新认知产业西进
Xin Lang Cai Jing· 2025-09-24 06:13
Core Insights - The Chengdu-Chongqing economic circle has become a significant growth area for high-quality development in Western China, with GDP rising from 6.3 trillion yuan to 8.7 trillion yuan over five years [1] - The region is witnessing a transformation in industrial structure, with a focus on high-quality upgrades rather than low-end replication [4] - The integration of industries and resources is fostering a collaborative ecosystem, enhancing regional competitiveness and innovation [11] Group 1: Industrial Development - The Chengdu Economic Zone is actively developing a digital and intelligent production system, with companies like Sichuan Lynk & Co producing a new energy vehicle every minute [2] - In Chongqing, the SAILIS Super Factory showcases advanced manufacturing capabilities, achieving 100% automation in welding and painting processes [3] - Both cities are focusing on new production capabilities, particularly in sectors like smart connected vehicles, electronic information, and advanced materials, with over 10% of national output in these areas [3][4] Group 2: Strategic Initiatives - The Chengdu government has implemented a comprehensive development plan for the new energy and intelligent connected vehicle industry, aiming for a robust industrial layout [2] - Companies like Huafeng Group have successfully transitioned from being mere suppliers to leading producers in the core materials sector, significantly increasing local production capacity [6] - New entrants like Zhongchuang Innovation are rapidly establishing operations in Chengdu, benefiting from local government support and established supply chains [7] Group 3: Ecosystem and Collaboration - The establishment of the Chuan-Yu Gaotong New District promotes cross-provincial collaboration, allowing companies to access resources and support from both Sichuan and Chongqing [11] - The region is attracting talent and investment, with a projected net inflow of 300,000 people by 2024, enhancing the local innovation landscape [9] - High-tech companies are leveraging local academic institutions and industry partnerships to drive advancements in artificial intelligence and other emerging technologies [9][10]
苹果印度厂哥月薪1200元,印度版iPhone却比国行版贵2000元?
Hu Xiu· 2025-09-23 13:19
9月19日,iPhone 17系列在全球上市。 在上海静安寺Apple旗舰店,开售仅一小时,黄牛们便因无利可图迅速撤离,新机依然抢手,但国内相对充足的货源和更多的选择,让国内消费者的理性 远胜往年。而在大洋彼岸,逐渐成为"iPhone第二生产国"的印度,却掀起了另一场狂热。 一则视频显示,德里和孟买的苹果零售店一早便聚满人潮,排队队伍长达数百米。在孟买,一家门店外甚至因拥挤爆发肢体冲突,保安介入才让混乱平 息。德里某购物中心的苹果专卖店同样人头攒动,许多消费者从前一晚便开始守候,只为第一时间拿到新机。 热烈的消费场景背后,是苹果供应链版图的深度调整。 一、印度工厂人力成本有多低? 今年是苹果首次在印度实现iPhone 17全系列机型的本地化生产,包括Pro版在内的四款机型均由印度工厂生产。这是自2017年苹果印度工厂启动以来的首 次突破。今年,已有五家工厂参与iPhone 17系列组装,其中包括塔塔集团在泰米尔纳德邦的新厂,以及富士康在班加罗尔机场附近的新厂。 苹果加码印度产能,不仅是为了满足本地市场,更为了分担美国市场的供应压力。数据显示,今年4月至7月,印度出口美国的iPhone总价值达75亿美元, 而整 ...
Prediction: Warren Buffett Is Retiring in 100 Days, and 3 Big Changes Are Coming to Berkshire Hathaway When He Does
The Motley Fool· 2025-09-23 07:06
The post-Warren Buffett era for Berkshire Hathaway will look quite different.For the better part of the last six decades, Warren Buffett has exemplified investing excellence. Though he hasn't outrun the benchmark S&P 500 (^GSPC 0.44%) in each of his 60 years as CEO of Berkshire Hathaway (BRK.A 0.20%) (BRK.B 0.24%), he's crushed Wall Street's major stock index on a cumulative basis, with a nearly 6,000,000% aggregate return for his company's Class A shares (BRK.A) compared to a roughly 44,000% total return, ...
Strength Seen in Apple (AAPL): Can Its 3.2% Jump Turn into More Strength?
ZACKS· 2025-09-22 18:41
Apple (AAPL) shares ended the last trading session 3.2% higher at $245.5. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 5.8% gain over the past four weeks.Apple is benefiting from strong growth in Services revenues. AAPL now has more than 1 billion paid subscribers across its Services portfolio.This maker of iPhones, iPads and other products is expected to post quarterly earnings of $1.74 per share in its upcomin ...