Apple Inc. (NASDAQ:AAPL) CEO Tim Cook posted a teaser on X on Monday, telling followers a big week was ahead and that it would begin Monday morning.According to Mark Gurman’s newsletter on Bloomberg, Apple is planning launches for 3 days starting March 2, with the final day structured as a hands-on “special Apple Experience.” A Lineup Heavy With HardwareGurman reports Apple will introduce at least five products spanning hardware, software, and chips. A new low-cost MacBook is widely expected, with the March ...

Apple could announce at least five new products over a three-day event in early March that would include a low-cost MacBook, an iPhone 17E, new iPad Air and new MacBook Pro and MacBook Air laptop models and possibly more, according to a Bloomberg report.As opposed to an Apple "Event" that has become standard for, say, iPhone launches, a "Special Experience" will take place in New York, London and Shanghai on March 4 and could involve three days of announcements and hands-on time for those invited.Bloomberg' ...

Core Insights - Apple is set to host a "special Apple experience" on March 4, which may differ from its traditional press events [1] - The company plans a "three-day flurry of announcements," culminating in the March 4 event, featuring hands-on opportunities with new products in New York, London, and Shanghai [2] - At least five new products are expected to be announced, including a low-cost MacBook, an iPhone 17e, an iPad Air with an M4 chip, a new entry-level iPad, and upgraded MacBook Air and MacBook Pro models [2]

Product Launch Insights - The company is planning significant product launches in the first half of the year, with a focus on a new low-cost MacBook priced between $700 to $900, which will be powered by an iPhone chip and slightly smaller than the MacBook Air [2][3] - The new low-cost MacBook has the potential to overshadow Chromebooks and some Windows PCs currently on the market, indicating a strong competitive position [4] - Additional products expected to be launched include new MacBook Pros, new MacBook Airs, the iPhone 17e, and new entry-level and iPad Air models [4] Event Significance - The company is hosting in-person events in major metropolitan areas such as London, Shanghai, and New York, suggesting the significance of the upcoming product launches [2] - The expectation is that at least the iPhone 17e will be unveiled at the event, highlighting the importance of this product in the company's lineup [5] Product Availability - New products typically hit the shelves quickly after announcement, with spec bumps rolling out within a few days, and the maximum delay being about one to two weeks [6]

Group 1 - Apple Inc. will hold a "special Apple Experience" event on March 4 in New York, London, and Shanghai, showcasing a 3D Apple logo in the invitation [1] - The event is expected to be more intimate than typical live-streamed events and will unveil multiple new products, including the iPhone 17e, MacBook Pro with M5 Pro and M5 Max chips, eighth-generation iPad Air, and 12th-generation iPad [1] - Additional possible launches may include an updated Studio Display, a budget-friendly MacBook with the A18 chip, a new Apple TV, and a HomePod mini [2] Group 2 - Apple is preparing for significant product launches in 2026, focusing on premium iPhone models while delaying standard models due to memory chip constraints [3] - Benzinga's Edge Rankings place Apple in the 94th percentile for quality and the 51st percentile for momentum, indicating mixed performance [4] - Year-to-date, Apple stock has declined by 5.62%, closing at $255.78 after a 2.27% drop on the previous Friday [4]

Core Insights - The Chinese tablet market is projected to ship 33.76 million units in 2025, reflecting a year-on-year growth of 13.1% driven by a combination of a replacement cycle and the "national subsidy" policy stimulating consumer confidence and purchasing decisions [1] - The market is transitioning from being policy-driven to being driven by product and demand as the "national subsidy" policy begins to tighten in certain regions, leading to a slowdown in growth rates in the fourth quarter compared to the first three quarters [1] Market Performance - In 2025, the top five tablet manufacturers in China are Huawei (29.2%), Apple (24.5%), Xiaomi (13.1%), Lenovo (9.7%), and Honor (8.6%) [2] - In the fourth quarter of 2025, Apple leads with a market share of 26.7%, followed by Huawei at 24.9%, Lenovo at 13.1%, Xiaomi at 11%, and Honor at 7.7% [2] Manufacturer Analysis - Huawei remains the top seller in the Chinese tablet market for 2025, despite a 3.1 percentage point decline in market share compared to 2024. The launch of the MatePad Edge in the fourth quarter has enhanced its product positioning for office and multi-scenario use [3][4] - Apple, while second in market share for the year, saw a decline of nearly 10 percentage points from 33.6% in 2023. The fourth quarter saw a rebound in market share due to the new iPad Pro and strong performance of the iPad Air series during promotional events [4] - Xiaomi experienced double-digit growth in 2025 but faced challenges in the fourth quarter due to tightening subsidy policies and insufficient new product stimulation [4] - Lenovo's tablet shipments grew significantly, with a notable increase in market share in the fourth quarter, attributed to the competitive pricing of its products and the rising interest in smaller tablets [4] - Honor maintained its fifth position in market share for both the year and the fourth quarter, focusing on product upgrades and expanding its presence in the commercial market [5] Future Outlook - The IDC anticipates that the strong performance of the tablet market in 2025 will lay a foundation for future growth, but rising cost pressures from key components will require manufacturers to optimize supply chains and product planning [6] - The tablet market is expected to evolve towards AI and multi-scenario applications, necessitating better integration of AI functionalities into frequently used scenarios to enhance product value and user experience [6]

iPhone 17e预计将成为苹果2026年首款硬件产品。与前代相比，新机型将采用灵动岛设计取代刘海屏，并升级至A19 芯片，但保留C1 5G基带，蜂窝连接性能与iPhone 16e持平。由于设计变化有限，苹果可能通过新闻稿形式发布该产 品，而非举办专场活动。 据彭博最新报道，苹果零售员工证实iPhone 16e库存已基本耗尽，这一库存信号通常预示着新品发布在即。 苹果新一代入门级机型iPhone 17e即将面世。 库存清空释放发布信号 苹果零售渠道的库存动态历来是新品发布的重要风向标。 彭博资深巨头Mark Gurman在社交媒体上表示，苹果零售员工反馈iPhone 16e库存已基本枯竭，iPad Air同样面临供 货紧张。这一现象通常意味着苹果正在为新品上市腾出渠道空间，预计iPhone 17e和M4版iPad Air将在未来数周内 亮相。 升级幅度有限的产品策略 iPhone 17e的硬件升级集中在两个方面：屏幕从刘海设计改为灵动岛，处理器从上一代升级至A19芯片。但关键的5G 基带仍采用C1方案，这意味着用户在网络连接速度和稳定性上不会获得提升。 这种渐进式升级策略符合苹果对入门级产品线的定位。通过保 ...

Group 1: Real Estate and Gold Market Dynamics - A real estate promotion in Hangzhou two years ago offered gold as a gift with home purchases, leading to unexpected asset appreciation for homeowners as gold prices surged while property values declined [1] - In June 2023, a property in Hangzhou offered 700 to 1000 grams of gold, valued at approximately 45,000 yuan based on gold prices at that time, which represented an 18% discount on the property price [1] - By now, gold prices have increased by nearly 149%, raising the value of the gifted gold to about 112,000 yuan, while the property value has decreased from 2.5 million yuan to approximately 1.63 million yuan, resulting in a net asset appreciation of about 250,000 yuan for homeowners [1] Group 2: Corporate Trends in Gold Distribution - Companies are increasingly rewarding employees with gold as part of year-end bonuses, reflecting the rising popularity of gold as a valuable asset [3][10] - Employees at Chasing Technology received 1 gram of gold each, personalized with their names, as part of their year-end rewards [3][5] - Other companies, such as G-bits and MiHoYo, have also adopted gold as a significant part of their reward systems, with prizes including gold bars and customized gold jewelry, indicating a trend in corporate gifting practices [10][13]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月8日，科技记者马克・古尔曼发帖称，苹果计划于2月23日当周向开发者发布iOS 26.4的首个测试 版，预计将包含新版Siri的部分功能。此外，苹果还计划在3月2日当周发布新产品。iPhone 17e将延续 iPhone 16e的599美元定价，并新增新的芯片和MagSafe功能；新款入门级iPad将搭载A18芯片和Apple Intelligence，而iPad Air将升级至M4芯片。 （来源：智通财经） ...

Core Viewpoint - Apple is set to release the iOS 26.4 beta version to developers during the week of February 23, which is expected to include features of the new Siri [1] Group 1: Product Launches - Apple plans to hold a product launch event during the week of March 2, where the iPhone 17e will maintain the same starting price of $599 as the iPhone 16e, but will feature an upgraded chip and new MagSafe functionality [1] - The new entry-level iPad will be equipped with the A18 chip and support Apple Intelligence, while the iPad Air will be upgraded to the M4 chip [1]