iPhone 18 Fold

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Analyst Says Apple’s (AAPL) Valuation Reflects “Overly Bullish” iPhone Outlook
Yahoo Finance· 2025-10-07 12:59
Core Viewpoint - Apple Inc. is facing a downgrade from Jefferies due to overly optimistic expectations regarding the upcoming foldable iPhone 18, with a revised price target of $205.16 from $205.82 [1] Group 1: Stock Valuation and Analyst Insights - Jefferies downgraded Apple to "Underperform" from Hold, indicating that the current stock valuation reflects an overly bullish outlook on the iPhone [1] - Analyst Edison Lee expressed concerns that the anticipated demand for the iPhone 17, driven by a price cut on the base model, has already been factored into the stock price, leading to inflated expectations for the iPhone 18 Fold and the replacement cycle [1] - Lee questioned the market potential for a phone priced around $2,000, suggesting that a price-driven replacement cycle may not be sustainable without new features, which could exert margin pressure [1] Group 2: Product Reception and Market Sentiment - The new iPhone Air, noted as the thinnest iPhone yet, is reportedly not resonating well with customers, making any bullish outlook on foldable models risky [2] - Apple is recognized as a technology company specializing in consumer electronics, software, and services [2]
Apple downgraded, Alibaba upgraded: Wall Street's top analyst calls
Yahoo Finance· 2025-10-03 13:42
The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Rothschild & Co Redburn upgraded Coinbase (COIN) to Buy from Neutral with a price target of $417, up from $325. The firm still expects compression in the company's take rate over time, but believes its retail volume growth will help to mitigate this.Wells Fargo upgraded Johnson & Johnson (JNJ) to Overweight from E ...
Apple Adds a Bear as Jefferies Downgrades, Sees 20% Downside
Yahoo Finance· 2025-10-03 13:33
Apple Inc. received a relatively rare bearish analyst rating on Friday, as Jefferies warned that expectations surrounding how fast customers will upgrade their iPhones had become excessive. Most Read from Bloomberg Analyst Edison Lee cut his rating on the stock to underperform from hold, writing that the stock’s current valuation prices in an “overly bullish iPhone outlook.” Shares fell 0.9% on Friday. The stock’s consensus recommendation — a proxy for the ratio of buy, hold, and sell ratings — now st ...
苹果调整产品策略:iPhone 18 基础款推迟至 2027 年
Huan Qiu Wang Zi Xun· 2025-08-18 06:07
Group 1 - Apple plans to adjust its iPhone product line by not releasing the base model "iPhone 18" next year to accommodate the expansion of its product lineup, particularly in anticipation of the upcoming foldable iPhone [1] - The company intends to launch four high-end flagship models in the second half of 2026, including iPhone 18 Air, iPhone 18 Pro, iPhone 18 Pro Max, and the first foldable iPhone 18 Fold [2] - The release of the base model iPhone 18 and iPhone 18e has been postponed to the first half of 2027 [2]
iPhone18 Fold来了,屏幕打“玻尿酸”,彻底消灭折痕,售价1.4万起,值得等吗?
3 6 Ke· 2025-08-14 02:10
今天苹果又双叒上热搜了! 这次是因为传闻中的折叠iPhone终于有名字了——"iPhone18 Fold"。 好家伙,这名儿一出来网友直接炸锅了! 有人说,这是上下传了18代,然后fold了??? 更有人吐槽,加上18就没特点了。。。。 还有人直言不讳,称这也太草率了,像是18系列的一员。 按这逻辑,那下一代叫iPhone19 Fold?这是逼着库克提前发布iPhone20吗? 不过吐槽归吐槽,最后还不是库克说了算——毕竟人家连"刘海屏"都能让全世界真香,区区一个命名算啥? 而且说实话,命名这个真无所谓,电子产品主要还是用起来咋样?眼看现在三星折叠机都出四五年了,国产手机也是小折大折,甚至三折叠都有了,苹果 现在入场 妥妥是来吃"冷饭"的。。。。 但话又说回来,苹果最擅长的就是把别人玩剩的技术打磨成艺术品。虽然这次从引领者变成了跟随者,但说不定库克又能给我们带来一些惊喜呢?毕 竟,"真香"可能会迟到,但永远不会缺席~ 下面我就从一个普通用户角度,带大家看看这款iPhone 18 Fold到底香不香。 折痕难题终于被攻克? 根据目前爆料,iPhone 18 Fold会采用类似三星Galaxy Z Fold系列的 ...
爆料!美国在芯片货物中安了追踪器;曝折叠屏iPhone 18 Fold明年发布;耐克起诉陈冠希索赔12.6万美元丨邦早报
创业邦· 2025-08-14 00:09
Group 1 - The U.S. government has secretly implanted tracking devices in AI-related chips to monitor shipments potentially sent to China [3][4] - Perplexity AI has made a $34.5 billion acquisition offer for Google's Chrome browser, with funding support from multiple funds [4] - DeepSeek has no plans to release its next-generation model DeepSeek-R2 in August [4][5] Group 2 - Apple's first foldable iPhone, the iPhone 18 Fold, is expected to launch in the second half of next year, featuring a new A20 chip and a price of $1,999 [5] - Nike has filed a lawsuit against Edison Chen for $126,000 over a breach of contract, clarifying that the initial reported amount was incorrect [7] - OpenAI's CEO is planning to establish a new company, Merge Labs, to compete with Elon Musk's Neuralink, aiming to raise $250 million [7] Group 3 - Kodak has issued a warning about its ability to continue operations due to a lack of financing options for $500 million in upcoming debt [9] - Musk has accused Apple of favoring OpenAI in its App Store, which Apple has denied, stating that its platform operates on fair principles [9] - Alibaba is launching a large-scale AI talent recruitment plan, aiming to hire nearly 1,000 people across various cities [18] Group 4 - GAC Group has approved a $600 million capital increase for GAC Aion to strengthen its stake in Huawang Automotive [18] - Bullish plans to raise $1.11 billion through its IPO, with shares priced at $37 each [22] - Didi has invested in the autonomous vehicle company New Stone, expanding its logistics delivery capabilities [22] Group 5 - The global electric vehicle sales growth slowed to 21% in July, down from 25% in June [32] - Xiaomi regained the top position in Southeast Asia's smartphone market with a 19% market share, while the overall market declined by 1% [32] - The summer movie box office has surpassed 9 billion yuan, with several films leading the charts [32]
分析师:iPhone 17创新“有限”,18.8寸大折叠要推迟
Feng Huang Wang· 2025-08-04 11:16
除了iPhone 18 Fold外,苹果还在研发一款更大屏幕的可折叠设备,可能是一种介于MacBook和平板电 脑之间的混合产品。 凤凰网科技讯 北京时间8月4日,据科技网站MacRumors报道, 广发证券(香港)分析师蒲得宇(Jeff Pu)发 布最新研报称,苹果公司的折叠屏手机iPhone 18 Fold进展顺利,预计将在2026年下半年推出,但是更 大尺寸的18.8英寸折叠屏设备则很有可能推迟。 不过,蒲得宇指出,这款18.8英寸的折叠设备很可能会推迟,但未说明延期的具体原因。报告指出,该 设备预计将不会如之前预期的那样,在2026年第四季度进入量产并很可能在2027年发布。此前,彭博社 知名苹果分析师马克·古尔曼(Mark Gurman)认为,苹果正在研发一款配备20英寸显示屏的可折叠iPad, 预计将于2028年推出。(作者/箫雨) 蒲得宇在一份关于苹果最新第三财季财报的研报中称,他预计苹果即将推出的iPhone 17系列"创新有 限"。相比之下,他对iPhone 18 Fold更加期待,称其供应链"进展顺利",有望于2026年下半年发布。 ...