Apple (AAPL) 06 (Aug 23 - Dec 26)

[behappyalways]

Apple Cuts iPhone 15 Prices In China By 20% As Demand Wanes
https://www.zerohedge.com/technology/ap ... mand-wanes

[winston]

not vested

Apple's iPhones hit the comeback trail

The number of smartphone sold in China rose by 25.5 percent to 22.7 million units last month.

Apple's smartphone shipments in China rose 52 percent in April from a year ago amid a flurry of discounts from retail partners.

Apple and its Chinese resellers have been cutting prices since the start of 2024, and those deals are extending into the sale season that accompanies the June 18th shopping festival.

Source: Agencies

https://www.thestandard.com.hk/section- ... back-trail

[behappyalways]

If you can't beat 'em, buy 'em. Apple leads the way for AI acquisitions, with 32 so far according to CB Research
https://x.com/Mayhem4Markets/status/1795404404633612479

[winston]

<News Alert> Apple Intelligence exclusive to premium iPhone and iPad models

Apple unveiled its new "Apple Intelligence (AI)" technology across apps including Siri and ChatGPT on its devices this morning

The AI features are exclusive to iPhone 15 Pro, and iPad and Macs equipped with M1 silicon chip or newer

AI advancements are largely anticipated by the market. We expect an improvement in the premium model mix in future device shipments. Maintain BUY.

TP: US$243

https://www.dbs.com/insightsdirect/comp ... ecid=19868

[behappyalways]

AI iPhone is coming!
Apple integrates ChatGPT.
Musk: Unsafe and threatens to ban it

AI iPhone要來了! 蘋果整合ChatGPT 馬斯克:不安全 揚言禁用｜方念華｜FOCUS全球新聞 20240611‪@tvbsfocus

https://m.youtube.com/watch?v=SjfyLUHZQWQ

[behappyalways]

In all seriousness, $AAPL hasn't grown its sales or earnings much, if at all, in almost two years.

Yet it added over $1T in market capitalization during that same time.
https://x.com/Mayhem4Markets/status/1800621140777341428

[winston]

APPLE Inc. - Throwing its hat into the AI ring
Recommendation: NEUTRAL (Downgraded); TP US$220, Last close: S$214.24; Analyst Helena Wang

Apple held its annual Worldwide Developers Conference on June 10, where the company introduced Apple Intelligence, its AI framework that supports a range of new features that can be integrated across apps to perform tasks.

It also unveiled updates to iOS 18, iPadOS 18, WatchOS 11, and MacOS 15 (Sequoia).

The new features in Apple Intelligence include major AI-centric upgrades on Siri, AI-powered writing tools, custom AI-generated "Genmoji," and direct access to OpenAI's chatbot.

The OS updates include user-centric enhancements that focus on personalization, security, writing tools, calculation, and device synchronization.

We believe the newly announced features will likely trigger a new round of replacement cycle, as Apple Intelligence is only compatible with the iPhone 15 Pro/Pro Max and iPads and MacBooks with M series chips.

Additionally, improved device synchronization is expected to further increase product demand, as people are more motivated to get a MacBook to pair with their iPhone (or an iPhone to pair with their MacBook) to enjoy the synchronization benefits.

We downgrade to a NEUTRAL rating (from ACCUMULATE) after considering recent share price movements.

We increase our target price to US$220 (prev. US$194.00), a WACC of 6.5%, and a terminal growth rate of 3%. We raise our iPhone unit estimates by 8%, and increased FY24e revenue/PATMI estimates by 5%/3% to account for higher upgrade demand for products.

Source: Phillips

https://www.poems.com.sg/stock-research/AAPL/

[behappyalways]

Apple Reportedly Halts Work On Vision Pro 2, Focuses On Cheaper Version As Demand Falters
https://www.zerohedge.com/technology/ap ... nd-falters

[winston]

not vested

This Booming Tech Giant Is About to Get a Lot Bigger

by Brett Eversole

I don’t expect shares to double over the next year. A return like that is more difficult to achieve when a company is already worth more than $3 trillion. But this situation is clear…

This kind of quick boom means good things are coming for Apple. So if you’ve given up on the stock after a rough start to 2024, now is the time to reconsider.

Source: Daily Wealth

https://tradesoftheday.com/2024/06/28/t ... ot-bigger/

[behappyalways]

Fight for AI automation!
It is rumored that Apple requires cutting 50% of the production line manpower... equipment investment and supply chain absorption! ?
Apple acquires 2 startups to detect defects and automate production lines with AI

拚AI自動化！傳蘋果要求砍50%產線人力...設備投資供鏈吸收！？蘋果收購2新創 偵測缺陷拚產線AI自動化｜非凡財經新聞｜20240626

https://m.youtube.com/watch?v=wDTsXW0PPss