分析师观点与目标价调整 - Wed Bush对苹果公司更加看好 将目标价从270美元上调至310美元 维持跑赢大盘评级 [1] - 评级调整的触发因素是iPhone 17发布 目前需求比iPhone 16同期高出10%至15% [1] 供应链与生产动态 - 亚洲供应链检查显示苹果正在增加基础版和Pro版机型产量 增产幅度约20% [2] - 新款iPhone Air可能成为升级周期的意外爆款产品 [2] 期权交易策略分析 - 提出两种看涨期权策略：第一种为买入245美元看涨期权同时卖出260美元看涨期权 构建15美元宽度的看涨垂直价差 需支付约5.20美元借方金额 [4][5][6] - 该策略盈亏平衡点为250.20美元 较当前股价需上涨约1% 隐含波动率处于52周低位的15%百分位 [7][8] - 第二种策略为卖出240美元看跌期权同时买入230美元看跌期权 构建看跌垂直价差 可收取约2美元信用额 [9][10] - 第二种策略盈亏平衡点为238美元 较当前股价有3.5%下行缓冲空间 胜率约67% [11][12][13]

But joining us now to talk about Apple and tech overall is Gene Muner from Deep Water Asset Management. Gan, it's great to have you on. And let's start right there.Hello. Big week for Apple. What were your takeaways.Well, Morgan, I just first that clip you just realized what a great salesperson Tim Cook is. I remember back when uh Steve was with us and he would just be the master and people said uh you know Tim just could never be that salesperson. So uh fun to see uh Tim over the years evolve into that rol ...