It has been remarkable, Ron, here on what had been considered sort of an evolutionary I I mean, I don't know what you thought of the iPhone Air um in terms of spurring this sort of response. Well, I I I if you believe that Apple hasn't innovated in a long time, and if you believe Apple's all about design and all about a product and all about an event, um you know, when I parked my city bike, by the way, I'm Long City. It was a city bike.I parked this morning. I saw by the Apple store and I saw a huge line. ...

The buzz reheated Friday around a possible media mega-merger, helping lift shares of the companies involved, while a report from a short seller sent shares of a medical device manufacturer sharply low... ...

Uh, let's bring in CNBC contributor and big technology founder Alex Caneritz. Uh, what do you make of those Tim Cook comments. Sounds like very happy in China, very happy with the the demand so far.That's right. Well, the first thing I would say is it's great news for Apple that there's a story about the company that is not involving Apple intelligence or AI. We are going back now to the roots of Apple which is that they are an excellent phone maker and the improvements that they show that they showed uh fo ...

产品定价 - 新款手机基础价格高达1099美元 [1]

iPhone 17首发市场反应 - iPhone 17在主要市场首发日出现排长队现象 多数受访消费者寻求购买iPhone 17 Pro或Pro Max型号而非获得媒体广泛关注的轻薄款iPhone Air [1] - 专业用户、重度用户和早期采用者及科技爱好者构成首发日排队购机主力人群 [1] 供应链状况 - 苹果供应链主要集中在中国 目前尚未出现重大发货延迟或运输时间异常 [2][3] - 部分市场热门型号发货时间已推迟数周 iPhone Air在中国市场因esim技术问题遭遇延迟 [4] - esim技术在中国尚未广泛使用 iPhone Air是唯一仅支持esim而不提供物理SIM卡选项的iPhone型号 [4]

产品发布与定价 - iPhone 17系列全球上市 包括基础款iPhone 17（799美元）、中端款iPhone Air（999美元）及高端款iPhone 17 Pro（1099美元）[1] - iPhone Air为史上最薄iPhone（5.6毫米）配备6.5英寸显示屏 采用前后陶瓷屏蔽玻璃与钛金属框架 宣称具备最高耐用性[2] - iPhone 17 Pro Max首次推出2TB存储配置 公司称其为"迄今为止最先进的iPhone"[7] 技术规格与创新 - 新款CPU较前代更快更高效 第二代GPU每个核心配备神经加速器 支持MacBook级AI计算[4] - 产品设计重构平台以适应更薄机身[2] - Siri虚拟助手无重大更新 推迟至明年发布[10] 战略投资与合作 - 公司宣布1000亿美元美国制造业投资承诺[5] - 投资5亿美元支持美国稀土矿产开发[8] - 与OpenAI合作在操作系统中集成ChatGPT驱动的AI功能[12] 行业动态与竞争 - 分析师认为iPhone Air可能为可折叠设备（如三星、谷歌产品）的过渡产品[10] - 本月同步推出新款Apple Watch和AirPods[8]

Key Points Apple stock is rising today in conjunction with bullish momentum for tech stocks. The company's share price is also getting a boost from news that the company is increasing production of base-level iPhone 17s. It's too early to tell whether increased production for entry-level iPhone 17s will actually be a net positive for Apple. 10 stocks we like better than Apple › Apple (NASDAQ: AAPL) stock is posting significant gains in Friday's trading. The company's share price was up 3.3% as o ...

价格调整详情 - 微软宣布将于10月上调美国市场多款Xbox游戏机建议零售价 [1] - Xbox Series S起售价从379美元上调至399美元 [3] - Xbox Series X数字版售价上调50美元至599美元 带光驱版售价上调50美元至649美元 [3] - 最高配2TB存储版本售价从729美元上调至799美元 [3] 价格调整背景与范围 - 价格调整归因于宏观经济环境变化 [1] - 本次为微软今年在美国市场第二次上调游戏机价格 [3] - 价格调整仅限于游戏机主机 控制器和耳机等配件价格不变 [1] - 此次调价仅适用于美国市场 其他国家价格保持不变 [1] 行业动态 - 竞争对手索尼和任天堂也已在美国市场因关税生效而上调游戏机价格 [3] - 多家消费品公司数月来已预警价格将上涨 [2]

评级调整与估值分析 - 苹果股票评级从卖出上调至中性 目标价上调约100美元 [1] - 当前市盈率达37倍 较标普500指数溢价24%-25% 若剔除Magnificent 7成分股则溢价达49% [8] - 公司增长速度低于市场平均水平 估值水平与增长前景不匹配 [8][9] 风险因素消退 - 关税风险消除 苹果作为制造业和进口商在Mag 7中受关税影响最大 但最坏情况通过双边协议规避 [2][3] - 谷歌反垄断案风险解除 法官虽认定谷歌向苹果支付的费用非法（占苹果运营收入25%）但未要求整改 [3] 业务模式与创新 - iPhone收入占比约50% 近20年主要创新体现在App Store应用生态系统的构建 [5][6] - 用户对苹果生态系统黏性极高 但硬件创新步伐放缓 Mac仅实现性能微幅提升 [5][7][10] 服务收入风险 - Epic Games诉讼案允许用户通过第三方支付处理 可能导致苹果损失30%的支付分成收入 [11] - 服务收入作为高利润率和高增长业务板块 其增长速率面临潜在威胁 [11][12] 财务特征 - 谷歌支付贡献苹果25%运营收入 [3] - 服务业务具有高边际利润特征 [12]

I want to bring in our panel to discuss Apple after its iPhone 17 just released in stores. Joining us now for our conversation is William Kerwin, equity analyst at Morning Star and Ron Westfall, analysts in residence at Hyperframe Research. Guys, thank you so much for joining us today.All right. I want to start out with your thoughts, William, on the uh iPhone this round as a catalyst uh for the company and shares, especially because listen, on my way into work today, and I come in very early, I saw lines a ...