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Apple Stock Positioned for Holiday Gains With iPhone 17 Boost
MarketBeat· 2025-09-30 15:19
Apple TodayAAPLApple$254.22 -0.22 (-0.08%) 52-Week Range$169.21▼$260.10Dividend Yield0.41%P/E Ratio38.59Price Target$245.66Add to WatchlistIn the past three months, Apple Inc. NASDAQ: AAPL stock has jumped over 26% and become one of the better-performing stocks in the tech sector. The stock is still “only” up about 11% in the last 12 months, but recent analyst sentiment suggests that there’s still more upside to the stock’s recent rally heading into the holiday season. For many reasons, it’s still about th ...
苹果概念股午后涨幅扩大 iPhone销量热度始终较高 传苹果通知供应链加大产能
智通财经· 2025-09-30 06:38
苹果概念股市场表现 - 丘钛科技股价上涨7.11%至16.73港元 [1] - 舜宇光学股价上涨4.61%至89.6港元 [1] - 鸿腾精密股价上涨4.2%至6.45港元 [1] - 瑞声科技股价上涨2.56%至45.64港元 [1] iPhone 17系列销售与生产动态 - iPhone 17系列自9月19日开售以来销量热度高,官网预订发货时间需3-4周 [1] - 苹果已将iPhone 17的日产量至少提升30% [1] - iPhone 17系列的全球需求较去年iPhone 16高出10%-15% [1] 供应链企业新合作机遇 - OpenAI与中国果链龙头企业立讯精密达成战略合作,共同开发面向消费者的革命性AI设备 [1] - OpenAI亦正与蓝思科技及瑞声科技商讨零部件供应事宜 [1] - OpenAI设备团队核心成员来自苹果公司,选择与苹果供应链企业合作合理 [1] - 预计与OpenAI的合作可为现有苹果供应链企业带来新增长动力 [1]
Apple responds to lawsuit over delayed Siri features, says ‘limited delay cannot support sweeping claims’
ETBrandEquity.com· 2025-09-27 09:30
Apple has asked a US court to dismiss a consolidated class action lawsuit over delayed Siri features, reports MacRumours citing court documents reviewed by it. The lawsuit claims that Apple misled customers with marketing for the iPhone 16, which promoted upcoming Siri features powered by Apple Intelligence. Plaintiffs said they would not have purchased the iPhone 16, or would have paid less, if they had known the features would be delayed.The case, Landsheft v. Apple Inc., is being heard in the U.S. Distri ...
苹果回应iPhone 17 Pro划痕、耐用性问题:是这个原因
凤凰网· 2025-09-24 23:34
凤凰网科技讯 北京时间9月25日,据科技网站9to5mac报道,尽管iPhone Air在所有弯折和刮擦测试中表 现出色,但一些用户对iPhone 17 Pro铝制机身的耐用性提出了担忧。苹果对此作出了回应。 YouTube博主JerryRigEverything在上周末的一段视频中指出了另一个耐用性问题。他在测试中发现, iPhone 17 Pro背面相机模组凸起的边缘尤其容易出现划痕。他解释说,这主要是因为苹果并未在相机凸 起周围加入倒角、圆角或圆弧处理。 苹果表示,iPhone 17 Pro相机模组凸起的边缘与其他苹果产品的阳极氧化铝外壳边缘具有相似特性,包 括其他iPhone机型和MacBook。虽然这些边缘经过严格测试、耐用,但该公司也指出,随着使用时间增 加,用户可能会看到正常的磨损痕迹,包括轻微划痕。 (作者/箫雨) "划痕门"的说法最早出现在iPhone 17发售当天的一篇彭博社报道中。文章重点介绍了苹果门店及其他零 售合作伙伴的iPhone 17 Pro展示机上出现的多处磨损痕迹。大多数痕迹集中在iPhone 17 Pro的背面,尤 其是MagSafe磁吸区域。 苹果对此表示,公司已确认这些 ...
体验iPhone 17后,我想说苹果终于要回击国产机了
36氪· 2025-09-23 04:11
iPhone 17系列产品策略与市场表现 - iPhone 17标准版配置大幅升级,包括256GB存储(翻倍)、高刷屏(ProMotion)、双频GPS、A19芯片及新相机,起售价维持5999元,实现"加量不加价"[9] - 叠加国补优惠后,iPhone 17实际入手价降至5499元,部分渠道可能低于5000元,与国产旗舰价差缩小[10][11] - 单电商平台预约量超200万,较iPhone 16同期三四十万预约量增长近10倍[1][3] 全球与中国市场竞争格局 - 2024年Q4全球智能手机出货量中,苹果以7690万台(23.2%份额)反超三星居第一,但同比下滑4.1%[13][14] - 同期中国市场中,苹果以17.4%份额居首,但同比下滑9.6%,且vivo(17.2%)、华为(16.2%)、小米(16.0%)紧随其后[15][16] - 2024全年中国市场份额苹果跌至第三,同比降5.4%,被vivo、华为反超[15][17] 国产手机竞争策略与影响 - 国产厂商通过高仿设计(如"OPhone/VPhone")、兼容苹果生态(vivo跨设备互联)及低价高配策略吸引用户[19][21][23] - 华为Mate系列、小米/OPPO/vivo旗舰机型推动4000+价位市场竞争,国产中杯旗舰配置对标iPhone标准版[11][31][44] - 国产阵营内卷促使苹果加速技术下放(如高刷、快充)和堆料,iPhone 17 Pro新增VC均热板、大电池和长焦镜头[31][35][42] 产品性能与用户体验提升 - iPhone 17 Pro Max续航达9小时27分钟(4823mAh电池),接近6100mAh安卓机型水平[37] - 标准版重量减轻且核心配置全面,Pro版长焦与照片格式切换功能形成差异化[40][42] - 工业设计更侧重实用主义,内部结构借鉴国产旗舰设计以改善散热和性能[33][35][36] 市场竞争趋势与行业动态 - iPhone 16系列因创新不足发售后快速降价,销量不及预期[18][27][44] - 小米17系列、OPPO Find X9、vivo X300等新品将加剧下半年至明年的竞争[44] - 苹果通过堆料和价格策略回应市场份额压力,中国市场内卷推动全球iPhone配置升级[30][32][44]
体验iPhone17后,我想说苹果终于要回击国产机了
虎嗅· 2025-09-22 23:40
最近几天,热度很高的iPhone 17系列终于正式发售了,不知道有没有差友们激情下单? 我们的手机已经收到了,而且我们还额外去咱们的香港地区买了两台iPhone Air,准备给大家拆一拆。 今天我们也会带一点儿新iPhone的体验感受,不过我们主要想跟大家聊另外一件事儿: 不知道你们发现没,iPhone 17标准版一反以往的"谁买标准版啊",成了今年呼声最高的购买选项。 在经过高刷和一系列升级之后,预约量在单个电商平台就超过了200万。 如果托尼没记错的话,去年标准版iPhone 16在相同平台的预约量也就三四十万左右,翻了将近十倍。 iPhone 17 Pro凭借着VC散热、更大的电池以及新的外观,也是怒刷了一波存在感。 无论如何,iPhone 17这一代让iPhone销量"起死回生",可以说是板上钉钉的事情了。 就这么说吧,我司好几个主力机是安卓的同事,都怒冲了一台iPhone 17作为第二台手机,成为了双持党。 因为你有高刷我就买,没有就不买,就这么简单。 在过去一年的时间里,各家国产品牌对标、致敬、强行兼容苹果的各种骚操作不断,苹果在中国市场的份额也是跌到了第三,要说果果没压力,那是绝对 不可能的。 ...
Apple iPhone 17 Demand Could Exceed Expectations: Gene Munster Says 'Upside Over The Next Year' Coming
Benzinga· 2025-09-22 18:09
Early demand indicators show strong lead times for the iPhone 17 from Apple Inc. AAPL. Deepwater Asset Management's Gene Munster highlights the strength of Apple's new smartphone, which could drive upside potential for the stock in the coming year.Apple Sees Strong Early DemandMunster says Apple's strength in hardware and demand for the iPhone 17 could do enough to offset expectations for AI."Over the past year, Apple may have stumbled on AI, but they continue to lead when it comes to hardware," Munster sai ...
Wall Street forecasts Apple stock price for next 12 months
Finbold· 2025-09-22 13:40
Apple (NASDAQ: AAPL) has lagged its “Magnificent Seven” peers through most of 2025, but Dan Ives, Global Head of Tech Research at Wedbush Securities believes a rebound is on the horizon as the company enters what he calls its strongest upgrade cycle in years. On September 22, Ives raised his Apple stock price target to $310 from $270, the highest on Wall Street, while maintaining an Outperform rating.Ives explained that his firm is tracking shipping times and seeing particularly strong demand for iPhone 17 ...
Options Corner: AAPL
Youtube· 2025-09-22 13:20
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]
Navigating Monday’s Market: Futures Dip Amid H-1B Visa Concerns and Key Economic Data Ahead
Stock Market News· 2025-09-22 10:07
U.S. stock futures are trending lower this Monday, September 22nd, 2025, signaling a cautious start to the trading week after major indexes closed at record highs on Friday. Investors are digesting a mix of premarket movements, geopolitical headlines, and anticipating crucial economic data releases later in the week. The dip in futures suggests a "risk-off" sentiment prevailing in early trading, particularly impacting the technology sector.Premarket Trading and Index FuturesAs the trading day commences, U.S ...