Apple (AAPL) is set to report its fourth-quarter fiscal 2024 results on Oct. 31.Apple expects fourth-quarter fiscal 2024 revenues to grow at the same rate as of the June quarter on a year-over-year basis. Unfavorable forex is expected to hurt revenues by 1.5%. Apple’s third-quarter fiscal 2024 net sales increased 4.9% year over year to $85.78 billion.The Zacks Consensus Estimate for fiscal fourth-quarter revenues is currently pegged at $94.43 billion, indicating growth of 5.51% year over year. The consensus ...

文章核心观点 - 苹果公司发布了全新设计的Mac Mini,这是自2010年以来的首次大规模升级 [1] - 新款Mac Mini采用更小巧的机身设计,体积减少了一半 [1] - 新Mac Mini搭载了苹果最新的M4或M4 Pro芯片 [1] 产品概况 - Mac Mini是苹果公司最便宜的Mac电脑,起售价599美元,不包括显示器 [2] - 当初Mac Mini是为了吸引从Windows转向苹果的用户而推出的,可以直接接入现有的键盘、鼠标和显示器 [2] - Mac Mini虽然不是苹果最畅销的电脑,但它在苹果产品线中扮演着重要的角色,特别是对于开发iPhone和其他苹果平台应用的开发者 [3] - 许多iPhone开发者会将Mac Mini作为个人开发服务器,用于协调上传和代码 [3] 新功能 - 新款Mac Mini的所有端口都采用了USB-C接口,这是与苹果笔记本电脑相同的更现代化的接口 [4] - 新机型在背面提供了3个USB-C接口,前面还新增了2个USB-C接口,方便用户插拔外围设备 [4]

My neutral call on Apple (NASDAQ: AAPL ) with a Hold rating, shared in late July , has held up reasonably well. I think so because the stock has not outperformed the S&P 500 thus far. As I forecasted As an investor who started my path five years ago with my own capital, I represent a blend of hands on experience and academic background in corporate finance. Due to my relatively young age I thrive on discovering long-duration growth opportunities and actively seek out opportunities that align with my risk-ta ...

As the new financial quarter gets underway, investors should start paying attention to the different price action themes across asset classes today. While far from the ultimate gauge to predict future themes, these trends and divergences can help develop reasonable scenarios for the economy moving forward. Today, major divergences are happening across the bond market, commodities, technology stocks, and other areas of the economy to signal an ongoing theme in the economy. Be that as it may, two mega investo ...

文章核心观点 - Apple公司正在全球范围内推出人工智能(AI)功能,帮助用户进行写作、发邮件和照片管理等 [1] - 这是苹果公司开启一个令人兴奋的新时代的开始 [1] - 但目前在英国,用户需要更改设置才能立即使用这些功能 [1] 安装Apple Intelligence的步骤 - 下载最新的iOS 18.1系统更新 [2] - 将设备语言和Siri设置为英语(美国),然后重启设备 [2] - 进入设置中的Apple Intelligence部分,加入等待列表 [2] Apple Intelligence的新功能 - 在写电子邮件、短信或文档时,可以使用新的AI功能,如撰写建议、调整语气等 [3] - 可以用更自然的语言搜索照片应用中的"回忆"部分 [3] - 可以从照片中删除不需要的人物,但这项功能在其他设备上已经存在一段时间了 [4] 与竞争对手的比较 - 谷歌和三星已经在今年早些时候推出了自己的AI系统 [6] - 苹果公司选择等待,希望其增强的安全性能会成为其优势 [6] - 大多数Apple Intelligence请求将在设备上处理,复杂请求会被加密和匿名化后发送到苹果服务器 [7] - 未来版本将集成Siri和ChatGPT [7][8]

Buffett's favorite investment these days isn't Apple -- or any other stock.Warren Buffett told Berkshire Hathaway shareholders in May that Apple (AAPL 0.86%) is "an even better business" than American Express and Coca-Cola. He made that remark after referring to American Express and Coca-Cola as "wonderful businesses." The legendary investor added that Berkshire will continue to own the three stocks indefinitely "unless something really extraordinary happens."However, we learned a few months later that Buff ...

文章核心观点 - 苹果公司推出了新的人工智能功能"Apple Intelligence",可在iPhone 16和其他设备上使用[1][2][3] - 这些新功能可提升写作、照片和Siri的能力[1] - 公司还推出了搭载最新M4芯片的新款iMac[4] - 预计本周还会有更多产品发布,包括可能更新MacBook Pro和Mac Mini[5] 根据目录分别总结 1. Apple Intelligence功能 - 苹果公司推出了人工智能功能"Apple Intelligence",可在iPhone 16和其他设备上使用[1][2][3] - 这些新功能可提升写作、照片和Siri的能力[1] - 不需要新iPhone也可使用这些AI功能,只需更新软件即可[3] 2. 新款iMac发布 - 苹果公司推出了搭载最新M4芯片的新款iMac[4] - 新iMac相比M1芯片提升了1.7倍的日常生产力和2.1倍的图像编辑及游戏性能[4] - 新iMac起价1299美元,将于11月8日开始交付[4] 3. 其他产品更新预期 - 预计本周还会有更多产品发布,包括可能更新MacBook Pro和Mac Mini[5] - 苹果公司营销高级副总裁Greg Joswiak在X上暗示本周将有令人兴奋的产品发布[5]

文章核心观点 - 本季度S&P 500公司的盈利超预期的比率和幅度均低于历史平均水平 [1][3] - 公司财报电话会议中提及"底部"的次数大幅增加,而提及需求疲软的次数下降,可能表明公司盈利即将触底反弹 [5] - 本周将有5家科技巨头公司(Magnificent Seven)发布财报,人工智能投资和变现情况可能成为华尔街关注的焦点 [6][7][8] 根据相关目录分别进行总结 公司盈利表现 - 截至上周五,已经公布第三季度业绩的S&P 500公司中,有75%的公司超出了华尔街的预期,略低于过去5年的平均水平 [3] - 整体来看,S&P 500公司的盈利超预期幅度为6%,低于历史平均水平2个百分点 [3] - 分析师预计,S&P 500指数第三季度的盈利增长率为3.6%,为连续5个季度的增长,但增速为该期间最慢 [4] 行业动态 - 科技巨头(Magnificent Seven)本周将陆续发布财报,预计其整体盈利增速将放缓至19%,但仍大幅领先于其他行业 [7] - 科技公司今年资本支出预计将增加40%,主要用于人工智能基础设施建设,这可能再次引起投资者的关注和担忧 [8]

iPhone maker Apple's (AAPL) shares have been hovering around a record high lately. Recently, this "Magnificent 7" member has been in the news for hitting back-to-back highs, reflecting bullish price action. The stock is up 24% so far this year, way lower than one of the most talked-about Mag 7 members, NVIDIA Corp (NVDA) (up 191.5% year-to-date). Apple shares have gained 13.7% past month (as of Oct. 24, 2024). We would like to note that this stock can maintain its winning price momentum before reporting ear ...

JP Morgan analyst Samik Chatterjee maintained an Overweight rating on Apple Inc AAPL with a price target of $265.The rerating reflects Chatterjee’s favorable outlook on the iPhone cycle, led by AI upsides and resilience in Services revenues relative to investor expectations.The analyst noted upside in several aspects of the business, namely the company’s transformation to Services, growth in the installed base, technology leadership, and optionality around capital deployment.Also Read: Google’s $2B Investme ...