苏36
09-08
I would choose C: AAPL stays between $310 and $330 in the near term.

The biggest risk for Apple is not a weak product launch, but expectations that are already too high. With AAPL up nearly 20% YTD, investors may have already priced in a major AI upgrade, the foldable iPhone, and a strong first impression from John Ternus. If Apple simply delivers what the market expects, profit-taking could easily trigger a classic “Sell the News” reaction.

However, I would not interpret a short-term pullback as a bearish signal. The real question is whether the new products can create a stronger upgrade cycle. A surprisingly aggressive foldable price, better-than-expected shipment targets, or genuinely useful Apple Intelligence features could quickly change sentiment.

So my base case is short-term volatility and consolidation, followed by a potential upside move if fundamentals exceed expectations. I would rather see AAPL digest the event than chase a pre-event rally.

@TigerEvents [龇牙]

Apple September Event: Apple joins foldable phone race with $1,999 passport-shaped iPhone Duo
Duo opens to 7.6-inch screen, uses Apple's A20 Pro chip, starts at $1,999;iPhone 18 Pro and Pro Max prices start at $1,199 and $1,299;New AirPods start at $129 with noise cancellation for budget line.
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Comments

  • glowzi
    09-09 19:02
    glowzi
    Near term I’m with the consolidation view. Foldable pricing and shipment guidance matter more than the keynote hype here — if either comes in soft, Apple probably just chops around.
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