Jefferies downgraded Apple's rating, saying the market was too optimistic about Apple's AI mobile phone, and Apple's stock price once fell more than 1.2%

Like
Comment
Favorite

Jefferies downgraded Apple's rating, saying the market was too optimistic about Apple's AI mobile phone, and Apple's stock price once fell more than 1.2%

华尔街见闻10-07

On Monday, October 7, Eastern Time, after Jefferies analysts believed that investors' expectations for Apple's latest iPhone were too optimistic, Apple's stock price fell more than 1.2% in early trading in U.S. stocks. This new iPhone is the first model equipped with AI capabilities, but analyst Edison Lee said that the high expectations for iPhone 16 and iPhone 17 are unrealistic. Due to the lack of substantial innovative features and limited AI applications, the market's expectations for sales growth (5%-10%) may not be realized, so it gave a hold rating, while the previous...

Web link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2473009451?lang=en_US&edition=fundamental","thumbnail":"https://wpimg-wscn.awtmt.com/2bf7c111-1b41-4b5c-a8c5-3603233314a7.jpeg","is_english":false,"pubTime":"2024-10-07 23:44","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2473009451","market":"hk","top_or_hot":-1,"title":"Jefferies downgraded Apple's rating, saying the market was too optimistic about Apple's AI mobile phone, and Apple's stock price once fell more than 1.2%","media":"华尔街见闻","content":"<p><div>On Monday, October 7, Eastern Time, after Jefferies analysts believed that investors' expectations for Apple's latest iPhone were too optimistic, Apple's stock price fell more than 1.2% in early trading in U.S. stocks. This new iPhone is the first model equipped with AI capabilities, but analyst Edison Lee said that the high expectations for iPhone 16 and iPhone 17 are unrealistic. Due to the lack of substantial innovative features and limited AI applications, the market's expectations for sales growth (5%-10%) may not be realized, so it gave a hold rating, while the previous...</p><p><a href=\"https://wallstreetcn.com/articles/3729605\">Web link</a></div></p>","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jefferies downgraded Apple's rating, saying the market was too optimistic about Apple's AI mobile phone, and Apple's stock price once fell more than 1.2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJefferies downgraded Apple's rating, saying the market was too optimistic about Apple's AI mobile phone, and Apple's stock price once fell more than 1.2%\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2024-10-07 23:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>On Monday, October 7, Eastern Time, after Jefferies analysts believed that investors' expectations for Apple's latest iPhone were too optimistic, Apple's stock price fell more than 1.2% in early trading in U.S. stocks. This new iPhone is the first model equipped with AI capabilities, but analyst Edison Lee said that the high expectations for iPhone 16 and iPhone 17 are unrealistic. Due to the lack of substantial innovative features and limited AI applications, the market's expectations for sales growth (5%-10%) may not be realized, so it gave a hold rating, while the previous...</p><p><a href=\"https://wallstreetcn.com/articles/3729605\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3729605\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://wallstreetcn.com/articles/3729605","article_id":"2473009451","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/2bf7c111-1b41-4b5c-a8c5-3603233314a7.jpeg"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3729605","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2473009451","pubTimestamp":1728315894,"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"Jefferies分析师认为市场对苹果AI手机的期望过高，将苹果评级从买入下调至持有，苹果股价周一早盘一度跌超1.2%。此前市场认为，AI功能将推动消费者升级手机、重新加速苹果收入增长。受此乐观情绪推动，苹果股价自4月低点涨约36%。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"Jefferies downgraded Apple's rating, saying the market was too optimistic about Apple's AI mobile phone, and Apple's stock price once fell more than 1.2%","themeId":"089f569dc3e1e8aa87b25bc877adbb58","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"美东时间10月7日周一，在Jefferies分析师认为投资者对苹果最新款iPhone的预期过于乐观后，美股早盘苹果股价一度跌超1.2%。\n\n这次的新iPhone是首批配备AI功能的机型，但分析师Edison Lee表示，对iPhone 16和iPhone 17的高期望是不切实际的，由于缺少实质性的创新功能和AI应用有限，市场对销量增长的预期（5%-10%）可能无法实现，因此给出了持有评级，而此前是买入评级。\n尽管自4月低点以来苹果股价上涨了36%，很多人乐观地认为AI功能会推动用户升级手机，给苹果带来收入增长，但早期迹象表明，市场需求并不如预期般强劲。\nLee认为，虽然长期来看，苹果在AI领域有潜力，特别是它是唯一能利用自有数据提供低成本、个性化AI服务的软硬件集成玩家，但他也指出，苹果的当前估值“偏高”，而且短期内AI不会成为增长的主要驱动因素。\n他还提到，智能手机的硬件需要改进才能真正支持强大的AI功能，这可能要等到2026年或2027年才能实现。\n相比其他大型科技公司，华尔街对苹果的态度更加谨慎。只有65%的分析师建议买入苹果股票，而微软、英伟达和亚马逊的这一比例接近或超过90%。风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"Product Release","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}