To The Moon

The market is expecting Apple's coming Q2 2023 results to report a 0.8% decline in EPS to US$1.19 and a 2% decline in revenue to US$81.26 billion from a record US$82.96 billion in the third quarter of 2022. Based on the high accuracy of the market's forecasts, it is reasonable to believe that there is a chance that Apple's results will be worse than what the market expects to see. The market expects Apple's performance to be poor due to the cold winter of the smartphone industry, the softening of consumer hardware, and the weakening of consumer power in the market due to the impact of the U.S. financial crisis and the wave of layoffs in the first quarter of the year, which will seriously affect Apple's sales.

Although Apple has launched an MR headset combined with hybrid image in the front row, the product is about US$3,000 (about HK$24,000,000), the sales attractiveness of the MR product is still unknown. Therefore, Apple should not rely too much on the income from the sale of IPhone to support Apple's quarterly income, and it can consider the development of various aspects to increase the income; I think Apple can cooperate with Tesla and apply Apple's products to Tesla's electric vehicle. I think Apple can cooperate with Tesla to apply Apple's products to Tesla's electric cars, and can consider the development of smart glasses for driving, which can see all the information and communication purposes on the electric cars, and wearing smart glasses during the driving process will not distract the driver, and such products can help to enhance the safety of the driver. The above is my personal opinion on Apple's use of this direction to research and develop new products, and should not be too confined to self-development of its own products, and the cooperation between enterprises can have a positive impact on the development of Apple's products. Cooperation between enterprises can have a win-win situation, which can help to improve Apple's performance in addition to income, and more do not need to rely too much on the iPhone revenue proposals, the above is my personal to Apple R & D MR direction of the proposal, I hope Apple can consider the ideas I put forward and then to make considerations.

Although Apple's stock price has risen quite a bit, we need to pay attention to whether the real performance data to be announced after the market on August 3 is more or less the same as what the market expects. I think there is a high chance that there will be a downward risk due to the poor performance, therefore, we can consider to leave the market to see how the trend will be like after the results before deciding whether we will invest in Apple's stock, so as to avoid the risk of loss due to the wrong estimation of the risk of being too eager to get into the market early.

I am most concerned about Apple's results. Whether iPhone sales can be maintained and whether there will be a drop in revenue, as IPhone sales will directly affect the fate of Apple's share price, and whether the sales figures of the newly launched MR headset combined with hybrid imaging will be better than the market's expectations are all things that we need to wait and see.

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