I added to my position in Apple Inc. as its Services ecosystem continues to show resilient growth. Goldman Sachs recently reaffirmed a Buy rating with a $330 price target, citing improving App Store spending trends. January 2026 spending accelerated to about 7% YoY, up from 6% in December, with Entertainment growth strengthening significantly. Although Games declined slightly, overall momentum reinforces the App Store as a key driver for Services revenue. Given Apple’s strong ecosystem across iPhone, Mac, iPad, and wearables, I see sustained monetization potential and long-term value creation despite potential off-app payment risks
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- IreneWells·03-07Spot on! Apple's ecosystem is a gem, lah. [开心]LikeReport
