NEWSLETTER
Apple's actions increased in the negotiation on the early Mondays, coinciding with an upward movement for US actions linked to tariff relief, but probably face serious winds against in the coming months after their artificial intelligence bullet.
Apple (AAPL) It remains firmly in correction territory following a 15% drop since its peak of the late December, a movement that fell more than $ 630 billion of its market value, in the midst of an investor withdrawal of the magnificent technological actions and concerns about the destination of its Apple intelligence implementation.
Last week, in fact, the CEO Tim Cook, according to the reports, orchestrated a rare shaking of its high executive ranges, taking advantage of Vision Pro Mike Rockwell to supervise the development of products for Siri.
This movement followed a failed update of the virtual assistant of the technological giant and delays in the launch of characteristics designed to improve their characteristics of ai and boost the sales of its recently launched iPhone 16.
The Wedbush analyst Dan IVES, a commitment of Apple Bull that has an objective price of $ 325 and a “higher performance” rating in the technological giant, estimates that their delays of ia will eliminate around 10 million sales of phones for iPhone of its tax account of 2025, but see that the total improvement during the following year, which begins in October.
That said, any additional delay in the deployment of Apple Intelligence, or even the launch of disappointing characteristics that fail to capture the user's imagination, will probably begin to erode the confidence in the group's ability to attract the next round of smartphone updates.
Orthopedic devices for the tariff impact
Apple is also preparing for the impact of tariffs on the gods of China, who currently come with a 20% tax that could increase in the coming months as President Donald Trump increases his broader economic strategy by attacking nations with persistent commercial surpluses with the United States.
Morgan Stanley analyst Erik Woodring, who reiterated his 'overweight' qualification and his target price of $ 252 in a note published on Monday, is seeing an increase in the production of headquarters based in China in March, but argues that this is probably the result of commercial war problems between Washington and Beijing.
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“While we highlight a greater visibility of the iPhone assembly and China's electronic subsidies as upward potential risks last month, we believe that the increase this month reflects Apple's production to mitigate the United States/China rates,” he added.
However, Apple has tried to mitigate part of that tariff impact to courtship to officials with new investment plans.
Last month, Apple promoted the expenditure of $ 500 billion in the coming years on headquarters in the US.
Cook is also ready to attract Beijing officials this week after a visit to the China Development Forum sponsored by the State on Sunday and a planned appearance at a developer conference in Shanghai on Tuesday.
Apple diplomacy in China
Apple presented an association with Alibaba (Slime) That will make Asia's largest technology company support ai's deployment in China last month, too.
However, demand in China is also decreasing as a result of a more rigid national competition and a decline in consumer spending.
Reports have also suggested that Beijing has banned the use of iPhones by government employees and companies backed by the State to support the launch of the new Huawei phone.
Jefferies Analyst Edison Lee, who has a 'low performance' qualification and an objective price of $ 202.33 in Apple's shares, said iPhone sales are falling much faster than their rivals based on Android in the world's largest smartphone market.
“That indicates that the launch of the iPhone 16E (the shipment began on February 28) has not been able to admit the general sales of iPhone in China, although 16E is covered by the government subsidy program,” he said.
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Apple registered the income of the quarter of December of $ 124.3 billion, its highest vacation content, even when iPhone sales fell in the middle of the unequal wear of Apple Intelligence.
The group also registered a record line of $ 36.3 billion, an increase of 10% since the most annual period, since the revenues of the services increased by 14% to $ 26.3 billion.
Meanwhile, Finance Chief Kevan Parekh said that current Apple quarter revenues would probably increase in the percentage of low digits in the middle of ungitos, an advance that probably translates into an account between $ 91.7 billion and $ 95.3 billion.
Apple's participation marked 0.86% higher in market prior to the market to indicate an opening price of $ 220.15 each.
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