Apple's Investment Opportunity
Apple's stock price rose more than 7% daily, mainly due to the positive impact of AI-related product releases.
1.Apple WWDC highlights:
(1) Apple Intelligence: Releases large AI model, integrated into the operating system, cross-device universal, enhances language and image processing capabilities.
(2) Ecological advantages: Combining AI functions with Apple's closed ecosystem enhances User Experience and is expected to strengthen competitive advantages.
2.Upgrade cycle and monetization potential:
(1) AI features are limited to the latest high-end models (iPhone 15 Pro and Pro Max), stimulating stock users to upgrade.
(2) AI functions may introduce a paid model and cooperate with OpenAI to increase service software revenue and improve profit margins.
3.Investment opportunities:
(1) The launch of Apple's AI function is expected to drive the recovery of the consumer electronics industry chain, especially the performance of Downstream Enterprises in Apple's supply chain is expected to be driven by order growth.
(2) It is also good for Apple's share price, but the current share price is relatively high, so you can earn profits by selling and lowering costs.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment