Apple, Market Cap approaching 4 trillion dollars! Will the milestone be just a passing point? Will 2025 try to reach new highs?

This article uses automatic translation in part.

Apple, the world's first Market Capexceeding 4 trillion dollars (about 630 trillion yen)getting closer.
As of December 26th, $Apple (AAPL.US)$per share259.020ドルの過去最高値を記録した。年初来の上昇率は40％以上に達し、 $S&P 500 Index (.SPX.US)$ has become more market-like 🤫約27％上昇を大幅に上回る。

Thanks to this strong market performance, surpassing $NVIDIA (NVDA.US)$ and $Microsoft (MSFT.US)$ in market cap competition, accelerating towards the $4 trillion mark.From the current stock price, a mere 2.5% increase would bring it to the $4 trillion milestone.With a market cap of 4 trillion dollars.On the other hand, NVIDIA, in 2nd place, requires an increase of approximately 16.5%, while Microsoft, in 3rd place, requires an increase of approximately 22.5% (as of December 26).requires an increase of approximately 16.5%requires an increase of approximately 22.5%of the rise is needed (as of December 26).Investors' high interest in Artificial Intelligence (AI) and expectations for the next iPhone upgrade cycle are the main reasons for the sharp increase in stock prices this time. In addition to the stock price boost from the AI boom, investors' buying interest is increasing.

Investors' high interest in Artificial Intelligence (AI) and expectations for the next iPhone replacement cycle are the main reasons for the recent sharp rise in stock prices. In addition to the stock price boost from the AI boom, investors' buying enthusiasm is also increasing.

Notably, $Apple (AAPL.US)$ がAs a first in history, the company surpassed a Market Cap of 3 trillion dollars.As of now, apart from the company with a Market Cap exceeding 3 trillion dollars, there are others with recorded Market Caps of 3.4 trillion dollars and 3.3 trillion dollars, respectively. $NVIDIA (NVDA.US)$ and $Microsoft (MSFT.US)$With market caps of $3.4 trillion and $3.3 trillion, respectively. The total market cap of the three companies isApple is making a comeback with product innovation - also collaborating with Chinese AI companies..

Apple, making a comeback with product innovation - also collaborating with Chinese AI companies.
Bloomberg reported on the 15th that Apple is planning a significant overhaul and refresh to turnaround the sluggish iPhone sales.The company is reported to be preparing for substantial changes and refreshes.According to reports, the company plans to introduce thinner iPhones starting next year compared to the current models. The top model, 'Pro Max', will be more affordable, aiming to control manufacturing costs through simplifying the camera system and slimming down the device.

Furthermore,They are also developing two types of foldable devices.The large model can be used as a laptop, and the screen of the small model is larger than the current iPhone 16 Pro Max when unfolded, being usable as a foldable device.

Additionally, AppleRegarding AI, negotiations with both China's TENCENT and ByteDance are ongoing.As reported by Reuters, this partnership could accelerate Apple's AI integration in the Chinese market, leading to sales growth in China.

Will 2025 see a new high?
Wall Street and analysts from major US research firms,Expect a turnaround in iPhone business revenue by 2025showed the view.

●Wedbush
Wedbush analyst,Apple IntelligencebyStrong expectations for the "super cycle" of iPhone replacementshave set a target price of300 dollarswith a potential Market Cap of4.5 trillion dollarssuggests,evaluation of 'outperform'to remain.

●Maxim Group
Tom Forte of Maxim Group also mentioned that Apple's strong performancedirectly reflects investors' strong interest in AI technologypointed out. The companyMassive investments in Artificial Intelligence (AI) are bringing about a new large-scale replacement cycle for iPhones.And suggestsRated as 'Hold'.by Kanaris.

●Kanaris' analyst
Apple's expansion into new markets through Apple Intelligenceexpansion of new markets by Apple Intelligence.AndPromoting multilingual supportsupporting Apple's strong growth,expected to continue until the first half of 2025.Forecast.

Concerns about overvaluation rise, also cautious of additional tariff risks
However, with the recent sharp rise in stock prices, $Apple (AAPL.US)$PE (Price Earnings Ratio) ofPE ratio of 33.5 times.rose to.In the past 3 yearsreached its highest level. On the other hand, $NVIDIA (NVDA.US)$ and $Microsoft (MSFT.US)$ Isabout 31 times、 $S&P 500 Index (.SPX.US)$ IsApproximately 22 timesRemains at, investors should be cautious.

In addition, if the next US President Trump imposes tariffs on Chinese products again,concerns about retaliatory tariffs remain.said.
However, Analysts believe that products such as iPhone, Mac, and iPad may be exempted from 2018's first round of additional tariffs,there is a possibility of exemption.Pointed out.

This article uses automatic translation in part.
Source: MOOMOO, Bloomberg, Reuters
- MOOMOO News Kingsley

※As of December 26, 2024, these are the current figures (according to our research).
*The content posted is as of the time of creation and does not guarantee the current numbers. Also, it does not solicit or recommend specific products or brands.