Morning Report: U.S. stocks fell sharply towards the end, with tech selling pressure on Nvidia and others. Apple to announce the long-awaited AI strategy in June, iPhone shipments to China decreased in February, Tesla continued to rise.

大負けネコ(HYPER) : We recognize that the pillar of Apple's revenue is sales revenue from product groups such as Macs, iPads, and Apple Watches, starting with iPhones.
Also, revenue from paid membership of apps, etc. and in-app purchases due to guidance to Apple Stores, etc., which has become a hot topic in various countries.
It lags behind other GAFAMs in the AI field and data centers.
The reason for the current decline in stock prices is that in China, which has the second largest population, iPONE has been pushed by rival company's Huawei products, has been robbed of market share, and has fallen into poor sales. Everyone probably has this kind of perception, right?

So what about the market share in Japan? When I had dinner with my classmates when I was a student the other day, 3 out of 6 participants were iPones, and the other 3 were Android devices, but the manufacturers were scattered. I'm the second Sony.
Nowadays, “Apple” is the company name, but when I was still a child over 30 years ago, my wealthy friend bought the computer my parents bought and I played with a lot was the “Apple IIC” product of “Macintosh.” At the time, it was about 800,000 yen. It is a machine that reads software with a large 10-inch disc and is integrated with a monochrome monitor.
I admired Apple products, probably because I had that original experience. Sleek, cutting-edge features, yet expensive.
So, I stubbornly rejected Apple products, not to mention my own personal computer, to my smartphone. When Apple computers were introduced in the workplace, Adobe Illustrator and Photoshop were essential, but Word and Excel were introduced as practical software. There is an underlying feeling that I don't want to acknowledge myself for not getting on the cutting edge.

However, looking at the position of China, which is currently a huge market, there are many questions about the future, both in terms of geopolitics and growth potential. Due to the “lone child policy” in the past, the younger generation = labor production population will decrease in the future, and the aging population will progress in the same way as in Japan. There is strong opposition from other countries against current hegemonic trends, and Faray recommended elimination in America, and similar movements in Europe. Mainly due to security issues in the communication environment. It's like collecting personal information illegally and sending it somewhere.
Therefore, even if the market share in China falls, the market share of other countries may rise.
Among friends around me, I can see a trend where iPone users continue to choose iPone for a long time. It seems that the collaboration function with the business is excellent. Of course, the camera and video editing functions are excellent. These functions will continue to be supported mainly by young people.

Chinese manufacturers have certainly improved product quality by leaps and bounds. It's also faster than developed countries. However, this is because there were generous protection and development policies by the nation, such as those represented by subsidies for EV vehicles.
According to the latest news, even in the same Chinese-speaking Taiwan, investment in China has drastically declined, and investment in Japan and America is conspicuous. Labor costs have also risen in the Japanese manufacturing industry, and I hear that investment transfers to Southeast Asian countries are progressing rather than China, where there are many restrictions.

Therefore, Apple also gave up on its market share expansion policy in the Chinese market, and I think that there is plenty of room for recovery if it carries out fair market transactions from a responsible standpoint, such as further market share expansion and function enhancement in other countries, expansion of AI fields and data center functions that have been delayed, and profit guidance in violation of the Antimonopoly Act currently being sued.

Incidentally, I'm not a holder yet. Nvedia, Microsoft, etc. have them. That's the kind of prioritization.
If it drops a little further, I'd like to buy it in the NISA frame. I've already used up all of my 2024 slots. Oh, sorry sorry

I'm sorry this is a pretty long sentence, but it was the personal opinion of a weak investor who is not an iPone user and doesn't own Apple stock.
Thank you for reading to the end.

But that doesn't mean I don't like China.
I wrote “China will grow in the future ” in my report when I graduated from university, and my seminar professor laughed at me.
If the Chinese government makes satisfactory explanations and responses to the concerns raised by other countries mentioned above, I think it can still grow. With a population of about 1.4 billion people, it is about 13 times that of Japan. That's because there should be 13 times as many excellent human resources by simple calculation. I look forward to it.