iPhone 16 coming soon! Is it a good opportunity to buy Apple stock?

moomoo has compiled data on Apple's stock price performance during new product announcements since 2010, and it has been found that Apple's stock price usually initially declines after the announcement of a new iPhone, and then rises afterwards.

According to the following chart, Apple's stock price has generally declined on each release date. In fact, since the introduction of the iPhone 4, Apple's stock has declined with over 70% probability on iPhone release days.

However, in the 60 days following the release, Apple's stock price has risen in 10 out of 14 times, with a maximum increase of 20%. This shows that there are consistently people who purchase the new iPhone, regardless of criticism.

The same bankThe AI industry is entering the era of devices from the infrastructure stage to the final stage.With the announcement of "Apple Intelligence", Apple is expected to shine in the era of AI devices.

Ahead of the release of iPhone 16, Citigroup analysts have ranked Apple stock as the "top AI priority stock for 2025", surpassing Nvidia and network equipment manufacturer Arista.

The same institution believes that the AI industry is entering the stage of devices from the infrastructure stage, and with the announcement of "Apple Intelligence", Apple is expected to shine in the era of AI devices.

Citigroup analysts expect the hardware upgrades of the iPhone 16 to better support AI functions. City also expects the AI focus to continue with the upgrade of the iPhone 17 next year. The institution predicts that the shipment volume of iPhone 16/iPhone 17 will be 85 million units in 2024 and 92 million units in 2025, totaling 0.228 million units and 0.241 million units, respectively.

Morgan Stanley also believes that the product cycle of the new iPhone will have a positive impact on the company's performance, and continues to prioritize Apple as the top stock.The institution is focusing on the generative AI (Apple Intelligence) integrated into iPhone 16, which will be released with a focus onartificial intelligence capabilities.Watching. In order to implement AI functions, the iPhone may increase the DRAM capacity and the SoC performance will be significantly upgraded. On the other hand, the bank also mentioned that the price and battery life of the iPhone should be important points to consider.

The bank's analysts stated that the introduction of Apple Intelligence in the iPhone 16 would stimulate latent demand and accelerate the replacement cycle of the iPhone, which has currently reached a record high of 4.8 years. At the same time, the bank's analysts also mentioned that this would support Apple's additional iPhone production orders for the next 3-12 months.

Financial company Wedbushalso has high expectations for the iPhone replacement cycle, and the bank's analystspointed out that this release marks the beginning of the "largest replacement upgrade cycle" in Apple's history.Is doing.

Wedbush analysts believe that with the upcoming release of Apple Intelligence, Apple has the potential to become the "gatekeeper for the consumer AI revolution". The organization is currently forecasting initial shipments of the iPhone 16 to exceed 90 million units, surpassing market expectations of 80-84 million units, which would be a double-digit increase compared to the previous year.