人工知能の展開の遅れとアップル製品の生産コスト上昇が投資家を失望させました。今買いのタイミングはやはり良くないですか？

Piper Sandler's "Taking Stock with Teens" Fall 2024 survey shows a slight dip in upgrade intentions for Apple's iPhone 16 compared to previous years. After gathering responses from about 13,500 teens, the survey found that 22% plan to upgrade to the iPhone 16 this Fall or Winter, a decrease from 23% in Fall 2023 and 24% in Fall 2022. Despite many users having iPhones that are three generations older on average, the anticipated aggressive upgrade cycle may not materialize. Piper Sandler holds a neutral position on Apple stock and has set a price target of $225.

Jefferies analyst Edison Lee described the high expectations for the iPhone 16/17 as premature. He explained that the lack of significant new features and limited AI coverage means that the anticipated market expectations of 5%-10% unit growth are unlikely to be met.

Lee acknowledges the long-term potential of AI, viewing Apple as "the only hardware-software integrated player that can leverage proprietary data to offer low-cost, personalized AI services." Yet, he believes the stock has already been reasonably valued. He also pointed out that "Smartphone hardware needs rework before being capable of serious AI," with a potential realization "likely timeline of 2026/27."