The demand for the Apple iPhone 16 has sparked discussions, and according to Morgan Stanley, the stock price will be bought at any dip.
Apple's latest release of the iPhone has once again sparked hot discussions about pre-order demand in September.
Apple was surpassed by Xiaomi again after 3 years and fell to the third largest smartphone brand globally in August.
①Last time, Xiaomi surpassed Apple in monthly statistics, which happened in 2021; ②As usual, Apple will experience a sales boom after the release of new phones in September, and is expected to quickly regain its global market share; ③Reservation data also shows that there is obvious hesitation among users of Apple's highest-end models this year, which is probably not a good sign in the increasingly competitive high-end smartphone market.
Apple's market cap evaporated nearly $100 billion overnight, analysts say iPhone 16's first sales fell below expectations.
Surprise! iPhone 16 series, first weekend pre-order sales dropped by 12.7%?
Tianfeng International analyst Guo Mingcheng stated that the pre-ordered sales of the iPhone 16 series in the first weekend are estimated to be around 37 million units, a decrease of about 12.7% compared to the first weekend sales of the iPhone 15 series last year, primarily due to lower-than-expected sales of the iPhone 16 Pro series.
The iPhone 16 will ignite a "replacement wave"! Wedbush: Apple's market cap is expected to reach $4 trillion next year.
①Wedbush analyst Dan Ives raised the target price of apple from $285 to $300, with over 36% potential upside compared to current levels; ②He predicts that the pent-up demand from iPhone users will ultimately drive sales of the iPhone 16 to 0.24 billion units in 2025.
Wall Street commented on Apple's conference: The large-scale replacement of iPhones will have to wait for iPhone 17, and the early feedback from the supply chain will determine the success or failure of this round of sales.
Goldman Sachs pointed out in its latest research report that the iPhone 16 series does not have any surprises in terms of pricing, large-scale promotions, or AI functions. JPMorgan stated that in the short term, Apple Intelligence does not provide much help to the sales of the iPhone 16. With the upgrade of AI functions, the sales of the iPhone 17 series will be better, which may trigger a new wave of Apple's "upgrade wave".