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Gurman predicts a "revolutionary" breakthrough for Apple, with the release of a self-developed modem chip next year.
① Apple plans to replace Qualcomm products with its own developed cellular modem chip, internally named "Sinope," which is expected to debut in the spring of next year, applied to the iPhone SE series. ② After years of research and development and investing billions of dollars, Apple aims to surpass Qualcomm technically by 2027.
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In 2025, the profits of the "seven giants" of the U.S. stock market are expected to grow by only 18%, and investors are starting to look for new targets.
According to expectations, the total profit of the seven major technology giants, Alphabet, amazon, apple, Meta, microsoft, nvidia, and Tesla, will only grow by 18% in 2025, which is far lower than the 34% growth in 2024. Excluding the biggest beneficiary of the AI craze, nvidia, the total profit of the other six companies will only grow by 3% in 2025. As a result, investors have begun to look for new investment targets, such as energy and biotechnology stocks. An 18% profit increase is considered a good performance for almost all industries, but not for these large technology companies.