Apple's new iPhone demand is flashing red light: Daiwa Securities says iPhone 16 delivery time has decreased.
Morgan Stanley's report states that as of this Tuesday, Apple started pre-orders 11 days before, the delivery time of iPhone 16 in the USA and international markets is at least ten days shorter than that of iPhone 15. The report says that these data are overall negative for the iPhone cycle, but still have very little predictive power for the entire cycle.
Direxion Daily AAPL Bull 1.5X Shares Declares Quarterly Distribution of $0.1978
Apple unexpectedly fell on rebalancing day, who is the culprit?
Last Friday, apple (AAPL.US) should have been the big winner of the major stock index quarterly adjustment, the index fund rebalancing wave is expected to be bullish for the stock price, but in reality, there was a sudden change and a rapid decline.
Opinion | Is Apple, the global market cap leader, still undervalued?
Now, Apple's business and stocks can still be successful even without the brilliant performance of the iPhone.
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.