The analyst who understands Apple best: Apple will face more severe challenges this year, the market has been overly optimistic, and there is a risk of a decline in stock prices.
Ming-Chi Kuo's industry research indicates that Apple will face more severe challenges in 2025, including almost stagnant iPhone growth, no contributions from AI services, and a continuing decline in business in China.
The non-farm data unexpectedly exceeded expectations! Will the Federal Reserve only cut interest rates once this year?
Interest rate cut expectations are rapidly being reduced! The market is beginning to bet that the Federal Reserve may only cut rates once this year...
Most of the 'Sweet 16' Stocks Have Dominated. They Might Do It Again in 2025.
Most of the 'Sweet 16' Stocks Have Dominated. -2-
Ming-Chi Kuo: It is expected that iPhone shipments will decline by 6% in the first half of the year, while market share in China continues to decline.
He also mentioned that in December 2024, the shipment volume of Smart Phones in the China market is expected to be about the same as that in the same period of 2023, but iPhone sales are projected to decline by about 10% to 12%, indicating that the market share of iPhone in China continues to shrink.
Weekend reading | AI glasses spark the "century war".
After recognizing the immense potential of the AI glasses market, the popularity of AI glasses has continued to rise since the second half of last year, with numerous players entering this field, all benchmarking against Meta, aiming to create the second blockbuster AI glasses.