Apple (NASDAQ: AAPL ) has been struggling lately. With shares worth barely $200 as I write this sentence, this stock that has historically returned 26% per year in the iPhone era (i.e., since 2007) is still a solid 20%-plus below the all-time highs reached in DecemberDaniel Martins is the founder of independent research firm DM Martins Research. The firm's work is centered around building more efficient, easily replicable portfolios that are properly risk-balanced for growth with less downside risk. His wor ...

The market appears to have reached its limit regarding the level of uncertainty it can tolerate regarding trade tariffs implemented by President Trump during the so-called “Liberation Day” of April 2025. However, markets aren’t as powerful as the United States economy itself.  Apple TodayAAPLApple$199.95 -0.47 (-0.23%) 52-Week Range$169.21▼$260.10Dividend Yield0.52%P/E Ratio31.74Price Target$235.80Add to WatchlistNow that the latter is starting to see the effects of this uncertainty, new action has been ta ...

iPhone 16销售表现 - iPhone 16基础版成为2025年第一季度全球最畅销智能手机 这是两年来首次由基础版iPhone登顶 [1] - 苹果包揽全球前五大智能手机中的四款 包括iPhone 16 Pro系列和iPhone 15 三星Galaxy A16 5G排名第五 [1] - iPhone 16 Pro系列在中国面临挑战 因政府补贴政策导致其无法享受6000元以下设备的折扣优惠 [2] - 尽管面临挑战 iPhone 16 Pro系列仍连续第三个季度贡献苹果iPhone近半数销量 [2] 分析师观点分歧 - 分析师认为iPhone 16系列的成功对苹果至关重要 显示其旗舰产品在经济逆风中仍保持强势 [3] - 另有分析师指出 iPhone基础版超越Pro版表明两款机型差距缩小 都需配备足够芯片支持苹果AI功能 [4] - 分析师认为登顶全球榜单并不意味着苹果重回巅峰 iPhone收入在财年第一季度未达预期 实际收入6914亿美元低于预期的7104亿美元 [4] 产品线变化 - 平价机型iPhone 16e表现亮眼 上市首月即进入全球畅销手机前十 预计首年表现将超越前代iPhone SE [5] - 分析师观察到2025年苹果预算机型、基础版和Pro版之间的差距正在缩小 [5] 公司面临挑战 - 苹果面临特朗普政府关税政策不确定性 可能对从中国转移至印度生产的iPhone征收25%关税 [6] - 分析师认为苹果在美国生产iPhone的计划不切实际 [6] - 苹果AI功能未能如预期推动销售增长 未能创造超级换机周期 [7]

应用商店生态规模 - 美国App Store去年促成开发者账单和销售额达4060亿美元 [1] - 过去五年生态规模增长近三倍 从2019年的1420亿美元增至2023年的4060亿美元 [2] - 美国开发者收入同期增长超一倍 小型开发者收入在2021-2024年间增长76% [2] 收入构成与增长驱动力 - 实体商品和服务贡献2770亿美元 占总额68% [2] - 应用内广告收入750亿美元 数字商品和服务收入530亿美元 [2] - 食品杂货配送、娱乐和企业级应用成为主要增长领域 [2] 细分市场表现 - 旅行和食品配送支出超过网约车服务 [3] - 生产力、教育和商业类应用开发者收入显著增长 [4] - 游戏开发者去年收入位居各品类之首 [4] 技术创新与安全 - AI驱动型应用正通过App Store改变用户日常生活 [3] - 2024年成功阻止20亿美元欺诈交易 过去五年累计阻止90亿美元 [5] 开发者支持计划 - 计划6月9日全球开发者大会发布AI开发工具包 支持第三方接入大语言模型 [4][5]

International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker expects global smartphone shipments to grow 0.6% year over year to 1.24 billion in 2025.IDC cut the forecast from 2.3% growth in February due to high uncertainty, tariff volatility, and macroeconomic challenges leading to a slowdown in consumer spending.Growth will remain in the low single digits throughout the forecast period, with a five-year (2024-2029) compound annual growth rate (CAGR) of 1.4% due to increasing smartphone pen ...

Just ahead of its Worldwide Developers Conference next month, Apple on Thursday announced new figures related to the U.S. App Store’s financial success. The company says its U.S. App Store ecosystem has generated $406 billion in developer billings and sales in 2024 — a figure that’s nearly tripled in size since 2019, when it then generated $142 billion.Apple also made a point to note that, for 90% of the billings and sales facilitated by the App Store, developers paid no commission. The new figures come f ...

In Brief Apple will reportedly change the way it names its operating systems, per a Bloomberg report. Operating systems will now be named by year, meaning the update after the current iOS 18 will be iOS 26 rather than, say, iOS 19. The change paves the way for a less confusing, more consistent branding among Apple products. Other name changes will include iPadOS 26, macOS 26, watchOS 26, tvOS 26, and visionOS 26, Bloomberg says. The changes will be announced at Apple’s Worldwide Developer Conference (WWDC) ...

操作系统命名变更 - 公司计划将操作系统命名方式从版本号改为年份，例如iOS 26、iPad OS 26、macOS 26等[1] - 新命名系统将从下一代操作系统开始实施，目的是消除当前不同设备操作系统版本号不一致造成的混淆[2] - 该变更将于6月9日在全球开发者大会上正式宣布[3] 操作系统升级计划 - 公司计划对Mac和iPhone操作系统进行自2020年和2013年以来最重大的升级[3] - 升级内容包括使iPhone、iPad和Mac的操作系统导航更简单、体验更一致[3] - 具体改进涉及图标风格、菜单、应用程序、窗口、系统按钮等界面元素[4] 智能眼镜开发 - 公司计划在2026年底推出AI增强的智能眼镜，与Meta的Ray-Bans竞争[4] - 产品预计配备摄像头、麦克风、扬声器和Siri语音助手[5] - 功能包括处理电话、播放音乐、实时翻译和逐向导航[5] - 该项目是公司开发"突破性AI产品"整体计划的一部分[5]

Meta plans to open physical storefronts and hire retail employees in an effort to boost sales of its devices, according to a report.The company has been leading an ongoing project to expand its retail footprint, which currently includes just one store on its California campus, according to an internal communication obtained by Business Insider. The project is not widely known internally yet.Meta declined to comment. 3 Meta currently has just one retail store on its California campus. Getty ImagesThe inter ...

苹果公司软件命名策略调整 - 公司计划按年份重命名重大软件版本 [1] - 将从iOS 18升级至iOS 26 [1]