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科技股集体狂欢,投资者为何对苹果发布会保持“冷静”?

Technology stocks are partying collectively, why do investors keep "calm" to Apple Inc's press conference?

Wind ·  Sep 8, 2022 09:21

Overnight, the three major indexes of US stocks rose collectively, with the NASDAQ up more than 2%. At the same time, Apple Inc's latest press conference did not inject a "tonic" into the company's share price. Apple Inc's share price rose 0.93%, ranking last among the "FAAMG" five major technology stocks.

According to the latest press release, the tech giant focuses on the safety features of the iPhone 14 series and the latest smartwatch, adding sensors that can detect car accidents and sound alarms. The new smartphone will be connected by satellite to send emergency messages for use in areas not accessible to cellular base stations.

Alex William, editor of TechCrunch+, said: "the problem is that investors don't seem to care much about what Apple Inc announced. The company continues to launch new products, and its share price does not seem to have much reaction. The lack of something really shocking in the press conference is consistent with Apple Inc's previous attitude towards product updates. "

Many analysts had expected Apple Inc to raise the prices of some of the iPhone, but the starting prices of the company's basic and high-end models were the same as a year ago.

Demand for the iPhone 12 and iPhone 13 series helped Apple Inc set record profits and sales over the past two years. IPhone's revenue grew 39% in fiscal year 2021 and is expected to grow another 6.7% to a record $205 billion in the fiscal year that ends at the end of this month.

Some analysts had predicted that Apple Inc would raise the price of iPhone 14 because of increased cost pressure. Ben Wood, chief analyst at CCS Insight, said: "it is impressive that Apple Inc has kept the price of the new iPhone 14 phone in the United States the same as the same period last year. We had expected that inflation, higher production and spare parts costs, as well as other charges such as higher freight rates, would lead Apple Inc to raise retail pricing. "

Gene Munster, managing partner of Loup Ventures, said: "iPhone's sales performance so far this year has been impressive, which is the biggest reason why the company has largely weathered the recession. "in this holiday, in the face of stressed consumers, maintaining the momentum of this market segment will be the top priority for investors when launching. "

International data Corporation, a research institution (International Data Corp.) Apple Inc has not been affected by the fact that smartphone shipments across the industry have fallen nearly 9% year-on-year in the past quarter, according to the company's data. The bright spot in the smartphone market in the first half of this year was smartphones priced at more than $900, according to Counterpoint Research.

The biggest change at the event was the more expensive high-end iPhone Pro models, which helped Apple Inc increase his income. Apple Inc released the 6.1inch and 6.7inch Pro versions, and added a 6.7inch iPhone 14 plus and a 6.1inch display to the basic version of iPhone 14.

Notably, Globalstar confirmed in a regulatory filing on Wednesday that it would use the spectrum license it already holds to provide Apple Inc's new service. The company has an international license for space-to-ground signal transmission in excess of 11.5 MHz wireless spectrum.

Smartphones have long used the existing satellite network of the US Global Positioning system (gps) for navigation, but technical restrictions often prevent consumer-grade devices from accessing space communications networks. The energy needed to send strong signals to the sky limits the market, and new Earth-orbiting satellite constellations make the technology within reach, although smartphones still need access to their microchips and antennas. Apple Inc said the company had spent years working on the technology, which uses an app to tell users where to point the device to the sky.

By obtaining regulatory permission through one-stop channels, Apple Inc will eventually be able to provide satellite services outside North America. Other companies seeking satellite phone services may need to obtain separate approval in each country where the service is planned.

Edit / lydia

The translation is provided by third-party software.


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