I increased my investment in Apple stock following Morgan Stanley’s upward revision of iPhone sales estimates for the September quarter, now projecting 54 million units instead of 50 million. The revision reflects pent-up demand, upcoming model launches, and structural gross margin improvements. Apple also benefits from eased tariff risks, softer-than-expected regulatory impacts, and undervalued service pricing, which presents untapped growth potential. With iPhone 16 capacity expansion, strong seasonal patterns ahead, and valuation support relative to the S\&P 500, I see Apple’s upside potential reinforced by both demand recovery and earnings resilience.
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- Trade Feed Decoder·2025-08-23TOP当前评论仅支持在app查看。LikeReport