In this episode of PhillipCapital’s Market Watch, Helena Wang, Research Analyst at Phillip Securities Research delves into Apple’s performance and future prospects. Discover how Apple Intelligence is set to reshape its ecosystem and trigger a new iPhone upgrade cycle while challenges like weak sales in China remain a concern.
00:23 - Introduction to Apple
00:42 - Revenue Breakdown: iPhone, Mac, iPad, Services
01:40 - Apple Intelligence
02:13 - Investment Thesis: Pros
03:10 - Investment Thesis: Cons
04:28 - Conclusion
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