$AAPL - Morgan Stanley Raises Apple Price Target to $235 Morgan Stanley analyst Erik Woodring raised Apple’s price target to $235 from $220, maintaining an Overweight rating. The firm expects March quarter results and June guidance to slightly beat estimates, though June margins may face pressure from tariffs. Forecasts include $95.7B in revenue and $1.64 EPS, driven by early product demand, a weaker dollar, and 12% Services growth.

下周又是比较重要的宏观数据和重要公司财报季，你要知道5月初就要公布美联储议息会议的情况了(4月没有)，目前很多分析师认为5月将会开始今年第一次降息，结果大概率就在下周数据里面。 •JOLTS 职位空缺——周二 劳动力市场景气度的领先指标，反映美国职位空缺数量变化。 • 消费者信心指数——周二 由会议委员会（Conference Board）发布，衡量消费者对经济前景的预期情绪。 • ADP 就业人数——周三 民间部门新增就业岗位数据，通常作为官方非农数据的前瞻参考。 • 第一季度 GDP 初值——周三 美国经济增长速度的初步评估，市场高度关注是否出现增长放缓迹象。 • 核心PCE物价指数数据——周三 美联储最偏好的通胀指标，直接影响未来利率决策预期。 • 微软 $MSFT 财报——周三 科技巨头微软发布季度财报，市场关注其AI、云计算业务增长情况。 • Meta平台 $META 财报——周三 社交媒体巨头Meta发布季度财报，重点关注广告收入及AI投入。 • 初请失业金人数——周四 反映美国劳动力市场流动性的最新数据。 • ISM制造业PMI——周四 制造业景气度指标，50以上代表扩张，50以下代表收缩。 • 苹果 $AAPL 财报——周四 全球最大科技公司之一苹果发布财报，关注硬件销量与服务收入表现。 • 亚马逊 $AMZN 财报——周四 电子商务和云计算巨头亚马逊发布财报，AWS（云服务）增长尤受瞩目。 •美国就业报告（非农就业数据）——周五 重点数据，涵盖新增就业岗位、失业率、薪资增长等，影响市场对美联储政策预期。 📊下周是数据与财报双重密集发布周，重点关注： • GDP与PCE通胀数据 → 影响对经济增长与通胀趋势的判断 • 非农就业数据 → 影响未来货币政策路径 • 科技巨头财报 → 可能引发市场整体风险偏好变化 请保持关注，合理控制仓位，谨慎应对市场波动。🧐

Apple, $AAPL, is moving to make most iPhones for US in India rather than China, per Reuters.

Apple, $AAPL, iPhone could triple in price to $3,500 if they’re made in the US, per CNN

$TSLA: WELLS FARGO CUTS TARGET PRICE TO $120 FROM $130 $AMZN: WELLS FARGO CUTS TARGET PRICE TO $199 FROM $203 $AAPL: WELLS FARGO CUTS TARGET PRICE TO $245 FROM $275

下午跟几个哥们聊了一个很有趣的话题：如果现在你只能选一只股票，并且要持有未来10年，你会选哪个？我仔细想了一下： 苹果 $AAPL 未来10年真不好说，或者说我看不懂，自乔布斯去世至今14年，库克这些年CEO做的很成功，不瞎折腾其实很难，但是未来10年我是真看不懂，头盔貌似已经失败了？反正我买的那已经几个月没碰过了。 英伟达 $NVDA 潜在的竞争对手还是很多的， 护城河貌似撑不了10年。 特斯拉 $TSLA 马斯克是最大的不确定性，我赌了他过去10年，但是未来10年不敢再赌了，感觉现在的他有点跑偏。 台积电 $TSM 目前确实是独一无二的存在，但是地缘政治的不确定性也不敢拿10年不动。 最后讨论半天，我觉得我敢持有未来10年而且睡得着觉的是爱马仕 $HESAY 因为10年后科技发展成什么样，AI如何进步我们现在没法估计，但是有一点不变的是女人永远喜欢Birkin和Kelly 那么，如果换你会选哪个公司敢持有10年？

The cost of Apple, $AAPL, iPhone components will rise to $846.5 from $549.73, per WSJ:

$AAPL - APPLE CEO HAD PRIVATE CONVERSATIONS W/ SENIOR TRUMP ADMINISTRATION OFFICIALS ABOUT IPHONE PRICE HIKES FOLLOWING TRUMP CHINA TARIFFS -WASHINGTON POST

$AAPL - IPHONE FOLD RUMORED TO COST OVER $2000 According to serial leaker "Instant Digital" on Weibo, the price could end up being between $2,100 and $2,300 to consumers. Though they do not disclose their actual working out of that price range, the leaker claims it's based on Apple's typical iPhone profit margin. https://t.co/1bkjYj2Rm2

$AAPL - APPLE IMPORTED IPHONES WORTH NEARLY $2 BILLION FROM INDIA TO US AHEAD OF TRUMP TARIFFS-CUSTOMS DATA FOXCONN SENT HIGHEST EVER IPHONES IN A MONTH, WORTH $1.3 BILLION, FROM INDIA TO US AHEAD OF TRUMP TARIFFS-CUSTOMS DATA

Tim Cook of Apple, $AAPL, ‘cares about nothing else’ than beating Mark Zuckerberg of $META to a pair of truly smart glasses: ‘It’s the only thing he’s really spending his time on from a product development standpoint," per FORTUNE

It would cost Apple, $AAPL, about $30 billion and three years to move just 10% of their supply chain to the US, per Dan Ives

The cheapest Apple, $AAPL, iPhone 16 model was launched in the U.S. with a sticker price of $799, but could cost as much as $1,142 if tariffs are reimplemented, per Rosenblatt Securities.

Trump: "I helped Tim Cook of Apple, $AAPL, ecently in that whole business. I don't want to hurt anybody. But the end result is we're going to get to the position of greatness for our country."

This is unusual. Marjorie Taylor Greene said on April 7th that people panicking over tariffs were "losers and failures." On April 8th and 9th, she just refiled her trades, showing she bought hundred of thousands of dollars in stocks, including in Apple, $AAPL, $PLTR, Nvidia, $NVDIA, $QCOM, $NKE, $AMD and much more when the market was deeply red. On April 9th, seemingly after the purchases, Trump announced his pause on the tariffs. Then, the stock market boomed.

没想到，都不用等到4月17号，周一就完成了川川的目标价，苹果开盘211美金，✅达成所有的目标！开盘买，基本全部被套！🥲 劝告所有人赶紧离开美股市场，跟着国际资本，一起离开！等待巴菲特出手的时候，再行动！永远玩不过这种内幕和操纵！

$AAPL - TRUMP: I HELPED TIM COOK RECENTLY

$AAPL - 🚨TRUMP: THERE WILL MAYBE BE SOME THINGS COMING UP, I SPEAK TO APPLE'S COOK

買いたかった、、

$AAPL - APPLE SHARES JUMP 7.2% AFTER TARIFF EXEMPTIONS ON SMARTPHONES, COMPUTERS

Apple, $AAPL, is up 5% in premarket.

川川赢麻了，#AAPL 苹果股价盘前大涨6%，股价到210美金！😅 认真的嘛？操盘手居然这么精准点位！

$AAPL - APPLE TOPS Q1 SMARTPHONE SALES: COUNTERPOINT RESEARCH Helped by the iPhone 16e launch and continued expansion in emerging markets, Apple took the #1 spot in Q1 2025, its first ever for the first quarter, with a 19% share. Strong sales growth in markets like Japan and India helped. https://t.co/n5whDC8V11

PREMKT 🔸 $AAPL | +4.97% 🔸 $PTON | +4.12% 🔸 $INTC | +3.19% 🔸 $BABA | +2.53% 🔸 $AMD | +2.29% 🔸 $NVDA | +1.70% 🔸 $NFLX | +1.58% 🔸 $MSFT | +1.55% 🔸 $SNAP | +1.51% 🔸 $META | +1.50% 🔸 $AMZN | +1.15% 🔸 $TSLA | +0.99% 🔸 $DIS | +0.90% 🔸 $GOOGL | +0.90%

$AAPL - KEYBANC UPGRADES TO SECTOR WEIGHT FROM UNDERWEIGHT "We are upgrading AAPL to SW. Friday’s tariff exception for smartphones is a major positive, removing a key risk and making our previous downside target unlikely. While concerns remain — high growth expectations for FY26, weak AI efforts, and risks from the Google DOJ case — the worst-case trade war scenario now seems off the table. As a result, we no longer see further downside."

稳定币在交易所头寸，都在起底回升，希望特朗普不要乱来，安心涨到4月17日，苹果210美金附近，大概要涨6%，币圈也会反弹一波！🙏 烧香拜佛，川川闭嘴！

当50倍做多做空 #BTC 已经不再过瘾，高端内幕玩家开始进军期权市场！ 昨天宣布手机电脑芯片等电子产品关税豁免之前，周五苹果的期权，已经出现大幅度波动，周五 $AAPL 的看涨期权出现短期大幅溢价，下周目标价设定在210美金附近。另外4月17日到期的 $AAPL 期权的未平仓头寸，看涨期权的数量远远超过看跌期权的数量，也是创下近一年最大峰值。 周五诡异的美股市场，一切貌似都可以理解了！😅

BREAKING: US Politicians were buying tariff exempt companies before the news like $AAPL Apple. Take Republican Marjorie Taylor Greene. She bought $AAPL, $AMZN, $DELL, $NKE, and others before the surprise announcement today, buyjng the companies as they fell. Unusual.

$AAPL and electronics companies have been excluded from the reciprocal tariffs. You can see below we saw numerous $AAPL calls being opened, and shared it below on Twitter / X in REALTIME. IN FACT, Apple's new premium on Friday was first day it was positive all week. Top

BREAKING: US Politicians were buying tariff exempt companies before the news like $AAPL Apple. Take Republican Marjorie Taylor Greene. She bought $AAPL, $AMZN, $DELL, $NKE, and others before the surprise announcement today, buyjng the companies as they fell. Unusual.

Smartphone tariff exemption eh? $AAPL

Now we know why we saw all of the bullish option premium on $AAPL on Friday — Net call premium nearly $19M Net put premium -$18M Traders targeting short dated $200 and $210 calls for Thursday 4/17 expiry — short week next Check out this headline this morning @unusual_whales

Reporter: Are we going to make Apple, $AAPL, iPhones in the US? Peter Navarro: We’re to be able to do it through more automation and there’s going to be plenty of jobs for robots, plenty of jobs for humans

$AAPL and electronics companies have been excluded from the reciprocal tariffs. You can see below we saw numerous $AAPL calls being opened, and shared it below on Twitter / X in REALTIME. IN FACT, Apple's new premium on Friday was first day it was positive all week. Top unexpired chains were all the $200, $210, $220, $215 calls For Thursday!!! It looks like people were expecting some American companies to get an exception. Come learn the tools.

Apple, $AAPL, needs to increase prices of their Macbook by 39% to cover costs of tariffs if they go back in place, per Rosenblatt Securities.

Apple, $AAPL, needs to increase costs of their Airpods by 39% to cover costs of tariffs if they are put back in place, per Rosenblatt Securities.

Tech giant Apple chartered cargo flights to ferry 600 tons of iPhones, or as many as 1.5 million, to the United States from India, after it stepped up production there in an effort to beat President Donald Trump's tariffs, sources told Reuters.

$AAPL - *APPLE SHIPS 600 TONS OF IPHONES FROM INDIA TO BEAT TARIFFS:RTRS

实名举报苹果走私苹果

All of the Magnificent 7 are now red, with: $AAPL down 4.79% (a 6% move!) $TSLA Tesla down 4.2% (an 8% reversal move today!!!) $AMZN down 2.45% (a 5% reversal!)