cover of episode AAPL Notes and Security Updates - MOSK: 11.20.2024

AAPL Notes and Security Updates - MOSK: 11.20.2024

2024/11/20
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Ken Ray
技术播客主持人和苹果产品评论员
Topics
KeyBanc 看衰苹果股票，维持低配评级，目标价 200 美元，主要原因是 iPhone 16 未能显著提升升级率、iPhone SE 蚕食 iPhone 16 销量以及市场预期过高。JP Morgan 分析师则看好苹果服务业务，尤其 App Store 收入增长强劲，预计 12 月季度服务收入增长约 13%。苹果首次在 Apple News 应用中销售自有广告，以提升服务收入，此前依赖第三方销售，这限制了其收入潜力。印度尼西亚禁止销售 iPhone 16，因为苹果未完成投资承诺，苹果最初提出 1000 万美元投资，后提高到 1 亿美元，但印尼希望投资更多用于智能手机研发。苹果发布多个安全更新，修复了可能正在被积极利用的安全漏洞，所有用户都建议更新，主要涉及 WebKit 和 JavaScriptCore 的漏洞，其中 macOS 的漏洞可能已被积极利用。苹果将于 12 月 18 日停止对 iOS 10 及更早版本和 macOS Sierra 10 及更早版本的 Safari 书签同步功能的支持。Apple Vision Pro 上的第三方 F1 观赛应用 Lapz 因未授权被 F1 官方叫停。Apple TV+ 将推出一部关于 Fleetwood Mac 乐队的纪录片，由 Frank Marshall 执导，乐队成员将亲自分享故事。Apple TV+ 还将于明年春季推出 Seth Rogen 主演的喜剧《The Studio》，讲述电影工作室的幕后故事。

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Chapters
KeyBanc reiterates an underweight rating on AAPL shares, citing concerns about iPhone 16's impact on upgrade rates and potential cannibalization by the iPhone SE.
  • KeyBanc maintains an underweight view on AAPL shares.
  • Concerns include iPhone 16's ability to drive upgrades and potential sales cannibalization by iPhone SE.
  • Consensus expectations for AAPL's revenue growth are considered too high.

Shownotes Transcript

  • KeyBanc Reiterates Underweight Rating on AAPL - J.P. Morgan Sees Strength for Services in App Store Revenue - Axios: Apple Selling Its Own Ads in Apple News App For First Time - Report: Apple Offers Indonesia US$100 Investment Over iPhone 16 Ban - Apple Issues Security Updates to Address Active Exploits - Apple Killing iCloud Bookmark Syncing on iOS 10 and macOS 10 - Apple Vision Pro F1 Viewer Lapz Forced Off the Course - Apple TV+ Announces Fleetwood Mac Doc - Apple TV+ Announces Seth Rogen Comedy Series “The Studio” - Sponsored by Turtle Beach - Level up your game and get 10% off @TurtleBeach with code MACOSKEN at turtlebeach.com/MACOSKEN! #turtlebeachpod - Take a deeper look at iOS 18’s “inactivity reboot” on Check No. 400 by SecureMac - online at checklist.libsyn.com - Catch Ken on Mastodon - @[email protected] - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: [email protected] or call (716)780-4080!