THE APPLE PRESS TESTS THE "AI AVOIDANCE DEAL" LOGIC, WITH HIGH VALUATION AND PROFIT MARGIN COVERAGE AS A FOCUS OF ATTENTION

On July 30, Apple will publish its financial statements after Thursday's United States share, and the market will be concerned about its ability to continue its strong performance as an "AI-capex AI Trade" beneficiary. Since this year, the price of apples has risen by 24 per cent, doing the best in the "Scientific Seven" and repeatedly breaking the market value of $5 trillion. The analysis found that investors were concerned about AI ' s high return on capital expenditure and instead assigned apples with relatively low capital expenditure. However, apples are now expected to grow by about 35 times in the next 12 months, which is a new high since 2008, along with such factors as rising costs of storing chips and profit-rate containment, may be the focus of the current financial report. (Bloomberg)