We're raising our Apple price target, seeing plenty of good despite the memory crunch knocks
ONP 요약
Apple announced its third‑quarter earnings, reporting $109.4 billion in revenue, a 16% year‑over‑year increase. Sales of iPhones and Macs rose 22% and 29% respectively, while the company raised prices on Macs and iPads amid global memory‑chip shortages.
진보 성향:Supply‑driven price hikes — progressive outlets highlight Apple’s increased prices amid AI‑driven component shortages, framing it as a cost‑pressure issue.
보수 성향:Record‑profit celebration — conservative outlets emphasize Apple’s record earnings and Tim Cook’s final quarter, while noting chip shortages as a warning.
It was a good but not great quarter as Apple worked to mitigate the memory shortage, which impacted the reported quarter and guidance. ...
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We're raising our Apple price target, seeing plenty of good despite the memory crunch knocks
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