A big company called Barclays said that Apple might not sell as many iPhones this year and next year, so they lowered their rating for Apple's stock. Because of this, other companies that make parts for Apple's products also saw their stock prices go down a little bit. But some experts still think these companies will do well in the future because lots of people need to replace their old iPhones with new ones that can use 5G networks. Read from source...
1. The title is misleading and sensationalized, as it suggests that Apple suppliers are directly affected by the downgrade of Apple itself, rather than a specific analyst's opinion (Barclays). This creates confusion and fear among investors who may think that all sources agree on this negative outlook for Apple and its suppliers.
2. The article does not provide any evidence or data to support Barclays' claim of weak iPhone 15 sales and potential decrease in demand for iPhone 16 and other products. It simply reports the analyst's opinion without questioning its validity or reliability, which is a journalistic failure.
3. The article focuses on the short-term performance of Apple suppliers and their shares, rather than the long-term growth potential of these companies and their technology. This creates an impression that Apple and its suppliers are doomed in the long run, which may not be true.
4. The article mentions other tech and chip stocks, such as Samsung Electronics, SK Hynix, LG Electronics, etc., without explaining how they are related to Apple's downgrade or their own performance indicators. This creates an impression that these companies are also suffering from the same problem, which may not be true.
5. The article ends with a quote from Ray Wang of Constellation Research, who claims that there is still strong demand for iPhones on 5G networks. However, this quote contradicts the main premise of the article and does not address the impact of the downgrade on Apple's services business or other factors that may affect its performance. This creates an impression that the article is biased and inconsistent in presenting different perspectives on Apple's situation.
Dear user, I have carefully read the article you provided me and analyzed the market data related to Apple suppliers. Based on my assessment, I can offer you the following comprehensive investment recommendations and risks for the next quarter of 2024.