*Walter Bloomberg|Sep 29, 2025 11:41
AAPL - JEFFERIES: IPHONE 17 MOMENTUM COOLING
🔸 Strong initial sales, but delivery lead times falling, signaling weaker demand.
🔸 U.S. weakest market: zero-day lead time vs. double-digit days in other tracked regions; 17 Pro Max lead time ~4 days shorter than last year.
🔸 China: better-than-expected launch, but momentum also slowing.
🔸 Jefferies maintains Hold on Apple.(*Walter Bloomberg)
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink