尽管苹果面临记忆体晶片价格上涨威胁利润率的挑战，公司已透过调涨Mac与iPad等产品价格来应对，并展现了强大的定价能力。分析师认为，凭借著高品牌忠诚度以及潜在的供应链调整，苹果的利润率将受到妥善保护。
市场预期苹果将于九月推出首款折叠iPhone，这有望成为刺激用户升级并抵销成本压力的重要催化剂。此外，苹果拥有创纪录的预期自由现金流与稳定的服务业务，使其在充满不确定性的市场中成为极具吸引力的防御型投资标的。
Investors are flocking to Apple as concerns mount over the massive artificial intelligence expenditures of other tech giants and chipmakers. Since bottoming out in late June, Apple's stock has rallied 16 percent, adding roughly 650 billion dollars in market value, with its conservative stance on the data center arms race now viewed as a safe-haven asset.
Although Apple faces challenges from rising memory chip prices that threaten its profit margins, the company has responded by raising prices on products like Macs and iPads, demonstrating strong pricing power. Analysts believe that Apple's margins will remain well-protected thanks to high brand loyalty and potential supply chain adjustments.
The market anticipates Apple will launch its first foldable iPhone in September, serving as a major catalyst to stimulate user upgrades and offset cost pressures. Furthermore, Apple boasts record expected free cash flow and a stable services business, making it a highly attractive defensive investment in an uncertain market environment.