I added to my Apple position following encouraging Services momentum highlighted by Goldman Sachs. The firm reiterated a Buy rating with a $330 target after App Store spending accelerated about 7% YoY in January 2026, improving from 6% in December. Entertainment growth strengthened meaningfully despite a modest Games decline, reinforcing resilience across the ecosystem. I view continued App Store expansion as a key driver of Services revenue and margin stability. While off-app payment risks exist, Apple’s scale, loyal user base, and diversified hardware lineup support long-term growth and justify my additional investment.
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- MyrnaNorth·02-28Good call on AAPL! Services momentum looks strong. Keep it up! [强]LikeReport