
*Walter Bloomberg|9ๆ 29, 2025 11:41
AAPL - JEFFERIES: IPHONE 17 MOMENTUM COOLING
๐ธ Strong initial sales, but delivery lead times falling, signaling weaker demand.
๐ธ 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.
๐ธ China: better-than-expected launch, but momentum also slowing.
๐ธ Jefferies maintains Hold on Apple.(*Walter Bloomberg)
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