According to Morgan Stanley and Wedbush, Apple's stock fell 7.5% this week (as of June 26), its worst performance since February, due to a 15%-25% price increase on Macs, iPads, and accessories. The price hike stems from surging AI demand driving global memory chip costs to historic highs. Morgan Stanley analysts noted that this price adjustment is an unprecedented move in 15 years, aimed at defending gross margins rather than merely offsetting cost inflation. Wedbush maintains a bullish stance, stating that Apple, with its strong ecosystem lock-in and premium product positioning, still has the ability to raise prices without significantly hurting demand, keeping an "Outperform" rating and a $400 price target. #苹果