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New CEO takes office, will Apple be more aggressive or more stable? The answer might disappoint you.
In the era of "Turnas," the biggest suspense for Apple isn't innovation, but—will it become more conservative?
Don't forget, Tim Cook transformed Apple from a tech company into a cash machine. The first thing any successor does is "don't break the machine."
So in the short term, the new CEO might actually be more cautious: continue to strengthen service revenue, stabilize hardware profits, and maintain shareholder returns. Does that sound a bit boring? But the capital market simply prefers "certainty."
The issue lies in the medium to long term—without a new growth curve, Apple could gradually shift from a "tech stock" to a "consumer blue-chip." Naturally, the valuation ceiling would also appear.
From a technical perspective, this kind of "leadership change + non-aggressive" combination usually means the stock price stabilizes first and then chooses a direction.
—In one sentence: the biggest fear for the new CEO isn't making mistakes, but doing nothing at all. #特纳斯接任苹果CEO