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Apple dodged a DeepSeek sell-off, but its China headache hasn't gone away

1. Apple's iPhone sales in China dropped 11% last quarter. 2. DeepSeek's issue did not impact AAPL, but competition remains a concern. 3. Tim Cook attributes declines to channel inventory changes and strong competition. 4. Huawei's smartphone sales grew by 15.5%, while Apple's fell by 18.2%. 5. Analysts expect a rebound in China with the upcoming Apple Intelligence rollout.

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FAQ

Why Bearish?

Weak sales in China signal possible ongoing challenges for AAPL. Similar past declines have affected stock performance.

How important is it?

Declining sales in a key market like China significantly impacts AAPL's financial outlook.

Why Short Term?

Immediate sales performance in China will influence AAPL's short-term outlook.

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