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Seth Golden posted an update 4 years, 6 months ago
Morgan Stanley: “iPhone is tracking above seasonal trends: …as of May 25th, current air quality metrics suggest industrial production is back above historical levels in all 4 cities we track”“Most importantly, industrial activity in Zhengzhou, an important iPhone assembly hub, is back above seasonal levels (and increasing Y/Y), which we interpret as a positive sign that iPhone demand is likely improving as more regions relax COVID-19 related restrictions”
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