华尔街大行：iPhone Air亮相为可折叠手机铺路苹果有望迎来强劲换机潮

智通财经网

2025/09/11

智通财经APP获悉，尽管苹果(AAPL.US)周二举行的 iPhone 17 发布会并未带来太多惊喜，但分析师们认为新款 iPhone Air 的推出为明年推出的可折叠机型奠定了基础。花旗分析师 Atif Malik及其团队在一份投资者报告中表示：“我们认为 iPhone Air(这款产品轻薄、便携但又坚固耐用)的推出为明年推出可折叠手机奠定了基础，我们预计这将推动更强劲的换机潮。”这家总部位于...

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Air(这款产品轻薄、便携但又坚固耐用)的推出为明年推出可折叠手机奠定了基础，我们预计这将推动更强劲的换机潮。”这家总部位于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509110838069787a8ad&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1868836591.USD","symbol_name":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509110838069787a8ad&s=b","article_id":"2566735936","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509110838069787a8ad&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Malik及其团队在一份投资者报告中表示：“我们认为 iPhone Air(这款产品轻薄、便携但又坚固耐用)的推出为明年推出可折叠手机奠定了基础，我们预计这将推动更强劲的换机潮。”这家总部位于库比蒂诺的公司还公布了其最新款 AirPods 和 Apple Watch 的新功能。苹果股价下跌了约 3%。在过去几年里，苹果通常会在新款 iPhone 发布后股价下跌几个百分点，但随后在数周乃至数月内又会回升。在发布会后，花旗再次将苹果的评级定为“买入”，并将其目标股价定为 245 美元。高盛也维持了其“买入”评级，并将目标股定为 266 美元。该行表示，新款 iPhone 的一些规格表现优于预期。高盛分析师Michael Ng在一份投资者报告中表示：“iPhone Air 最大电池容量可达 27 小时(比 iPhone 17 基础款少 3 小时)，这一数据可能好于预期，尤其是在考虑到更薄机身设计所带来的限制因素时;超出预期的 iPhone Air 芯片(A19 Pro 优于高盛预期及行业报告中提及的 A19 芯片);iPhone 17 基础款后置摄像头有所改进(配备两个 4800 万像素镜头，而高盛预期为一个 4800 万像素、一个 1200 万像素镜头);以及引入了苹果设计的新型 N1 Wi-Fi 芯片，这应能增强供应链的独立性。”Wedbush则再次维持其“跑赢大盘”评级，并将目标价定为 270 美元。Wedbush分析师Daniel Ives在一份投资者报告中表示：“该公司旨在推动其苹果生态系统的新一轮应用案例的发展，同时利用全球最大的消费者设备安装基础(包括 24 亿部 iOS 设备和 15 亿部 iPhone)，并为基于创新的升级周期做好有利的准备。”Ives补充道：“我们估计，在全球 15 亿用户中，约有 3.15 亿 iPhone 用户在过去 4 年里没有更换手机，这为苹果带来了升级设备的机遇，而中国市场无疑是重中之重。该公司在大幅提高内部产品效率的同时，还进行了大胆的重新设计，并融入了实用的新功能和苹果智能技术，这使得苹果有望在未来 12 至 18 个月内迎来一轮超级增长周期，而该公司也在努力改进其人工智能战略，以期提升股价。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

华尔街大行：iPhone Air亮相为可折叠手机铺路 苹果有望迎来强劲换机潮

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华尔街大行：iPhone Air亮相为可折叠手机铺路苹果有望迎来强劲换机潮