摩根士丹利：iPhone17及Pro系列需求高于预期

格隆汇

10/03

摩根士丹利分析师 Erik Woodring 发布了一份研究报告，显示苹果 iPhone 17 / Pro 系列手机需求高过预期，整体出货量比较乐观。分析师表示，根据供应链人士消息和 Apple Store 的发货时间推测，iPhone 17、17 Pro 和 17 Pro Max 手机的早期需求强劲，略强过他们的最初预期，但 iPhone Air 手机到目前为止需求却相对疲软。供应链调查显示，iPhone 17 系列手机可能即将迎来产能提升，今年下半年苹果会将 iPhone 新品的产能提升至 9000 万部以上，高于目前预计的 8400 万部至 8600 万部。

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