蘋果2025秋季發布會跟蹤報告：如期發布新品看好蘋果3年向上創新周期重申果鏈低位佈局

招商證券股份有...

2025/09/11

事件：蘋果於9月10日凌晨1點如期發布iPhone17系列、iPhoneAir、Airpods Pro3及Apple Watch Series 11/Urtra 3/SE3。我們評論如下：評論：1、iPhone 17Pro：主要亮點為外觀大改、散熱升級、長焦升級。1）背面外觀大改，全新拉絲鋁製一體成型設計，後蓋採用超瓷晶玻璃；2）搭配全新VC散熱，散熱性能比前代鈦提升20倍，激光焊接到堅固、輕便且...

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及Ultra3亮點為高血壓提醒、續航提升和5G，Ultra3衞星通訊。1）S11：佩戴30天后可提醒高血壓風險，新增睡眠評分，5G，續航增6h到24h；2）Ultra3：衞星通信及5G，續航增12h到42h，3D打印表殼；3）SE3：搭載S10，支持快充。S11/Ultra3/SE3起售價$399/799/249，價格不變。投資建議：繼續看好蘋果未來3年向上周期，把握果鏈優質公司長線佈局機會。總體來説，我們認為發布會符合預期，且iPhone17Pro 系列及耳機手錶新品售價並未上調，iPhone17性價比提升，創新亮點在全新超薄手機、整體手機外觀大改/光學/散熱/快充/eSIM/自研芯片等和耳機手錶新品。據產業鏈跟蹤17 系列備貨超9000 萬，大改版本結合未來更完備的AI 功能望進一步助推銷量。如此前觀點，我們持續強調果鏈硬件創新與AI共振的三年向上周期，蘋果AI Phone、摺疊機、AI穿戴、XR硬件、AI家居以及上游光學、結構件等又將迎創新大年。蘋果AI後續催化頗多，看好蘋果生態及優質用户優勢，為最優質的AI流量入口，蘋果有望引領AI時代創新，推動產業鏈迎新一輪發展機遇，帶來果鏈當前估值和遠期業績向上彈性，且不少優質公司有個體alpha。我們繼續首推全面受益蘋果終端AI創新的立訊精密和高偉電子，繼續看好鵬鼎控股、東山精密、比亞迪電子、水晶光電、藍特光學、瑞聲科技、舜宇光學、長盈精密、大族激光等，並關注領益智造、歌爾股份、精研科技、統聯精密、珠海冠宇、鉑力特、華曙高科、恒銘達、欣旺達、世華科技、福立旺、環旭電子、德賽電池等。","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"}}}

蘋果2025秋季發布會跟蹤報告：如期發布新品 看好蘋果3年向上創新周期 重申果鏈低位佈局

熱議股票

蘋果2025秋季發布會跟蹤報告：如期發布新品看好蘋果3年向上創新周期重申果鏈低位佈局