華爾街大行：iPhone Air亮相為可摺疊手機鋪路蘋果有望迎來強勁換機潮

智通財經網

09/11

智通財經APP獲悉，儘管蘋果(AAPL.US)週二舉行的 iPhone 17 發佈會並未帶來太多驚喜，但分析師們認為新款 iPhone Air 的推出為明年推出的可摺疊機型奠定了基礎。花旗分析師 Atif Malik及其團隊在一份投資者報告中表示：「我們認為 iPhone Air(這款產品輕薄、便攜但又堅固耐用)的推出為明年推出可摺疊手機奠定了基礎，我們預計這將推動更強勁的換機潮。」這家總部位於...

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08:20","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2566735936","market":"us","top_or_hot":-1,"title":"華爾街大行：iPhone Air亮相為可摺疊手機鋪路 蘋果有望迎來強勁換機潮","media":"智通財經網","content":"<div>\n<p>智通財經APP獲悉，儘管蘋果(AAPL.US)週二舉行的 iPhone 17 發佈會並未帶來太多驚喜，但分析師們認為新款 iPhone Air 的推出為明年推出的可摺疊機型奠定了基礎。花旗分析師 Atif Malik及其團隊在一份投資者報告中表示：「我們認為 iPhone Air(這款產品輕薄、便攜但又堅固耐用)的推出為明年推出可摺疊手機奠定了基礎，我們預計這將推動更強勁的換機潮。」這家總部位於...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509110838069787a8ad&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>華爾街大行：iPhone Air亮相為可摺疊手機鋪路 蘋果有望迎來強勁換機潮</title>\n<style 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wave","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"MACW.SI":0.6,"PL":0.9},"content_text":"智通財經APP獲悉，儘管蘋果(AAPL.US)週二舉行的 iPhone 17 發佈會並未帶來太多驚喜，但分析師們認為新款 iPhone Air 的推出為明年推出的可摺疊機型奠定了基礎。花旗分析師 Atif Malik及其團隊在一份投資者報告中表示：「我們認為 iPhone Air(這款產品輕薄、便攜但又堅固耐用)的推出為明年推出可摺疊手機奠定了基礎，我們預計這將推動更強勁的換機潮。」這家總部位於庫比蒂諾的公司還公佈了其最新款 AirPods 和 Apple Watch 的新功能。蘋果股價下跌了約 3%。在過去幾年裏，蘋果通常會在新款 iPhone 發佈後股價下跌幾個百分點，但隨後在數週乃至數月內又會回升。在發佈會後，花旗再次將蘋果的評級定為「買入」，並將其目標股價定為 245 美元。高盛也維持了其「買入」評級，並將目標股定為 266 美元。該行表示，新款 iPhone 的一些規格表現優於預期。高盛分析師Michael Ng在一份投資者報告中表示：「iPhone Air 最大電池容量可達 27 小時(比 iPhone 17 基礎款少 3 小時)，這一數據可能好於預期，尤其是在考慮到更薄機身設計所帶來的限制因素時;超出預期的 iPhone Air 芯片(A19 Pro 優於高盛預期及行業報告中提及的 A19 芯片);iPhone 17 基礎款後置攝像頭有所改進(配備兩個 4800 萬像素鏡頭，而高盛預期為一個 4800 萬像素、一個 1200 萬像素鏡頭);以及引入了蘋果設計的新型 N1 Wi-Fi 芯片，這應能增強供應鏈的獨立性。」Wedbush則再次維持其「跑贏大盤」評級，並將目標價定為 270 美元。Wedbush分析師Daniel Ives在一份投資者報告中表示：「該公司旨在推動其蘋果生態系統的新一輪應用案例的發展，同時利用全球最大的消費者設備安裝基礎(包括 24 億部 iOS 設備和 15 億部 iPhone)，並為基於創新的升級週期做好有利的準備。」Ives補充道：「我們估計，在全球 15 億用户中，約有 3.15 億 iPhone 用户在過去 4 年裏沒有更換手機，這為蘋果帶來了升級設備的機遇，而中國市場無疑是重中之重。該公司在大幅提高內部產品效率的同時，還進行了大膽的重新設計，並融入了實用的新功能和蘋果智能技術，這使得蘋果有望在未來 12 至 18 個月內迎來一輪超級增長週期，而該公司也在努力改進其人工智能戰略，以期提升股價。」","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"}}}

華爾街大行：iPhone Air亮相為可摺疊手機鋪路 蘋果有望迎來強勁換機潮

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華爾街大行：iPhone Air亮相為可摺疊手機鋪路蘋果有望迎來強勁換機潮