【券商聚焦】招銀國際：相信明年蘋果新產品發布將推動2026-27年更強勁的升級周期

金吾資訊

2025/09/11

金吾財訊 | 招銀國際表示，蘋果正式發布了四款 iPhone 17 機型（17/Pro/Pro Max、Air）、三款Watch更新（SE3/11/Ultra 3）和AirPods Pro 3。新規格/功能大多符合市場預期。其中該機構總結了幾個重點：1）iPhone: 發布了四款新 iPhone 17 機型，其中iPhone 17 Air是自 2017 年以來首次進行重大重新設計，售價 999 ...

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13:16","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2566955547","market":"us","top_or_hot":-1,"title":"【券商聚焦】招銀國際：相信明年蘋果新產品發布將推動2026-27年更強勁的升級周期","media":"金吾資訊","content":"<div>\n<p>金吾財訊 | 招銀國際表示，蘋果正式發布了四款 iPhone 17 機型（17/Pro/Pro Max、Air）、三款Watch更新（SE3/11/Ultra 3）和AirPods Pro 3。新規格/功能大多符合市場預期。其中該機構總結了幾個重點：1）iPhone: 發布了四款新 iPhone 17 機型，其中iPhone 17 Air是自 2017 年以來首次進行重大重新設計，售價 999 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202509111317339788ae66&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>【券商聚焦】招銀國際：相信明年蘋果新產品發布將推動2026-27年更強勁的升級周期</title>\n<style 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3。新規格/功能大多符合市場預期。其中該機構總結了幾個重點：1）iPhone: 發布了四款新 iPhone 17 機型，其中iPhone 17 Air是自 2017 年以來首次進行重大重新設計，售價 999 美元，採用超薄設計，配備單個 48MP 後置攝像頭和 A19 Pro 芯片；2）AirPods Pro 3：其主動降噪能力是前代的兩倍，通過手勢觸發時可使用 Apple Intelligence 進行實時翻譯，並具備心率監測功能；3）Watch Ultra 3：具備心率跟蹤、衞星連接功能且配有更大的顯示屏，42 小時電池續航，該機構認為在過去幾年重大升級缺席後，新產品有望推動換機潮；4）定價：儘管受關税影響，但大部分產品的起價基本保持不變，只有 iPhone Pro價格上漲 100 美元，定價好於此前市場的擔憂，並將利好換機需求。總體而言，該機構預計宏觀/關税影響、AI驅動升級慢於預期以及訂單提前交付將影響蘋果需求，但該機構相信明年新產品發布（可摺疊 iPhone、升級版 Siri、Vision Pro 2）將推動 2026-27 年更強勁的升級周期。個股方面，看好iPhone/AirPods/Watch份額/單機價值量提升的果鏈公司，包括立訊精密（iPhone/手錶代工/聲學/馬達）、瑞聲科技（聲學/馬達/VC均熱板）、鴻騰精密（連接器/AirPods）和比亞迪電子（iPhone 外殼）。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}