早期全球数据显示iPhone 17销售强劲,但Jefferies分析师表示,基础版的良好表现可能会损害Apple的平均售价。
分析师指出,交付等待时间同比增长,但iPhone Air几乎没有等待时间,"这表明需求疲软"。他们补充说,基础版的需求主要由激进的定价策略推动,特别是在中国市场。
"产品组合可能比去年糟糕得多,因为17基础版的强势表现无法抵消17 Air和Pro版本的疲软",分析师表示。
Apple股价上涨4%。
早期全球数据显示iPhone 17销售强劲,但Jefferies分析师表示,基础版的良好表现可能会损害Apple的平均售价。
分析师指出,交付等待时间同比增长,但iPhone Air几乎没有等待时间,"这表明需求疲软"。他们补充说,基础版的需求主要由激进的定价策略推动,特别是在中国市场。
"产品组合可能比去年糟糕得多,因为17基础版的强势表现无法抵消17 Air和Pro版本的疲软",分析师表示。
Apple股价上涨4%。
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