苹果逆势上涨！高盛报告揭秘：中国手机市场回暖是“幕后推手”
周一美股收盘上演戏剧性一幕：在六大科技龙头集体翻绿背景下，苹果逆势走出独立行情，股价上扬近2%成为全场焦点，截至发稿，苹果盘后股价回落0.33%。反观同行，英伟达、特斯拉跌幅超1%，微软、亚马逊也小幅收跌，Meta与谷歌A则原地踏步。
这出"独角戏"背后暗藏玄机。尽管市场传闻iPhone出货量持续承压，但高盛最新数据揭示关键信号：2月中国手机市场出现戏剧性反转——外国品牌出货量同比激增9%，较1月21%的暴跌形成强烈反差。
高盛分析师Michael Ng团队在报告中特别指出，今年2月创下自2024年6月以来最大月度增幅(12%)，尽管新品发布前的库存调整可能短期影响财报，但整体趋势仍令团队保持乐观看法，维持苹果"买入"评级及294美元目标价。
值得注意的是，外国品牌市场份额呈现环比微降，从16%滑落至13%，暗示本土品牌竞争依然激烈。但苹果阵营已率先亮出"科技王牌"：全新Apple Intelligence功能完成多语言适配，iOS18.4系统新增支持法语、德语、日语等8种语言，更首次向欧盟用户开放权限。
Vision Pro设备同步升级，用户可通过ChatGPT生成文本、用Genmoji创作表情，甚至用AI工具对图片进行二次创作。
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