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”

智通财经
01 Apr

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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