杰富瑞看衰智能手机市场前景 却上调苹果出货量预期:“6·18”期间强劲表现成关键

智通财经网
02 Jul

智通财经APP获悉,投行杰富瑞下调了对2025年至2027年智能手机销量的预测,因为该航认为,由于多种原因,智能手机的前景已经恶化。该行分析师在一份客户报告中表示:“美国的关税政策带来了高度不确定性,但也在2025年第二季度推动了提前拉货需求。鉴于创新仍然缺乏、经济前景不明朗、安卓库存高企以及中国补贴逐渐消退,下半年将面临更大挑战。”因此,杰富瑞将2025至2027年整体智能手机出货量预期下调了...

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