苹果秋季发布会倒计时,iPhone 17 系列预计亮相,包括 iPhone 17、iPhone 17 Pro、iPhone 17 Pro Max 及全新超薄 iPhone 17 Air,同时可能推出新款 Apple Watch、升级版 iPad Pro 和性能更强的 Vision Pro 头显。高盛、摩根大通等华尔街投行认为,本次发布会核心看点在于产品线调整和定价策略,iPhone 17 Pro 起售价上调至 1099 美元,超薄 iPhone 17 Air 厚度仅 5.5 毫米,将成为史上最薄机型。
产业链方面,自发布会定档以来,苹果概念股整体走强。比亚迪电子、蓝思科技、高伟电子、瑞声科技、舜宇光学科技等果链公司三季度均接待了多家机构调研,资本市场对新品备货周期启动预期强烈。分析师指出,iPhone 升级周期、新款 Apple Watch 和 AI 产品布局,有望带动苹果及果链公司 2025-2026 财年业绩增长。
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