郭明𫓹:iPhone 17需求胜iPhone 16

格隆汇
Yesterday

苹果公司iPhone 17系列上周五(12日)晚上8点起开始接受预订,有“最强苹果分析师”之称的天风国际分析员郭明𫓹表示,首个周末预购需求胜iPhone 16。 他在社交平台发表文章称,以Pro Max、Pro与标准版第三季总生产量来说,iPhone 17较iPhone 16同比多约25%,出货时间仅约增加一周,代表三款iPhone 17新机型总预购需求较好。至于iPhone Air开卖有现货,看似预购需求低于去年同期的iPhone 16 Plus(出货时间约2周),但需考虑到iPhone Air在今年第三季的生产量,较iPhone 16 Plus去年同期升约2倍,加上iPhone过去没有类似Air这样定位产品,故开卖一段期间后再观察需求较为客观。 他指出,需求最强机种仍是Pro Max。iPhone 17 Pro Max第三季生产量较去年同期的16 Pro Max增加约60%,但出货时间相似。总结来说,iPhone 17系列预购表现较去年好,有利苹果第三季业绩表现,但对供应链股价帮助较有限。

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