郭明:iPhone 17首周末预购五大要点,Pro Max需求最强、Air需长期观察

格隆汇
Sep 15

知名苹果分析师郭明表示,iPhone 17系列首周末预购有以下几个重点:①iPhone 17系列之首周末预购需求优于去年的iPhone 16;②以Pro Max、Pro与标准版的第三季总生产量来说,iPhone 17较iPhone 16同比多约25%,但出货时间仅约增加一周,代表上述三款iPhone 17机型的总预购需求较好;③iPhone 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iPhone过去没有类似Air这样定位的产品,故开卖一段期间后再观察需求较为客观;④需求最强机种还是Pro Max。iPhone 17 Pro Max的3Q25生产量较去年同期的16 Pro Max增加约60%,但出货时间相似;⑤iPhone 17系列预购表现较去年好,有利Apple 3Q25财报,但对供应链股价帮助较有限,投资人目前高度关注的还是明年开始的大幅度创新产品对供应链的贡献。

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