iPhone 17换机潮火热…追单效应可期,台积电、鸿海、大立光等同步看旺

爱集微
Oct 20

苹果iPhone 17系列新机正掀起强力换机潮,预期今年iPhone营收增长率将攀上新冠疫情来最高。法人看好,iPhone 17系列热销,追单效应可期,台积电、鸿海、大立光等供应链出货同步看旺。Deepwater资产管理公司共同创办人Gene Munster表示,iPhone 17系列等待时间比去年拉长13%左右,可能显示换机力道更强,“等待交货时间拉长,通常代表产品周期更强”。苹果预计10月30...

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