(以下内容从中国银河《电子行业:苹果新品密集发布,增配布局AI未来》研报附件原文摘录)核心观点事件:2026年3月2日—3月4日,苹果密集发布多款新品,涵盖了手机、电脑、平板多条产品线。此次新品的核心逻辑是升级核心配置,把握AI生态入口。存储容量和芯片性能升级,增配布局AI未来:从整体产品线的更新情况来看,产品的迭代主要围绕起步内存规格的提升和部分产品芯片性能的升级。1)手机:iPhone17e的...
Source Link(以下内容从中国银河《电子行业:苹果新品密集发布,增配布局AI未来》研报附件原文摘录)核心观点事件:2026年3月2日—3月4日,苹果密集发布多款新品,涵盖了手机、电脑、平板多条产品线。此次新品的核心逻辑是升级核心配置,把握AI生态入口。存储容量和芯片性能升级,增配布局AI未来:从整体产品线的更新情况来看,产品的迭代主要围绕起步内存规格的提升和部分产品芯片性能的升级。1)手机:iPhone17e的...
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