苹果涨价带崩全球芯片股 分析称iPhone涨价成定局

智通财经
6 hours ago
【苹果涨价带崩全球芯片股 分析称iPhone涨价成定局】26日,日韩股市在本周内出现第二次大幅下跌,韩国股市一度触发市场熔断机制,截至当日收盘,韩国综指下跌5.81%,日经指数下跌4.15%。分析认为,26日日韩股市的大幅走低,与苹果公司25日宣布相关产品涨价有关。而背后的逻辑是:存储价格上涨推动终端电子消费品涨价,而电子产品的涨价或抑制需求,进而对存储板块股价形成压制。分析师预测,未来数月,iPhone手机也将迎来涨价,此番提前上调电脑、平板价格,还可能促使部分潜在买家提前下单。IDC高级研究总监纳比拉・波帕尔表示:“iPhone 涨价已成定局,只是时间问题。苹果选择在秋季新iPhone发布前宣布本次调价,策略十分巧妙——新机发布时,市场焦点就不会集中在涨价上,而是新品本身带来的产品价值。”

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