【中信证券:仍看好在折叠屏等新品支撑下的2026-27年苹果硬件创新周期】中信证券研报认为,北京时间9月10日凌晨1点,苹果在2026年秋季新品发布会上发布折叠屏iPhone Duo、iPhone 18 Pro & ProMax、AirPods 5及Apple Watch Series 12 & Ultra 4产品。其中,iPhone DUO折叠屏、端侧AI生态、新材料新工艺的引入为本次新品的核心亮点。虽然受存储价格影响,产品定价略有上浮,我们仍看好在折叠屏等新品支撑下的2026-27年苹果硬件创新周期,建议重点关注新材料、新工艺应用带来升级、增量供应链环节。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.