瑞银:苹果(AAPL.US)iPhone平均等候时间撇除中国后同比大致持平

智通财经
Sep 24

智通财经APP获悉,瑞银发布研报称,维持苹果(AAPL.US)“中性”评级及目标价296美元,相当于约29倍该行混合预测2027/2028历年每股盈利预测10.31美元。

该行追踪逾30个地区苹果iPhone供应情况的数据显示,Pro及Pro Max平均等候时间按周分别上升约3日及约2日。两款型号平均同比差距约为少1日,较上周初值少2日有所改善。撇除中国同比少4日的差距后,各地区等候时间大致持平,显示需求趋势边际或有改善。

该行指出,iPhone 18 Pro Max平均等候时间约24日,对比17 Pro Max约25日及16 Pro Max约23日;iPhone 18 Pro约17日,对比17 Pro约18日及16 Pro约17日。进入10月Duo发布前的等候时间是重要观察数据,而中国iPhone供应情况值得关注,因先前调查显示当地对折叠机、尤其是苹果折叠机兴趣较其他市场为高。

该行维持iPhone预测不变,估计2026年9月季度iPhone收入559亿美元,同比升14%,出货5,500万部,同比升2.8%;2026财年iPhone收入2,524亿美元,同比升20.4%,出货2.61亿部,同比升15.4%。

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