摩根大通认为,尽管增幅有限,但是 iPhone 18 Pro 目前的需求高于 iPhone 17 Pro。分析师预计,分批上市策略将推动 Pro 机型销量增长。iPhone Duo 预计于 10 月底上市,其销量有望充分弥补基础机型缺位造成的缺口。
摩根大通预测,苹果 9 月季度盈利仅略高于行业预期,供应限制仍是影响因素。到 12 月季度,该行预计 iPhone Duo 销量约为 850 万部;因缺少非 Pro 机型,iPhone 收入预计同比下降约 2%。
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