[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio6b2aea8f":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio6b2aea8f","换机需求回暖+折叠屏想象空间广阔-苹果(AAPL)获分析师看好","\u002Fdoc\u002Fdcio6b2aea8f","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在分析师普遍看好iPhone需求前景的推动下，苹果(AAPL)股价周一上涨，表现优于部分面临成本上升压力的智能手机行业同行。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，摩根士丹利分析师Erik Woodring在最新研报中指出，其于9月25日至10月22日进行的一项内部调查显示，iPhone在多个市场的需求依然强劲。其中，未来12个月内有意升级iPhone的用户比例升至37%，同比提升2个百分点，中国市场的升级率更是创下历史新高。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此前，研究机构Counterpoint Research也发布数据称，今年前九周中国iPhone销量同比增长23%，而整体智能手机市场则下滑4%，凸显苹果在中国市场的相对优势。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在行业层面，受人工智能需求推动，存储芯片供不应求，带动多家硬件厂商上调产品价格。然而，苹果尚未跟随涨价。Woodring认为，凭借“iPhone 17定价维持不变”以及“安卓厂商因中低端机型涨价导致需求转弱”，苹果有望成为今年唯一实现全球市场份额提升的主要智能手机厂商。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与此同时，市场对苹果可能推出的折叠屏iPhone抱有较高期待。该产品若面世，将成为iPhone历史上最重大的外观设计变革之一。调查显示，全球约27%的iPhone用户对折叠屏设备“极感兴趣”，中国市场这一比例接近40%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美国银行分析师Wamsi Mohan亦表示，折叠屏iPhone作为重大形态创新，初期需求有望强劲，供应链已为1000万至2000万部的出货规模做准备，显著高于竞争对手。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析人士指出，iPhone需求回暖对苹果至关重要。根据FactSet数据，市场预计苹果2026财年iPhone销售额将达2429亿美元，同比增长约16%，高于2025财年的2096亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，人工智能功能的完善也被视为潜在催化剂。尽管当前苹果AI升级尚未完全打动消费者，Woodring强调，AI功能仍是用户关注重点，苹果在该领域相较安卓阵营略显落后，预计2026年推出的Siri及Apple Intelligence升级将成为未来变现的重要基础。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">股价方面，苹果周一上涨1.4%至251.49美元，同期标普500指数上涨1.1%。市场整体情绪回暖叠加基本面预期改善，共同支撑苹果股价表现。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]