美银：华为突发麒麟芯片Mate 60爆火，将导致iPhone销售下行_老虎社区_美港股上老虎

美银：华为突发麒麟芯片Mate 60爆火，将导致iPhone销售下行

智通财经2023-09-06

8月底，华为出人意料地发布了一款新的旗舰智能手机Mate 60和Mate Pro，这两款手机采用了能够以5G速度运行的内部芯片。如果自研芯片成功的话，也可能对苹果公司产生影响。美国银行分析师Wamsi Mohan对苹果公司的评级为"中性"，目标股价为210美元。他表示，如果华为能够供应国产麒麟9000S芯片并扩大规模，新款Mate 60可能会给华为带来重新夺回市场份额的机会。Mohan在一份投资者...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

终于爬出来
·2023-09-06
你问问除了脑残粉还有谁8000买个888？
回复
点赞
举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2365774095?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028","is_english":false,"pubTime":"2023-09-06 07:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2365774095","market":"us","top_or_hot":-1,"title":"美银：华为突发麒麟芯片Mate 60爆火，将导致iPhone销售下行","media":"智通财经","content":"<div>\n<p>8月底，华为出人意料地发布了一款新的旗舰智能手机Mate 60和Mate Pro，这两款手机采用了能够以5G速度运行的内部芯片。如果自研芯片成功的话，也可能对苹果公司产生影响。美国银行分析师Wamsi Mohan对苹果公司的评级为\"中性\"，目标股价为210美元。他表示，如果华为能够供应国产麒麟9000S芯片并扩大规模，新款Mate 60可能会给华为带来重新夺回市场份额的机会。Mohan在一份投资者...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/991306.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银：华为突发麒麟芯片Mate 60爆火，将导致iPhone销售下行</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银：华为突发麒麟芯片Mate 60爆火，将导致iPhone销售下行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-06 07:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/991306.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月底，华为出人意料地发布了一款新的旗舰智能手机Mate 60和Mate Pro，这两款手机采用了能够以5G速度运行的内部芯片。如果自研芯片成功的话，也可能对苹果公司产生影响。美国银行分析师Wamsi Mohan对苹果公司的评级为\"中性\"，目标股价为210美元。他表示，如果华为能够供应国产麒麟9000S芯片并扩大规模，新款Mate 60可能会给华为带来重新夺回市场份额的机会。Mohan在一份投资者...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/991306.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4554","symbol_name":"元宇宙及AR概念","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/991306.html","article_id":"2365774095","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2365774095","pubTimestamp":1693955032,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，8月底，华为出人意料地发布了一款新的旗舰智能手机Mate 60和Mate Pro，这两款手机采用了能够以5G速度运行的内部芯片。他表示，如果华为能够供应国产麒麟9000S芯片并扩大规模，新款Mate 60可能会给华为带来重新夺回市场份额的机会。Mohan在一份投资者报告中写道:“如果华为有能力供应并扩展其国产麒麟9000S，我们认为Mate系列手机是华为增加出货量和重新获得市场份额的机会，这可能会给iPhone的销售带来下行风险，尤其是在亚太地区。”","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4554":"元宇宙及AR概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4512":"苹果概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","AAPL":"苹果","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4534":"瑞士信贷持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4505":"高瓴资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4592":"伊斯兰概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4579":"人工智能","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4588":"碎股","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4574":"无人驾驶","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4573":"虚拟现实","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus"},"translate_title":"Bank of America: Huawei's sudden explosion of Kirin chip Mate 60 will lead to a downward trend in iPhone sales","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/dcd57c969801b100bb70be7a3714cf29","symbols_score_info":{"AAPL":1},"content_text":"8月底，华为出人意料地发布了一款新的旗舰智能手机Mate 60和Mate Pro，这两款手机采用了能够以5G速度运行的内部芯片。如果自研芯片成功的话，也可能对苹果公司产生影响。美国银行分析师Wamsi Mohan对苹果公司的评级为\"中性\"，目标股价为210美元。他表示，如果华为能够供应国产麒麟9000S芯片并扩大规模，新款Mate 60可能会给华为带来重新夺回市场份额的机会。Mohan在一份投资者报告中写道:“如果华为有能力供应并扩展其国产麒麟9000S，我们认为Mate系列手机是华为增加出货量和重新获得市场份额的机会，这可能会给iPhone的销售带来下行风险，尤其是在亚太地区。”Mohan估计，每卖出100万部iphone，苹果公司的每股收益约为1美分。如果华为夺回在中国输给苹果的1000万台手机出货量，这可能会影响其2024财年每股收益约11美分。目前华为在中国的销量已输给苹果大约3000万台手机，Mohan说，这可能会给苹果带来每股34美分的影响。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":216943462678720,"gmtCreate":1693987827406,"gmtModify":1693988141376,"author":{"id":"3548243647160644","authorId":"3548243647160644","name":"终于爬出来","avatar":"https://static.tigerbbs.com/f02507bf20fd995bde7b219f02171b94","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3548243647160644","authorIdStr":"3548243647160644"},"htmlText":"你问问除了脑残粉还有谁8000买个888？","listText":"你问问除了脑残粉还有谁8000买个888？","text":"你问问除了脑残粉还有谁8000买个888？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216943462678720","repostId":2365774095,"repostType":2,"repost":{"id":"2365774095","kind":"news","pubTimestamp":1693955032,"share":"https://www.laohu8.com/m/news/2365774095?lang=zh_CN&edition=full","pubTime":"2023-09-06 07:03","market":"us","language":"zh","title":"美银：华为突发麒麟芯片Mate 60爆火，将导致iPhone销售下行","url":"https://stock-news.laohu8.com/highlight/detail?id=2365774095","media":"智通财经","summary":"智通财经APP获悉，8月底，华为出人意料地发布了一款新的旗舰智能手机Mate 60和Mate Pro，这两款手机采用了能够以5G速度运行的内部芯片。他表示，如果华为能够供应国产麒麟9000S芯片并扩大规模，新款Mate 60可能会给华为带来重新夺回市场份额的机会。Mohan在一份投资者报告中写道:“如果华为有能力供应并扩展其国产麒麟9000S，我们认为Mate系列手机是华为增加出货量和重新获得市场份额的机会，这可能会给iPhone的销售带来下行风险，尤其是在亚太地区。”","content":"<html><head></head><body><p>8月底，华为出人意料地发布了一款新的旗舰智能手机Mate 60和Mate Pro，这两款手机采用了能够以5G速度运行的内部芯片。如果自研芯片成功的话，也可能对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司产生影响。</p><p>美国银行分析师Wamsi Mohan对苹果公司的评级为&#34;中性&#34;，目标股价为210美元。他表示，如果华为能够供应国产麒麟9000S芯片并扩大规模，新款Mate 60可能会给华为带来重新夺回市场份额的机会。</p><p>Mohan在一份投资者报告中写道:“如果华为有能力供应并扩展其国产麒麟9000S，我们认为Mate系列手机是华为增加出货量和重新获得市场份额的机会，这可能会给iPhone的销售带来下行风险，尤其是在亚太地区。”</p><p>Mohan估计，每卖出100万部iphone，苹果公司的每股收益约为1美分。如果华为夺回在中国输给苹果的1000万台手机出货量，这可能会影响其2024财年每股收益约11美分。</p><p>目前华为在中国的销量已输给苹果大约3000万台手机，Mohan说，这可能会给苹果带来每股34美分的影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74c802f8da38e4bc0f2b8156fc291fb2\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美银：华为突发麒麟芯片Mate 60爆火，将导致iPhone销售下行</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美银：华为突发麒麟芯片Mate 60爆火，将导致iPhone销售下行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-06 07:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/991306.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月底，华为出人意料地发布了一款新的旗舰智能手机Mate 60和Mate Pro，这两款手机采用了能够以5G速度运行的内部芯片。如果自研芯片成功的话，也可能对苹果公司产生影响。美国银行分析师Wamsi Mohan对苹果公司的评级为\"中性\"，目标股价为210美元。他表示，如果华为能够供应国产麒麟9000S芯片并扩大规模，新款Mate 60可能会给华为带来重新夺回市场份额的机会。Mohan在一份投资者...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/991306.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028","relate_stocks":{"BK4554":"元宇宙及AR概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","BK4512":"苹果概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4501":"段永平概念","BK4553":"喜马拉雅资本持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","AAPL":"苹果","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4534":"瑞士信贷持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4505":"高瓴资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4592":"伊斯兰概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4579":"人工智能","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4588":"碎股","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4574":"无人驾驶","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4573":"虚拟现实","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus"},"source_url":"http://www.zhitongcaijing.com/content/detail/991306.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2365774095","content_text":"8月底，华为出人意料地发布了一款新的旗舰智能手机Mate 60和Mate Pro，这两款手机采用了能够以5G速度运行的内部芯片。如果自研芯片成功的话，也可能对苹果公司产生影响。美国银行分析师Wamsi Mohan对苹果公司的评级为\"中性\"，目标股价为210美元。他表示，如果华为能够供应国产麒麟9000S芯片并扩大规模，新款Mate 60可能会给华为带来重新夺回市场份额的机会。Mohan在一份投资者报告中写道:“如果华为有能力供应并扩展其国产麒麟9000S，我们认为Mate系列手机是华为增加出货量和重新获得市场份额的机会，这可能会给iPhone的销售带来下行风险，尤其是在亚太地区。”Mohan估计，每卖出100万部iphone，苹果公司的每股收益约为1美分。如果华为夺回在中国输给苹果的1000万台手机出货量，这可能会影响其2024财年每股收益约11美分。目前华为在中国的销量已输给苹果大约3000万台手机，Mohan说，这可能会给苹果带来每股34美分的影响。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}