iPhone 出货2025年初恐遇瓶颈？

爱集微12-22 07:21

摩根士丹利（大摩）证券最新释出的“大中华科技硬体产业”报告中，指出2025年初iPhone与iPad的出货表现可能未如市场预期，虽然整体出货数据貌似不佳，但仍对台厂供应链中的“三剑客”，包括台积电（2330）、鸿海（2317）、日月光（3711）等皆给予“优于大盘”评等，长线增长潜力可期。大摩台湾区研究部主管施晓娟指出，在iPhone生产预估值方面，今年第4季维持约7,300万部（季增35%、年减...

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2493526296?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-12-22 07:21","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2493526296","market":"us","top_or_hot":-1,"title":"iPhone 出货2025年初恐遇瓶颈？","media":"爱集微","content":"<div>\n<p>摩根士丹利（大摩）证券最新释出的“大中华科技硬体产业”报告中，指出2025年初iPhone与iPad的出货表现可能未如市场预期，虽然整体出货数据貌似不佳，但仍对台厂供应链中的“三剑客”，包括台积电（2330）、鸿海（2317）、日月光（3711）等皆给予“优于大盘”评等，长线增长潜力可期。大摩台湾区研究部主管施晓娟指出，在iPhone生产预估值方面，今年第4季维持约7,300万部（季增35%、年减...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222072201ab8a41c5&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>iPhone 出货2025年初恐遇瓶颈？</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\">\niPhone 出货2025年初恐遇瓶颈？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-22 07:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222072201ab8a41c5&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利（大摩）证券最新释出的“大中华科技硬体产业”报告中，指出2025年初iPhone与iPad的出货表现可能未如市场预期，虽然整体出货数据貌似不佳，但仍对台厂供应链中的“三剑客”，包括台积电（2330）、鸿海（2317）、日月光（3711）等皆给予“优于大盘”评等，长线增长潜力可期。大摩台湾区研究部主管施晓娟指出，在iPhone生产预估值方面，今年第4季维持约7,300万部（季增35%、年减...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222072201ab8a41c5&s=b\">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":"LU2237443622.USD","symbol_name":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222072201ab8a41c5&s=b","article_id":"2493526296","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241222072201ab8a41c5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2493526296","pubTimestamp":1734823293,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"摩根士丹利（大摩）证券最新释出的“大中华科技硬体产业”报告中，指出2025年初iPhone与iPad的出货表现可能未如市场预期，虽然整体出货数据貌似不佳，但仍对台厂供应链中的“三剑客”，包括台积电、鸿海、日月光等皆给予“优于大盘”评等，长线增长潜力可期。大摩台湾区研究部主管施晓娟指出，在iPhone生产预估值方面，今年第4季维持约7,300万部；2025年第1季预估为4,800万部。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","BK4512":"苹果概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","TSM":"台积电","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","03145":"华夏亚洲高息股","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","MACW.SI":"APPLE 3xLongSG261006","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","AAPL":"苹果","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC"},"translate_title":"iPhone shipments may encounter bottlenecks in early 2025?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"TSM":0.9,"MACW.SI":0.6,"03145":0.6},"content_text":"摩根士丹利（大摩）证券最新释出的“大中华科技硬体产业”报告中，指出2025年初iPhone与iPad的出货表现可能未如市场预期，虽然整体出货数据貌似不佳，但仍对台厂供应链中的“三剑客”，包括台积电（2330）、鸿海（2317）、日月光（3711）等皆给予“优于大盘”评等，长线增长潜力可期。大摩台湾区研究部主管施晓娟指出，在iPhone生产预估值方面，今年第4季维持约7,300万部（季增35%、年减 3%）；2025年第1季预估为4,800万部（季减34%，年增持平）。iPad方面，今年第4则持在1,500万部（季减3%，年增持平）；2025年第1季为950万部（季减37%，年减 17%）。汇整目前大摩个股报告中，台积电、鸿海、日月光皆获得“优于大盘”评等。台积电方面，大摩指出，2025年增长动能将主要来自高性能计算（HPC）需求，预计台积电2025年资本支出将高于2024年，但最终支出仍取决于长期增长前景，而长期毛利率目标维持在53%以上，后市可期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2493526296"}