leesk
2021-07-05
值得入手
消息称苹果今年新iPhone进入备货倒数阶段
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":155591864,"tweetId":"155591864","gmtCreate":1625443697458,"gmtModify":1633940721319,"author":{"id":4087815025687340,"idStr":"4087815025687340","authorId":4087815025687340,"authorIdStr":"4087815025687340","name":"leesk","avatar":"https://static.tigerbbs.com/3f2f956d207ac9400780efc10ab82dce","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>值得入手</p></body></html>","htmlText":"<html><head></head><body><p>值得入手</p></body></html>","text":"值得入手","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/155591864","repostId":1109433094,"repostType":4,"repost":{"id":"1109433094","pubTimestamp":1625443157,"share":"https://www.laohu8.com/m/news/1109433094?lang=&edition=full","pubTime":"2021-07-05 07:59","market":"us","language":"zh","title":"消息称苹果今年新iPhone进入备货倒数阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1109433094","media":"爱集微","summary":"苹果今年新iPhone进入备货倒数阶段,供应链传出,今年新机以iPhone 13命名,组装订单分配当中,鸿海仍是大赢家,囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单,6.1吋iPh","content":"<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年新iPhone进入备货倒数阶段,供应链传出,今年新机以iPhone 13命名,组装订单分配当中,鸿海仍是大赢家,囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单,6.1吋iPhone 13也有68%由鸿海操刀,另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下,助攻鸿海下半年旺季营运动能。</p>\n<p>供应链传出,今年新iPhone将回归到往年9月发表的状况,代工厂第3季开始出货,拉货高峰落在第4季,苹果将推四款新机,分别为6.7吋iPhone 13 Pro Max,6.1吋的iPhone 13 Pro,以及5.4吋与6.1吋,同样名为iPhone 13的机种。</p>\n<p><img src=\"https://static.tigerbbs.com/14c305db3ed4a32e928a4a6436373dbb\" tg-width=\"802\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>在代工订单分配上,鸿海维持主力代工厂地位,和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯,出货机种为6.1吋iPhone 13 Pro,订单占比约四成,与鸿海分食,遭点名的业者均不回应订单动态。</p>\n<p>市场普遍对今年iPhone新机出货出货抱持乐观看法,日系外资更上调今年下半年新iPhone出货量预估,由8,200万支上修到8,500万支,预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。</p>\n<p>至于立讯加入iPhone组装行列,外资认为,相关影响在可控制范围内,主要在于今年新iPhone出货量可望比去年机种增加,加上鸿海在iPhone组装市占下滑程度有限,鸿海去年下半年iPhone 12系列的订单占比约72%至74%,今年下半年iPhone新机中,预估鸿海订单占比则为68%至70%,同样为主要组装iPhone中高阶产品。</p>\n<p>因此,若iPhone下半年销售优于预期,鸿海、和硕与立讯等可望跟着受惠。市场也密切关注,立讯在今年度首度成为iPhone的组装厂之后,其供货的iPhone 13 Pro产品良率、交期等表现。</p>\n<p>鸿海将于本周公布6月与上半年营收表现,鸿海5月中旬时表示,第1季虽然基期高,但是需求延伸到第2季,预估第2季营收将与首季持平,但仍会较去年同期强劲成长。</p>","source":"ijiwei","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>消息称苹果今年新iPhone进入备货倒数阶段</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消息称苹果今年新iPhone进入备货倒数阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 07:59 北京时间 <a href=https://laoyaoba.com/n/785523><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果今年新iPhone进入备货倒数阶段,供应链传出,今年新机以iPhone 13命名,组装订单分配当中,鸿海仍是大赢家,囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单,6.1吋iPhone 13也有68%由鸿海操刀,另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下,助攻鸿海下半年旺季营运动能。\n供应链传出,今年新iPhone将回归到往年9月发表的状况,代工厂第3季...</p>\n\n<a href=\"https://laoyaoba.com/n/785523\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://laoyaoba.com/n/785523","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109433094","content_text":"苹果今年新iPhone进入备货倒数阶段,供应链传出,今年新机以iPhone 13命名,组装订单分配当中,鸿海仍是大赢家,囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单,6.1吋iPhone 13也有68%由鸿海操刀,另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下,助攻鸿海下半年旺季营运动能。\n供应链传出,今年新iPhone将回归到往年9月发表的状况,代工厂第3季开始出货,拉货高峰落在第4季,苹果将推四款新机,分别为6.7吋iPhone 13 Pro Max,6.1吋的iPhone 13 Pro,以及5.4吋与6.1吋,同样名为iPhone 13的机种。\n\n在代工订单分配上,鸿海维持主力代工厂地位,和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯,出货机种为6.1吋iPhone 13 Pro,订单占比约四成,与鸿海分食,遭点名的业者均不回应订单动态。\n市场普遍对今年iPhone新机出货出货抱持乐观看法,日系外资更上调今年下半年新iPhone出货量预估,由8,200万支上修到8,500万支,预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。\n至于立讯加入iPhone组装行列,外资认为,相关影响在可控制范围内,主要在于今年新iPhone出货量可望比去年机种增加,加上鸿海在iPhone组装市占下滑程度有限,鸿海去年下半年iPhone 12系列的订单占比约72%至74%,今年下半年iPhone新机中,预估鸿海订单占比则为68%至70%,同样为主要组装iPhone中高阶产品。\n因此,若iPhone下半年销售优于预期,鸿海、和硕与立讯等可望跟着受惠。市场也密切关注,立讯在今年度首度成为iPhone的组装厂之后,其供货的iPhone 13 Pro产品良率、交期等表现。\n鸿海将于本周公布6月与上半年营收表现,鸿海5月中旬时表示,第1季虽然基期高,但是需求延伸到第2季,预估第2季营收将与首季持平,但仍会较去年同期强劲成长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/155591864"}
精彩评论