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苹果iPhone 15预定量强劲，Q4出货量或接近9000万部

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17:00","market":"us","language":"zh","title":"苹果iPhone 15预定量强劲，Q4出货量或接近9000万部","url":"https://stock-news.laohu8.com/highlight/detail?id=2368969272","media":"金十数据","summary":"投行分析师称，此次iPhone 15系列预订量远高于市场预期，其中Pro/Pro Max更受欢迎。","content":"<html><head></head><body><blockquote><p>投行分析师称，此次iPhone 15系列预订量远高于市场预期，其中Pro/Pro Max更受欢迎。</p></blockquote><p>韦德布什分析师艾夫斯对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股票评级为“跑赢大盘”，目标价为240美元。</p><p>艾夫斯在一份报告中表示，<strong>周五开始的iPhone 15预订量远高于市场的普遍预期，同时较iPhone 14的预订量增长了约10-12%。</strong></p><p>该分析师表示，iPhone 15 Pro/Pro Max更受欢迎，其中Pro Max在美国、中国、印度和欧洲部分地区表现尤为强劲。他表示，这对手机平均销售单价（ASP）来说是个好兆头。<strong>他预估苹果ASP大概在925美元的范围内，较过去12个月上涨了约100美元。</strong></p><p>艾夫斯还指出，iPhone 15 Pro/Pro Max的交货/发货时间现<strong>已移至10月底至11月初。</strong>这位分析师还表示，</p><blockquote><p>“iPhone 15 Pro Max看起来在这个周期中脱颖而出。”</p></blockquote><p>他估计印度的预订量同比增长约25%，而中国的预订量则更为强劲。</p><blockquote><p>“我们相信市场份额会增加，虽然外界产生越来越多的怀疑，但苹果在中国的iPhone 15周期仍将保持稳定。”他补充道。</p></blockquote><p>艾夫斯表示，韦德布什本周末对亚洲供应链的观察增强了市场信心，<strong>即iPhone在假日季度（第四季度）的出货量可能接近9000万部。</strong>运营商的促销活动可能会有助于大力提升销量。</p><p><strong>对于2024财年，分析师预计iPhone销量将达到2.25亿部，平均售价也将不断上升。</strong>他补充道：</p><blockquote><p>“这说明了苹果公司对下一款iPhone发布的潜在需求情况，我行预计全球12亿iPhone用户中约有2.5亿以上在4年多的时间里没有升级过手机。”</p></blockquote></body></html>","source":"xnew_highlight","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>苹果iPhone 15预定量强劲，Q4出货量或接近9000万部</title>\n<style 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href=\"https://xnews.jin10.com/webapp/details.html?id=122481&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/56503aba3adc5c0d6b587da82c7c1bc0","relate_stocks":{"IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc 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Max更受欢迎，其中Pro Max在美国、中国、印度和欧洲部分地区表现尤为强劲。他表示，这对手机平均销售单价（ASP）来说是个好兆头。他预估苹果ASP大概在925美元的范围内，较过去12个月上涨了约100美元。艾夫斯还指出，iPhone 15 Pro/Pro Max的交货/发货时间现已移至10月底至11月初。这位分析师还表示，“iPhone 15 Pro Max看起来在这个周期中脱颖而出。”他估计印度的预订量同比增长约25%，而中国的预订量则更为强劲。“我们相信市场份额会增加，虽然外界产生越来越多的怀疑，但苹果在中国的iPhone 15周期仍将保持稳定。”他补充道。艾夫斯表示，韦德布什本周末对亚洲供应链的观察增强了市场信心，即iPhone在假日季度（第四季度）的出货量可能接近9000万部。运营商的促销活动可能会有助于大力提升销量。对于2024财年，分析师预计iPhone销量将达到2.25亿部，平均售价也将不断上升。他补充道：“这说明了苹果公司对下一款iPhone发布的潜在需求情况，我行预计全球12亿iPhone用户中约有2.5亿以上在4年多的时间里没有升级过手机。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2068,"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/221448031477840"}