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关税风险消退+定价潜力，大摩看好苹果(AAPL.US)：iPhone销量预测上调至5400万部
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Max机型，各新增200万部产能。不过摩根士丹利表示，其内部预测的5500万部销量已部分涵盖这一增量，较修正后的5400万部预测高出约80万部。</p><p>展望2025年下半年，分析师预计iPhone 17系列产量将维持在8000万至8500万部区间，同比下降5%至1%(2024年同期为8400万部)。同时指出，12月季度iPhone生产的季节性波动通常大于9月季度，过去五年(排除2020-2021年疫情特殊期)的环比增幅范围在35%至71%之间。</p><p>该团队还观察到，当前市场对iPhone的估计正呈现上调趋势，而历史上苹果股价在估计修正期间常伴随估值扩张。结合渠道库存已低于正常水平，9月季度存在更大的补库空间，这些因素共同支撑了其对iPhone销售前景的乐观预期。</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>关税风险消退+定价潜力，大摩看好苹果(AAPL.US)：iPhone销量预测上调至5400万部</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1330431.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","BK4579":"人工智能","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","MACW.SI":"APPLE 3xLongSG261006","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4170":"电脑硬件、储存设备及电脑周边","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0683600562.USD":"AB SELECT US 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17系列产量将维持在8000万至8500万部区间，同比下降5%至1%(2024年同期为8400万部)。同时指出，12月季度iPhone生产的季节性波动通常大于9月季度，过去五年(排除2020-2021年疫情特殊期)的环比增幅范围在35%至71%之间。该团队还观察到，当前市场对iPhone的估计正呈现上调趋势，而历史上苹果股价在估计修正期间常伴随估值扩张。结合渠道库存已低于正常水平，9月季度存在更大的补库空间，这些因素共同支撑了其对iPhone销售前景的乐观预期。","news_type":1,"symbols_score_info":{"AAPL":1,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":181,"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":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/468529629249640"}
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