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2025-10-21
苹果要出可折叠iphone？
苹果股价今年首创新高！iPhone 17热卖引爆换机潮
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06:25","market":"us","language":"zh","title":"苹果股价今年首创新高！iPhone 17热卖引爆换机潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2577891980","media":"华尔街见闻","summary":"苹果股价涨近4%，进入2025年以来首次创历史新高，超越微软成为全美市值第二大企业。此次强势反弹主要受iPhone 17系列销售超预期带动，机构数据显示，iPhone 17系列在中美两地开售前10天销量较前代增长14%，基础款在中国热销，Pro Max在美国需求强劲。分析师认为，苹果正迎来期待已久的换机周期。","content":"<html><head></head><body><blockquote><p>苹果股价涨近4%，进入2025年以来首次创历史新高，超越微软成为全美市值第二大企业。此次强势反弹主要受iPhone 17系列销售超预期带动，机构数据显示，iPhone 17系列在中美两地开售前10天销量较前代高14%，基础款在中国热销，Pro Max在美国需求强劲。分析师认为，苹果正迎来期待已久的换机周期。</p></blockquote><p>苹果公司股价周一创下2025年以来首个历史新高，此前Loop Capital将其评级从“持有”上调至“买入”，成为最新一家看好iPhone需求趋势的机构。</p><p style=\"text-align: justify;\">苹果股价周一收涨逾3.9%，收于262.24美元，突破自去年12月以来的最高纪录，也让该公司超越微软，成为美国市值第二大的企业，仅次于英伟达。</p><p style=\"text-align: justify;\">今年上半年，苹果在标普500指数成分股中表现落后，4月一度累计下跌达31%。但自那之后，苹果股价已反弹逾50%，并于9月底终于转为年内上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dcb0bcbf881802651dcf11774523624\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3494173964\" style=\"text-align: start;\">新iPhone超强需求带动</h2><p style=\"text-align: justify;\"><strong>媒体称，近期股价走强主要受最新iPhone系列需求超预期带动，引发外界对期待已久的换机潮的乐观预期。</strong>投资者尤其关心，那些在疫情期间购买新iPhone、但之后多年未升级的消费者，是否会重新回到苹果门店购买新机。</p><p style=\"text-align: justify;\">苹果上月推出了iPhone 17系列以及更纤薄的新款iPhone Air。华尔街一直密切关注这些新品发布，希望判断它们的市场反应是否能超越往年。华尔街见闻此前文章称，新款iPhone的市场反响超出预期，分析师预测苹果智能手机收入将在最新财年恢复4%的增长，达到2093亿美元。</p><p style=\"text-align: justify;\"><strong>而根据研究机构Counterpoint Research的最新分析，iPhone 17系列在中美两地开售前10天的销量，较iPhone 16同期高出14%。</strong></p><p style=\"text-align: justify;\">该机构指出，基础款iPhone 17在中国市场表现突出，而高端机型iPhone 17 Pro Max在美国的需求增速最为强劲。美国的无线运营商为吸引高价值用户而推出的补贴政策推动了Pro Max销量，而基础款iPhone 17因价格与性能兼顾，更受普通消费者青睐。</p><p style=\"text-align: justify;\">Counterpoint还指出，新款超薄的iPhone Air虽然定位更小众、热度不及基础款iPhone 17，但其销量已超过去年被取代的“Plus”机型。</p><h2 id=\"id_3046640409\" style=\"text-align: start;\">分析师纷纷看多</h2><p style=\"text-align: justify;\">Loop分析师Ananda Baruah在上调苹果股价的报告中写道：</p><blockquote><p style=\"text-align: justify;\">“我们正处在苹果期待已久的换机周期的开端。”</p></blockquote><p style=\"text-align: justify;\">他认为，这反映了“由产品更新周期与新设计带动的需求增长”。Baruah同时将苹果目标价上调至315美元，为华尔街最高预期，意味着相较周一收盘价仍有约20%的上行空间。</p><p style=\"text-align: justify;\">此前投资者原本期待iPhone 16推出后能带来类似的股价提振，但其备受宣传的AI功能要么延迟发布、要么最终未上线，令市场失望。</p><p style=\"text-align: justify;\">不过，除Loop之外，越来越多机构开始转向看多苹果。Evercore ISI将苹果列入“策略性跑赢大盘名单”，称iPhone需求数据“显示这轮换机潮或不同于以往平均水平”。</p><p style=\"text-align: justify;\">Melius Research分析师Ben Reitzes则认为苹果正在“找回节奏”，并写道：“苹果正努力让批评者闭嘴。”他提到，中国市场趋势积极，“新机型整体势头强劲”，未来的新品发布可能继续充当股价催化剂。</p><h2 id=\"id_2991248302\" style=\"text-align: start;\">也有分析师持怀疑态度</h2><p style=\"text-align: justify;\">但也有分析师对iPhone 17的早期热度是否能支撑苹果当前估值持怀疑态度。苹果当前市盈率超过32倍，显著高于过去10年平均的22倍，也高于纳斯达克100指数平均水平，是“七巨头”中除特斯拉(Tesla)外最昂贵的一只股票。</p><p style=\"text-align: justify;\">此外，苹果在分析师中的人气仍落后于其他科技巨头。即便有Loop的上调，目前接受彭博追踪的分析师中，建议买入苹果的比例仍不足60%，在“七巨头”中仅高于特斯拉。</p><p style=\"text-align: justify;\">Jefferies分析师Edison Lee是仅有的四位对苹果持“卖出”或等同评级的分析师之一，他上周末警告称，</p><blockquote><p style=\"text-align: justify;\">“iPhone 17的销售势头仍在降温”。</p></blockquote><p style=\"text-align: justify;\">Lee本月早些时候刚将苹果评级下调至“跑输大盘”，并表示外界对“可折叠iPhone”的期待“被高估”，因为该产品售价可能过高，而且会“蚕食”Pro Max机型的销量。</p></body></html>","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>苹果股价今年首创新高！iPhone 17热卖引爆换机潮</title>\n<style 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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苹果股价今年首创新高！iPhone 17热卖引爆换机潮\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-21 06:25 北京时间 <a href=https://wallstreetcn.com/articles/3757523><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果股价涨近4%，进入2025年以来首次创历史新高，超越微软成为全美市值第二大企业。此次强势反弹主要受iPhone 17系列销售超预期带动，机构数据显示，iPhone 17系列在中美两地开售前10天销量较前代高14%，基础款在中国热销，Pro Max在美国需求强劲。分析师认为，苹果正迎来期待已久的换机周期。苹果公司股价周一创下2025年以来首个历史新高，此前Loop Capital将其评级从“持有...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3757523\">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/a8c0849a670fd1fce015800c0f532545","relate_stocks":{"SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","AAPL":"苹果","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1037948541.HKD":"AB LOW 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Capital将其评级从“持有”上调至“买入”，成为最新一家看好iPhone需求趋势的机构。苹果股价周一收涨逾3.9%，收于262.24美元，突破自去年12月以来的最高纪录，也让该公司超越微软，成为美国市值第二大的企业，仅次于英伟达。今年上半年，苹果在标普500指数成分股中表现落后，4月一度累计下跌达31%。但自那之后，苹果股价已反弹逾50%，并于9月底终于转为年内上涨。新iPhone超强需求带动媒体称，近期股价走强主要受最新iPhone系列需求超预期带动，引发外界对期待已久的换机潮的乐观预期。投资者尤其关心，那些在疫情期间购买新iPhone、但之后多年未升级的消费者，是否会重新回到苹果门店购买新机。苹果上月推出了iPhone 17系列以及更纤薄的新款iPhone Air。华尔街一直密切关注这些新品发布，希望判断它们的市场反应是否能超越往年。华尔街见闻此前文章称，新款iPhone的市场反响超出预期，分析师预测苹果智能手机收入将在最新财年恢复4%的增长，达到2093亿美元。而根据研究机构Counterpoint Research的最新分析，iPhone 17系列在中美两地开售前10天的销量，较iPhone 16同期高出14%。该机构指出，基础款iPhone 17在中国市场表现突出，而高端机型iPhone 17 Pro Max在美国的需求增速最为强劲。美国的无线运营商为吸引高价值用户而推出的补贴政策推动了Pro Max销量，而基础款iPhone 17因价格与性能兼顾，更受普通消费者青睐。Counterpoint还指出，新款超薄的iPhone Air虽然定位更小众、热度不及基础款iPhone 17，但其销量已超过去年被取代的“Plus”机型。分析师纷纷看多Loop分析师Ananda Baruah在上调苹果股价的报告中写道：“我们正处在苹果期待已久的换机周期的开端。”他认为，这反映了“由产品更新周期与新设计带动的需求增长”。Baruah同时将苹果目标价上调至315美元，为华尔街最高预期，意味着相较周一收盘价仍有约20%的上行空间。此前投资者原本期待iPhone 16推出后能带来类似的股价提振，但其备受宣传的AI功能要么延迟发布、要么最终未上线，令市场失望。不过，除Loop之外，越来越多机构开始转向看多苹果。Evercore ISI将苹果列入“策略性跑赢大盘名单”，称iPhone需求数据“显示这轮换机潮或不同于以往平均水平”。Melius Research分析师Ben Reitzes则认为苹果正在“找回节奏”，并写道：“苹果正努力让批评者闭嘴。”他提到，中国市场趋势积极，“新机型整体势头强劲”，未来的新品发布可能继续充当股价催化剂。也有分析师持怀疑态度但也有分析师对iPhone 17的早期热度是否能支撑苹果当前估值持怀疑态度。苹果当前市盈率超过32倍，显著高于过去10年平均的22倍，也高于纳斯达克100指数平均水平，是“七巨头”中除特斯拉(Tesla)外最昂贵的一只股票。此外，苹果在分析师中的人气仍落后于其他科技巨头。即便有Loop的上调，目前接受彭博追踪的分析师中，建议买入苹果的比例仍不足60%，在“七巨头”中仅高于特斯拉。Jefferies分析师Edison Lee是仅有的四位对苹果持“卖出”或等同评级的分析师之一，他上周末警告称，“iPhone 17的销售势头仍在降温”。Lee本月早些时候刚将苹果评级下调至“跑输大盘”，并表示外界对“可折叠iPhone”的期待“被高估”，因为该产品售价可能过高，而且会“蚕食”Pro Max机型的销量。","news_type":1,"symbols_score_info":{"AAPL":1.5}},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":491443081953736,"gmtCreate":1761002498018,"gmtModify":1761010207758,"author":{"id":"3466564991848547","authorId":"3466564991848547","name":"太阳1688","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466564991848547","idStr":"3466564991848547"},"themes":[],"htmlText":"苹果要出可折叠iphone？","listText":"苹果要出可折叠iphone？","text":"苹果要出可折叠iphone？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491443081953736","repostId":"2577891980","repostType":2,"repost":{"id":"2577891980","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1760999144,"share":"https://www.laohu8.com/m/news/2577891980?lang=zh_CN&edition=full","pubTime":"2025-10-21 06:25","market":"us","language":"zh","title":"苹果股价今年首创新高！iPhone 17热卖引爆换机潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2577891980","media":"华尔街见闻","summary":"苹果股价涨近4%，进入2025年以来首次创历史新高，超越微软成为全美市值第二大企业。此次强势反弹主要受iPhone 17系列销售超预期带动，机构数据显示，iPhone 17系列在中美两地开售前10天销量较前代增长14%，基础款在中国热销，Pro Max在美国需求强劲。分析师认为，苹果正迎来期待已久的换机周期。","content":"<html><head></head><body><blockquote><p>苹果股价涨近4%，进入2025年以来首次创历史新高，超越微软成为全美市值第二大企业。此次强势反弹主要受iPhone 17系列销售超预期带动，机构数据显示，iPhone 17系列在中美两地开售前10天销量较前代高14%，基础款在中国热销，Pro Max在美国需求强劲。分析师认为，苹果正迎来期待已久的换机周期。</p></blockquote><p>苹果公司股价周一创下2025年以来首个历史新高，此前Loop Capital将其评级从“持有”上调至“买入”，成为最新一家看好iPhone需求趋势的机构。</p><p style=\"text-align: justify;\">苹果股价周一收涨逾3.9%，收于262.24美元，突破自去年12月以来的最高纪录，也让该公司超越微软，成为美国市值第二大的企业，仅次于英伟达。</p><p style=\"text-align: justify;\">今年上半年，苹果在标普500指数成分股中表现落后，4月一度累计下跌达31%。但自那之后，苹果股价已反弹逾50%，并于9月底终于转为年内上涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dcb0bcbf881802651dcf11774523624\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3494173964\" style=\"text-align: start;\">新iPhone超强需求带动</h2><p style=\"text-align: justify;\"><strong>媒体称，近期股价走强主要受最新iPhone系列需求超预期带动，引发外界对期待已久的换机潮的乐观预期。</strong>投资者尤其关心，那些在疫情期间购买新iPhone、但之后多年未升级的消费者，是否会重新回到苹果门店购买新机。</p><p style=\"text-align: justify;\">苹果上月推出了iPhone 17系列以及更纤薄的新款iPhone Air。华尔街一直密切关注这些新品发布，希望判断它们的市场反应是否能超越往年。华尔街见闻此前文章称，新款iPhone的市场反响超出预期，分析师预测苹果智能手机收入将在最新财年恢复4%的增长，达到2093亿美元。</p><p style=\"text-align: justify;\"><strong>而根据研究机构Counterpoint Research的最新分析，iPhone 17系列在中美两地开售前10天的销量，较iPhone 16同期高出14%。</strong></p><p style=\"text-align: justify;\">该机构指出，基础款iPhone 17在中国市场表现突出，而高端机型iPhone 17 Pro Max在美国的需求增速最为强劲。美国的无线运营商为吸引高价值用户而推出的补贴政策推动了Pro Max销量，而基础款iPhone 17因价格与性能兼顾，更受普通消费者青睐。</p><p style=\"text-align: justify;\">Counterpoint还指出，新款超薄的iPhone Air虽然定位更小众、热度不及基础款iPhone 17，但其销量已超过去年被取代的“Plus”机型。</p><h2 id=\"id_3046640409\" style=\"text-align: start;\">分析师纷纷看多</h2><p style=\"text-align: justify;\">Loop分析师Ananda Baruah在上调苹果股价的报告中写道：</p><blockquote><p style=\"text-align: justify;\">“我们正处在苹果期待已久的换机周期的开端。”</p></blockquote><p style=\"text-align: justify;\">他认为，这反映了“由产品更新周期与新设计带动的需求增长”。Baruah同时将苹果目标价上调至315美元，为华尔街最高预期，意味着相较周一收盘价仍有约20%的上行空间。</p><p style=\"text-align: justify;\">此前投资者原本期待iPhone 16推出后能带来类似的股价提振，但其备受宣传的AI功能要么延迟发布、要么最终未上线，令市场失望。</p><p style=\"text-align: justify;\">不过，除Loop之外，越来越多机构开始转向看多苹果。Evercore ISI将苹果列入“策略性跑赢大盘名单”，称iPhone需求数据“显示这轮换机潮或不同于以往平均水平”。</p><p style=\"text-align: justify;\">Melius Research分析师Ben Reitzes则认为苹果正在“找回节奏”，并写道：“苹果正努力让批评者闭嘴。”他提到，中国市场趋势积极，“新机型整体势头强劲”，未来的新品发布可能继续充当股价催化剂。</p><h2 id=\"id_2991248302\" style=\"text-align: start;\">也有分析师持怀疑态度</h2><p style=\"text-align: justify;\">但也有分析师对iPhone 17的早期热度是否能支撑苹果当前估值持怀疑态度。苹果当前市盈率超过32倍，显著高于过去10年平均的22倍，也高于纳斯达克100指数平均水平，是“七巨头”中除特斯拉(Tesla)外最昂贵的一只股票。</p><p style=\"text-align: justify;\">此外，苹果在分析师中的人气仍落后于其他科技巨头。即便有Loop的上调，目前接受彭博追踪的分析师中，建议买入苹果的比例仍不足60%，在“七巨头”中仅高于特斯拉。</p><p style=\"text-align: justify;\">Jefferies分析师Edison Lee是仅有的四位对苹果持“卖出”或等同评级的分析师之一，他上周末警告称，</p><blockquote><p style=\"text-align: justify;\">“iPhone 17的销售势头仍在降温”。</p></blockquote><p style=\"text-align: justify;\">Lee本月早些时候刚将苹果评级下调至“跑输大盘”，并表示外界对“可折叠iPhone”的期待“被高估”，因为该产品售价可能过高，而且会“蚕食”Pro Max机型的销量。</p></body></html>","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>苹果股价今年首创新高！iPhone 17热卖引爆换机潮</title>\n<style 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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苹果股价今年首创新高！iPhone 17热卖引爆换机潮\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-21 06:25 北京时间 <a href=https://wallstreetcn.com/articles/3757523><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果股价涨近4%，进入2025年以来首次创历史新高，超越微软成为全美市值第二大企业。此次强势反弹主要受iPhone 17系列销售超预期带动，机构数据显示，iPhone 17系列在中美两地开售前10天销量较前代高14%，基础款在中国热销，Pro Max在美国需求强劲。分析师认为，苹果正迎来期待已久的换机周期。苹果公司股价周一创下2025年以来首个历史新高，此前Loop Capital将其评级从“持有...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3757523\">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/a8c0849a670fd1fce015800c0f532545","relate_stocks":{"SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","AAPL":"苹果","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1037948541.HKD":"AB LOW 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ACC","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC"},"source_url":"https://wallstreetcn.com/articles/3757523","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577891980","content_text":"苹果股价涨近4%，进入2025年以来首次创历史新高，超越微软成为全美市值第二大企业。此次强势反弹主要受iPhone 17系列销售超预期带动，机构数据显示，iPhone 17系列在中美两地开售前10天销量较前代高14%，基础款在中国热销，Pro Max在美国需求强劲。分析师认为，苹果正迎来期待已久的换机周期。苹果公司股价周一创下2025年以来首个历史新高，此前Loop Capital将其评级从“持有”上调至“买入”，成为最新一家看好iPhone需求趋势的机构。苹果股价周一收涨逾3.9%，收于262.24美元，突破自去年12月以来的最高纪录，也让该公司超越微软，成为美国市值第二大的企业，仅次于英伟达。今年上半年，苹果在标普500指数成分股中表现落后，4月一度累计下跌达31%。但自那之后，苹果股价已反弹逾50%，并于9月底终于转为年内上涨。新iPhone超强需求带动媒体称，近期股价走强主要受最新iPhone系列需求超预期带动，引发外界对期待已久的换机潮的乐观预期。投资者尤其关心，那些在疫情期间购买新iPhone、但之后多年未升级的消费者，是否会重新回到苹果门店购买新机。苹果上月推出了iPhone 17系列以及更纤薄的新款iPhone Air。华尔街一直密切关注这些新品发布，希望判断它们的市场反应是否能超越往年。华尔街见闻此前文章称，新款iPhone的市场反响超出预期，分析师预测苹果智能手机收入将在最新财年恢复4%的增长，达到2093亿美元。而根据研究机构Counterpoint Research的最新分析，iPhone 17系列在中美两地开售前10天的销量，较iPhone 16同期高出14%。该机构指出，基础款iPhone 17在中国市场表现突出，而高端机型iPhone 17 Pro Max在美国的需求增速最为强劲。美国的无线运营商为吸引高价值用户而推出的补贴政策推动了Pro Max销量，而基础款iPhone 17因价格与性能兼顾，更受普通消费者青睐。Counterpoint还指出，新款超薄的iPhone Air虽然定位更小众、热度不及基础款iPhone 17，但其销量已超过去年被取代的“Plus”机型。分析师纷纷看多Loop分析师Ananda Baruah在上调苹果股价的报告中写道：“我们正处在苹果期待已久的换机周期的开端。”他认为，这反映了“由产品更新周期与新设计带动的需求增长”。Baruah同时将苹果目标价上调至315美元，为华尔街最高预期，意味着相较周一收盘价仍有约20%的上行空间。此前投资者原本期待iPhone 16推出后能带来类似的股价提振，但其备受宣传的AI功能要么延迟发布、要么最终未上线，令市场失望。不过，除Loop之外，越来越多机构开始转向看多苹果。Evercore ISI将苹果列入“策略性跑赢大盘名单”，称iPhone需求数据“显示这轮换机潮或不同于以往平均水平”。Melius Research分析师Ben Reitzes则认为苹果正在“找回节奏”，并写道：“苹果正努力让批评者闭嘴。”他提到，中国市场趋势积极，“新机型整体势头强劲”，未来的新品发布可能继续充当股价催化剂。也有分析师持怀疑态度但也有分析师对iPhone 17的早期热度是否能支撑苹果当前估值持怀疑态度。苹果当前市盈率超过32倍，显著高于过去10年平均的22倍，也高于纳斯达克100指数平均水平，是“七巨头”中除特斯拉(Tesla)外最昂贵的一只股票。此外，苹果在分析师中的人气仍落后于其他科技巨头。即便有Loop的上调，目前接受彭博追踪的分析师中，建议买入苹果的比例仍不足60%，在“七巨头”中仅高于特斯拉。Jefferies分析师Edison Lee是仅有的四位对苹果持“卖出”或等同评级的分析师之一，他上周末警告称，“iPhone 17的销售势头仍在降温”。Lee本月早些时候刚将苹果评级下调至“跑输大盘”，并表示外界对“可折叠iPhone”的期待“被高估”，因为该产品售价可能过高，而且会“蚕食”Pro Max机型的销量。","news_type":1,"symbols_score_info":{"AAPL":1.5}},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
