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- 喜多狼喜多狼
  ·10-27 12:48
  就这还涨？真要卖身？
  苹果消息不断：iPhone Air“砍单”超八成？卫星通信服务将弃用全球星？业绩将公布
  近期苹果消息不断。10月22日，iPhone Air正式开售后线下销量不及预期，被苹果分析师郭明曝出“砍单超八成”。同时，iPhone手机卫星通信服务的合作商或将发生变化，近期传出iPhone的卫星通信服务将弃用全球星转投马斯克SpaceX的消息。近期正式开售的iPhone Air出现了线上线下“冰火两重天”的局面。据京东数据，iPhone Air创下1秒成交额破亿的纪录。据了解，iPhone Air被称为苹果“史上最薄手机”，整机厚度仅为5.6毫米。
  苹果消息不断：iPhone Air“砍单”超八成？卫星通信服务将弃用全球星？业绩将公布
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- 喜多狼喜多狼
  ·10-27 03:12
  $全球星(GSAT)$ 开市要暴跌吗？
  29 评论
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- 喜多狼喜多狼
  ·10-15
  $SAYONA MINING LIMITED SPON ADS EACH REPTS 1 ORD SHS(ELVR)$ 锂电都涨了，锂矿还不冲？
  277 评论
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- 喜多狼喜多狼
  ·10-09
  polyU EE的师弟啊，👏👏
  206 评论
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- 喜多狼喜多狼
  ·10-09
  $SAYONA MINING LIMITED SPON ADS EACH REPTS 1 ORD SHS(ELVR)$ 冲啊，我要解套！
  217 评论
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- 喜多狼喜多狼
  ·10-09
  $Rocket Lab USA, Inc.(RKLB)$ 感觉该回调了。
  1,052 评论
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- 喜多狼喜多狼
  ·10-05
  $Rocket Lab USA, Inc.(RKLB)$ 为啥要进进出出呢？拿着等千亿不香吗？
  615 评论
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- 喜多狼喜多狼
  ·10-04
  $Rocket Lab USA, Inc.(RKLB)$ 突破前高，gogogo[胜利] [胜利] [胜利]
  319 评论
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- 喜多狼喜多狼
  ·07-15
  $Rocket Lab USA, Inc.(RKLB)$ 买来卖去多累，坐等三五年后1000e就行了。
  1,105 1
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- 喜多狼喜多狼
  ·2024-12-13
  $3D系统(DDD)$ 今天因为啥涨的？
  2,797 1
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Information援引内部消息人士称，SpaceX近期已在其新一代卫星设计环节加入了针对苹果iPhone现有卫星功能所使用无线电频谱的兼容性支持，这一举措旨在为未来可能与苹果达成的合作铺平道路。这意味着，当Starlink（即“星链”）的下一代卫星在几年后正式部署，它们或许能够直接为当前市面上的苹果设备提供卫星通信服务。</p><p>据了解，“星链”目前主要依赖固定天线为家庭和车辆提供连接服务。北京时间10月20日，SpaceX已成功发射第一万颗“星链”卫星，占地球轨道活跃卫星总数的六成以上，人类历史上第一个“万<a href=\"https://laohu8.com/S/300256\">星星</a>座”就此诞生。</p><p>此前，苹果iPhone的卫星功能所用的无线电频谱由Globalstar（即“全球星”）提供。但全球星在网络速度和科技层面相比“星链”略显滞后，这限制了苹果当前卫星功能拓展应用场景，只能支持在无地面网络覆盖时发送紧急短信、共享定位或请求道路救援等基础服务。</p><p>而全球星在“星链”日益扩张的竞争压力下处境艰难，且对苹果业务依赖度高。过去三年，苹果已向全球星投入约20亿美元。在最近季度财报中，全球星首次警告称，若失去苹果这一核心客户，公司财务、运营及现金流可能受到重大冲击。</p><p>在艰难处境之下，全球星也有了“卖身计划”，公司董事长<a href=\"https://laohu8.com/S/JMON\">James Monroe</a>公开表示，公司正考虑以超100亿美元的价格出售。而截至美东时间10月24日收盘，全球星市值仅为57.34亿美元。</p><p>据报道，SpaceX在最新卫星设计中整合了对全球星所用频谱的兼容支持。这一调整意味着星链未来可直接适配现有iPhone的硬件，无需苹果进行大规模设备升级。</p><p>不过，此前SpaceX和苹果曾有一定“旧怨”。早在2022年苹果推出首项卫星功能前，SpaceX首席执行官埃隆·马斯克就向苹果提出过一项为期18个月的独家卫星服务合作方案，内容包括苹果预付50亿美元，并在独家期后每年支付10亿美元费用。但该提议遭苹果拒绝。</p><p>此外，马斯克曾多次公开批评苹果，他曾表示App Store的收费政策影响了其社交平台X的财务表现。去年8月，马斯克的人工智能初创公司xAI还起诉苹果涉嫌操纵App Store排名，偏袒OpenAI的ChatGPT软件，损害其Grok聊天机器人软件的利益。但近期双方“火药味”有所减弱，据报道，苹果内部一些高管长期以来对全球星的合作持怀疑态度，认为苹果应该转而与SpaceX合作。</p><p><strong>iPhone Air“砍单”超八成？</strong></p><p>近期正式开售的iPhone Air出现了<a href=\"https://laohu8.com/S/300959\">线上线下</a>“冰火两重天”的局面。此前iPhone Air在线上预售，仅仅5分钟时间苹果官网首批iPhone Air就宣告售罄。据<a href=\"https://laohu8.com/S/JD\">京东</a>数据，iPhone Air创下1秒成交额破亿的纪录。</p><p>据了解，iPhone Air被称为苹果“史上最薄手机”，整机厚度仅为5.6毫米。该手机首次在全球范围内（包括中国内地市场）取消了物理SIM卡槽，全面采用了eSIM技术，实现了通信技术的变革。</p><p>不过，正式开售后iPhone Air遇冷，线下门店和二手交易平台出现了大量iPhone Air现货。据记者了解，售价7999元起的iPhone Air目前在二手交易市场已经破发，在闲鱼平台上，iPhone Air近7日成交价已经跌到7399元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251027052208945d163v2rg6kk13ai\"/><p>天风国际证券分析师郭明𫓹表示，苹果iPhone Air的需求不及预期，供应链产能将缩减80%以上。他在社交平台发文称：“iPhone Air 需求低于预期，供应链已经开始降低<span>出货</span>与产能。供应链的产能普遍到1Q26（2026年一季度）会缩减80%以上，部分出货前置时间较长的零组件，预计在2025年底前停产。这意味着既有的Pro系列与标准版机型，已经很好的涵盖了大部分的高阶用户需求，很难再找到新的市场区隔与定位（从 mini、Plus到至今Air的尝试都没有成功）。”</p><p>iPhone Air需求的不及预期，或许将影响eSIM卡市场的扩张。此前在10月13日，<a href=\"https://laohu8.com/S/601728\">中国电信</a>、<a href=\"https://laohu8.com/S/CHL\">中国移动</a>、<a href=\"https://laohu8.com/S/600050\">中国联通</a>三大运营商正式宣布获得工业和信息化部颁发的eSIM手机运营服务商用试验批复许可，并全面上线eSIM手机业务。据GSMA预测，2025年全球eSIM智能手机渗透率将超30%，而中国市场规模有望突破千亿，消费电子的规模化应用已近在眼前。而iPhone Air的大幅砍单，为eSIM的市场前景蒙上了一层阴影。</p><p><strong>苹果业绩将公布</strong></p><p>苹果将于北京时间10月31日公布2025第四财季的业绩。据彭博分析师预期，苹果2025财年第四财季营收预计为1017亿美元，同比增加7.13%，经调整<span>净利润</span>预计为260.6亿美元，同比增长4.32%，<span>每股收益</span>预计为1.76美元，同比增加81.4%。</p><p>自三季度以来，苹果股价自底部反弹超28%，并于披露业绩前创下历史新高，总市值升至3.9万亿美元，成为美国第二大市值公司，仅次于此前超越其市值的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司（总市值4.53万亿美元）。</p><p>业绩和股价的增长来自于iPhone 17系列亮眼销量的带动。根据Counterpoint Research数据，iPhone 17系列在美国和中国上市的前10天销量比iPhone 16系列高出14%。其中，标准版iPhone 17的需求远高于去年799美元的iPhone 16机型。</p><p>Counterpoint高级分析师Ivan <a href=\"https://laohu8.com/S/LRCX\">Lam</a>表示：“消费者对iPhone 17基础款的改进和升级产生了共鸣。在中国，iPhone 17基础款首发期的销量几乎是iPhone 16基础款的两倍，这种良好势头将持续到10月份。”</p><p><a href=\"https://laohu8.com/S/600621\">华鑫</a>证券研报表示，iPhone 17系列的生产组装采用了中国与印度双中心的布局，其中中国占比84%，印度占比14%。中国是iPhone17系列、Mac、Apple Watch等产品的核心零部件供应地。值得注意的是，中国供应商在果链的核心环节占比逐步提升。随着iPhone17系列销量超预期以及苹果将于2026年到2027年推出更多新品，果链有望迎来新一轮的景气周期，中国相关供应链有望持续受益。</p><p>（文章来源：证券时报）</p></article></body></html>","source":"tencent","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>苹果消息不断：iPhone Air“砍单”超八成？卫星通信服务将弃用全球星？业绩将公布</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苹果消息不断：iPhone Air“砍单”超八成？卫星通信服务将弃用全球星？业绩将公布\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-27 05:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251027052213a476196d&s=b><strong>东方财富</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期苹果消息不断。10月22日，iPhone Air正式开售后线下销量不及预期，被苹果分析师郭明𫓹曝出“砍单超八成”。同时，iPhone手机卫星通信服务的合作商或将发生变化，近期传出iPhone的卫星通信服务将弃用全球星转投马斯克SpaceX的消息。此外，苹果将于北京时间10月31日公布2025财年第四财季业绩，这意味着苹果将向投资者亮出这一财年的“成绩单”，新款iPhone的销售情况将在这份...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251027052213a476196d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU0310800379.SGD":"FTIF - Templeton Global A 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Information援引内部消息人士称，SpaceX近期已在其新一代卫星设计环节加入了针对苹果iPhone现有卫星功能所使用无线电频谱的兼容性支持，这一举措旨在为未来可能与苹果达成的合作铺平道路。这意味着，当Starlink（即“星链”）的下一代卫星在几年后正式部署，它们或许能够直接为当前市面上的苹果设备提供卫星通信服务。据了解，“星链”目前主要依赖固定天线为家庭和车辆提供连接服务。北京时间10月20日，SpaceX已成功发射第一万颗“星链”卫星，占地球轨道活跃卫星总数的六成以上，人类历史上第一个“万星星座”就此诞生。此前，苹果iPhone的卫星功能所用的无线电频谱由Globalstar（即“全球星”）提供。但全球星在网络速度和科技层面相比“星链”略显滞后，这限制了苹果当前卫星功能拓展应用场景，只能支持在无地面网络覆盖时发送紧急短信、共享定位或请求道路救援等基础服务。而全球星在“星链”日益扩张的竞争压力下处境艰难，且对苹果业务依赖度高。过去三年，苹果已向全球星投入约20亿美元。在最近季度财报中，全球星首次警告称，若失去苹果这一核心客户，公司财务、运营及现金流可能受到重大冲击。在艰难处境之下，全球星也有了“卖身计划”，公司董事长James Monroe公开表示，公司正考虑以超100亿美元的价格出售。而截至美东时间10月24日收盘，全球星市值仅为57.34亿美元。据报道，SpaceX在最新卫星设计中整合了对全球星所用频谱的兼容支持。这一调整意味着星链未来可直接适配现有iPhone的硬件，无需苹果进行大规模设备升级。不过，此前SpaceX和苹果曾有一定“旧怨”。早在2022年苹果推出首项卫星功能前，SpaceX首席执行官埃隆·马斯克就向苹果提出过一项为期18个月的独家卫星服务合作方案，内容包括苹果预付50亿美元，并在独家期后每年支付10亿美元费用。但该提议遭苹果拒绝。此外，马斯克曾多次公开批评苹果，他曾表示App Store的收费政策影响了其社交平台X的财务表现。去年8月，马斯克的人工智能初创公司xAI还起诉苹果涉嫌操纵App Store排名，偏袒OpenAI的ChatGPT软件，损害其Grok聊天机器人软件的利益。但近期双方“火药味”有所减弱，据报道，苹果内部一些高管长期以来对全球星的合作持怀疑态度，认为苹果应该转而与SpaceX合作。iPhone Air“砍单”超八成？近期正式开售的iPhone Air出现了线上线下“冰火两重天”的局面。此前iPhone Air在线上预售，仅仅5分钟时间苹果官网首批iPhone Air就宣告售罄。据京东数据，iPhone Air创下1秒成交额破亿的纪录。据了解，iPhone Air被称为苹果“史上最薄手机”，整机厚度仅为5.6毫米。该手机首次在全球范围内（包括中国内地市场）取消了物理SIM卡槽，全面采用了eSIM技术，实现了通信技术的变革。不过，正式开售后iPhone Air遇冷，线下门店和二手交易平台出现了大量iPhone Air现货。据记者了解，售价7999元起的iPhone Air目前在二手交易市场已经破发，在闲鱼平台上，iPhone Air近7日成交价已经跌到7399元。天风国际证券分析师郭明𫓹表示，苹果iPhone Air的需求不及预期，供应链产能将缩减80%以上。他在社交平台发文称：“iPhone Air 需求低于预期，供应链已经开始降低出货与产能。供应链的产能普遍到1Q26（2026年一季度）会缩减80%以上，部分出货前置时间较长的零组件，预计在2025年底前停产。这意味着既有的Pro系列与标准版机型，已经很好的涵盖了大部分的高阶用户需求，很难再找到新的市场区隔与定位（从 mini、Plus到至今Air的尝试都没有成功）。”iPhone Air需求的不及预期，或许将影响eSIM卡市场的扩张。此前在10月13日，中国电信、中国移动、中国联通三大运营商正式宣布获得工业和信息化部颁发的eSIM手机运营服务商用试验批复许可，并全面上线eSIM手机业务。据GSMA预测，2025年全球eSIM智能手机渗透率将超30%，而中国市场规模有望突破千亿，消费电子的规模化应用已近在眼前。而iPhone Air的大幅砍单，为eSIM的市场前景蒙上了一层阴影。苹果业绩将公布苹果将于北京时间10月31日公布2025第四财季的业绩。据彭博分析师预期，苹果2025财年第四财季营收预计为1017亿美元，同比增加7.13%，经调整净利润预计为260.6亿美元，同比增长4.32%，每股收益预计为1.76美元，同比增加81.4%。自三季度以来，苹果股价自底部反弹超28%，并于披露业绩前创下历史新高，总市值升至3.9万亿美元，成为美国第二大市值公司，仅次于此前超越其市值的英伟达公司（总市值4.53万亿美元）。业绩和股价的增长来自于iPhone 17系列亮眼销量的带动。根据Counterpoint Research数据，iPhone 17系列在美国和中国上市的前10天销量比iPhone 16系列高出14%。其中，标准版iPhone 17的需求远高于去年799美元的iPhone 16机型。Counterpoint高级分析师Ivan Lam表示：“消费者对iPhone 17基础款的改进和升级产生了共鸣。在中国，iPhone 17基础款首发期的销量几乎是iPhone 16基础款的两倍，这种良好势头将持续到10月份。”华鑫证券研报表示，iPhone 17系列的生产组装采用了中国与印度双中心的布局，其中中国占比84%，印度占比14%。中国是iPhone17系列、Mac、Apple Watch等产品的核心零部件供应地。值得注意的是，中国供应商在果链的核心环节占比逐步提升。随着iPhone17系列销量超预期以及苹果将于2026年到2027年推出更多新品，果链有望迎来新一轮的景气周期，中国相关供应链有望持续受益。（文章来源：证券时报）","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":1.5,"GSAT":1.5,"MACW.SI":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":0.9,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493505041511264,"gmtCreate":1761505951092,"gmtModify":1761505952945,"author":{"id":"89418893994756","authorId":"89418893994756","name":"喜多狼","avatar":"https://static.tigerbbs.com/77537cd0e543cce09ed8f2907458c693","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"89418893994756","authorIdStr":"89418893994756"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSAT\">$全球星(GSAT)$&nbsp;</a> 开市要暴跌吗？","listText":"<a 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