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郭明錤：苹果提前备货iPhone将缓冲关税冲击，但仍面临重大压力

但对供应链而言，提前拉货可能导致新旧款 iPhone 转换期的出货衰退较以往显著。iPhone 进口关税由 145% 下降到原本的 20%，表面上对缓解市场气氛有帮助，但苹果公司依然面临重大压力，这从其提前积累库存的做法中可以看出。郭明錤指出，当前美国不确定的关税政策是 iPhone 供应面临的最大短期不确定性。

郭明錤：苹果提前备货iPhone将缓冲关税冲击，但仍面临重大压力

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