华尔街大行：iPhone Air亮相为可折叠手机铺路苹果有望迎来强劲换机潮

智通财经网2025-09-11

智通财经APP获悉，尽管苹果(AAPL.US)周二举行的 iPhone 17 发布会并未带来太多惊喜，但分析师们认为新款 iPhone Air 的推出为明年推出的可折叠机型奠定了基础。花旗分析师 Atif Malik及其团队在一份投资者报告中表示：“我们认为 iPhone Air(这款产品轻薄、便携但又坚固耐用)的推出为明年推出可折叠手机奠定了基础，我们预计这将推动更强劲的换机潮。”这家总部位于...

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小时(比 iPhone 17 基础款少 3 小时)，这一数据可能好于预期，尤其是在考虑到更薄机身设计所带来的限制因素时;超出预期的 iPhone Air 芯片(A19 Pro 优于高盛预期及行业报告中提及的 A19 芯片);iPhone 17 基础款后置摄像头有所改进(配备两个 4800 万像素镜头，而高盛预期为一个 4800 万像素、一个 1200 万像素镜头);以及引入了苹果设计的新型 N1 Wi-Fi 芯片，这应能增强供应链的独立性。”Wedbush则再次维持其“跑赢大盘”评级，并将目标价定为 270 美元。Wedbush分析师Daniel Ives在一份投资者报告中表示：“该公司旨在推动其苹果生态系统的新一轮应用案例的发展，同时利用全球最大的消费者设备安装基础(包括 24 亿部 iOS 设备和 15 亿部 iPhone)，并为基于创新的升级周期做好有利的准备。”Ives补充道：“我们估计，在全球 15 亿用户中，约有 3.15 亿 iPhone 用户在过去 4 年里没有更换手机，这为苹果带来了升级设备的机遇，而中国市场无疑是重中之重。该公司在大幅提高内部产品效率的同时，还进行了大胆的重新设计，并融入了实用的新功能和苹果智能技术，这使得苹果有望在未来 12 至 18 个月内迎来一轮超级增长周期，而该公司也在努力改进其人工智能战略，以期提升股价。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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华尔街大行：iPhone Air亮相为可折叠手机铺路 苹果有望迎来强劲换机潮

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华尔街大行：iPhone Air亮相为可折叠手机铺路苹果有望迎来强劲换机潮