可折叠iPhone来了却可能买不到？分析师预警发布初期将严重缺货

市场资讯12-21 09:03

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！（来源：环球网资讯）来源：环球网【环球网科技综合报道】12月21日消息，据《福布斯》报道，苹果公司正在研发其首款可折叠iPhone已是公开的秘密。然而最新报告显示，这款备受期待、原定于明年秋季亮相的产品，可能正遭遇生产方面的挑战。这份报告来自备受业界关注的天风证券（维权）分析师郭明𫓹。他在最新研究报告中指出：“可折叠...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221101701a6bc193f&s=b><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！（来源：环球网资讯）来源：环球网【环球网科技综合报道】12月21日消息，据《福布斯》报道，苹果公司正在研发其首款可折叠iPhone已是公开的秘密。然而最新报告显示，这款备受期待、原定于明年秋季亮相的产品，可能正遭遇生产方面的挑战。这份报告来自备受业界关注的天风证券（维权）分析师郭明𫓹。他在最新研究报告中指出：“可折叠...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251221101701a6bc193f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0724617625.USD","symbol_name":"BGF GLOBAL ALLOCATION \"A4\" (USD) 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17e可能提前至春季上市。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis 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Analysts warn of serious shortages in the early stage of release","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.95},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！（来源：环球网资讯）来源：环球网【环球网科技综合报道】12月21日消息，据《福布斯》报道，苹果公司正在研发其首款可折叠iPhone已是公开的秘密。然而最新报告显示，这款备受期待、原定于明年秋季亮相的产品，可能正遭遇生产方面的挑战。这份报告来自备受业界关注的天风证券（维权）分析师郭明𫓹。他在最新研究报告中指出：“可折叠iPhone的研发进度目前落后于预期，但预计仍能在2026年下半年正式发布。”不过先别急着期待——情况可能更为复杂。郭明𫓹补充说明：“由于早期生产良率及产能爬坡面临挑战，实际顺利出货可能要等到2027年。加之预期需求强劲而供应有限，可折叠iPhone在2026年底前很可能持续面临缺货局面。”苹果近年来已很少遇到新产品严重供不应求的情况。虽然2017年iPhone X曾将发售时间推迟数周，但上一次出现类似程度的交付延迟，还要追溯到2016年第一代AirPods发布之时。那么这意味着什么？先从时间线看起。下一代iPhone旗舰机型预计将于2026年秋季发布——尽管iPhone 17e可能提前至春季上市。目前距离发布还有近十个月，这段时间通常足以让苹果调整生产节奏。回顾2025年初，iPhone Air也曾深陷生产困境的传闻，但最终在当年9月实现了充足供应。以此类推，有理由相信苹果能够克服眼前的生产难题。《福布斯》认为郭明𫓹对市场需求的判断或许是正确的：尽管折叠屏手机目前尚未实现爆发式增长，但苹果的入局很可能改变这一态势，甚至带动整个折叠屏品类的发展，使竞争对手同样受益。这一进展值得持续关注。预计到2026年夏季，生产问题是否解决、需求是否会远超供应等情况将逐渐明朗——有意购买的消费者或许需要做好提前预定的准备。（勃潺）","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":"productRelease","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593178128","isCrawlerRequest":true}