服务业务降温难掩硬件强势！大摩：苹果(AAPL.US)iPhone产量大增出货量或超市场预期

智通财经03-20

智通财经APP获悉，在服务业务增长略显放缓的同时，苹果(AAPL.US)整体需求依然展现出较强韧性。根据摩根士丹利及数据机构Sensor Tower的最新统计，苹果App Store收入增速在3月有所回落，但iPhone产量同比大幅增长，显示硬件需求依旧稳健。摩根士丹利分析师指出，截至3月18日，App Store净收入月内同比增长约6%，较2月份出现约3.1个百分点的增速放缓，同时也受到去年同期...

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href=http://www.zhitongcaijing.com/content/detail/1416994.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，在服务业务增长略显放缓的同时，苹果(AAPL.US)整体需求依然展现出较强韧性。根据摩根士丹利及数据机构Sensor Tower的最新统计，苹果App Store收入增速在3月有所回落，但iPhone产量同比大幅增长，显示硬件需求依旧稳健。摩根士丹利分析师指出，截至3月18日，App Store净收入月内同比增长约6%，较2月份出现约3.1个百分点的增速放缓，同时也受到去年同期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1416994.html\">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":"HK0000914686.HKD","symbol_name":"GFI Global Select Equity Fund Class A 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Morgan Stanley: Apple (AAPL.US) iPhone Production Surges, Shipments Or Exceed Market Expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPY":0.6,"AAPU":0.6,"APLY":0.6,"AAPW":0.6,"AAPB":0.6,"MACW.SI":0.6,"AAPD":0.6,"AAPL":1.98,"AAPX":0.6},"content_text":"智通财经APP获悉，在服务业务增长略显放缓的同时，苹果(AAPL.US)整体需求依然展现出较强韧性。根据摩根士丹利及数据机构Sensor Tower的最新统计，苹果App Store收入增速在3月有所回落，但iPhone产量同比大幅增长，显示硬件需求依旧稳健。摩根士丹利分析师指出，截至3月18日，App Store净收入月内同比增长约6%，较2月份出现约3.1个百分点的增速放缓，同时也受到去年同期基数较高的影响。从季度角度来看，截至目前，App Store收入同比增长约7%，略低于该行此前对3月季度8%的增长预期。从地区表现来看，App Store收入呈现分化趋势。其中，中国市场同比增长约4%，而美国和日本市场分别下降2%和5%，显示部分成熟市场面临一定压力。尽管服务业务短期放缓，苹果核心硬件业务表现亮眼。数据显示，本季度iPhone产量达到约5200万部，同比增长12%。分析认为，这一生产规模对应的出货量约为5700万至5800万部，基本符合摩根士丹利此前预期的5800万部，同时显著高于市场普遍预期的5000万部。分析师表示，iPhone产量的强劲增长反映出终端需求依然稳固，尤其是在3纳米芯片产能受限的背景下，这一表现更具含金量。苹果此前增加晶圆订单的策略，预计将为2026年上半年两个季度的出货表现提供支撑，并带来潜在的业绩上行空间。整体来看，尽管App Store收入增长短期承压，iPhone需求的持续强劲为苹果业绩提供了重要支撑，也凸显出公司在硬件与生态体系之间的平衡能力。","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":"dataReport","news_rank":0,"isVideo":false,"video":null,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.39.0","shortVersion":"4.39.0","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/2620306547","isCrawlerRequest":true}

服务业务降温难掩硬件强势！大摩：苹果(AAPL.US)iPhone产量大增 出货量或超市场预期

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服务业务降温难掩硬件强势！大摩：苹果(AAPL.US)iPhone产量大增出货量或超市场预期