奥本海默维持苹果“与大盘持平”评级预计iPhone Duo将成最畅销折叠屏手机

智通财经09-10

【奥本海默维持苹果“与大盘持平”评级预计iPhone Duo将成最畅销折叠屏手机】奥本海默在苹果新品发布会后维持对苹果“与大盘持平”评级。该机构指出，苹果此次推出售价1999美元的首款折叠屏手机iPhone Duo，以及起售价分别为1199美元和1299美元的iPhone 18 Pro和Pro Max，后两款较上一代涨价100美元。奥本海默分析师Martin Yang预计，iPhone Duo...

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phone.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XLK":0.6,"AAPE":0.6,"AAPL":1.96,"OPY":1.85,"AAPD":0.6,"JGRO":0.6,"AAPU":0.6,"VT":0.6,"AAPY":0.6,"VGT":0.6,"SAAPLmain":0.6,"APLY":0.6,"IXN":0.6,"AAPB":0.6,"METV":0.6,"IOSX":0.6,"AAPW":0.6,"TTXU":0.6,"FTEC":0.6,"CMAG":0.6,"ABFL":0.6,"TYLG":0.6,"SPTE":0.6,"MACW.SI":0.6,"ROM":0.6,"AAPX":0.6},"content_text":"【奥本海默维持苹果“与大盘持平”评级 预计iPhone Duo将成最畅销折叠屏手机】奥本海默在苹果新品发布会后维持对苹果“与大盘持平”评级。该机构指出，苹果此次推出售价1999美元的首款折叠屏手机iPhone Duo，以及起售价分别为1199美元和1299美元的iPhone 18 Pro和Pro Max，后两款较上一代涨价100美元。奥本海默分析师Martin Yang预计，iPhone Duo有望成为市场上最成功的折叠屏手机，但受产能和良率限制，今年供应量可能仅为800万至1000万部。该机构同时关注Apple Intelligence进展，认为苹果继续强调AI功能的隐私保护，但Siri AI目前仍处于仅支持英语的测试阶段，且尚未在欧盟推出。硬件方面，苹果还在多数市场的iPhone 18 Pro、Pro Max及Duo中采用自研C2调制解调器。奥本海默认为，随着Duo采用更多Ceramic Shield材料并增加显示面积，CEVA、康宁和Universal Display等苹果供应链公司将直接受益。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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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奥本海默维持苹果“与大盘持平”评级 预计iPhone Duo将成最畅销折叠屏手机

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奥本海默维持苹果“与大盘持平”评级预计iPhone Duo将成最畅销折叠屏手机