苹果停止增产iPhone，华尔街分析师怎么看？_老虎社区_美港股上老虎

苹果停止增产iPhone，华尔街分析师怎么看？

英为财情2022-09-28

周三(28日)，苹果开市前跌逾3%，此前有报导称苹果公司撤销于今年增产iPhone 14的计划，原因是需求放缓，没有如预期般激增。据报导，苹果通知供货商于今年下半年停止准备增产600万部iPhone，而此前苹果曾通知供货商准备增加7%的订单。苹果现在预计今年下半年的iPhone销量保持在9000万部左右，与2021年的销量大致相同。此外，供货商正将产能从低价iPhone机型转移到高端机型，因后者...

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日_升
·2022-09-29
好
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抢菜抢菜抢菜
·2022-09-29
当然是利空，难道是利好？
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14周期强弱的关键，届时供应链将受到发布初期iPhone额外需求的反馈，iPhone生产安排也将相应地重新调整。」</p></body></html>","source":"ywcq","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果停止增产iPhone，华尔街分析师怎么看？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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class=\"title\">\n苹果停止增产iPhone，华尔街分析师怎么看？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-28 20:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2138112><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三(28日)，苹果开市前跌逾3%，此前有报导称苹果公司撤销于今年增产iPhone 14的计划，原因是需求放缓，没有如预期般激增。据报导，苹果通知供货商于今年下半年停止准备增产600万部iPhone，而此前苹果曾通知供货商准备增加7%的订单。苹果现在预计今年下半年的iPhone销量保持在9000万部左右，与2021年的销量大致相同。此外，供货商正将产能从低价iPhone机型转移到高端机型，因后者...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2138112\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4c3cb71706fe55775ab05c5d08be3208","relate_stocks":{"AAPL":"苹果"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2138112","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117618958","content_text":"周三(28日)，苹果开市前跌逾3%，此前有报导称苹果公司撤销于今年增产iPhone 14的计划，原因是需求放缓，没有如预期般激增。据报导，苹果通知供货商于今年下半年停止准备增产600万部iPhone，而此前苹果曾通知供货商准备增加7%的订单。苹果现在预计今年下半年的iPhone销量保持在9000万部左右，与2021年的销量大致相同。此外，供货商正将产能从低价iPhone机型转移到高端机型，因后者需求更强劲。消息传出后，苹果供货商股价下跌，主要iPhone代工厂鸿海精密收跌2.7%。摩根士丹利分析师发布研报指出，iPhone 4/14 Plus机型需求疲软可能会抵销14 Pro/Pro Max强劲的需求。这位分析师表示：「我们要强调的是，我们的苹果供应链团队一直维持着2022年下半年9000万部(同比持平)iPhone 14机型的预期，与今晚(当地时间27日晚)报道的2022年下半年9000万部iPhone一致。」他补充道，媒体报道「并不意味着我们下调了iPhone的出货量预测」，这一预测「已经很保守」。这位分析师总结道：「目前仍处于iPhone14周期的早期阶段，未来3-5周仍将是决定iPhone 14周期强弱的关键，届时供应链将受到发布初期iPhone额外需求的反馈，iPhone生产安排也将相应地重新调整。」","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":668300496,"gmtCreate":1664413585615,"gmtModify":1664413586672,"author":{"id":"4094264306111180","authorId":"4094264306111180","name":"抢菜抢菜抢菜","avatar":"https://static.tigerbbs.com/d88e7e981b45f31b1e854316995c1089","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4094264306111180","idStr":"4094264306111180"},"htmlText":"当然是利空，难道是利好？","listText":"当然是利空，难道是利好？","text":"当然是利空，难道是利好？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668300496","repostId":1117618958,"repostType":4,"repost":{"id":"1117618958","kind":"news","pubTimestamp":1664369350,"share":"https://www.laohu8.com/m/news/1117618958?lang=&edition=full","pubTime":"2022-09-28 20:49","market":"us","language":"zh","title":"苹果停止增产iPhone，华尔街分析师怎么看？","url":"https://stock-news.laohu8.com/highlight/detail?id=1117618958","media":"英为财情","summary":"未来3-5周仍将是决定iPhone 14周期强弱的关键。","content":"<html><head></head><body><p>周三(28日)，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>开市前跌逾3%，此前有报导称苹果公司撤销于今年增产iPhone 14的计划，原因是需求放缓，没有如预期般激增。</p><p>据报导，苹果通知供货商于今年下半年停止准备增产600万部iPhone，而此前苹果曾通知供货商准备增加7%的订单。</p><p>苹果现在预计今年下半年的iPhone销量保持在9000万部左右，与2021年的销量大致相同。</p><p>此外，供货商正将产能从低价iPhone机型转移到高端机型，因后者需求更强劲。</p><p>消息传出后，苹果供货商股价下跌，主要iPhone代工厂鸿海精密收跌2.7%。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师发布研报指出，iPhone 4/14 Plus机型需求疲软可能会抵销14 Pro/Pro Max强劲的需求。</p><p>这位分析师表示：「我们要强调的是，我们的苹果供应链团队一直维持着2022年下半年9000万部(同比持平)iPhone 14机型的预期，与今晚(当地时间27日晚)报道的2022年下半年9000万部iPhone一致。」</p><p>他补充道，媒体报道「并不意味着我们下调了iPhone的出货量预测」，这一预测「已经很保守」。</p><p>这位分析师总结道：「目前仍处于iPhone14周期的早期阶段，未来3-5周仍将是决定iPhone 14周期强弱的关键，届时供应链将受到发布初期iPhone额外需求的反馈，iPhone生产安排也将相应地重新调整。」</p></body></html>","source":"ywcq","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果停止增产iPhone，华尔街分析师怎么看？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果停止增产iPhone，华尔街分析师怎么看？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-28 20:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2138112><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三(28日)，苹果开市前跌逾3%，此前有报导称苹果公司撤销于今年增产iPhone 14的计划，原因是需求放缓，没有如预期般激增。据报导，苹果通知供货商于今年下半年停止准备增产600万部iPhone，而此前苹果曾通知供货商准备增加7%的订单。苹果现在预计今年下半年的iPhone销量保持在9000万部左右，与2021年的销量大致相同。此外，供货商正将产能从低价iPhone机型转移到高端机型，因后者...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2138112\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4c3cb71706fe55775ab05c5d08be3208","relate_stocks":{"AAPL":"苹果"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2138112","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117618958","content_text":"周三(28日)，苹果开市前跌逾3%，此前有报导称苹果公司撤销于今年增产iPhone 14的计划，原因是需求放缓，没有如预期般激增。据报导，苹果通知供货商于今年下半年停止准备增产600万部iPhone，而此前苹果曾通知供货商准备增加7%的订单。苹果现在预计今年下半年的iPhone销量保持在9000万部左右，与2021年的销量大致相同。此外，供货商正将产能从低价iPhone机型转移到高端机型，因后者需求更强劲。消息传出后，苹果供货商股价下跌，主要iPhone代工厂鸿海精密收跌2.7%。摩根士丹利分析师发布研报指出，iPhone 4/14 Plus机型需求疲软可能会抵销14 Pro/Pro Max强劲的需求。这位分析师表示：「我们要强调的是，我们的苹果供应链团队一直维持着2022年下半年9000万部(同比持平)iPhone 14机型的预期，与今晚(当地时间27日晚)报道的2022年下半年9000万部iPhone一致。」他补充道，媒体报道「并不意味着我们下调了iPhone的出货量预测」，这一预测「已经很保守」。这位分析师总结道：「目前仍处于iPhone14周期的早期阶段，未来3-5周仍将是决定iPhone 14周期强弱的关键，届时供应链将受到发布初期iPhone额外需求的反馈，iPhone生产安排也将相应地重新调整。」","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":13,"commentSize":2,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}