Wedbush看高苹果(AAPL.US)至310美元：iPhone 17需求“炸裂” 换机潮真的来了！_老虎社区_美港股上老虎

Wedbush看高苹果(AAPL.US)至310美元：iPhone 17需求“炸裂” 换机潮真的来了！

智通财经2025-09-22

智通财经APP获悉，受iPhone 17系列强劲需求信号推动，Wedbush将苹果(AAPL.US)目标价从270美元上调至310美元。该机构指出，iPhone 17系列正推动苹果进入一轮真正的换机周期，并维持对苹果“跑赢大盘”评级。以Daniel Ives为首的分析师团队表示：“基于iPhone 17系列早期显现的强劲需求信号，我们将苹果目标价从270美元上调至310美元。随着iPhone 17...

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17系列发布前，我们曾预计本轮换机周期表现‘良好但算不上卓越’。然而实际情况超出预期：一方面，消费者换机需求积压显著——据我们估算，全球15亿部iPhone中，有3.15亿部在过去4年未进行更新;另一方面，产品设计的优化与升级也起到关键作用，二者结合成为本轮周期开局的‘制胜配方’。”对于苹果2026财年iPhone出货量，分析师认为，目前市场普遍预期的约2.3亿部可能偏保守。若按当前需求节奏，出货量有望达到2.4亿至2.5亿部区间。分析师强调：“中国市场需求将是苹果iPhone 17换机周期的核心支柱。过去几年中国市场的负增长态势，有望在2026财年扭转，实现正增长。”不过他们也提到，受eSIM相关监管审批影响，iPhone Air在华上市时间有所延迟，但预计这一问题将在未来一个月内解决，届时该机型可通过线下门店及线上渠道在华开售。分析师表示，苹果亟需推动在华业务增长，本土品牌的竞争仍是其面临的重要挑战。Ives团队指出：“苹果‘看不见的AI战略’一直是行业关注的焦点。目前苹果拥有全球规模最大的消费级设备用户基础——24亿部iOS设备及15亿部iPhone，如今正是通过外部合作加速AI布局的关键时机。”此外，分析师提到，在谷歌(GOOGL.US)反垄断诉讼案中，谷歌与苹果均为胜诉方。从理论上讲，谷歌被禁止签订搜索服务“独家协议”，但这一判决为苹果延续与谷歌的合作奠定了基础。分析师认为，这或将促使苹果进一步深化与谷歌Gemini的AI合作，并将其整合到iPhone生态系统中。对于AI业务对苹果股价的推动作用，分析师预计，未来几年内，AI商业化有望为苹果每股股价带来75至100美元的增值空间。分析师总结道：“我们认为，当前苹果股价尚未反映出任何‘AI溢价’。从这一角度看，苹果作为大型科技股中的优质标的，在今年年底前及2026年期间，都具备较高的投资吸引力。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}