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cyril608

牛X的不像话

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- cyril608cyril608
  ·09-08
  l..= plq
  一部售价 2000 美元的 iPhone 即将到来：苹果瞄准高端消费者
  据报道，这款折叠屏 iPhone 可能被命名为 iPhone Ultra。与此同时，价格更低的 iPhone 18 和 iPhone 18 Air 预计不会在此次发布会上亮相。在它们的后继机型于 2027 年初发布之前，iPhone 17 和 iPhone 17 Air 将继续销售。而折叠 iPhone 则进一步提供了一个更加高端的产品选择。目前，基础款 iPhone 17 起售价为 799 美元。另一方面，如果苹果提高 iPhone 17 系列的售价，那么整体 iPhone 销量很可能会受到压制。因此，Lee 认为，未来几个季度的 iPhone 销量和盈利能力存在潜在风险。
  一部售价 2000 美元的 iPhone 即将到来：苹果瞄准高端消费者
  458 评论
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- cyril608cyril608
  ·2025-10-15
  巴菲特指数现在是多少？现在处于危险期吗？
  苹果新款iPad Pro今日开启预订，10月22日起将入驻实体店
  苹果新款iPad Pro今日开启预订，10月22日起将入驻实体店。
  苹果新款iPad Pro今日开启预订，10月22日起将入驻实体店
  2,818 评论
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- cyril608cyril608
  ·2023-11-08
  求教各位大神，Covered call我现在该如何做？
  5,047 评论
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- cyril608cyril608
  ·2020-02-26
  $GroupOn(GRPN)$啥时候可以起来，擦
  6,466 评论
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- cyril608cyril608
  ·2020-02-15
  $蔚来(NIO)$3.76有庄自动买入
  8,446 评论
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- cyril608cyril608
  ·2020-02-11
  $携程网(TCOM)$盘前高开，庄家又来了
  5,753 评论
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- cyril608cyril608
  ·2020-01-30
  $丘钛科技(01478)$可以关注了，老铁
  5,520 评论
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- cyril608cyril608
  ·2020-01-29
  $阿里影业(01060)$为什么挂了好久都不成交@小虎活动 @小虎周报 @小虎老师
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plq","listText":"l..= plq","text":"l..= plq","images":[{"img":"https://static.tigerbbs.com/87014b7f38e6e259ff5519d98c333dc6"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605550950732096","repostId":"1149443698","repostType":2,"repost":{"id":"1149443698","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1788834631,"share":"https://www.laohunote.com/m/news/1149443698?lang=zh_CN&edition=full","pubTime":"2026-09-08 10:30","market":"us","language":"zh","title":"一部售价 2000 美元的 iPhone 即将到来：苹果瞄准高端消费者","url":"https://stock-news.laohu8.com/highlight/detail?id=1149443698","media":"老虎资讯综合","summary":"据报道，这款折叠屏 iPhone 可能被命名为 iPhone Ultra。与此同时，价格更低的 iPhone 18 和 iPhone 18 Air 预计不会在此次发布会上亮相。在它们的后继机型于 2027 年初发布之前，iPhone 17 和 iPhone 17 Air 将继续销售。而折叠 iPhone 则进一步提供了一个更加高端的产品选择。目前，基础款 iPhone 17 起售价为 799 美元。另一方面，如果苹果提高 iPhone 17 系列的售价，那么整体 iPhone 销量很可能会受到压制。因此，Lee 认为，未来几个季度的 iPhone 销量和盈利能力存在潜在风险。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">苹果预计将在9月9日的产品发布会上推出iPhone 18 Pro、Pro Max以及一款可折叠的iPhone Ultra。</p></li><li><p style=\"text-align: left;\">更便宜的iPhone 18和18 Air机型预计将缺席本次发布，iPhone 17和17 Air将继续销售至2027年初。</p></li><li><p style=\"text-align: left;\">分阶段发布可能是由于供应链限制，包括半导体短缺以及AI热潮引发的全球存储芯片短缺。</p></li></ul><p style=\"text-align: left;\">苹果的 iPhone 17 系列已经成为公司<strong>有史以来最成功的 iPhone 产品系列</strong>，帮助苹果在全球智能手机市场整体下滑的背景下<strong>夺取更多市场份额</strong>，并推动公司股价创下<strong>历史新高</strong>。</p><p style=\"text-align: left;\">如今，随着苹果 <strong>9 月 9 日新品发布会</strong>临近，这家 iPhone 制造商正面临一项挑战：苹果需要保持 iPhone 17 系列的强劲势头，同时通过一系列融入最新<strong>人工智能技术</strong>的新产品给用户带来惊喜。</p><p style=\"text-align: left;\">发布会预计将十分引人注目，而且与过去几年的发布会有所不同。苹果新任 CEO 约翰·特努斯（John Ternus）预计将推出 <strong>iPhone 18 Pro、iPhone 18 Pro Max</strong>，以及备受期待的可折叠 iPhone。据报道，这款折叠屏 iPhone 可能被命名为 <strong>iPhone Ultra</strong>。</p><p style=\"text-align: left;\">与此同时，价格更低的 <strong>iPhone 18 和 iPhone 18 Air</strong> 预计不会在此次发布会上亮相。在它们的后继机型于 <strong>2027 年初</strong>发布之前，iPhone 17 和 iPhone 17 Air 将继续销售。</p><p style=\"text-align: left;\">此外，苹果预计还会推出 <strong>Apple Watch 和 AirPods 的更新产品</strong>。</p><p style=\"text-align: left;\">据 <em>Macworld</em> 报道，即将推出的 iPhone 18 Pro 据称将提供包括<strong>深樱桃红（dark cherry）在内的新配色，同时还会加入新的浅蓝色和深灰色</strong>选项。</p><p style=\"text-align: left;\">包括 <em>MacRumors</em> 在内的新闻媒体已经发布了概念渲染图，让消费者可以提前了解新款 iPhone 可能采用的外观设计。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09b4df7cceffbc121020d646c5fd4916\" data-align=\"center\" tg-width=\"1096\" tg-height=\"1226\"/><span></span></p><p style=\"text-align: left;\">据 Counterpoint Research 副总监 <strong>David Naranjo</strong> 表示，此次分阶段发布的时间安排很可能是供应链限制所导致的。</p><p style=\"text-align: left;\">iPhone 17 系列的需求极其旺盛，使苹果面临<strong>半导体处理器短缺</strong>的问题；与此同时，由 AI 热潮推动的<strong>全球内存短缺</strong>也推高了零部件价格。</p><p style=\"text-align: left;\">除了能够分散苹果制造合作伙伴所承受的生产压力之外，分阶段推出产品还能够让苹果将更多注意力集中到<strong>高端 iPhone</strong> 上。</p><p style=\"text-align: left;\">Naranjo  表示：</p><blockquote><p style=\"text-align: left;\">“内存供应限制以及整个市场范围内出现的通胀表明，苹果确实正在重点关注高端 SKU，以尽可能提高收入，并在一定程度上保护利润率。”</p></blockquote><p style=\"text-align: left;\">这里的 <strong>SKU（Stock-Keeping Unit，库存量单位）</strong>，是业内用于指代不同产品型号和配置的术语。</p><p style=\"text-align: left;\">在当前经济环境下，高端 iPhone 的消费者可能对价格没有那么敏感，这有助于苹果提高其所销售设备的<strong>平均售价</strong>。</p><p style=\"text-align: left;\">而折叠 iPhone 则进一步提供了一个更加高端的产品选择。Naranjo 将其称为一款“光环产品（halo product）”。</p><p style=\"text-align: left;\">根据业内估算，这款折叠屏智能手机的起售价预计约为 <strong>2,000 美元</strong>，而更大存储容量的版本售价甚至可能达到 <strong>3,000 美元</strong>。</p><h2 style=\"text-align: left;\">发布会也将成为苹果 AI 能力的一场关键考验</h2><p style=\"text-align: left;\">下周的新品发布会同时也将成为苹果<strong>人工智能能力的一次高风险测试</strong>，因为这将是用户第一次能够真正体验由 <strong>Apple Intelligence</strong> 驱动、经过全面升级的 <strong>Siri</strong>。</p><p style=\"text-align: left;\">苹果最初在 <strong>2024 年</strong>宣布了这些计划，但相关功能后来遭遇了延期。</p><p style=\"text-align: left;\">Apple Intelligence 采用了<strong>三层处理架构</strong>：一部分请求直接在用户的设备上处理；另一部分请求会被发送至苹果的 <strong>Private Cloud Compute（私有云计算）</strong>；最复杂的请求，则会在获得用户许可后交由<strong>第三方模型</strong>处理。</p><p style=\"text-align: left;\">今年 6 月，苹果在 全球开发者大会（WWDC）主题演讲期间展示了这些全新的 AI 能力。</p><p style=\"text-align: left;\">新版<strong>智能体 Siri（agentic Siri）具备跨多个数据领域进行信息整合的能力，例如分析用户的短信、电子邮件和照片</strong>，并能够跨不同应用执行<strong>多步骤操作</strong>。</p><p style=\"text-align: left;\">为了支持这些 AI 能力，苹果已经提高了设备的<strong>内存容量</strong>，但这也同时进一步加大了公司的<strong>供应链成本压力</strong>。</p><p style=\"text-align: left;\">Moor Insights &amp; Strategy 首席分析师 <strong>Anshel Sag</strong>  表示，苹果两年前面临的问题在于，公司当时“<strong>承诺过多，而实际交付却严重不足</strong>”。</p><p style=\"text-align: left;\">他表示：</p><blockquote><p style=\"text-align: left;\">“拥有一位更加注重产品的 CEO，将帮助苹果应对这个新的 AI 时代。在这个时代，人们期待新的设备和新的产品形态能够满足他们对 AI 的需求。”</p></blockquote><h2 style=\"text-align: left;\">苹果会不会提高 iPhone 价格？</h2><p style=\"text-align: left;\">投资者和消费者还将了解到一个重要问题：<strong>苹果是否会提高 iPhone 的售价，以及究竟会上调多少。</strong></p><p style=\"text-align: left;\">苹果已经提高了 <strong>Mac 和 iPad 产品线</strong>的价格，但到目前为止，其核心 iPhone 产品线仍然没有涨价。</p><p style=\"text-align: left;\">目前，基础款 <strong>iPhone 17 起售价为 799 美元</strong>。</p><p style=\"text-align: left;\">摩根士丹利分析师 <strong>Erik Woodring</strong> 在今年 7 月的一份报告中推测，苹果可能会对整个 <strong>iPhone 18 系列</strong>实施 <strong>200 美元的价格上涨</strong>。</p><p style=\"text-align: left;\">Woodring 认为，iPhone 的需求具有很高的<strong>价格非弹性（highly inelastic）</strong>，也就是说，消费者需求对价格变化并不十分敏感。</p><p style=\"text-align: left;\">不过，杰富瑞（Jefferies）分析师 <strong>Edison Lee</strong> 在 8 月的一份报告中指出，今年围绕 iPhone 价格的不确定性反而推动了销售，因为消费者为了避免未来可能出现的涨价，已经<strong>提前购买 iPhone</strong>。</p><p style=\"text-align: left;\">Lee 表示，如果苹果维持 <strong>iPhone 17 和 iPhone 17 Air</strong> 当前的价格，那么：</p><blockquote><p style=\"text-align: left;\">“销量将会向这两个型号倾斜”，</p></blockquote><p style=\"text-align: left;\">从而给 iPhone 18 系列带来压力。</p><p style=\"text-align: left;\">另一方面，如果苹果提高 iPhone 17 系列的售价，那么整体 iPhone 销量很可能会受到压制。</p><p style=\"text-align: left;\">因此，Lee 认为，未来几个季度的 <strong>iPhone 销量和盈利能力存在潜在风险</strong>。</p><p style=\"text-align: left;\">Counterpoint Research 的 Naranjo 表示：</p><blockquote><p style=\"text-align: left;\">“与 iPhone 17 周期相比，这一轮周期将很难进行同比比较。”</p></blockquote><p style=\"text-align: left;\">但他并不认为苹果试图重新复制 iPhone 17 所取得的成功。</p><p style=\"text-align: left;\">他表示：</p><blockquote><p style=\"text-align: left;\">“我不认为苹果是在试图重现 iPhone 17 所发生的一切。他们正在把 iPhone 18 周期定位为一个更加高端的产品类别，而折叠屏 iPhone 将成为这一战略的领头产品。”</p></blockquote></body></html>","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\" 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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一部售价 2000 美元的 iPhone 即将到来：苹果瞄准高端消费者\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-09-08 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">苹果预计将在9月9日的产品发布会上推出iPhone 18 Pro、Pro Max以及一款可折叠的iPhone Ultra。</p></li><li><p style=\"text-align: left;\">更便宜的iPhone 18和18 Air机型预计将缺席本次发布，iPhone 17和17 Air将继续销售至2027年初。</p></li><li><p style=\"text-align: left;\">分阶段发布可能是由于供应链限制，包括半导体短缺以及AI热潮引发的全球存储芯片短缺。</p></li></ul><p style=\"text-align: left;\">苹果的 iPhone 17 系列已经成为公司<strong>有史以来最成功的 iPhone 产品系列</strong>，帮助苹果在全球智能手机市场整体下滑的背景下<strong>夺取更多市场份额</strong>，并推动公司股价创下<strong>历史新高</strong>。</p><p style=\"text-align: left;\">如今，随着苹果 <strong>9 月 9 日新品发布会</strong>临近，这家 iPhone 制造商正面临一项挑战：苹果需要保持 iPhone 17 系列的强劲势头，同时通过一系列融入最新<strong>人工智能技术</strong>的新产品给用户带来惊喜。</p><p style=\"text-align: left;\">发布会预计将十分引人注目，而且与过去几年的发布会有所不同。苹果新任 CEO 约翰·特努斯（John Ternus）预计将推出 <strong>iPhone 18 Pro、iPhone 18 Pro Max</strong>，以及备受期待的可折叠 iPhone。据报道，这款折叠屏 iPhone 可能被命名为 <strong>iPhone Ultra</strong>。</p><p style=\"text-align: left;\">与此同时，价格更低的 <strong>iPhone 18 和 iPhone 18 Air</strong> 预计不会在此次发布会上亮相。在它们的后继机型于 <strong>2027 年初</strong>发布之前，iPhone 17 和 iPhone 17 Air 将继续销售。</p><p style=\"text-align: left;\">此外，苹果预计还会推出 <strong>Apple Watch 和 AirPods 的更新产品</strong>。</p><p style=\"text-align: left;\">据 <em>Macworld</em> 报道，即将推出的 iPhone 18 Pro 据称将提供包括<strong>深樱桃红（dark cherry）在内的新配色，同时还会加入新的浅蓝色和深灰色</strong>选项。</p><p style=\"text-align: left;\">包括 <em>MacRumors</em> 在内的新闻媒体已经发布了概念渲染图，让消费者可以提前了解新款 iPhone 可能采用的外观设计。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09b4df7cceffbc121020d646c5fd4916\" data-align=\"center\" tg-width=\"1096\" tg-height=\"1226\"/><span></span></p><p style=\"text-align: left;\">据 Counterpoint Research 副总监 <strong>David Naranjo</strong> 表示，此次分阶段发布的时间安排很可能是供应链限制所导致的。</p><p style=\"text-align: left;\">iPhone 17 系列的需求极其旺盛，使苹果面临<strong>半导体处理器短缺</strong>的问题；与此同时，由 AI 热潮推动的<strong>全球内存短缺</strong>也推高了零部件价格。</p><p style=\"text-align: left;\">除了能够分散苹果制造合作伙伴所承受的生产压力之外，分阶段推出产品还能够让苹果将更多注意力集中到<strong>高端 iPhone</strong> 上。</p><p style=\"text-align: left;\">Naranjo  表示：</p><blockquote><p style=\"text-align: left;\">“内存供应限制以及整个市场范围内出现的通胀表明，苹果确实正在重点关注高端 SKU，以尽可能提高收入，并在一定程度上保护利润率。”</p></blockquote><p style=\"text-align: left;\">这里的 <strong>SKU（Stock-Keeping Unit，库存量单位）</strong>，是业内用于指代不同产品型号和配置的术语。</p><p style=\"text-align: left;\">在当前经济环境下，高端 iPhone 的消费者可能对价格没有那么敏感，这有助于苹果提高其所销售设备的<strong>平均售价</strong>。</p><p style=\"text-align: left;\">而折叠 iPhone 则进一步提供了一个更加高端的产品选择。Naranjo 将其称为一款“光环产品（halo product）”。</p><p style=\"text-align: left;\">根据业内估算，这款折叠屏智能手机的起售价预计约为 <strong>2,000 美元</strong>，而更大存储容量的版本售价甚至可能达到 <strong>3,000 美元</strong>。</p><h2 style=\"text-align: left;\">发布会也将成为苹果 AI 能力的一场关键考验</h2><p style=\"text-align: left;\">下周的新品发布会同时也将成为苹果<strong>人工智能能力的一次高风险测试</strong>，因为这将是用户第一次能够真正体验由 <strong>Apple Intelligence</strong> 驱动、经过全面升级的 <strong>Siri</strong>。</p><p style=\"text-align: left;\">苹果最初在 <strong>2024 年</strong>宣布了这些计划，但相关功能后来遭遇了延期。</p><p style=\"text-align: left;\">Apple Intelligence 采用了<strong>三层处理架构</strong>：一部分请求直接在用户的设备上处理；另一部分请求会被发送至苹果的 <strong>Private Cloud Compute（私有云计算）</strong>；最复杂的请求，则会在获得用户许可后交由<strong>第三方模型</strong>处理。</p><p style=\"text-align: left;\">今年 6 月，苹果在 全球开发者大会（WWDC）主题演讲期间展示了这些全新的 AI 能力。</p><p style=\"text-align: left;\">新版<strong>智能体 Siri（agentic Siri）具备跨多个数据领域进行信息整合的能力，例如分析用户的短信、电子邮件和照片</strong>，并能够跨不同应用执行<strong>多步骤操作</strong>。</p><p style=\"text-align: left;\">为了支持这些 AI 能力，苹果已经提高了设备的<strong>内存容量</strong>，但这也同时进一步加大了公司的<strong>供应链成本压力</strong>。</p><p style=\"text-align: left;\">Moor Insights &amp; Strategy 首席分析师 <strong>Anshel Sag</strong>  表示，苹果两年前面临的问题在于，公司当时“<strong>承诺过多，而实际交付却严重不足</strong>”。</p><p style=\"text-align: left;\">他表示：</p><blockquote><p style=\"text-align: left;\">“拥有一位更加注重产品的 CEO，将帮助苹果应对这个新的 AI 时代。在这个时代，人们期待新的设备和新的产品形态能够满足他们对 AI 的需求。”</p></blockquote><h2 style=\"text-align: left;\">苹果会不会提高 iPhone 价格？</h2><p style=\"text-align: left;\">投资者和消费者还将了解到一个重要问题：<strong>苹果是否会提高 iPhone 的售价，以及究竟会上调多少。</strong></p><p style=\"text-align: left;\">苹果已经提高了 <strong>Mac 和 iPad 产品线</strong>的价格，但到目前为止，其核心 iPhone 产品线仍然没有涨价。</p><p style=\"text-align: left;\">目前，基础款 <strong>iPhone 17 起售价为 799 美元</strong>。</p><p style=\"text-align: left;\">摩根士丹利分析师 <strong>Erik Woodring</strong> 在今年 7 月的一份报告中推测，苹果可能会对整个 <strong>iPhone 18 系列</strong>实施 <strong>200 美元的价格上涨</strong>。</p><p style=\"text-align: left;\">Woodring 认为，iPhone 的需求具有很高的<strong>价格非弹性（highly inelastic）</strong>，也就是说，消费者需求对价格变化并不十分敏感。</p><p style=\"text-align: left;\">不过，杰富瑞（Jefferies）分析师 <strong>Edison Lee</strong> 在 8 月的一份报告中指出，今年围绕 iPhone 价格的不确定性反而推动了销售，因为消费者为了避免未来可能出现的涨价，已经<strong>提前购买 iPhone</strong>。</p><p style=\"text-align: left;\">Lee 表示，如果苹果维持 <strong>iPhone 17 和 iPhone 17 Air</strong> 当前的价格，那么：</p><blockquote><p style=\"text-align: left;\">“销量将会向这两个型号倾斜”，</p></blockquote><p style=\"text-align: left;\">从而给 iPhone 18 系列带来压力。</p><p style=\"text-align: left;\">另一方面，如果苹果提高 iPhone 17 系列的售价，那么整体 iPhone 销量很可能会受到压制。</p><p style=\"text-align: left;\">因此，Lee 认为，未来几个季度的 <strong>iPhone 销量和盈利能力存在潜在风险</strong>。</p><p style=\"text-align: left;\">Counterpoint Research 的 Naranjo 表示：</p><blockquote><p style=\"text-align: left;\">“与 iPhone 17 周期相比，这一轮周期将很难进行同比比较。”</p></blockquote><p style=\"text-align: left;\">但他并不认为苹果试图重新复制 iPhone 17 所取得的成功。</p><p style=\"text-align: left;\">他表示：</p><blockquote><p style=\"text-align: left;\">“我不认为苹果是在试图重现 iPhone 17 所发生的一切。他们正在把 iPhone 18 周期定位为一个更加高端的产品类别，而折叠屏 iPhone 将成为这一战略的领头产品。”</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/c59af9a870e5d504eadf439dcc861bf6","relate_stocks":{"AAPU":"2倍做多AAPL ETF-Direxion","AAPY":"AAPL收益溢价策略ETF-Kurv","APLY":"AAPL期权收益策略ETF-YieldMax","AAPE":"Leverage Shares 2X Long AAPL Daily ETF","AAPL":"苹果","AAPW":"AAPL周配息ETF-Roundhill","IOSX":"Corgi AAPL 2x Daily ETF","AAPB":"2倍做多AAPL ETF-GraniteShares","AAPX":"2倍做多Apple ETF-T-Rex","AAPD":"1倍做空AAPL ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149443698","content_text":"要点苹果预计将在9月9日的产品发布会上推出iPhone 18 Pro、Pro Max以及一款可折叠的iPhone Ultra。更便宜的iPhone 18和18 Air机型预计将缺席本次发布，iPhone 17和17 Air将继续销售至2027年初。分阶段发布可能是由于供应链限制，包括半导体短缺以及AI热潮引发的全球存储芯片短缺。苹果的 iPhone 17 系列已经成为公司有史以来最成功的 iPhone 产品系列，帮助苹果在全球智能手机市场整体下滑的背景下夺取更多市场份额，并推动公司股价创下历史新高。如今，随着苹果 9 月 9 日新品发布会临近，这家 iPhone 制造商正面临一项挑战：苹果需要保持 iPhone 17 系列的强劲势头，同时通过一系列融入最新人工智能技术的新产品给用户带来惊喜。发布会预计将十分引人注目，而且与过去几年的发布会有所不同。苹果新任 CEO 约翰·特努斯（John Ternus）预计将推出 iPhone 18 Pro、iPhone 18 Pro Max，以及备受期待的可折叠 iPhone。据报道，这款折叠屏 iPhone 可能被命名为 iPhone Ultra。与此同时，价格更低的 iPhone 18 和 iPhone 18 Air 预计不会在此次发布会上亮相。在它们的后继机型于 2027 年初发布之前，iPhone 17 和 iPhone 17 Air 将继续销售。此外，苹果预计还会推出 Apple Watch 和 AirPods 的更新产品。据 Macworld 报道，即将推出的 iPhone 18 Pro 据称将提供包括深樱桃红（dark cherry）在内的新配色，同时还会加入新的浅蓝色和深灰色选项。包括 MacRumors 在内的新闻媒体已经发布了概念渲染图，让消费者可以提前了解新款 iPhone 可能采用的外观设计。据 Counterpoint Research 副总监 David Naranjo 表示，此次分阶段发布的时间安排很可能是供应链限制所导致的。iPhone 17 系列的需求极其旺盛，使苹果面临半导体处理器短缺的问题；与此同时，由 AI 热潮推动的全球内存短缺也推高了零部件价格。除了能够分散苹果制造合作伙伴所承受的生产压力之外，分阶段推出产品还能够让苹果将更多注意力集中到高端 iPhone 上。Naranjo  表示：“内存供应限制以及整个市场范围内出现的通胀表明，苹果确实正在重点关注高端 SKU，以尽可能提高收入，并在一定程度上保护利润率。”这里的 SKU（Stock-Keeping Unit，库存量单位），是业内用于指代不同产品型号和配置的术语。在当前经济环境下，高端 iPhone 的消费者可能对价格没有那么敏感，这有助于苹果提高其所销售设备的平均售价。而折叠 iPhone 则进一步提供了一个更加高端的产品选择。Naranjo 将其称为一款“光环产品（halo product）”。根据业内估算，这款折叠屏智能手机的起售价预计约为 2,000 美元，而更大存储容量的版本售价甚至可能达到 3,000 美元。发布会也将成为苹果 AI 能力的一场关键考验下周的新品发布会同时也将成为苹果人工智能能力的一次高风险测试，因为这将是用户第一次能够真正体验由 Apple Intelligence 驱动、经过全面升级的 Siri。苹果最初在 2024 年宣布了这些计划，但相关功能后来遭遇了延期。Apple Intelligence 采用了三层处理架构：一部分请求直接在用户的设备上处理；另一部分请求会被发送至苹果的 Private Cloud Compute（私有云计算）；最复杂的请求，则会在获得用户许可后交由第三方模型处理。今年 6 月，苹果在 全球开发者大会（WWDC）主题演讲期间展示了这些全新的 AI 能力。新版智能体 Siri（agentic Siri）具备跨多个数据领域进行信息整合的能力，例如分析用户的短信、电子邮件和照片，并能够跨不同应用执行多步骤操作。为了支持这些 AI 能力，苹果已经提高了设备的内存容量，但这也同时进一步加大了公司的供应链成本压力。Moor Insights & Strategy 首席分析师 Anshel Sag  表示，苹果两年前面临的问题在于，公司当时“承诺过多，而实际交付却严重不足”。他表示：“拥有一位更加注重产品的 CEO，将帮助苹果应对这个新的 AI 时代。在这个时代，人们期待新的设备和新的产品形态能够满足他们对 AI 的需求。”苹果会不会提高 iPhone 价格？投资者和消费者还将了解到一个重要问题：苹果是否会提高 iPhone 的售价，以及究竟会上调多少。苹果已经提高了 Mac 和 iPad 产品线的价格，但到目前为止，其核心 iPhone 产品线仍然没有涨价。目前，基础款 iPhone 17 起售价为 799 美元。摩根士丹利分析师 Erik Woodring 在今年 7 月的一份报告中推测，苹果可能会对整个 iPhone 18 系列实施 200 美元的价格上涨。Woodring 认为，iPhone 的需求具有很高的价格非弹性（highly inelastic），也就是说，消费者需求对价格变化并不十分敏感。不过，杰富瑞（Jefferies）分析师 Edison Lee 在 8 月的一份报告中指出，今年围绕 iPhone 价格的不确定性反而推动了销售，因为消费者为了避免未来可能出现的涨价，已经提前购买 iPhone。Lee 表示，如果苹果维持 iPhone 17 和 iPhone 17 Air 当前的价格，那么：“销量将会向这两个型号倾斜”，从而给 iPhone 18 系列带来压力。另一方面，如果苹果提高 iPhone 17 系列的售价，那么整体 iPhone 销量很可能会受到压制。因此，Lee 认为，未来几个季度的 iPhone 销量和盈利能力存在潜在风险。Counterpoint Research 的 Naranjo 表示：“与 iPhone 17 周期相比，这一轮周期将很难进行同比比较。”但他并不认为苹果试图重新复制 iPhone 17 所取得的成功。他表示：“我不认为苹果是在试图重现 iPhone 17 所发生的一切。他们正在把 iPhone 18 周期定位为一个更加高端的产品类别，而折叠屏 iPhone 将成为这一战略的领头产品。”","news_type":1,"symbols_score_info":{"AAPU":0.6,"AAPD":0.6,"AAPE":0.6,"AAPL":2,"AAPX":0.6,"APLY":0.6,"AAPW":0.6,"AAPY":0.6,"IOSX":0.6,"AAPB":0.6}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":489514438647992,"gmtCreate":1760537292315,"gmtModify":1760537294642,"author":{"id":"3464228125808462","authorId":"3464228125808462","name":"cyril608","avatar":"https://static.tigerbbs.com/b5d0611a7ba46dd09ed9a5beab535fda","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464228125808462","idStr":"3464228125808462"},"themes":[],"title":"","htmlText":"巴菲特指数现在是多少？现在处于危险期吗？","listText":"巴菲特指数现在是多少？现在处于危险期吗？","text":"巴菲特指数现在是多少？现在处于危险期吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489514438647992","repostId":"1146025549","repostType":2,"repost":{"id":"1146025549","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1760533326,"share":"https://www.laohunote.com/m/news/1146025549?lang=zh_CN&edition=full","pubTime":"2025-10-15 21:02","market":"us","language":"zh","title":"苹果新款iPad Pro今日开启预订，10月22日起将入驻实体店","url":"https://stock-news.laohu8.com/highlight/detail?id=1146025549","media":"美股速递","summary":"苹果新款iPad Pro今日开启预订，10月22日起将入驻实体店。","content":"<p>苹果新款iPad Pro今日开启预订，10月22日起将入驻实体店。</p>","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>苹果新款iPad Pro今日开启预订，10月22日起将入驻实体店</title>\n<style 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Pro今日开启预订，10月22日起将入驻实体店。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4527":"明星科技股","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","BK4571":"数字音乐概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4576":"AR","BK4575":"芯片概念","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) 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