回购都保不住的泡沫_老虎社区_美港股上老虎 - 老虎社区

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南池子赛富豪
2025-03-12

回购都保不住的泡沫

美股异动｜苹果跌超2%，遭大摩下调目标价及今明两财年iPhone出货量

本周三美股盘初， $苹果$ 一度跌近2%，截至发稿报217.01美元。消息面上，摩根士丹利发表研报指，苹果延后推出更先进的Siri，意味2026财年加快iPhone升级周期将会有更少的新功能。该行下调今明两财年的iPhone出货量1%至5%，分别至2.3亿部及2.43亿部。另外，花旗将2025及2026年iPhone出货量预测下调至2.32亿及2.44亿部，同比增长5%，主要考虑到备受关注的Siri升级延迟至4月推出，而升级后的Siri本可推动今年iPhone换机率提升。

美股异动｜苹果跌超2%，遭大摩下调目标价及今明两财年iPhone出货量

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