[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciobb8883ef":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciobb8883ef","库克时代之后首场“大考”！大摩：苹果(AAPL)秋季公布会为十年来最重要-首款折叠iPhone或引爆新一轮增长","\u002Fdoc\u002Fdciobb8883ef","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，摩根士丹利分析师表示，苹果(AAPL)即将于9月9日举行的秋季新品发布会“Surprise and Shine”，可能成为该公司近十年来最重要的一次产品发布会。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>由Erik Woodring领衔的大摩分析师团队在一份给投资者的报告中表示“苹果周三举行的‘Surprise and Shine’新品发布会，应该会沿用过去几年的非常相似的形式——一场约90分钟的演示，介绍苹果最新推出的设备，包括Apple Watch Series 12、Apple Watch Ultra 4、AirPods 5、iPhone 18 Pro\u002FPro Max，以及最重要的——苹果首款折叠屏iPhone。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>他补充称“然而，这场发布会将绝非普通的一次产品发布会。这是因为15年来首次，库克将不会担任发布会的主角，取而代之的是，新任CEO特纳斯将带领公司迎来近10年来首次重大的iPhone产品形态变化，正式推出备受期待的折叠屏iPhone。与此同时，苹果可能还将实施公司历史上幅度最大、最广泛的同配置iPhone涨价。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如果苹果首款折叠屏手机获得消费者的积极反响，那么它可能对12月季度的营收做出重大贡献。分析师指出“我们目前预计，苹果在12月季度将出货约650万部折叠屏iPhone，对应约140亿美元营收、占12月季度iPhone总营收的16%。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师表示“除了短期的财务贡献之外，值得关注的是苹果将如何利用更大的产品形态、以及它是否能够提供一些在折叠屏设备上体验更好的使用场景，而不仅仅是提供更大的屏幕——最重要的是，这款设备拿在手里的真实体验究竟如何。如果消费者反响强劲，我们认为这一产品类别最终的规模可能会超过当前供应链预测所暗示的水平。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>另一个需要重点关注的问题，是消费者将如何应对新款iPhone全系产品的涨价。大摩预计，同等配置下的iPhone Pro系列价格涨幅将在200美元至500美元之间。该行预计，512GB版本的折叠屏iPhone起售价将达到2,399美元，而2TB版本售价将达到3,199美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师表示“随着NAND和DRAM成本大幅上涨，我们仍预计苹果将把iPhone 18 Pro和Pro Max的起售价提高200美元，而且在更高存储容量版本上，涨幅可能会更大。”“根据我们对苹果内存成本的预测，这样的定价举措将使苹果能够维持约40%的iPhone毛利率，大致与FY21至FY25期间39.9%的平均水平保持一致。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAAPL\u002FAAPL.jpg","2026-09-07T13:03:57","2026.09.07","2026\u002F09\u002F07",41036,[22],"AAPL","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]