Bernstein says iPhone growth remains supported by genuine end-demand and the iPhone 17 series is continuing to gain share. Rising memory prices are pressuring the broader handset industry, and Apple’s higher margins may make it more resilient. Bernstein maintains an OUTPERFORM rating with a $370 target price.

2026-09-03

Bernstein says iPhone growth remains supported by genuine end-demand and the iPhone 17 series is continuing to gain share. Rising memory prices are pressuring the broader handset industry, and Apple’s higher margins may make it more resilient. Bernstein maintains an OUTPERFORM rating with a $370 target price.

其他消息
2026-09-03

9月2日A股低于3%换手率股票略微降至68.47%,但仍保持在近期高点附近;高于5%换手率股票占比连跌十个交易日至15.77%,跌破阈值水平后持续向4月创下的逾一年低点靠近;整体来看,换手率仍在延续7月以来震荡下行的趋势。 -------- 注:1、当换手率低于3%的股票占比上升接近中长期的高位,尤其是接近历史高位附近(图中虚线,图为反转走势)时,意味着市场很有可能遇到一个阶段低点,容易产生反转或反弹。 2、当高换手率高于5%的股票占市场总数比例保持在阈值(图中虚线)上方,市场才会出现强的赚钱效应,使得行情具有持续性。牛市的时候,该指标会持续保持在阈值上方,市场迎来普涨行情;而熊市的时候,该指标大多时候在阈值下方,偶尔超过阈值反而要小心冲高回落的风险。

2026-09-03

China A-share semiconductor sector rebounded after choppy trading; Yingjixin jumped over 11%, with Xinpengwei, Youxun, Lianyun Technology, Shengong and Leading Shares also rising.