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iPhone最新数据表明,iPhone Duo的交付等待时间仍然较长,而Pro系列在不同地区之间仍存在明显的差异,尤其是在中国,其平均交付等待时间已经缩短至约1天。总体来看,Pro各款机型的交付等待时间显示,尽管价格有所上涨,其需求相较去年同期的Pro机型仍然具有韧性。 我们认为,Duo的需求同样是一个积极信号。随着供应限制缓解,Duo的需求可能对收入产生明显影响,同时也表明消费者对新的设计和产品形态具有兴趣,苹果可以通过设计创新推动消费者换机和升级。(摩根大通10月26日报告)
2026-10-27
iPhone最新数据表明,iPhone Duo的交付等待时间仍然较长,而Pro系列在不同地区之间仍存在明显的差异,尤其是在中国,其平均交付等待时间已经缩短至约1天。总体来看,Pro各款机型的交付等待时间显示,尽管价格有所上涨,其需求相较去年同期的Pro机型仍然具有韧性。 我们认为,Duo的需求同样是一个积极信号。随着供应限制缓解,Duo的需求可能对收入产生明显影响,同时也表明消费者对新的设计和产品形态具有兴趣,苹果可以通过设计创新推动消费者换机和升级。(摩根大通10月26日报告)
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其他消息
2026-10-27
Shenzhen ChiNext index fell more than 2%, with aerospace equipment, AI chips, contract research organizations (CROs) and AI application stocks leading declines.
Shenzhen ChiNext index fell more than 2%, with aerospace equipment, AI chips, contract research organizations (CROs) and AI application stocks leading declines.
2026-10-27
Iran’s deputy secretary of the Supreme National Security Council, Bagheri, said Iran geographically links Pakistan, Turkey and Saudi Arabia and therefore plays a central role in connecting those separated regions. He said Iran has been the only country to stand against what he described as the Zionist regime’s brutality and US aggression and to secure success. Bagheri added recent events have directly disproved the view that security can be guaranteed by engaging the Zionist regime, and that reg
Iran’s deputy secretary of the Supreme National Security Council, Bagheri, said Iran geographically links Pakistan, Turkey and Saudi Arabia and therefore plays a central role in connecting those separated regions. He said Iran has been the only country to stand against what he described as the Zionist regime’s brutality and US aggression and to secure success. Bagheri added recent events have directly disproved the view that security can be guaranteed by engaging the Zionist regime, and that regional states are now seriously seeking to build lasting security and have reached a consensus that they “must seek lasting security from within the region.”
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