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《大行報告》摩通:iPhone在中國市場面臨激烈競爭 今年或重新推折扣優惠
阿思達克 01-18 14:41
摩根大通發表報告指出,蘋果(AAPL.US)於中國農曆新年前(如1月18至21日),在官網上為內地iPhone 15系列(15、15 Plus、15 Pro及15 Pro Max)、iPhone 14與14 Plus,以及iPhone 13提供高達500元人民幣的折扣,相對於過往的降價時機及幅度,引發投資者質疑及該區先前的戰略折扣幅度。 根據該行調查,蘋果在2022和2019年都在內地使用相似的折扣,然而降價的iPhone型號數量存在不同程度的差異,反映期內「大中華區」收入壓力規模。因此,該行對蘋果可能在今年重新推出折扣優惠並不意外,尤別是考慮到公司料去年為連續第二年在內地實現小幅增長(繼2021年強勁增長之後),加上中國市場競爭激烈,隨著華為在區內推出5G智能手機,蘋果今年將進一步面臨壓力。該行對蘋果的評級為「增持」。
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