郭明錤:蘋果Vision Pro預售符合預期但隱憂浮現
天風國際分析師郭明錤表示,蘋果(AAPL.US)首款頭戴式裝置Vision Pro開放預購即完售,驗證先前的預測,但預購需求無法持續穩定增加,也驗證先前「需求熱度能否持續更為重要」的隱憂。
根據郭明錤先前的分析,預期開放Vision Pro預購後,首週末賣出16萬至18萬部,結果與先前預測一致,開放Vision Pro預購即銷售一空,各機型出貨時間在開放預購後的數小時內普遍延長到5周至7周。
他指,開放預購48小時後,出貨時間仍維持不變。這代表核心粉絲與重度用戶在Vision Pro開放預購並積極下單後,需求可能即迅速滑落,後續仍須密切觀察其他市場需求與應用更新以判斷需求變化。
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