You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
蘋果跌超3%!iPhone16系列預購遇冷,郭明琪:首周預購量下降12.7%

蘋果(AAPL.US)跳空低開,現跌超3%報215.09美元。此前多位分析師表示,新款 iPhone 16 Pro 機型的交貨時間表明需求弱於預期,可能是由於關鍵人工智能功能的推出延遲。

蘋果上週發佈了備受期待的 iPhone 16 系列,該系列是圍繞其人工智能軟件 Apple Intelligence 設計的。

美銀全球研究部的早期預訂數據顯示,截至週一(該公司開始接受預訂三天後),iPhone 16 Pro 機型的全球發貨時間與去年的 15 Pro 機型相比有所縮短。

數據顯示,iPhone 16 Pro 的平均發貨時間目前為14天,低於去年 iPhone 15 Pro 的24天,而 iPhone 16 Pro Max 的發貨時間為19天,而去年為32天。

天風國際分析師郭明錤發佈報吿稱,根據各款機型的交貨時間和生產計劃估計,iPhone 16系列首週末預購銷量約3700萬台,對比去年同期的iPhone 15系列下降約12.7%。

郭明錤預估數據

郭明錤表示,iPhone 16 Pro系列的需求低於預期是導致整體銷量不及預期的主要原因。iPhone 16 Pro系列的出貨時間相較於iPhone 15 Pro系列有所延遲,這也可能對銷量產生影響。

截止目前,iPhone 16 Pro和iPhone 16 ProMax機型已排期至10月發貨,其發貨時間相較iPhone 15 Pro明顯縮短,從側面印證iPhone 16 Pro首周銷量出現下滑現象。

此外蘋果最大賣點Apple Intelligence(蘋果智能技術)未能與新機同步上市,這一核心賣點的延遲推出,恰逢中國市場競爭日益白熱化的背景之下,無疑進一步削弱了 iPhone 16 系列的市場吸引力,對銷量造成了雙重打擊。

不過,郭明錤也表達了其樂觀預期。他分析道,雖然iPhone 16 Pro系列首週末預購銷售同比減少,但供應鏈的生產計劃在短期內應不會有太大改變。蘋果仍有機會藉由發佈Apple Intelligence與後續旺季促銷 (歐美的年末旺季與中國的雙十一) 改善銷售量,而這也是後續觀察iPhone需求變化的重點。

郭明錤還表示,相信蘋果在2025年會有更激進的iPhone產品策略以提振需求。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
uSMART
Wealth Growth Made Easy
Open Account