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郭明錤:苹果首财季业绩或胜预期
阿思达克 01-05 08:37
天风国际分析师郭明錤发布最新报告指,预计苹果(AAPL.US)截至12月底的首季的业绩可能好於市场预期,受惠於大部分硬件产品的需求高於预期、iPhone产品组合优化,以及中国市场出货量恢复增长。

报告提到,首季iPhone出货量将按年增长20%,至8,500万到至9,000万部,当中iPhone 12系列占的出货量占约65%至70%,同时由於iPhone 12 Pro的需求好於iPhone 12及iPhone 12 mini,令iPhone平均售价有所提升。

报告对iPhone、iPad、Apple Watch及MacBook今年的需求持积极看法,预计iPhone及Apple Watch今年出货量都将按年增长15%至20%,分别达到於2.3亿部及4,100万只。

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