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郭明錤:iPhone17系列首周末預訂需求超越去年iPhone16系列
著名蘋果(AAPL.US)分析師,天風國際分析員郭明錤在社交平台X帖文表示,iPhone 17系列首個周末預訂需求超越去年的iPhone 16系列。 他指今年第三季Pro Max、Pro及標準款的計劃產量按年升約25%,預計等候交付時間較去年長約一周,意味該三款智能手機需較去年強勁。至於iPhone Air,雖然有存貨,表面看需求弱於去年的iPhone16 Plus,但iPhone Air今年第三季產量計劃較去年iPhone16 Plus多約兩倍,需更長時間觀察銷售情況以評估需求表現。他指iPhone 17 Pro Max仍為需求最大機款,第三季產量較去年iPhone16 Pro Max多約六成,但等候交付時間與去年相若。 郭明錤亦指出,iPhone 17系列預訂表現較去年更強應支持蘋果第三季業績,但對供應商股價提振有限,投資者仍觀望明年產品周期的產品變化,以及其對供應鏈的潛在利好。
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