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"description": "美国银行分析师 Wamsi Mohan 的最新研究显示,苹果股价过往常在新品亮相后出现温和的「利多出尽」卖压,随后于 30 至 60 天内回升。",
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"content": "<p>外媒报导,苹果 (AAPL-US) 即将举行年度 iPhone 新机发表会,美国银行分析师 Wamsi Mohan 的最新研究显示,苹果股价过往常在新品亮相后出现温和的「利多出尽」卖压,随后于 30 至 60 天内回升。今年市场反应则将取决于<em><strong>产品涨价幅度、Siri AI 功能的采用情况,以及苹果对折叠手机需求</strong></em>的说明。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6601232/l/eed0eaacf358695b209442e3d2399500.jpg\" alt=\"iPhone发表会后苹果股价怎么走?美银揭历史表现、今年三大观察重点\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>Mohan 统计,自 2007 年首款 iPhone 发表以来,苹果股价曾有 17 次在发表会后 60 天录得上涨。其中表现最佳的是 2019 年 iPhone 11 发表后,股价在 60 天内上涨 20%。</p>\n\n<p>本次发表会前,苹果周二 (8 日) 收跌 1.17%,报每股 316.22 美元,连续两个交易日收黑。</p>\n\n<figure><img alt=\"(图:苹果)\" data-height=\"428\" data-mime=\"image/jpeg\" data-ratio=\"1.7757009345794392\" data-src-m=\"https://cimg.cnyes.cool/prod/news/6601232/m/981906f5f232ba7819e4f3180ae2c133.jpg\" data-width=\"760\" src=\"https://cimg.cnyes.cool/prod/news/6601232/l/981906f5f232ba7819e4f3180ae2c133.jpg\" srcset=\"https://cimg.cnyes.cool/prod/news/6601232/l/981906f5f232ba7819e4f3180ae2c133.jpg 1x,https://cimg.cnyes.cool/prod/news/6601232/xl/981906f5f232ba7819e4f3180ae2c133.jpg 2x,https://cimg.cnyes.cool/prod/news/6601232/xxl/981906f5f232ba7819e4f3180ae2c133.jpg 3x\">\n<figcaption>(图:苹果)</figcaption>\n</figure>\n\n<p>苹果将于 9 月 9 日在贾伯斯剧院举行「Surprise and Shine」(惊喜耀现,开新篇) 发表会。这也是特纳斯 (John Ternus) 本月接替库克 (Tim Cook)、出任执行长后,首度主持产品发表会。</p>\n\n<p>产品焦点是苹果首款折叠 iPhone,外界推测将命名为 iPhone Ultra。</p>\n\n<p>花旗分析师预估,这款手机起售价将超过 2,000 美元,今年下半年销量约为 500 万支,2027 年第一季再售出约 230 万支。苹果也预计推出完整的 iPhone 18 Pro 系列、新款 Apple Watch,以及更新的 AI 软体功能。</p>\n\n<p>不过,新品定价背后也反映成本压力。除了售价较高的折叠机型,一般 iPhone 18 机型也被预期将涨价,苹果正设法因应记忆体价格大幅上升对获利率的冲击。</p>\n\n<p>记忆体问题同时牵动苹果的供货与获利。公司 7 月底对本季营收提出审慎展望,主要原因是无法取得足够记忆体晶片以满足需求;最近一季的获利率也受到记忆体涨价影响,较前一季承受明显压力。</p>\n\n<p>库克在卸任前最后一次财报电话会议上表示,苹果是在不情愿的情况下调涨价格。</p>\n\n<p>他将记忆体价格急升形容为「百年一遇的洪灾」,并预期相关压力仍将持续。</p>\n\n<p>这波供应吃紧与 AI 基础建设热潮密切相关。</p>\n\n<p>辉达、微软、亚马逊与 Meta 等企业加速投入,带动 AI 伺服器使用的高频宽记忆体 (HBM) 与先进 DRAM 需求持续超过供给。</p>\n\n<p>SK 海力士、三星与美光今年的高阶 AI 记忆体产能大多已售罄,进一步推高价格,也增强供应商的议价能力。</p>\n\n<p>报导指出,专家预期记忆体供应限制将延续至 2027 年。这有利于主要记忆体生产商,却也使苹果在推出新机之际,必须持续面对零组件成本与供货压力。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/AI/article-9280.html\" title=\"AI算力狂潮助记忆体进入卖方市场!美银:三星长协「限跌不限涨」现货价格Q4前持续反弹\">AI算力狂潮助记忆体进入卖方市场!美银:三星长协「限跌不限涨」现货价格Q4前持续反弹</a></li>\n <li><a href=\"/new/AI/article-7764.html\" title=\"HBM封装技术转向!三星、SK海力士同步决定:HBM4暂不导入混合键合\">HBM封装技术转向!三星、SK海力士同步决定:HBM4暂不导入混合键合</a></li>\n <li><a href=\"/new/AI/article-9511.html\" title=\"南韩打炒房式降杠杆奏效!杠杆ETF交易急冻 晶片股波动降温\">南韩打炒房式降杠杆奏效!杠杆ETF交易急冻 晶片股波动降温</a></li>\n <li><a href=\"/new/AI/article-21298.html\" title=\"中国AI算力偏重短剧?业者与官媒驳斥「发展跑偏论」\">中国AI算力偏重短剧?业者与官媒驳斥「发展跑偏论」</a></li>\n <li><a href=\"/new/AI/article-11723.html\" title=\"Cybercab光环退烧!特斯拉股价现在更看SpaceX?两家公司走势同步度达2/3\">Cybercab光环退烧!特斯拉股价现在更看SpaceX?两家公司走势同步度达2/3</a></li>\n <li><a href=\"/new/AI/article-13704.html\" title=\"上市第11个交易日 中国「人形机器人第一股」股价腰斩\">上市第11个交易日 中国「人形机器人第一股」股价腰斩</a></li>\n </ul>\n</div>",
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