[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioe989a1f2":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioe989a1f2","苹果(AAPL)罕见提价恐压制Mac-iPad需求-Evercore仍维持“跑赢大盘”并看至365美元","\u002Fdoc\u002Fdcioe989a1f2","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，苹果(AAPL)周四宣布上调旗下多数硬件产品售价，引发市场对消费电子需求前景的关注。Evercore分析师认为，此次调价反映出存储器成本上涨对苹果利润率的压力正在加剧，虽然涨价有助于维持盈利能力，也可能对Mac和iPad产品需求带来一定影响。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Evercore分析师Amit Daryanani在最新报告中表示，此次调价释放出一个明确信号，存储器价格上涨的影响比市场此前预期更快、更明显，甚至苹果也难以完全消化成本压力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">他指出，苹果在产品生命周期中途上调售价的情况并不常见，因此此次涨价具有一定特殊性。“此次提价有助于保护公司的毛利率，但在产品销售周期中途涨价对苹果来说十分罕见，也增加了Mac和iPad产品需求受到抑制的风险。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过，他认为，苹果此次并未上调iPhone售价，因此短期影响相对有限，而今年秋季新一代iPhone发布时的定价策略，将成为市场关注的下一个重要节点。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">尽管如此，Daryanani仍维持对苹果股票“跑赢大盘”评级，并给予365美元目标价。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">根据苹果公布的信息，此次涨价涉及旗下绝大多数Mac、iPad以及智能家居产品。其中，MacBook Neo起售价由599美元上调至699美元；iPad Pro起售价由999美元提高至1199美元；iPad Air由599美元涨至749美元；MacBook Pro起售价则由1699美元提高至1999美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，HomePod售价由299美元上调至349美元，HomePod mini由99美元涨至129美元，Apple TV由149美元提高至199美元，Vision Pro头显售价则由3499美元上调至3699美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">搭载M4 Pro芯片的高配版Mac mini售价也由1399美元提高至1599美元。相比之下，苹果此次并未调整iPhone产品线售价。不过，市场普遍预计，公司将在今年秋季推出新一代iPhone时同步进行价格调整。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">事实上，苹果此前已开始逐步提高部分产品售价。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">今年5月，公司停止销售配备256GB存储空间的M4 Mac mini版本，使Mac mini入门款起售价实际上由599美元提高至799美元。此外，入门版iPad、iMac以及Mac Studio此前也已完成调价。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Evercore认为，苹果此次选择上调产品售价，反映出当前电子元器件成本，尤其是存储器价格上涨正在侵蚀硬件厂商利润率。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析人士指出，近年来AI服务器需求持续增长，带动高带宽存储器(HBM)以及DRAM、NAND Flash等存储芯片价格持续上涨，不少消费电子厂商都面临成本压力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过，相比其他产品，苹果选择暂缓调整iPhone售价，也显示公司对于智能手机市场需求仍保持谨慎态度，希望避免影响核心产品销售表现。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受涨价消息影响，苹果股价周四跌超5%。市场人士认为，未来苹果能否通过提价顺利消化成本上涨，同时维持终端需求稳定，将成为影响公司下半年业绩表现的重要因素，而秋季新一代iPhone的定价策略也将成为投资者关注的焦点。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]