iPhone 17令蘋果股價創(chuàng)新高，但華爾街仍有隱憂
MOLLY LIEBERGALL
2025-10-23
圖片來源：GETTY IMAGES—ANDREJ SOKOLOW/PICTURE ALLIANCE
蘋果公司（Apple）股價當前大幅攀升。因有消息稱iPhone 17全球需求強勁，又一家投行上調了蘋果公司評級，公司股價本周創(chuàng)下歷史新高。
蘋果公司（Apple）的股票最近“高興得像個終于纏著爸媽買到手機的孩子”。由于有消息稱iPhone 17全球需求強勁，又一家投資銀行對蘋果股票豎起大拇指，這家iPhone制造商股價于近日創(chuàng)下歷史新高，突破去年12月創(chuàng)下的歷史高點。
上周末，Counterpoint Research報告稱，iPhone 17系列在美國和中國上市后的前10天內，銷量較iPhone 16系列增長了14%。
路通資本（Loop Capital）將蘋果公司評級從“持有”上調至“買入”，并將目標價從226美元大幅上調至315美元；Evercore ISI也重新將蘋果納入其“戰(zhàn)術性跑贏大盤名單”（Tactical Outperform List）。此前，該公司曾在2024年初因營收預期疲軟而被移除。
這對蘋果來說是一場亟需的秋日反彈。過去一年，公司歷經(jīng)坎坷： iPhone 16因人工智能功能推遲上線而市場反響平淡，加之關稅反復帶來的不確定性，其股價在昨日之前年內累計漲幅僅約3%，在“美股七雄”中表現(xiàn)倒數(shù)第二，僅優(yōu)于亞馬遜（Amazon）。
不過，部分分析師仍不確定蘋果能否維持iPhone 17的強勁開局。Sherwood報道稱，按照常規(guī)的換機周期，這波銷量上漲或許只是因為疫情期間購機的用戶恰好進入了換機階段。——ML（財富中文網(wǎng)）
本文最初發(fā)表于Morning Brew。
譯者：劉進龍
審校：汪皓
蘋果公司（Apple）股價當前大幅攀升。因有消息稱iPhone 17全球需求強勁，又一家投行上調了蘋果公司評級，公司股價本周創(chuàng)下歷史新高。
蘋果公司（Apple）的股票最近“高興得像個終于纏著爸媽買到手機的孩子”。由于有消息稱iPhone 17全球需求強勁，又一家投資銀行對蘋果股票豎起大拇指，這家iPhone制造商股價于近日創(chuàng)下歷史新高，突破去年12月創(chuàng)下的歷史高點。
上周末，Counterpoint Research報告稱，iPhone 17系列在美國和中國上市后的前10天內，銷量較iPhone 16系列增長了14%。
路通資本（Loop Capital）將蘋果公司評級從“持有”上調至“買入”，并將目標價從226美元大幅上調至315美元；Evercore ISI也重新將蘋果納入其“戰(zhàn)術性跑贏大盤名單”（Tactical Outperform List）。此前，該公司曾在2024年初因營收預期疲軟而被移除。
這對蘋果來說是一場亟需的秋日反彈。過去一年，公司歷經(jīng)坎坷： iPhone 16因人工智能功能推遲上線而市場反響平淡，加之關稅反復帶來的不確定性，其股價在昨日之前年內累計漲幅僅約3%，在“美股七雄”中表現(xiàn)倒數(shù)第二，僅優(yōu)于亞馬遜（Amazon）。
不過，部分分析師仍不確定蘋果能否維持iPhone 17的強勁開局。Sherwood報道稱，按照常規(guī)的換機周期，這波銷量上漲或許只是因為疫情期間購機的用戶恰好進入了換機階段。——ML（財富中文網(wǎng)）
本文最初發(fā)表于Morning Brew。
譯者：劉進龍
審校：汪皓
Apple’s stock is giddier than an 11-year-old who just strong-armed their parents into buying them a smartphone. The iPhone maker hit a new all-time high yesterday after news of strong global demand for the iPhone 17 led another investment bank to give Apple’s stock two thumbs up.
Apple’s stock is giddier than an 11-year-old who just strong-armed their parents into buying them a smartphone. The iPhone maker hit a new all-time high yesterday after news of strong global demand for the iPhone 17 led another investment bank to give Apple’s stock two thumbs up.
Over the weekend, Counterpoint Research reported that the iPhone 17 lineup outsold the iPhone 16 lineup by 14% in the US and China during its first 10 days in each market.
Yesterday, Loop Capital upgraded Apple from a “hold” to a “buy,” and pumped its price target from $226 to $315. The day before, Evercore ISI re-added $AAPL to its “Tactical Outperform List” after removing it in early 2024 over soft revenue projections.
This is a much-needed autumnal boost for Apple, which has had a bumpy year due to a muted reaction to the iPhone 16—largely because of delays to its AI features—and on-again, off-again tariff fears. Before yesterday, its stock was only up ~3% this year, making it the second-worst performer in the Magnificent Seven (after Amazon).
Still…some analysts aren’t sure Apple can maintain the iPhone 17’s initial sales surge. Based on usual purchase cycles, it may have simply been time for pandemic-era phone buyers to upgrade, Sherwood reported.—ML
This report was originally published by Morning Brew.
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