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Deepwater Asset Management管理合伙人Gene Munster看好苹果(AAPL)股票，预计iPhone将迎来“大规模升级周期”
svmuu.com10/08/2026 11:39
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Munster在CNBC节目中表示，尽管有报道称内存成本上升可能导致iPhone 18价格上涨，且Jefferies报告对全玻璃iPhone前景不佳，但他仍对苹果持乐观态度。他认为iPhone潜在的价格上涨可能提振苹果营收增长，对需求影响有限。Munster预计，由个性化AI驱动的更广泛的消费硬件升级周期将在2027年左右开始，这将为苹果带来新的增长机会。
Source：Yahoo财经 · Source Link
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