苹果股价下跌超 1%，杰富瑞分析师称投资者对 AI iPhone 手机期望过高

Like
Comment
Favorite

苹果股价下跌超 1%，杰富瑞分析师称投资者对 AI iPhone 手机期望过高

IT之家10-07

IT之家 10 月 7 日消息，北京时间今晚，据彭博社报道，由于杰富瑞分析师认为投资者对苹果最新款 iPhone 的预期过高，苹果公司股价下跌超过 1%—— 这是首批配备 AI 功能的 iPhone。杰富瑞分析师 Edison Lee 指出：“目前对 iPhone 16/17 的高度期望为时过早。”他解释说，由于缺乏显著的新功能和有限的 AI 应用，市场对于出货量增长 5%-10% 的...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

No comments yet

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/2473100033?lang=en_US&edition=fundamental","thumbnail":"https://k.sinaimg.cn/n/spider20241007/701/w1251h1050/20241007/f25f-18452294bff65c92f0fd1f9a2e0afef4.png/w120h90l50t1fa2.jpg","is_english":false,"pubTime":"2024-10-07 23:11","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2473100033","market":"hk","top_or_hot":-1,"title":"苹果股价下跌超 1%，杰富瑞分析师称投资者对 AI iPhone 手机期望过高","media":"IT之家","content":"<div>\n<p>IT之家 10 月 7 日消息，北京时间今晚，据彭博社报道，由于杰富瑞分析师认为投资者对苹果最新款 iPhone 的预期过高，苹果公司股价下跌超过 1%—— 这是首批配备 AI 功能的 iPhone。\n\n\n\n\n杰富瑞分析师 Edison Lee 指出：“目前对 iPhone 16/17 的高度期望为时过早。”他解释说，由于缺乏显著的新功能和有限的 AI 应用，市场对于出货量增长 5%-10% 的...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2024-10-07/detail-incrtyir1491224.d.html?vt=4\">Source Link</a>\n\n</div>\n","source":"sina_tech","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果股价下跌超 1%，杰富瑞分析师称投资者对 AI iPhone 手机期望过高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果股价下跌超 1%，杰富瑞分析师称投资者对 AI iPhone 手机期望过高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-07 23:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/mobile/xp/2024-10-07/detail-incrtyir1491224.d.html?vt=4><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 10 月 7 日消息，北京时间今晚，据彭博社报道，由于杰富瑞分析师认为投资者对苹果最新款 iPhone 的预期过高，苹果公司股价下跌超过 1%—— 这是首批配备 AI 功能的 iPhone。\n\n\n\n\n杰富瑞分析师 Edison Lee 指出：“目前对 iPhone 16/17 的高度期望为时过早。”他解释说，由于缺乏显著的新功能和有限的 AI 应用，市场对于出货量增长 5%-10% 的...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2024-10-07/detail-incrtyir1491224.d.html?vt=4\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4579","symbol_name":"人工智能","start_time":0,"source_url":"https://tech.sina.cn/mobile/xp/2024-10-07/detail-incrtyir1491224.d.html?vt=4","article_id":"2473100033","we_media_id":null,"thumbnails":["https://k.sinaimg.cn/n/spider20241007/701/w1251h1050/20241007/f25f-18452294bff65c92f0fd1f9a2e0afef4.png/w120h90l50t1fa2.jpg"],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2024-10-07/detail-incrtyir1491224.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: inline-block;}.weibo_time{#sourceStyle#};","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action, .j_float_wbro, .j_article_wbreco","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2473100033","pubTimestamp":1728313867,"sourceInfo":{"source_id":"sina_tech","name":"新浪科技"},"weMediaInfo":null,"summary":"IT之家 10 月 7 日消息，北京时间今晚，据彭博社报道，由于杰富瑞分析师认为投资者对苹果最新款 iPhone 的预期过高，苹果公司股价下跌超过 1%—— 这是首批配备 AI 功能的 iPhone。杰富瑞分析师 Edison Lee 指出：“目前对 iPhone 16/17 的高度期望为时过早。”自四月以来，苹果股价已经反弹了大约 36%，主要是由于市场预期 AI 功能将刺激消费者升级手机，从而推动公司收入再次增长。但他同时表示，苹果目前的估值偏高，AI 短期内不会对业绩有显著推动。","collect":0,"end_time":0,"defaultTopTitle":"sina.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4512":"苹果概念","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4575":"芯片概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4576":"AR","BK4170":"电脑硬件、储存设备及电脑周边","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4571":"数字音乐概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4515":"5G概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4559":"巴菲特持仓","BK4592":"伊斯兰概念","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","AAPL":"苹果","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4501":"段永平概念","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4573":"虚拟现实","BK4566":"资本集团","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","JEF":"杰富瑞","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4574":"无人驾驶","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc"},"translate_title":"Apple shares fall more than 1% as Jefferies analyst says investors are expecting too much for AI iPhones","themeId":"089f569dc3e1e8aa87b25bc877adbb58","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JEF":1,"AAPL":1},"content_text":"IT之家 10 月 7 日消息，北京时间今晚，据彭博社报道，由于杰富瑞分析师认为投资者对苹果最新款 iPhone 的预期过高，苹果公司股价下跌超过 1%—— 这是首批配备 AI 功能的 iPhone。\n\n\n\n\n杰富瑞分析师 Edison Lee 指出：“目前对 iPhone 16/17 的高度期望为时过早。”他解释说，由于缺乏显著的新功能和有限的 AI 应用，市场对于出货量增长 5%-10% 的乐观预期很可能无法实现。此前，杰富瑞对苹果股票的评级为“买入”，现在则调整为“持有”。自四月以来，苹果股价已经反弹了大约 36%，主要是由于市场预期 AI 功能将刺激消费者升级手机，从而推动公司收入再次增长。然而，早期市场反应显示需求并不如预期强劲。Edison Lee 承认 AI 的长期潜力，并认为苹果是唯一能够通过整合硬件与软件，利用其专有数据提供低成本个性化 AI 服务的公司。但他同时表示，苹果目前的估值偏高，AI 短期内不会对业绩有显著推动。他说：“智能手机硬件必须进行重新设计，才能真正支持 AI 应用。”这个过程可能要到 2026 或 2027 年才能实现。\n\n\n\n\nIT之家从彭博社获悉，与其他大型科技公司相比，华尔街对苹果的看法更加谨慎。只有 65% 的分析师建议买入苹果股票，而微软、英伟达和亚马逊的买入建议率接近或超过 90%。广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}