花旗发表报告指,苹果将于11月2日收市后公布9月季度业绩,该行认为投资者焦点集中于服务业务增长动能,同时关注App Store收入持续疲弱、agentic AI影响的额外忧虑、存储器成本上升对毛利率的压力,以及因今秋发布会欠缺基本型号,对iPhone带来季节性销售影响。该行的iPhone 18 Pro/Pro Max出货追踪显示升级周期略为不那么明显,惟并非意外,因部分需求或会延后至iPhone ...
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