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郭明錤:苹果iPhone销量拐点现,Pro策略或难以持久
近日,天风证券的分析师郭明錤发出警报,Amazon Intelligence似乎无法为iPhone销量注入更多活力。他强调,Pro机型的占比不可能持续以惊人的速度攀升,尤其在最近的财报中,iPhone营收开始显现衰退的苗头,这无疑是一个危险信号。如果苹果不对其iPhone产品线及销售策略进行及时调整,那么在2026年,我们可能会看到iPhone营收出现中个位数的年同比衰退。
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