[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio2ee57603":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio2ee57603","iPhone-Duo预购“分钟级售罄”，高盛看多折叠机放量-“果链”将迎增加新机遇","\u002Fdoc\u002Fdcio2ee57603","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，在全球智能手机大盘整体承压背景下，苹果(AAPL)首款折叠手机iPhone Duo一经问世便引爆市场。高盛近日发布苹果Duo产品研报，称预购表现强劲，印证该行此前对折叠手机的乐观判断。该行称，折叠新机的放量，将为相关企业贡献订单增量，看好苹果产业链的鸿海、立讯精密、大立光、台积电、领益智造等标的。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>开启预购数分钟，iPhone Duo交货周期便延后至正式发售日后，国内电商平台更是上线一分钟即宣告售罄。这股消费热潮，不仅印证折叠形态的产品吸引力，也标志着高端折叠赛道迎来全新竞争格局，同时为苹果供应链带来新的增长机遇。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>从需求端看，iPhone Duo热销源于产品定位、硬件创新与定价策略的多重共振。机身折叠态5.4英寸、展开7.6英寸，兼顾单手握持与大屏体验，也是苹果有史以来最薄机型;硬件搭载超百颗精密组件的铰链、屏下前置摄像头、新一代VC均热板，依靠铰链角度识别实现软件模式无缝切换，同时支持Apple Pencil，拓展生产力场景。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在定价上，其1999美元起售价略低于同档位竞品三星折叠旗舰，在高端市场形成性价比优势，撬动存量高端换机需求。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>行业数据显示，消费升级正在重塑折叠手机赛道。全球折叠手机平均售价持续抬升，滚动12个月ASP由1228美元上行至1392美元，高端品牌攫取市场主要利润。IDC数据显示，2026年第三季度，整体手机市场环比下滑8%，而iPhone出货量环比逆势上涨3%，充分体现头部品牌的抗周期属性。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>高盛预测，基准情景下iPhone Duo2026、2027年出货分别可达1300万台、3300万台;乐观情景下出货规模有望进一步提升至3500万台、6600万台，带动全球折叠手机大盘快速扩容。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>新品爆发的背后，整条苹果供应链迎来增量红利。折叠手机相比传统直板手机，铰链、PCB、热管理、精密结构件等零部件单机价值显著提升。研报数据显示，铰链、光学镜头、PCB、半导体、热管理模组、精密金属组件等环节的多家大中华区供应链企业，苹果业务占据营收较高比重。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该机构认为折叠新机的放量，将为相关企业贡献订单增量。“买入”评级标的为鸿海、SZS、AVC、领益智造、立讯精密、VPEC、工业富联、大立光、NYPCB、精英材料、臻鼎科技、景硕、台达电子、台积电。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>当然，繁荣之下仍需要理性看待行业风险。折叠屏尚属于高端小众品类，成本、良率约束决定短期难以快速下沉至中端市场;iPhone Duo的出货上限，很大程度受制于产能爬坡进度。同时，全球手机大盘需求疲软，高端消费的可持续性仍有待观察。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>整体而言，iPhone Duo的火爆证明，存量手机市场中，“新形态+高端化”是重要增长逻辑。苹果入局，一方面会倒逼其他厂商加速技术迭代，另一方面将带动铰链、柔性屏、精密制造等上游产业持续迭代。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对于消费电子板块，折叠屏已经成为为数不多的确定性赛道，未来产业的看点，在于产能释放节奏、软件生态完善程度，以及高端需求能否持续兑现。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]