[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio386699a8":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},"dcio386699a8","古尔曼预言iPhone-Duo：首款折叠或成行业标准，苹果(AAPL)折叠机或引爆十年换机周期","\u002Fdoc\u002Fdcio386699a8","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，知名财经分析师马克·古尔曼表示，苹果(AAPL)首款折叠iPhone有潜力把仍属实验性的折叠手机品类推向行业标准。他称这款名为iPhone Duo的设备是苹果最具影响力的产品之一，地位仅次于iMac、iPod、iPad和Apple Watch。尽管折叠屏手机已问世多年，但古尔曼认为，苹果在软件、材料和耐用性上的整合能力，使其更有机会赢得主流消费者认可。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这款起售价1999美元的设备，也被视为苹果新任CEO约翰·特努斯的重要开场。古尔曼认为，前CEO蒂姆·库克原本有机会在转任执行董事长前推出该产品，但最终选择让继任者站到聚光灯下。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>古尔曼认为，苹果并未选择用AR眼镜或AI可穿戴设备取代iPhone，而是重新想象手机本身。AI助手未来可能处理消息、日程、研究、邮件和通话，但消费者仍需一台性能强大、屏幕够大的设备，用于阅读、游戏、摄影和视频会议。折叠手机因此可能成为智能手机与平板之间的桥梁，其大屏甚至可在部分日常任务中替代笔记本电脑。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>苹果似乎从一开始就为Duo找到了购买理由突出视频、游戏和摄影，并针对折叠形态定制功能。第二屏可作相机取景器或FaceTime监视器，还支持扩展小部件和无需支架的直立模式。古尔曼将此与Vision Pro对比后者技术先进但价格昂贵，消费者吸引力有限，成为商业上的失望;Apple Watch初期也经历定位困难，后来才围绕健康与健身重新定位。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>iPhone Duo有望明年初领先折叠机型\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>目前折叠设备约占全球智能手机出货量的2%，尽管三星七年前就推出了Galaxy Fold。古尔曼预测，十年内折叠手机将占新手机销量的大多数，iPhone Duo有望在明年初成为领先的折叠机型，需求可能造成严重缺货和二手价格高企。部分买家甚至可能在美国购买后，转售到苹果定价更高的国家。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，这一转变预计会比功能机向智能机过渡更渐进。主要障碍是价格1999美元起，高于两部标准iPhone的合计价格。古尔曼预计，随着组件成本下降，以及苹果在美国以外扩大设备租赁计划，这一障碍将减弱，月付款可能最终比手机全价更重要。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>iPhone Duo类似“新初代iPhone”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>苹果可能不会止步于一款折叠手机。古尔曼认为，未来或出现完整的折叠iPhone家族，包括更大尺寸的Duo Max，以及更便宜的Duo SE或Duo mini。Duo这一命名比公司内部曾考虑的“iPhone Ultra”更具扩展灵活性。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>苹果未必能长期主导折叠市场。古尔曼预计，Duo的角色可能类似初代iPhone建立一种产品格式，随后被竞争者采纳并改进。对苹果和投资者而言，更大的机会不只是销售高端手机。如果古尔曼的预测准确，Duo可能开启一个漫长的替换周期，创造新的高价iPhone层级，并重振一直难以给消费者提供真正升级理由的全球智能手机市场。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，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模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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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"]