中信證券：仍看好在摺疊屏等新品支撐下的2026-27年蘋果硬件創新周期

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【中信證券：仍看好在摺疊屏等新品支撐下的2026-27年蘋果硬件創新周期】中信證券研報認為，北京時間9月10日凌晨1點，蘋果在2026年秋季新品發布會上發布摺疊屏iPhone Duo、iPhone 18 Pro & ProMax、AirPods 5及Apple Watch Series 12 & Ultra 4產品。其中，iPhone DUO摺疊屏、端側AI生態、新材料新工藝的引入為本次新品的核心亮點。雖然受存儲價格影響，產品定價略有上浮，我們仍看好在摺疊屏等新品支撐下的2026-27年蘋果硬件創新周期，建議重點關注新材料、新工藝應用帶來升級、增量供應鏈環節。

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Pro &amp; ProMax、AirPods 5及Apple Watch Series 12 &amp; Ultra 4產品。其中，iPhone DUO摺疊屏、端側AI生態、新材料新工藝的引入為本次新品的核心亮點。雖然受存儲價格影響，產品定價略有上浮，我們仍看好在摺疊屏等新品支撐下的2026-27年蘋果硬件創新周期，建議重點關注新材料、新工藝應用帶來升級、增量供應鏈環節。                </div>\n</div></body></html>","source":"live_zhitongcaijing","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>中信證券：仍看好在摺疊屏等新品支撐下的2026-27年蘋果硬件創新周期</title>\n<style 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DUO摺疊屏、端側AI生態、新材料新工藝的引入為本次新品的核心亮點。雖然受存儲價格影響，產品定價略有上浮，我們仍看好在摺疊屏等新品支撐下的2026-27年蘋果硬件創新周期，建議重點關注新材料、新工藝應用帶來升級、增量供應鏈環節。                </div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">智通財經</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BDCRKT87.USD","symbol_name":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","article_id":"2667691440","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2667691440","pubTimestamp":1789430080,"columns":[],"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"【中信證券：仍看好在摺疊屏等新品支撐下的2026-27年蘋果硬件創新周期】中信證券研報認為，北京時間9月10日凌晨1點，蘋果在2026年秋季新品發布會上發布摺疊屏iPhone Duo、iPhone 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DUO摺疊屏、端側AI生態、新材料新工藝的引入為本次新品的核心亮點。雖然受存儲價格影響，產品定價略有上浮，我們仍看好在摺疊屏等新品支撐下的2026-27年蘋果硬件創新周期，建議重點關注新材料、新工藝應用帶來升級、增量供應鏈環節。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}