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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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 type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通財經</strong><span class=\"h-time small\">2026-09-15 07:54</span>\n</p>\n</h4>\n</header>\n<article>\n<html><body><div>\n<div>\n<b>【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】</b>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 &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>\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":null,"symbol_name":null,"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 1","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"CITIC Securities: Remains optimistic about Apple's hardware innovation cycle in 2026-27, supported by new products such as foldable screens.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TYLG":0.6,"VT":0.6,"FTEC":0.6,"AAPY":0.6,"SAAPLmain":0.6,"IOSX":0.6,"TTXU":0.6,"ROM":0.6,"AAPD":0.6,"METV":0.6,"IXN":0.6,"AAPB":0.6,"AAPU":0.6,"CMAG":0.6,"VGT":0.6,"AAPW":0.6,"ABFL":0.6,"AAPX":0.6,"JGRO":0.6,"XLK":0.6,"AAPE":0.6,"SPTE":0.6,"APLY":0.6,"MACW.SI":0.6,"AAPL":1.95},"content_text":"【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。","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"}}}