苹果 Vision Pro 到底有多火爆？郭明錤：首个周末预购可能达到 16 万至 18 万部

Zhitong
2024.01.22 05:30
天风国际证券分析师郭明錤发布报告指出，根据预购前的备货水准，以及出货时间，预估苹果在开放 Vision Pro 预购后，首周末卖出 16 万-18 万部 Vision Pro。与先前预测一致，开放 Vision Pro 预购即销售一空，各机型出货时间在开放预购后的数小时内普遍延长到 5–7 周。Vision Pro 在今年的出货量达到 50 万部应不难。但在预购销售一空后需求却快速下滑，故后续仍须密切观察其他市场需求与应用更新以判断需求变化。
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