Apple's stock price fell in pre-market trading as Jefferies expressed concerns about the outlook for high-priced iPhones and downgraded its rating

新浪财经
2026.08.10 11:26

Jefferies 将苹果评级从持有下调至跑输大盘，目标价由 285.56 美元降至 263.66 美元。因全玻璃 iPhone 计划因良率问题取消及存储芯片成本上升，分析师认为苹果依赖高价 iPhone 推动增长面临挑战。受此影响，苹果股价周一盘前下跌 1.3%。

苹果股价周一盘前下跌 1.3%。Jefferies 将苹果评级从持有下调至跑输大盘，并指出苹果通过推出价格更高的 iPhone 来推动增长的产品路线面临挑战。

分析师 Edison Lee 表示，Jefferies 对供应链的调查显示，由于良率过低，苹果已取消全玻璃 iPhone 计划。

“在存储芯片成本飙升之际，这对苹果推出更高价位 iPhone 的努力构成重大挫折”。

Jefferies 将苹果目标价从 285.56 美元下调至 263.66 美元。

此前，苹果股票周一除息。

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