大摩(MS.US)再削苹果(AAPL.US)今季iPhone出货量预测300万部
摩根士丹利(MS.US)再将苹果(AAPL.US)截至12月底止首季iPhone出货量预测下调300万部至7,550万部,因中国厂房生产放缓,大摩于11月时已将出货量预测调低600万部。
大摩预计,苹果首季收入为1,200亿美元,生产放缓将带来3%的负面影响,但强调出货量及收入预测调低,并不一定反映需求放缓,认为iPhone 14 Pro系列的需求依然强劲。
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