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大行评级｜麦格理：苹果AI不负众望 维持今年iPhone销量预测为2.31亿部

Morgan Stanley's rating: Apple's AI lives up to expectations, maintaining this year's iPhone sales forecast of 231 million units.

Gelonghui Finance ·  Jun 12 17:35

Morgan Stanley released a research report stating that Apple has launched major updates for Apple Intelligence and Siri at the Worldwide Developers Conference. The bank expects that the new Apple Intelligence feature will drive upgrades and increase user stickiness. The bank believes that Apple AI lives up to expectations and maintains this year's iPhone sales forecast at 231 million units and next year's sales at 247 million units.

The bank believes that AAC Technologies, BYD Electronic, Sunwoda, Luxshare Precision Industry, and Taiwan Semiconductor will all benefit from this.

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