Core Viewpoint - Evercore ISI believes that Apple's new iPhone Air will act as a catalyst for a long-delayed upgrade cycle, leading to a slight increase in the target price for Apple stock from $250 to $260 [1][2] Group 1: Product Insights - The iPhone 17 series, particularly the newly launched iPhone Air, features significant design changes that are expected to reignite market demand [1] - The iPhone Air is priced at $999, making it lighter and thinner compared to other models, and is directly compared to the MacBook Air, which had a transformative impact on Apple's laptop lineup in 2008 [1] Group 2: Market Strategy - Evercore welcomes Apple's decision to maintain pricing in a high-inflation environment, with the iPhone Air priced at $999 and the iPhone 17 Pro starting at $1,099 [2] - This pricing strategy is seen as a tactical move to enhance customer loyalty to Apple's ecosystem and improve its competitive position against Android devices like Samsung's Galaxy S25 Ultra and Google's Pixel 9 Pro [2]
iPhone Air或成升级周期催化剂，投行上调苹果目标股价
Feng Huang Wang·2025-09-09 23:13