大行评级｜大摩：iPhone 17系列上市初期需求表现亮眼 维持苹果“增持”评级

Core Viewpoint - Morgan Stanley indicates that the initial demand for Apple's newly launched iPhone 17 series is strong, with extended delivery times suggesting better upgrade momentum compared to the same period last year [1] Summary by Category Demand Performance - The delivery lead times for the iPhone 17 (excluding iPhone Air) are either on par or longer than the same period last year across almost all major markets, reflecting robust early demand [1] - Notably, pre-order conditions in China are particularly strong, showing greater enthusiasm compared to the previous year [1] Analyst Rating - Analyst Erik Woodring maintains an "Overweight" rating on Apple, with a target price set at $240 [1]