Dan Niles Posts On X "Expectations for $AAPL Were for AI Features to Be Able to Drive ~10%+ Y/y Growth in iPhone Sales. If Accurate, Very Early Indications Are That Sales Are Down ~10%...." "The Staggered Rollout of the AI Feature Across Geographies,...
Dan Niles Posts On X "Expectations for $AAPL Were for AI Features to Be Able to Drive ~10%+ Y/y Growth in iPhone Sales. If Accurate, Very Early Indications Are That Sales Are Down ~10%...." "The Staggered Rollout of the AI Feature Across Geographies,...
丹·奈尔斯在X上发布帖子"对于$AAPL的期望是人工智能功能能够推动iPhone销售同比增长10%以上。如果属实，最早的迹象表明销售额下降了约10%。""人工智能功能在不同地区的分阶段推出...
Dan Niles Posts On X "Expectations for $AAPL Were for AI Features to Be Able to Drive ~10%+ Y/y Growth in iPhone Sales. If Accurate, Very Early Indications Are That Sales Are Down ~10%...." "The Staggered Rollout of the AI Feature Across Geographies, Especially in China Which Will Get It in 2025, May Be Part of the Reason That Very Early Indications of Demand Are Less Than Expected as Well. Also, Promotion of the New Phones by the US Wireless Carriers Is Not Much Different Than Last Year."
丹·奈尔斯在X上发帖说：“对AAPL美元的预期是人工智能功能能够推动iPhone销量同比增长约10％。如果准确的话，很早的迹象表明销售额下降了约10％...”“人工智能功能在各个地区错开推出，尤其是在中国，中国将在2025年推出，这可能是需求的早期迹象也低于预期的部分原因。此外，美国无线运营商对新手机的推广与去年没有太大区别。”
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