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 $AAPL Were for AI Features to Be Able to Drive ~10%+ Y/y Growth in iPhone Sales. If Accurate, Very Early Indications Are That Sales Are Down ~10%...." "The Staggered Rollout of the AI Feature Across Geographies,...
丹·奈爾斯在X上發佈帖子"對於$AAPL的期望是人工智能功能能夠推動iPhone銷售同比增長10%以上。如果屬實，最早的跡象表明銷售額下降了約10%。""人工智能功能在不同地區的分階段推出...
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·奈爾斯在X上發帖說：「對AAPL美元的預期是人工智能功能能夠推動iPhone銷量同比增長約10％。如果準確的話，很早的跡象表明銷售額下降了約10％...」「人工智能功能在各個地區錯開推出，尤其是在中國，中國將在2025年推出，這可能是需求的早期跡象也低於預期的部分原因。此外，美國無線運營商對新手機的推廣與去年沒有太大區別。」
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