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| | Duo能否开启苹果下一个“iPhone时刻”？ | | | 华尔街日报 ｜ 2026-09-10 | | | |
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scroll 0 1 苹果新任CEO约翰·特努斯（John Ternus）以一场被分析师称为"多年来最具创新性"的产品发布会，完成了掌舵以来的首次公开亮相。以iPhone Duo折叠屏手机为核心，辅以2nm芯片、跃升式Pro摄像头与重塑后的Siri AI，这场"惊喜与光芒"发布会（Surprise and Shine event）向市场传递出一个清晰信号：特努斯时代的苹果，将把硬件创新与AI智能枢纽战略推至新高度。
iPhone Duo以1999美元起售价亮相，显著低于投资者此前预期的2300至2500美元区间，甚至比三星Galaxy Fold7低1美元。iPhone 18 Pro与Pro Max起售价较上代各提升100美元，分别定为1199美元和1299美元。
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在摩根士丹利分析师Erik W Woodring团队及美银证券分析师Wamsi Mohan看来，新手机的定价策略整体低于华尔街预期，短期对苹果毛利率构成一定压力，但有助于拉动换机量增长。
在替换周期的结构性背景下，苹果当前的产品矩阵覆盖了一个庞大的潜在升级池：约57%的iPhone安装基础（约6.9亿台设备）使用的是iPhone 15 Pro以前的机型，87%的安装基础无法运行最复杂的Siri AI工作负载。摩根士丹利认为，此轮以Duo和A20芯片为标志的加速创新节奏，叠加价格分层策略，有望推动苹果进入多年超趋势增长通道，使"苹果AI"投资主线更具可行性。
特努斯其人：硬件老兵首秀资本市场
约翰·特努斯，1998年加入苹果，在公司深耕逾25年。他长期担任苹果硬件工程高级副总裁，主导了iPhone、Mac、iPad、Apple Watch及AirPods的核心硬件研发，并亲历推动了苹果自研硅（Apple Silicon）芯片的历史性转型。
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Duo能否开启苹果下一个“iPhone时刻”？
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华尔街日报
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