$AAPL · Parkev Tatevosian, CFA · 2026-10-26
说话者不再认为苹果的硬件容易被颠覆：苹果终于通过折叠屏 iPhone Duo 实现了 iPhone 的重大改进，他认为这是巨大的增长催化剂，依据是销售一空、大量订单积压，以及平均售价超过上一代的两倍。
逐段跳播
我以前认为，鉴于 Apple 对 iPhone 的改进非常渐进，硬件领域是容易被颠覆的。而今年，他们终于通过推出可折叠的 iPhone Duo 对 iPhone 做出了重大改进。
我相信这确实是 Apple 的一个巨大增长催化剂，销量达到了供不应求的水平。
You know, I used to think the hardware field was open to disruption given the very incremental improvements that Apple makes to its iPhone. And now this year, they have finally made a major improvement to the iPhone by launching the foldable iPhone Duo.
I believe this was indeed a tremendous growth catalyst for Apple, with sales reaching levels that were out of stock.
我订购了我的 iPhone Duo，得等到1月才能收到这款产品。这款产品的订单积压很多，平均售价是上一代产品的两倍多。
I ordered my iPhone Duo, and I have to wait until January to receive this product. There is a large backlog of orders for this product, and the average selling price is more than double what it was for the previous generation of their products.
观察点
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