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苹果新款折叠屏 iPhone 在硬件与软件整合及耐用性方面超出预期,为其市场接受度奠定了良好基础。

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Schwab Network发布 2026-09-10 · 13 段内容
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苹果昨天在其首场由新任CEO John Turnis主持的活动上推出了多项更新,以及一些新品,包括备受期待的可折叠iPhone。

Apple introduced updates and some new its long anticipated foldable iPhone yesterday at its first event hosted by new CEO John Turnis.

好,那么苹果的可折叠手机来了。你觉得怎么样?我觉得它远超我的预期。我昨天有机会稍微用了一下,它大概是市面上最好的可折叠手机之一,感觉苹果正在带回那种创新精神,就是新产品、新体验、新设备。

All right, so the foldable phone is here from Apple. What' you think? I think it is far more than I was expecting. I had a little bit of a chance to use it yesterday and it is uh probably one of the best uh foldables on the market and it just it feels like Apple's bringing back this innovative spirit of just new products, new experiences, new devices.

好,那么新设备、新东西,而且看起来,就连投资者的反应也超出了预期。我觉得实际使用的体验还是有点不同。当你摸到硬件时,感觉不一样。苹果在显示屏上做了很多独特的小设计,让它摸起来更接近玻璃。

虽然外形相似,但他们处理软件体验的方式大不相同,感觉更完整,更多是把iPad的体验带入iPhone。即使在我大约10来分钟的短暂试用中,你也能明显感觉到,它的软件体验要好得多。

显示屏基本上消除了可见的折痕,这很不错。他们有新的定制显示层,让那块可折叠显示屏摸起来不像塑料。

Okay, so new devices, new and it does seem listen by even investor reaction uh more than anticipated here. Um, I think the experience of actually using it is a little bit different. When you feel the hardware, it feels different. Uh, Apple did a lot of unique little things with the display to make it feel a little bit closer to glass. They have, while the form factor is similar, the way they handle the software experience is far different and it feels more uh put together. A little bit more of taking the experience from the iPad to bring it into the iPhone. And you can really tell even in the, you know, brief about 10 or so minutes I had to play with it. It is just a far better software experience. Uh the display more or less gets rid of the visible crease which is nice. They have new custom display layers to actually make that foldable display not feel like plastic.

不拿在手里很难解释,因为它看起来非常相似,但它的体验要高端得多。好,那么,高端体验。你提到了玻璃。这让我担心会摔坏。我知道他们说这些新设备,因为我自己有一部最新的iPhone,你不需要手机壳,但你知道,你会想,我得买个壳,我得贴个屏幕保护膜。

但显然你没法真的贴屏幕保护膜,因为它得能折叠。你怎么看这个?还有他们做了哪些测试,来测试它抗摔的能力?

Um it it is hard to explain without holding it cuz it looks very similar but it is a far more premium experience. So, okay. So, premium experience. You mentioned the glass. That makes me worry about breaking it. And I know they say with these new devices because like I've got one of those latest iPhones, you don't need a case, but you know, it's you're like, I got to get a case. I got to get a screen protector. Um, but obviously you couldn't really do a screen protector because it's got to be able to fold. How, you know, what do you think about that? um and any testing they did to, you know, test for its ability to survive drops.

对苹果来说,他们在显示面板本身周围做了两层超薄玻璃,所以你不会真的把它摔裂。上面还有一层他们定制设计的聚合物,他们说硬度提高了40%。所以你摸到的其实是塑料,但由于上面的纳米纹理涂层,你感觉不到。

你不太需要担心摔坏内屏。他们给它IP68防水防尘等级,所以你也不太需要担心铰链进灰。真正的问题是把极重的东西砸到显示屏上,而这基本不会发生。

Uh for Apple, they did two layers of ultra thin glass around the display panel itself, so you don't really crack it. There's a layer of a polymer on top that they custom design that they said is 40% um stiffer. So, it is plastic that you're going to touch, but you don't feel it because of the nanoexture coating on it. You don't really have to worry as much about breaking that inner display. Um they give it IP68 water and dust resistance, so you don't really have to worry about dust in the hinge either. Uh the real issue is going to be dropping something extremely heavy onto the display, which doesn't really happen.

然后在外侧,你仍然可以套手机壳,但最新的iPhone,我有17 Pro和iPhone Air,那些东西看起来极其耐用。说来惊人,我把这东西摔过很多次,它完全没事,连一道划痕都没有。不,你的最新iPhone没套壳。

Um, and then on the outside, you can still put a case on it, but uh, the newest iPhones, I have the 17 Pro and iPhone Air as well, and those things seem extremely durable. I, shockingly enough, have dropped this thing many times, and it's just been completely fine. Not even a scratch on it. No, no case on yours, your newest iPhone.

绝对没有。是的。我从来不怎么用手机壳。不知道他们在这块新玻璃上做了什么,但我觉得上面有一层陶瓷涂层,极其抗刮和抗碎。

Absolutely none. Yeah. I I' I've never really used a case. Don't know what they did with this new glass, but I think it's a ceramic coating on top has been extremely scratch and uh shatter resistant.

但让我们回到可折叠手机。价格方面,它基本上从2000美元起。这是给谁用的?我觉得这是给粉丝、重度用户、真正想要可折叠手机的早期采用者的。另一部分是,可折叠手机在亚洲、中国部分地区极其庞大和流行。

它们在那里卖得非常好。在美国则没那么好。美国其实更多是翻盖式风格,也就是Moto Razor和三星Z Flip。但它们在中国和亚洲卖得非常好。我觉得美国一直在寻找更有意思的东西。

而这款可折叠手机,至少从我看到的反馈来看,基本上每个社交平台上都是如此,还有我和几个不太关注科技的朋友聊过,以及其他创作者、名人和记者,昨天在Apple Park,大家似乎对这款比标准iPhone更感兴趣。

所以我觉得它瞄准的是亚洲的大市场,但美国本土市场也有兴趣。

But let's get back to the foldable phone. The price tag, it's starting essentially at $2,000. Who's this for? I think it's for uh the fans, the power users, the early adopters that really want a foldable. Now the other part of it is foldables are extremely big and popular in Asia, parts of China. I they do extremely well there. In the US, not as much. That's actually more of a flip phone style. So those are the Moto Razor and the Samsung Z Flip. But they do extremely well in China and Asia. And I think the US has been looking for something a little bit more interesting. And this foldable at least from the feedback I've seen on uh basically every social platform talking to a couple my friends that don't really follow tech and the other creators and celebrities journalists here at Apple Park or yesterday at Apple Park uh everyone seemed a little bit more interested in this than the standard iPhone. So I I think it's targeting a large market in Asia but also there's interest in, you know, the domestic market here in the US.

我很高兴你提到了名人效应,因为我看到了I Show Speed在那里的片段,这很有意思。这真是不同的时代了,现在你有一个超级网络红人成为苹果名人效应的一部分。这个想法是要帮助推动销量,还是把信息传播到生态系统中去?

Um, I I'm glad you mentioned the celebrity effect there because I saw a clip of I show speed there and it's so interesting. It was just a different day and age where it's um you have a mega online influencer as part of the celebrity factor uh for Apple now. Uh is the idea that that's going to help push sales or you know get the information out to the ecosystem more?

我觉得两者都有一点,同时也是在推动文化认知。但苹果一直是其中之一。我觉得Tim Cook说过很多次,艺术、文化与技术之间的微妙界线。我猜John Turner显然在这里推动并延续这一点。

但我觉得苹果一直是很多这些名人首选的设备。我的意思是,我们看到他们在公开场合的任何照片里都在用它。Beats对运动员来说也一直是个大品牌,它属于苹果旗下。他们一直都在。而且,即使在I Show Speed的直播之外,我也看到他在发视频,真心对使用和查看这些产品感兴趣,还去见了同在一个房间里的Marquez Brownley。

我觉得很多这些名人就是苹果和这项技术的粉丝,当苹果提出,我们可以请你来,我们可以给你看这个,你可以把玩和看看,对他们很多人来说很难拒绝。我看到Kid Cuddy也在这里。他们有很多很多人。

所以,很大程度上绝对是苹果想借助他们的平台来帮助提升知名度。但我也觉得他们是真的感兴趣,当邀请来临时,很难说不。

I think it's a little bit of that and also trying to push uh cultural awareness. Um, but Apple's always been one of them. I think Tim Cook has said many times, uh, the fine line between like art, uh, culture and technology. Um, and I'm assuming John Turner is here obviously is pushing that forward and continuing it. But I think Apple's just been the device of choice for a lot of these celebrities. I mean, we see them using it in any photos in public. Beats was always a big brand for uh, athletes as well, which is under Apple's uh, portfolio. they've always been there. And I, you know, even outside of the stream for I show Speed, I was seeing him posting uh videos and just genuinely interested in using and checking them out and going to meet Marquez Brownley who was in the same room. Um, just they're I think a lot of these celebrities are just fans of Apple and the technology and when Apple offers like, "Hey, you we can bring you out. We can show you this. You get to play with it and see it that it's kind of hard for a lot of them to say no. I saw Kid Cuddy was here as well. Um, they have a lot of a lot of them. So, a lot of it is absolutely Apple wants to, you know, piggyback on uh their platforms to help drive awareness for it. But I also think just they're genuinely interested and when the offer comes, it's hard to say no.

然后Max,如果要打个分,比如说像成绩单一样,现在是开学季,你会给新任CEO John Turnis这次活动打什么分?

And then Max, so if you were to give a grade, let's say it's like a report card, this is back to school season, what grade would you give new CEO John Turnis for this event?

我会轻松给他一个A。这是一个很好的开始。我得到的感觉是,这跟任何其他苹果活动没什么不同。你把Turnis换成Tim Cook,但它仍然感觉像一场苹果活动。没有太大区别。我觉得这正是他们需要的,他们做得非常好。

即使在AI时代,John Turns一开始就试图解释什么才是完美的AI设备。而它就是iPhone。他说得对。你需要连接性、屏幕、电池续航、摄像头、传感器。它全都有。所以我觉得他做得很好。

我觉得他解释得很好。产品反响非常好。它们运行良好。我很喜欢用这些演示。再过一周,我们就能看到实际销售情况如何,但他们推出的五款、六款产品,我觉得会表现不错。这是一个好的开始,好的首场活动。

I would give him an easy A. This was a great start. Uh I I the feeling I got was this was no different than any other Apple event. It you swap uh Turnis in for Tim Cook, but it still felt like an Apple event. There wasn't a big difference. And I think that's what they need, what they did extremely well. And even in the AI era, John Turns was starting out by trying to explain what the perfect AI device would be. And it's an iPhone. And he's right. I you need connectivity screen, battery life, cameras, sensors. it has all of them. So, I think he did a great job. I think he explained it well. The products were really wellreceived. Uh they work well. I I've enjoyed using the demos. Um and a week for we can see going forward how the actual uh sales do, but the five products, six products that they launched, I think are going to do well. And it's a good first start, good first event.

Max,快速问一下,你现在戴的是新的AirPods吗?不是,但我确实有,昨晚我还用了一会儿。那些挺有意思,因为他们实际上把所有型号的价格都降了。他们之前有两款AirPods,AirPods 4和AirPods 4 ANC,售价分别是129和179。

现在他们把ANC下放到基础款,基本上降价了30美元和50美元,考虑到人们预期一切都会越来越贵,这有点奇怪。

And Max, real quick, are those the new AirPods you're wearing right now? No, but I do actually have them and I was using them a little bit last night. Those were interesting because they actually lowered the price on all of them. Uh, effectively they brought down previously they had two pairs of AirPods. AirPods 4 and AirPods 4 ANC at 129 and 180 79. Now they brought down the ANC to the base pair and basically lowered the price by $30 and $50, which is kind of weird given expectations where everything gets more expensive.

这个频道对 $AAPL 的历次判断

Schwab Network 在这只股票上共 13 条判断,这里只列相邻的几条。

2026-09-10看跌
让我们聚焦苹果的走势图,这不仅在过去24小时里是最引人关注的故事之一,而且我认为可以追溯到4月底,它几乎一直是AI基础设施交易的对照面。
原话 00:00 ›
2026-09-10看涨本条
苹果昨天在其首场由新任CEO John Turnis主持的活动上推出了多项更新,以及一些新品,包括备受期待的可折叠iPhone。
2026-09-10看涨
苹果的“惊喜与闪耀”活动于昨天举行。公司推出了 iPhone 18 Pro 和 Pro Max、全新的折叠屏 iPhone 双机、新款 Apple Watch 机型以及 AirPods 5。
原话 07:25 ›
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