$AAPL

iPhone Duo 是一款强劲的产品,预计将立即售罄;2,000 美元的发布价低于预期,为后续迭代带来上行潜力。

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The Compound发布 2026-09-11 · 12 段内容
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12 段内容
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你觉得 iPhone Duo 怎么样?我觉得我需要买它,因为我上一部 iPhone 真的很差。所以我很快就需要升级,但我希望有更大的空间。

Um, what do you think about the iPhone Duo? I I think I need to get it because the last iPhone I got was really bad. So, I need an upgrade very soon, but uh I'd like to have a lot of real estate.

在发布会之前我非常犹豫,说不好,我看不出它会往哪个方向走。结果开始 30 秒,我就被震撼到了。我完全投入了。我觉得它太惊艳了。我觉得这将会是稳操胜券。

I was very on the fence going into the announcement of like I don't know. I could see it like going either way. And 30 seconds in, I'm blown away. I am all the way in. I think it's so spectacular. I I think it's going to be a slam dunk.

iPhone 2。我觉得他们能造多少就能卖光多少,而产量不会很多。大概应该趁卖光之前去订一台。我觉得它们会立刻卖光,因为它很新颖。

The the iPhone 2. I think they'll sell out however many they can make, which will not be a lot. Should probably go and order one before they sell out. I think they'll sell out immediately because it's novel.

已经很久没有出现过任何新颖的东西了。人们在抱怨这个价格,这个标价。

It's a long time since there was anything novel. People are complaining about the the price tag, the headline price tag.

对。Gmon 说 18 Pro Max 我觉得大概是每月 38 美元。这个是 53。问题就在这。这是分期付款。谁在乎?每月多 23 美元。没人在乎。

Yeah. And Gmon said the 18 Pro Max I think is like 38 bucks a month. This is 53. This is the thing. It's finance. Who cares? It's $23 more a month. Nobody cares.

我也认为 Apple 并不是在针对那些担心手机价格的人。这不是为那些人准备的。不,我觉得这和那个头显不一样。我忘了它叫什么了。

I I also think don't think Apple is targeting the person that's worried about the price of the phone. That's not who this is for. No, I think it's it's different from the the headset thing. I forgot what it's called.

对吧?就像没人需要那个,但每个人都需要手机,对吧?所以如果手机并不真的

right? Like nobody needs that, but everybody needs the phone, right? So if the phone doesn't really

那就是你在信用卡上花 4,000 美元。非常不一样。对。所以,它的价格是 2,000 美元。嗯,我觉得有一款差不多高达四,对吧?所以,

that's you're spending $4,000 on your credit card. very different. Yeah. So, it the price is $2,000. Well, I think there's one that was up to four almost, right? So,

科技博客原本以为这个会以 2500 的价格推出。所以,他们实际上让消费者感到意外,这款产品一上市就给出了更低的平均售价。

the tech blogs thought that this was going to come out at 2500. So, they actually surprised consumers with a lower a lower average selling price for this thing right out of the gates.

这让我相信下一代产品会是 Duo Pro,而且不知怎么的会更大、更快,价格也会更高。他们给自己留出了涨价的空间,而不是一开始就定高价。

Which leads me to believe the next iteration will be the Duo Pro and it'll somehow be bigger and faster and it'll cost more. You know, they they gave themselves room to raise the price rather than start out at the high price.

还得听人说:“哦,它扑街了。”我不知道在 2500 这个价位它会不会卖光。我觉得在 2000 这个价位,它大致和 iPhone 18 Pro Max 会是什么价差不多。我觉得它会卖光。Daniel,你要买一个吗?

And have to hear people say, "Oh, it flopped." I don't know at at 2500 if it sells out. I think at 2000 it's roughly comparable with what the iPhone 18 Pro Max will be. I think it'll sell them out. Daniel, you getting one?

你当时兴奋吗?他在等三件套。考虑一下。我想要酒红色的 18。说实话,我还是怀念 Blackberry,就为了打字不出错。

Were you excited? He's waiting for the trio. consider it. I want the burgundy 18. To be honest, I'm still missing the Blackberry for just typing without typos.

这个频道对 $AAPL 的历次判断

The Compound 在这只股票上共 3 条判断,这里只列相邻的几条。

2026-09-11看涨本条
你觉得 iPhone Duo 怎么样?
2026-09-08看涨
然后我们将讨论苹果售价 2000 美元的手机。
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