<p>在智能手機市場，<strong>蘋果</strong>（AAPL 0.45%）長期以來一直是最大的贏家。即使在公司沒有最大的市場份額時，它也長期佔據了最大的利潤份額。根據 Counterpoint Research 的數據，公司的最後一顆明珠是在 2025 年，當時 iPhone 成為當年銷量最高的手機，佔據了 20% 的市場份額。該公司在 其他幾個產品類別 中也是市場領導者。</p>
<p>蘋果長期以來以其高端（即高價）產品而聞名，這些產品迎合了市場的高端需求，以設計簡約、技術卓越和易於使用而著稱。然而，蘋果在 2026 年採取了不同的策略。面對內存短缺和高昂的組件價格，該公司在其最低價 iPhone 上保持了價格，表明蘋果決心從掙扎的競爭對手那裏奪取市場份額。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTkyNTEvYS1oYW5kLWhvbGRpbmctYW4taXBob25lLXNob3dpbmctdGhlLWFwcGxlLWxvZ28ucG5nJnc9Mzg0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="2000" height="1200" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTkyNTEvYS1oYW5kLWhvbGRpbmctYW4taXBob25lLXNob3dpbmctdGhlLWFwcGxlLWxvZ28ucG5nJnc9Mzg0MA"/></p>
<p>圖片來源：Getty Images。</p>
<h2>以更少的價格獲得更多</h2>
<p>在蘋果本週的大型春季活動上，該公司推出了幾款入門級產品，這些產品因其意外的實惠價格而引起了關注，至少在蘋果的標準下是如此。最引人注目的是 iPhone 17e，其起始存儲容量為 256 GB，是去年的 iPhone 16e 的兩倍。然而，儘管具備更強的功能和更高的輸入成本，該設備的起始價格仍為 599 美元——與去年的 iPhone 16e 相同。</p>
<p>這是蘋果一個令人驚訝的舉動，因為今年內存和存儲芯片的成本飆升，主要是由於 人工智能（AI） 的普及，導致對服務器和數據中心的需求前所未有。智能手機中的內存芯片在運行應用程序中起着至關重要的作用，而存儲則用於存儲設備上的照片、視頻和其他文件。</p>
<p>這裏可能有兩個因素在起作用。首先，蘋果的供應鏈能力眾所周知，該公司歷史上與供應商簽訂多年協議，以確保產能並在更長時間內管理價格波動。其次，該公司也有保持低端產品價格穩定的歷史，同時提高高端產品的價格，以吸收更高的輸入成本而不失去市場份額。儘管如此，首席執行官蒂姆·庫克明確表示，組件價格將在未來幾個季度開始對利潤產生壓力。</p>
<p>展開</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="蘋果股票報價" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4"/></p>
<h2>NASDAQ: AAPL</h2>
<p>蘋果</p>
<p>今日變動</p>
<p>(-0.45%) $-1.18</p>
<p>當前價格</p>
<p>$262.57</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$3.9 萬億</p>
<p>日內區間</p>
<p>$261.45 - $266.13</p>
<p>52 周區間</p>
<p>$169.21 - $288.62</p>
<p>成交量</p>
<p>140 萬</p>
<p>平均成交量</p>
<p>4800 萬</p>
<p>毛利率</p>
<p>47.33%</p>
<p>股息收益率</p>
<p>0.39%</p>
<p>iPhone 17e 的價格將使蘋果在歷史上提供更便宜替代品的外國市場中更具競爭力。例如，在中國，蘋果近年來失去了市場份額，向 Vivo、華為和 <strong>小米</strong> 等競爭對手的低價產品讓步。然而，飆升的內存和存儲價格可能迫使競爭對手提高價格，從而為蘋果提供機會。考慮到蘋果在中國為客户提供的 24 個月分期付款計劃，這一機會顯得更加明顯。這一優勢也將轉化為其他對價格敏感的市場。</p>
<p>從長遠來看，這對蘋果股東來説是個好消息。像 iPhone 這樣的設備只是與蘋果建立客户關係的開始，因為許多用户會擴展到其他設備，並通過附屬產品、服務和應用程序增加他們的購買。此外，一旦客户被鎖定在蘋果生態系統中，他們就不太可能流失。</p>
<p>過去一年，股票表現不佳，因為投資者對蘋果的增長前景感到擔憂。然而，這有助於説明，iPhone 製造商的前景依然廣闊。而且，以明年的預期銷售額的 28 倍計算，蘋果股票 的定價具有吸引力。</p>

蘋果

2 倍做多 AAPL ETF - GraniteShares

蘋果每日 2 倍做多 ETF - Direxion

AAPX

蘋果每日 1 倍做空 ETF - Direxion

AAPY

APLY

<p>蘋果正在通過以競爭力價格 599 美元推出 iPhone 17e 來進行戰略佈局，以獲取市場份額，儘管組件成本上升。這一舉措旨在吸引價格敏感市場的客户，特別是在中國，蘋果在這裏已失去對更便宜競爭對手的優勢。公司的強大供應鏈管理使其能夠在控制成本的同時，保持入門級產品的較低價格。這一策略可能會在長期內使蘋果股東受益，因為它增強了客户忠誠度並擴展了其生態系統</p>

<p>When it comes to the smartphone market, <strong>Apple</strong>( AAPL 0.45%) has long been the biggest winner. Even when the company didn't have the largest market share, it long commanded the largest share of the profits. The final gem in the company's crown came in 2025, when the iPhone became the year's top seller, accounting for 20% of the market, according to Counterpoint Research. The company is also the market leader in several other product categories.</p>
<div class="lb-trans"><p>在智能手機市場，<strong>蘋果</strong>（AAPL 0.45%）長期以來一直是最大的贏家。即使在公司沒有最大的市場份額時，它也長期佔據了最大的利潤份額。根據 Counterpoint Research 的數據，公司的最後一顆明珠是在 2025 年，當時 iPhone 成為當年銷量最高的手機，佔據了 20% 的市場份額。該公司在 其他幾個產品類別 中也是市場領導者。</p>
</div><p>Apple has long been known for its premium (read: high-priced) products that cater to the high end of the market, noted for their simplicity of design, superior technology, and ease of use. However, Apple is taking a different approach in 2026. In the face of memory shortages and high component prices, the company held the line on its lowest-priced iPhone, suggesting that Apple is determined to take market share from struggling competitors.</p>
<div class="lb-trans"><p>蘋果長期以來以其高端（即高價）產品而聞名，這些產品迎合了市場的高端需求，以設計簡約、技術卓越和易於使用而著稱。然而，蘋果在 2026 年採取了不同的策略。面對內存短缺和高昂的組件價格，該公司在其最低價 iPhone 上保持了價格，表明蘋果決心從掙扎的競爭對手那裏奪取市場份額。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTkyNTEvYS1oYW5kLWhvbGRpbmctYW4taXBob25lLXNob3dpbmctdGhlLWFwcGxlLWxvZ28ucG5nJnc9Mzg0MA" alt="A hand holding an iPhone showing the Apple logo." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F859251%2Fa-hand-holding-an-iphone-showing-the-apple-logo.png&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><h2>More for less</h2>
<div class="lb-trans"><h2>以更少的價格獲得更多</h2>
</div><p>At Apple's big spring event this week, the company introduced several entry-level products that turned heads for being surprisingly affordable, at least by Apple standards. The headliner was the iPhone 17e, which features double the starting storage capacity at 256 GB. Yet the device came with a starting price of $599 -- the same as last year's iPhone 16e -- despite greater capabilities and higher input costs.</p>
<div class="lb-trans"><p>在蘋果本週的大型春季活動上，該公司推出了幾款入門級產品，這些產品因其意外的實惠價格而引起了關注，至少在蘋果的標準下是如此。最引人注目的是 iPhone 17e，其起始存儲容量為 256 GB，是去年的 iPhone 16e 的兩倍。然而，儘管具備更強的功能和更高的輸入成本，該設備的起始價格仍為 599 美元——與去年的 iPhone 16e 相同。</p>
</div><p>This was a surprising move by Apple, as the cost of memory and storage chips has skyrocketed this year, driven higher by the rising adoption of artificial intelligence (AI), which has fueled unprecedented demand for servers and data centers. Memory chips in smartphones play a crucial role in running apps, while storage is needed for photos, videos, and other files stored on the devices.</p>
<div class="lb-trans"><p>這是蘋果一個令人驚訝的舉動，因為今年內存和存儲芯片的成本飆升，主要是由於 人工智能（AI） 的普及，導致對服務器和數據中心的需求前所未有。智能手機中的內存芯片在運行應用程序中起着至關重要的作用，而存儲則用於存儲設備上的照片、視頻和其他文件。</p>
</div><p>There are likely two factors at play here. First, Apple's supply chain prowess is well documented, and the company has historically inked multi-year agreements with suppliers to secure capacity and manage price fluctuations over longer periods of time. Second, the company also has a history of keeping lower-end product prices stable while raising prices on its higher-end products to absorb higher input costs without losing market share. That said, CEO Tim Cook made clear that component prices would begin to weigh on margins in future quarters.</p>
<div class="lb-trans"><p>這裏可能有兩個因素在起作用。首先，蘋果的供應鏈能力眾所周知，該公司歷史上與供應商簽訂多年協議，以確保產能並在更長時間內管理價格波動。其次，該公司也有保持低端產品價格穩定的歷史，同時提高高端產品的價格，以吸收更高的輸入成本而不失去市場份額。儘管如此，首席執行官蒂姆·庫克明確表示，組件價格將在未來幾個季度開始對利潤產生壓力。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4" alt="Apple Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAAPL.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AAPL</h2>
<div class="lb-trans"><h2>NASDAQ: AAPL</h2>
</div><p>Apple</p>
<div class="lb-trans"><p>蘋果</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</p>
</div><p>(-0.45%) $-1.18</p>
<div class="lb-trans"><p>(-0.45%) $-1.18</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>當前價格</p>
</div><p>$262.57</p>
<div class="lb-trans"><p>$262.57</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>關鍵數據點</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$3.9T</p>
<div class="lb-trans"><p>$3.9 萬億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</p>
</div><p>$261.45 - $266.13</p>
<div class="lb-trans"><p>$261.45 - $266.13</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周區間</p>
</div><p>$169.21 - $288.62</p>
<div class="lb-trans"><p>$169.21 - $288.62</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>1.4M</p>
<div class="lb-trans"><p>140 萬</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>48M</p>
<div class="lb-trans"><p>4800 萬</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>47.33%</p>
<div class="lb-trans"><p>47.33%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.39%</p>
<div class="lb-trans"><p>0.39%</p>
</div><p>The price of the iPhone 17e will make Apple much more competitive in foreign markets that have historically offered cheaper alternatives. In China, for example, Apple has lost market share in recent years, ceding ground to lower-priced offerings from rivals such as Vivo, Huawei, and <strong>Xiaomi</strong>. However, soaring memory and storage prices will likely force competitors to raise prices, giving Apple an opening. That opportunity is even more pronounced given Apple's 24-month payment plans offered to customers in China. This advantage will translate to other price-sensitive markets as well.</p>
<div class="lb-trans"><p>iPhone 17e 的價格將使蘋果在歷史上提供更便宜替代品的外國市場中更具競爭力。例如，在中國，蘋果近年來失去了市場份額，向 Vivo、華為和 <strong>小米</strong> 等競爭對手的低價產品讓步。然而，飆升的內存和存儲價格可能迫使競爭對手提高價格，從而為蘋果提供機會。考慮到蘋果在中國為客户提供的 24 個月分期付款計劃，這一機會顯得更加明顯。這一優勢也將轉化為其他對價格敏感的市場。</p>
</div><p>Over the long term, this will be good news for Apple shareholders. Devices like the iPhone are just the beginning of customer relationships with Apple, as many users branch out to other devices and augment their purchases with ancillary products, services, and apps. Furthermore, once customers are locked into the Apple ecosystem, they are less likely to defect.</p>
<div class="lb-trans"><p>從長遠來看，這對蘋果股東來説是個好消息。像 iPhone 這樣的設備只是與蘋果建立客户關係的開始，因為許多用户會擴展到其他設備，並通過附屬產品、服務和應用程序增加他們的購買。此外，一旦客户被鎖定在蘋果生態系統中，他們就不太可能流失。</p>
</div><p>The stock has struggled over the past year, as investors have grown wary of Apple's growth prospects. However, this helps to illustrate that the runway ahead is long for the iPhone maker. And at 28 times next year's expected sales, Apple stock is attractively priced.</p>
<div class="lb-trans"><p>過去一年，股票表現不佳，因為投資者對蘋果的增長前景感到擔憂。然而，這有助於説明，iPhone 製造商的前景依然廣闊。而且，以明年的預期銷售額的 28 倍計算，蘋果股票 的定價具有吸引力。</p>
</div>

Apple Just Made a Power Move to Gain Market Share

- 蘋果在智能手機市場長期佔據利潤份額，即使市場份額並非最大。  
- 2026 年，蘋果推出價格合理的入門級產品，以應對高組件成本及競爭對手壓力。  
- 這一策略有助於蘋果在價格敏感市場中恢復市場份額，並推動長期投資者信心。

蘋果公司剛剛採取了一項強勢行動以擴大其市場份額