Unlike last year’s iPhone 16E, the 17E features MagSafe and Qi2 wireless charging, along with the faster A19 chip found in the iPhone 17 and twice as much base storage (256GB vs. 128GB). It also features a sharper, more durable display, retains support for Apple Intelligence, and includes a 48-megapixel “fusion” camera that enables 2x telephoto shots, all of which bring it closer to Apple’s more premium phones.
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1.整体业绩:博通 (AVGO.O) 本季度实现 193 亿美元,同比增长 29%,符合市场预期(192 亿美元)。环比增长 13 亿美元,主要来自于 AI 业务增长的带动。公司本季度毛利率 68.1%,而在剔除收购摊销和重组费用影响后,本季度实际经营面的毛利率为 75.8%,环比略有下滑(-0.8pct),主要是因为定制 ASIC 业务毛利率相对偏低,而随着占比提升带来了结构性影响。