本周一，Jefferies分析师Edison Lee将苹果股票评级从“持有”下调至“跑输大盘”，并将目标价从211.84美元下调至200.75美元。他在研究报告中指出，“对iPhone需求疲软的担忧已成现实。”此外，他认为消费者对智能手机的生成式人工智能升级并不感兴趣，这可能对苹果即将发布的财务指引不利。

In China, Apple’s second largest market, iPhone sales fell 18% in the December ending quarter, according to Bloomberg.

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