????——?????????????????????·??饗Kulbinder Garcha?????????????????“???????”??Outperform???μ???“????”?????????????????525???????

????“????????????????????????????????????????????????е???????????????????????????????????????????????????δ???????γ????????????????δ??12??????????????iPhone???????????400????????????????г??????????λ?????????????е?????????ж??????????????г?????????????????????????????????????3??????г????????????????????????????У?????????????????????????????????????????????????????50%?г???

????????????????????????ж?????????г???????????????????????Android????????????????????1????????????????????г???????????????18.1%?????15.5%??????????????????13.1%??”

????——????????????????Susquehanna Financial????????????·??????Chris Caso???????????“????”???????????????440???????

????“????????NTT DoCoMo???й???????????ζ????????????????????????????????????????????????г??????????????????????????????????????????????????????????iPhone?????????????????????????????????????????????????????????????????????????????????????????????????????iPhone?????μ?????????????й??????iPhone 5c???и??????????????”

????——??????????????·??Glen Yeung???????????“????”???????????????430???????

????“????????2013?????????й??????3G???????60%????????150?????????????????????????450??????????????iPhone 5c???????????г??????????????????????????????????????????????????????????????????????????????????NTT DoCoMo??????iPhone?????????????????δ???й????й??????????????

????????г??о????????????????????????????????й??г?????????????????????????100????????400?????????????????????????????????????????н??????λ?????λ???????????????г??????????λ???γ?????????????????????????????????????й???????????????????????????Canalys?????????????????????????????????С?????й??г???????????????????????Щ???????????????iPhone??????н????????????????????????”

????——????????????????????????·?????Scott Craig????????????????μ???“????”??

????“?????????????????μ???‘????’???????????1??????????‘???’iPhone????iPhone 5c?????????????????????????????????????????г?????2????δ???й??????????????Э?顣”

???????????????з?????????????????????????Cowen & Co??ī??·??????Timothy Arcuri???????????“???????”???????????????550????????????г???Lazard Capital Markets???????????·?????Ed Parker??????????????“????”?????????????????500????????570??????????Canaccord Genuity????????·???????Mike Walkley???????????“????”?????????????????530????????550?????

?????????????????????????Evercore Partners??????????·???????Rob Cihra????????????“????”??Overweight?????????????????600??????????????о??????Bernstein Research???????????·?????????Toni Sacconaghi????????????“???????”???????????????600???????