Sean(@sean_________):Jefferies on $AAPL: "Our tracking of six key markets shows iPhone 18P/PM's delivery lead time since pre-order began on Sep 12 is significantly shorter YoY...We see this as a reliable indicator of weak sales. Last year, iPhone 17PM/17's lead time was much longer vs the 16PM/16, which proved to be a reliable indicator of strong sales."

Sean

@sean_________

TMT catalyst/event-driven trader with a focus on research.

参加 May 2019

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Sean@sean_________

2026.09.13 20:20

Jefferies on $AAPL: "Our tracking of six key markets shows iPhone 18P/PM's delivery lead time since pre-order began on Sep 12 is significantly shorter YoY...We see this as a reliable indicator of weak sales. Last year, iPhone 17PM/17's lead time was much longer vs the 16PM/16, which proved to be a reliable indicator of strong sales."