Mizuho Bank lowers Western Digital's target price from $590 to $490
智通财经2026/10/23 11:01Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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Strong demand for Apple's foldable phone iPhone Duo prompts a 30% increase in orders, boosting suppliers such as Hon Hai and TSMC.
Apple's first foldable iPhone Duo sold out immediately upon launch, with scalper prices surging by over 30%. Apple urgently increased orders by 30% and instructed its supply chain to accelerate production. The shipment forecast was significantly raised, with the 2027 target reaching 33 million units, potentially capturing 40% of the global foldable phone market. Suppliers such as Foxconn, TSMC, and New Nikko have positive performance prospects.
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