【美司法部诉谷歌案对苹果(AAPL.US)有何影响?大摩解析:四种潜在情形下2027财年EPS下滑2%-23%】智通财经

智通财经
22 Jul
【美司法部诉谷歌案对苹果(AAPL.US)有何影响?大摩解析:四种潜在情形下2027财年EPS下滑2%-23%】智通财经APP获悉,摩根士丹利近日发布研报称,虽然苹果(AAPL.US)不是美国司法部诉谷歌(GOOGL.US)案的当事方,但该行的基本预期是,其与谷歌每年约200亿美元的搜索合作协议将被限制。在该行评估的四种可能的情形中,苹果2027财年的每股收益(EPS)可能下滑2%至23%。不过,该行对苹果的股票评级仍为“增持”,目标价为235美元。

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