【券商聚焦】大摩料苹果(AAPL)或受益于《大而美法案》

金吾财讯
Jul 30, 2025

金吾财讯 | 摩根士丹利分析师表示,预计《大而美法案》将可以在2025年为IT硬件板块的自由现金流(FCF)增加12%的上行空间,并在未来4年内平均每年增加5%,苹果(AAPL)或将为主要受益者之一。该行预计,该立法将在未来一年为所覆盖的公司带来超过120亿美元的增量现金流,四年累计达200亿美元。

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