花旗维持苹果“买入”评级 及维持iPhone出货量预测不变

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观点网讯:3月9日,花旗发表研究报告,维持苹果(AAPL.US)“买入”评级,目标价315美元。该行指出,尽管认为苹果能比同业更有效应对内存涨价,但仍预期毛利率将逐步面临压力。目前预估2026/2027历年将面临140个基点/48个基点的毛利率逆风,此预测已纳入2026下半年DRAM价格全面上涨100%的影响,并假设2027历年将缓解75%冲击。该行维持iPhone出货量预测不变,2026/...

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