金吾财讯 | 里昂发表报告指出，折叠手机市场表现未如理想，年销量约2,000万部，但其平均售价较Android智能手机平均价高出3倍。苹果(AAPL)在硬件方面的实力，加上围绕新使用场景的创意，或可释放显着上行空间。该行估计苹果可将折叠手机市场规模扩大一倍，并为2027至2028财年带来5%至7%的盈利上行空间。在人工智能解决方案延迟之际，iPhone平均售价正稳步上扬，抵销了投入成本上涨的任何不利因素。该行维持苹果“跑赢大市”评级及目标价330美元，基于2027财年预测市盈率35倍。
金吾财讯 | 里昂发表报告指出，折叠手机市场表现未如理想，年销量约2,000万部，但其平均售价较Android智能手机平均价高出3倍。苹果(AAPL)在硬件方面的实力，加上围绕新使用场景的创意，或可释放显着上行空间。该行估计苹果可将折叠手机市场规模扩大一倍，并为2027至2028财年带来5%至7%的盈利上行空间。在人工智能解决方案延迟之际，iPhone平均售价正稳步上扬，抵销了投入成本上涨的任何不利因素。该行维持苹果“跑赢大市”评级及目标价330美元，基于2027财年预测市盈率35倍。
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