美银证券发表研报指，鉴于iPhone销售持续强劲、服务收入双位数增长及汇兑收益，苹果3月季度业绩有望胜市场预期。未来的催化剂包括预期的新一轮股份回购授权、6月的全球开发者大会(WWDC)、秋季可折叠iPhone的推出，及与Gemini AI整合的增强版Siri的发布，均有望推动更高的换机需求。该行预料，iPhone需求保持强劲，并将3月季度的iPhone出货量预测上调至6,000万部。该行估计次季收入及每股盈利分别为1130亿及2美元，高于市场预期的1090亿及1.93美元。 另外，该行将苹果2026财年的全年收入与每股盈利预测，从4620亿及8.36美元上调至4,660亿和8.55美元；目标价从320美元上调至325美元，重申“买入”评级。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.