Loop Capital表示，随着苹果有史以来最便宜的笔记本电脑上市，苹果有望实现强劲增长。
这家投资公司重申了对苹果的买入评级，同时维持对该股325美元的目标价。
Neo的起售价为599美元，几乎是苹果部分高端笔记本电脑价格的一半。苹果新款13英寸M5芯片MacBook Air起售价为1099美元，而16英寸M5 Max芯片MacBook Pro起售价为3899美元。
这些笔记本电脑是在上个月公司为期三天的硬件集中发布活动中亮相的。
Loop Capital分析师写道：“简单来说，我们预计2026年Neo的初始销量为300万台，并且我们正在调整产品毛利率——从12月季度的40.7%和3月季度的37.7%（在经历6月季度的33.0%-34.0%之后），调整至9月季度的35.0%。”
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