顶级投行大幅调整苹果目标股价

环球市场播报
17 hours ago

  苹果股价周五走高,此前法国巴黎银行在一份研究报告中将该股评级从中性上调至跑赢大盘,并设定300美元的目标价,称苹果可能比竞争对手更有能力应对不断上涨的存储芯片成本。

  该投行表示,存储芯片价格压力可能拖累整个行业的中低端智能手机需求。报告称,苹果的规模、高端产品组合和供应链控制能力,可能有助于该公司比竞争对手吸收更多新增成本压力。

  法巴的此次上调为华尔街更广泛的观点增添了论据,即即使在零部件成本环境更为严峻的情况下,苹果也能捍卫其市场份额。该机构的观点是,苹果的定价能力和采购实力使其拥有比同行更好地保护需求的余地。

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