热门话题-券商观点:在供应和成本压力下,需求保持坚挺,苹果的AI布局成为焦点

路透中文
Yesterday
热门话题-券商观点:在供应和成本压力下,需求保持坚挺,<a href="https://laohu8.com/S/AAPL">苹果</a>的AI布局成为焦点

5月1日 - ** 苹果(AAPL.O)周四 (link) 表示,其旗舰产品iPhone 17和新款MacBook Neo的需求激增,为强劲的销售前景提供了支撑

** 盘前股价上涨3%

供应链仍陷困境

** 花旗集团(维持“买入”评级,目标价:315美元) 指出,尽管供应瓶颈持续,需求趋势仍属“史无前例”,并强调随着苹果推出增强型AI功能(包括今年晚些时候更个性化的Siri),股价仍有进一步上涨空间

** D.A. Davidson(评级“中性”,目标价:270美元) 表示,尽管苹果面临供应瓶颈和日益激烈的竞争,但 MacBook Neo 有望通过吸引首次购买者,助力维持 Mac 营收增长

** Melius Research(“买入”,目标价:355美元) 认为,苹果有望通过调整定价和产品组合来应对不断上涨的内存成本,而持续的需求和不断增长的服务收入应能支撑利润率和盈利增长,这一趋势将延续至2026财年下半年及以后

** AJ Bell 投资总监 莫尔德(Russ Mould) 表示:“Ternus 面临诸多挑战,尤其是供应链管理,以及受数据中心相关需求推动而上涨的内存芯片等零部件成本”

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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