美国银行上调苹果公司目标价 认为智能体AI带来巨大机遇

环球市场播报
May 26

  苹果公司周二股价上涨,此前美国银行将这家iPhone制造商的目标价从330美元上调至380美元,并维持“买入”评级。

  分析师Wamsi Mohan认为该公司“在智能体AI领域蕴藏着巨大的机遇。如果AI助手成为搜索、应用、商务、日程安排、支付和工作流程执行的新入口,我们认为苹果应该对模型提供商、应用开发者、商家、广告商和支付网络拥有相当大的影响力”。

  该公司认为短期内存在执行风险,并表示对苹果公司而言,将数字助手Siri打造为AI的执行层至关重要

  分析师表示:“我们预估在基准情境下,智能体Siri有望给2030财年带来约150亿至300亿美元的增量收入机会;在乐观情境下,这一数字可达到约400亿至650亿美元,或可能带来高达2美元的增量每股收益。”

  苹果股价较3月低点上涨26%,位于纪录新高。

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