罗斯柴尔德红岸将苹果评级上调至“买入”,目标价大幅上调至400美元

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【罗斯柴尔德红岸将苹果评级上调至“买入”,目标价大幅上调至400美元】华尔街知名投行罗斯柴尔德红岸近日宣布,将苹果公司的投资评级由“中性”上调至“买入”,并将其目标价由260美元大幅上调至400美元。该机构在研报中指出,苹果拥有高达25.5亿台的庞大活跃设备安装基数,叠加极高的客户留存率以及高利润率的服务业务,构成了其坚实的基本面护城河。同时,人工智能被视为苹果的重大战略机遇,有望进一步强化其作为消费级AI核心入口的“守门人”地位。在硬件业务方面,罗斯柴尔德红岸预计,受苹果未来推出高端折叠屏手机“iPhone Ultra”的利好驱动,iPhone业务的销量在未来五年的复合年增长率有望达到12%。

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