大行评级|美银:维持苹果目标价370美元,终端AI的最终赢家地位未变

格隆汇
Nov 06
美银证券发表研报指,在iPhone、iPad及Mac供应链受限影响下,苹果9月底止第四财季仍录得强劲表现,iPhone收入同比增长17%,美国及大中华区均录得双位数增长,管理层指引2027财年第一季收入介乎1540亿至1580亿美元,即同比升7%至10%,高于市场预期的1530亿美元,当中由于出货量及较高平均售价带动,带动iPhone收入增长仍然强劲。 不过该行指出,受到存储器成本上升所带来的影响,毛利率预料在未来数季仍然受压。该行重申对苹果的“买入”评级,目标价维持370美元,将2027财年收入及每股盈利预测分别由5260亿美元及9.12美元,上调至5373.9亿美元及9.15美元,认为苹果可提供强劲资本回报,终端AI的最终赢家地位未变。

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