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《大行報告》大摩升蘋果2021財年iPhone出貨量預測至2.2億部增22% 下周推新品屬重要時刻
阿思達克 10-09 10:46
摩根士丹利發表美國蘋果公司(AAPL.US)的報告,指對iPhone組合及其定價進行分析,認為目前市場對蘋果公司2021財年的iPhone銷售量和產品均價估計仍然過低。按分析結果,該行上調對蘋果公司2021財年的收入和每股收益提高均2%,預測較市場同業高出5至6%,該行認為下周新iPhone的發布,將有助於蘋果公司股票重估至邁向目標價130美元,予「增持」評級。

就蘋果公司將於10月13日公布推出新iPhone,該行預計今年秋天的發布會是多年來最重要的iPhone活動,料蘋果將推出4款新設備,5.4英寸iPhone 12 mini,6.1英寸iPhone 12、6.1英寸iPhone 12 Pro和6.7英寸iPhone 12 Pro Max(屬有史以來最大的iPhone顯示屏),均具有5G網絡連接功能。據供應鏈調查,所有4種新型號均已開始生產,iPhone 12 mini和iPhone 12 Pro Max相對於iPhone 12和iPhone 12 Pro推遲兩周。

大摩表示,上調對蘋果公司2021財年(截至9月底止年度)iPhone出貨量預測,從2.18億部提高至2.2億部(按年升22%),認為iPhone 12的發布正值重要時刻,因為自2020財年以來iPhone的更換周期已延長至四年以上,超出了該行認為的結構性上限,並調高蘋果公司2021財年產品平均售價至772美元(按年5%)。就蘋果即將推出的新型支持5G的設備組合,加上iPhone以舊換新和融資計劃的採用越來越多,以及在歐洲,中東和非洲和中國等主要市場上獲得進一步份額增長的潛力等因素。

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