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郭明錤料Apple Car或延至2028年推出 相关概念股风险极高
阿思达克 12-28 11:05
着名苹果分析员郭明錤发布研究报告指,市场对苹果公司(AAPL.US)计划推出Apple Car过於乐观,认为产品推出时间具不确定性,加上供应商、规格及Apple在EV/自驾车市场竞争力等不明朗因素,认为近期相关概念股的股价大涨只是短期现象,目前买入Apple Car相关概念股风险极高。

他预期,目前Apple Car研发进度不明确,指出即使今年开始研发且一切顺利,最快也要在2025至2027年推出,考虑到新能源及自动驾驶汽车市场变化,以及Apple对品质的高标准,发布延後至2028年後也不会感到意外。

他又指,市场对Apple Car抱有高度期待,但认为虽然苹果公司具备多种竞争优势,但在新事业并非一帆风顺,例如进军智慧音箱市场就没有成功,因HomePod与HomePod mini需求均低於预期,故目前已推迟新产品的开发计划,因此要谈论Apple Car成功仍言之过早,建议投资者切勿在现时买入Apple Car概念股。

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