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Wedbush:iPhone 14將帶來利好
uSMART盈立智投 08-17 21:59

Wedbush分析師Dan Ives維持蘋果(AAPL.US)“跑贏大盤”評級,目標價由200美元上調至220美元。

分析師表示,隨着蘋果將於下月推出新一代iPhone,其供應鏈“進一步有所改善”。他指出,iPhone 14最初的9000萬部的訂單“保持穩定”,儘管經濟形勢疲弱,但市場對蘋果產品的需求依然強勁。

分析師稱:“我們認爲,蘋果將再次推出iPhone Pro和iPhone Pro Max這兩款機型,這對該公司進入2023財年之後的平均售價來說是一個明顯的利好。”他還補充稱,這兩款機型的售價可能會比上一代貴100美元。

此外,分析師指出,蘋果在2023財年可能會出貨2.2億部iPhone。儘管全球經濟疲軟,但分析師認爲,約30%的iPhone用戶可能會升級手機,其中包括大量的iPhone Pro和iPhone Pro Max用戶。他還表示,由於兩位數的持續增長,蘋果的服務業務在2023財年可能會產生900億美元的營收,並可能在2024財年超過1000億美元。

分析師表示:“簡而言之,我們相信蘋果的增長故事仍完好無損。儘管宏觀形勢不佳,但iPhone 14的勢頭依然明顯。”

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