機構投資者看空蘋果
摩根士丹利指出,在蘋果(AAPL.US)新款iPhone即將在下週發佈之前,投資者對蘋果公司的“看好程度略高於”其最近財報發佈前夕的水平,但機構投資者仍對這家科技巨頭持負面看法。
分析師Erik Woodring表示,蘋果仍將是投資者的“戰場”,看空者認爲蘋果在2021財年和2022財年盈利過高,而看多者認爲蘋果更不受宏觀挑戰的影響。這位分析師還表示,蘋果的股價自公佈最新季度業績以來,表現比標普500指數高出3%。
Woodring在給客戶的報告中寫道:"不過,我們仍認爲機構投資者的態度爲中性/負面,任何有關iPhone定價、新功能、運營商/渠道補貼以及其他產品推出的意外利好,都可能幫助股價重回到我們的目標價180美元。"
外界普遍預計,蘋果將於下週發佈iPhone 14系列產品,以及新款手錶Apple Watch和升級版AirPods。
Counterpoint Research本週發佈的新數據顯示,蘋果已經超過安卓,佔據了美國智能手機市場一半以上的份額。
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