《大行報告》瑞銀:傳蘋果(AAPL.US)削iPhone 14產量 惟不預期截至12月底止季度iPhone收入減少一成
瑞銀發表報告,指蘋果(AAPL.US)發新聞稿,確認中國河南鄭州的組裝工廠受疫情影響,產量將顯著減少。該行早前預計,在第四季約4,100萬部14 Pro和14 Pro Max的製造量中,受影響的iPhone數量為幾百萬部。此外,蘋果在新聞稿中指,繼續見到對14 Pro和14 Pro Max的強勁需求,與該行分析一致。
報告指,若該工廠長期中斷至年底,可能會影響多達800萬部iPhone。但相信iPhone的需求並不會輕易消失的,因為客戶可能會推遲購買,或者換成14和14 Plus,對平均銷售價格負面影響很小。因此,該行認為截至12月底止季度的iPhone收入可能減少10%,即70億至80億美元的擔憂是不可能發生。
不過,瑞銀認為,目前市場對蘋果2023財年的收入和每股盈利預測過於樂觀,分別為約4,070億美元和6.25美元,而該行預期為4,040億美元和6.11美元,並預計會進一步下調。目標價185美元,評級「買入」。
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