蘋果獲大摩吹奏:股價12個月內或漲20%
蘋果(AAPl.US)獲大摩(MS.US)發報告唱好,指蘋果有五個被低估的股價催化劑,料蘋果未來12個月內股價有機會上升20%或以上。蘋果今日升超過3%,截至香港時間凌晨3時22分,該股升3.24%或4.73美元,報150.65美元。
大摩報告預期,iPhone 2023財年出貨量將按年減少9%至2.18億部,但相信iPhone被壓抑的需求或於2024財年釋放,並推高iPhone出貨量,加上生產正常化、消費者支出恢復和新iPhone的發布,iPhone業務或於2024年反彈。
報告又稱,外匯逆風的緩解,加上供應鏈成本持續下降,蘋果毛利率於2024財年或按年上升。
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