《大行報告》高盛首予蘋果(AAPL.US)「買入」評級 目標價199美元
高盛發表報告表示,首次給予蘋果(AAPL.US)「買入」評級,目標價199美元,指出蘋果在頂級硬件設計方面的成功及由此產生的品牌忠誠度,推動用戶基數不斷增長,通過減少客戶流失、降低新產品和服務的客戶獲取成本、以及鼓勵客戶換機時再度購買,為公司收入增長帶來可預見性,足以抵銷產品收入的周期性不利因素。
高盛指出,市場對蘋果產品收入增長放緩的關注,已掩蓋了其生態系統的既有實力及相關收入的持久性和可見性,認為公司與過往水平及大型科技及消費同業相比,蘋果現時估值具有吸引力,憧憬未來五年大部分毛利增長應由服務所推動,預料公司來自服務的毛利貢獻,由2022年的33%提升至2027年的40%。
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