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蘋果概念股走強 中國iPhone需求顯著反彈
格隆匯 03-09 14:44
格隆匯3月9日丨A股世華科技升7%,工業富聯升6%,矩子科技升5%,精測電子、冠石科技升3%;高偉電子升7%,瑞聲科技、舜宇光學升1%。Wedbush分析師Dan Ives將蘋果的目標價從180美元提高到190美元,並維持“跑贏大市”的評級。Ives稱,在經歷了12月份的疲軟之後,中國的需求出現了明顯反彈。展望未來,他對強勁的需求充滿信心,他説“亞洲的iPhone供應商還沒有進行較大的減產,這是一個好跡象,表明3月/6月的蘋果旗艦產品iPhone 14 Pro的需求曲線很穩定”。 此前,高盛建議買入蘋果股票,為將近六年來的首次,給蘋果的新目標價為199美元,比最近收盤價高32%。分析師Michael Ng表示,蘋果在高端硬件設計上的成功以及由此產生的品牌忠誠度,導致了用户羣的不斷增長。

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