蘋果可能是未來6個月最安全的科技股
深水資產管理公司(Deepwater Asset Management)的管理合夥人吉恩·蒙斯特(Gene Munster)在週三表示，儘管當前的硅谷銀行破產事件以及該事件引發的一系列銀行系統“餘震”攪亂了整個市場，但他仍然看好美國科技股龍頭——蘋果(AAPL.US)，並且強調蘋果是一隻價值250美元/股的股票。
蒙斯特在接受媒體採訪時表示:“沒有哪家公司能倖免，但我認爲至少在未來六個月里，蘋果可能是美股市場最安全的科技股標的。”回顧蘋果最近的利潤率指引，蒙斯特稱讚了這家iPhone製造商在應對當前風暴方面的表現，尤其是與其他大型科技競爭對手相比。首席財務官 Luca Maestri 在業績電話會議上表示，預計3 月季度的營收表現將與12月季度相似，這將標誌着營收加速增長;Maestri 表示，毛利率預計在43.5%至44.5%之間，經營費用預計在 137億美元 至 139億美元 之間。
蒙斯特強調，這家科技巨頭計劃將與供應商相關的支出增加16%，更加顯示出這家科技公司對於產品和供應鏈的信心。一些華爾街投資機構表示，蘋果公司“不斷加強”的客戶羣或將爲 2023 年業績增長提供強勁的推動力。
關於在通脹壓力下投資科技股方面，蒙斯特警告稱：“短期內，這又有點像騙人的東西了。”他重申了此前的預測，即今年上半年科技股將面臨“困難時期”，2023年下半年和2024年將是“偉大的一年”。
今年1月，蒙斯特強調，就蘋果的價值來看，它的目標股價應該是250美元。在週三，蘋果股價在全球市場恐慌情緒之中小幅收漲於152.99美元，盤中一度跌近2%，此後實現上揚。今年到目前爲止，蘋果股價漲幅接近18%。
吉恩·蒙斯特是看好蘋果股價的衆多分析人士之一，覆蓋蘋果股價的華爾街分析師們對蘋果的普遍評級爲“強力買入”，平均目標價格則爲169.10美元，最高看漲至210美元。
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