《大行報告》美銀證券上調蘋果(AAPL.US)目標價至176美元 評級「中性」
美銀證券發表評級報告指,在宏觀環境艱難下,蘋果(AAPL.US)仍表現出色,受惠於iPhone的強勁推動力,即使公司第三季指引暗示著,公司在連續第三個季度收入錄得按年跌幅,主要是消費者支出下跌。
該行指,公司毛利率按季跌130個基點,主要是服務組合較高以及成本控制,部分抵銷了因低收入帶來的負面槓桿;該行預料,公司毛利率指引為44%至44.5%,保持強勁,受惠於低成本及無外匯逆風的增加。
該行指,將公司今年收入預測由3,850萬美元上調至3,860萬美元,同時將其每股盈測由5.98美元下調至5.89美元,亦將其目標價由173美元上調至176美元,維持其評級為「中性」。
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