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《大行報告》花旗首予蘋果(AAPL.US)「買入」評級 目標價240美元
阿思達克 07-03 11:16
花旗發表報告,首予蘋果(AAPL.US)「買入」評級,目標價240美元,以反映不斷擴大的毛利率和增長的服務銷售組合,以及強勁的資產負債表。 報告指,蘋果股價今年以來上升46%,而同期標準普爾500指數上漲14%,主要是因為蘋果通過不斷從安卓手機獲得市場份額,從而駕馭宏觀經濟放緩和消費支出帶來的通脹壓力。花旗相信根據目前水平,蘋果股價仍有30%上升空間。 花旗認為,市場低估蘋果持續的毛利率擴張,推動力包括iPhone銷售組合轉向更高的混合平均售價的高端Pro/Pro Max機型;在內地和印度市場份額進一步提升;繼續自行設計手機芯片以降低成本;更高的利潤率服務銷售組合。
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