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《大行報告》高盛升蘋果(AAPL.US)目標價至222美元 上財季每股盈利料勝預期
阿思達克 07-26 15:12
高盛發表報告指出,蘋果(AAPL.US)將於8月3日披露第三財季業績,該行料公司每股盈利達1.21美元,超出市場預期的1.19美元,主要受惠於Mac及服務表現出色所推動。該行對Mac收入預測大致保持不變,達94億美元(原預期為93億美元),高過市場預期的63億美元。該行對服務收入預測為218億美元,按年增長11%,高過市場預期的207億美元(按年增長6%),與公司第二財季的增長指引基本一致。 該行認為,蘋果股價今年迄今累計上漲48%,投資者憂慮其估值及下行風險,但該行認為蘋果增長有很強的可見性,是一家結合長期具盈利和自由現金流的公司,值得有估值溢價。予其「買入」評級,續列確信買入名單,目標價由209美元上調至222美元。
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