《大行報告》美銀證券:若華為有能力供應和擴大國產麒麟9000s規模 Mate系列手機可能對iPhone亞太地區銷量帶來下行風險
美銀證券發表報告指,華為新手機Mate 60及Mate 60 Pro配置的麒麟9000s處理器,是具備5G速度的自家晶片,自華為2019年因美國制裁而被切斷供應後,今次推新手機屬具有意義的里程碑。現時華為Mate 60能否在中國以外銷售仍屬未知數,公司未有如以往發布新產品一般,公布系統晶片或支緩網速的詳細數據,但新手機支援衛星通話功能。
該行相信,若果華為可以有規模地供應麒麟9000s處理器,Mate系列手機有機會推高華為的出貨量,讓華為重奪市場份額,對蘋果(AAPL.US)的銷售造成潛在影響,特別是在亞太地區。該行維持蘋果的「中性」評級,目標價210美元,相信新產品推出的有利因素,被疲弱的消費環境抵銷。
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