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《大行報告》中金:蘋果(AAPL.US)新品如期發布 創新亮眼用戶體驗優化
中金發表報告指,蘋果(AAPL.US)新產品如期發布,定價延續上一代並無加價,認為蘋果發布會硬件產品的進展,好過之前市場的悲觀預期,重點推薦多隻蘋果產業鏈股份,包括高偉電子(01415.HK),以及A股立訊精密(002475.SZ)、領益智造(002600.SZ)、東山精密(002384.SZ)等。 該行對高偉電子持「跑贏行業」評級,目標價19.4元,今年及明年預測市盈率分別為29.1倍及15.6倍。 中金指,蘋果的硬件創新,基本符合預期,考慮到外觀及重量等方面,都有明顯升級,看好新產品有望提升用戶的換機動力,有望推動出貨量增長。
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