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《大行報告》大摩下調蘋果(AAPL.US)目標價至210美元 料上季業績符預期
阿思達克 10-19 11:36
摩根士丹利發表報告,預期蘋果公司(AAPL.US)9月底止季度(第四財季)業績將會符合市場預期,但iPhone新型號供應受阻及美元強勢下,可能令12月底止季度(下財年首季)的指引低於市場預期,維持「增持」評級,目標價由215美元下調至210美元。 該行預期蘋果上季收入899億美元,每股盈利1.39美元,較市場平均預測高0至1%。該行對蘋果下財年首季預測收入1,238億美元,每股盈利2.13美元,分別較早前預測下調5%及9%,不過仍稍高於市場預測。 該行認為蘋果業績不會成為股價催化劑,但對未來12個月仍具建設性看法,料市場預測有望上調;年底前關注的重點包括iPhone 15需求能否持續、中國業務倩況、服務收入表現、谷歌搜尋器涉嫌壟斷案的進展。
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