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《大行報告》高盛:蘋果(AAPL.US)上季股盈勝預期 毛利率高於市場預測
阿思達克 11-03 14:51
高盛發表研究報告指,蘋果(AAPL.US)公布截至9月底止第四財季業績,盈利表現超出市場預期,每股盈利達到1.46美元,高於市場預期的1.39美元,主要歸因於服務收入及毛利率均高於預期,抵銷Mac、可穿戴裝置及智能家居產品的銷售疲軟。 該行指出,宏觀經濟疲弱,持續打擊消費者對蘋果產品和服務的需求,同時產品耐用性提高令更換週期延長,以及產品缺乏創新賣點,都對升級需求產生負面影響。 高盛對蘋果公司給予「買入」評級,認為投資者對產品收入增長放緩的關注,掩蓋了蘋果生態圈的實力,以及相關收入的持久性和可見性,目標價213美元。
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