You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《大行報告》大摩:更看好蘋果(AAPL.US)「邊緣AI」機遇
阿思達克 01-09 09:23
大摩發表報告指,蘋果(AAPL.US)正在加速發展Gen-AI,意味獲大語言模型(LLM)支持的作業系統(OS)及iPhone或較預期更早面世,該行更看好蘋果「邊緣AI」機遇,料今年有望帶來裨益,重申「增持」評級,目標價220美元。 大摩認為,蘋果股價在上個月相對於標普500指數跑輸9個百分點後,已經超賣。近期產品需求仍不均衡,而服務業務表現出色,給投資者情緒帶來波動,相信是近期蘋果股價表現不理想的原因。 不過,該行跡象顯示,蘋果正在加速開發生成性人工智能(GenAI),從而增加了推出獲LLM支持OS和設備升級周期的可能性。該行認為,iPhone置換周期每減少0.25年(三個月),則可對蘋果2025財年iPhone 營收預測帶來6%至7%的上行空間,並每股盈測帶來3%的上行(相當於約18美仙)。報告同時認為6月初的蘋果開發者大會是一個關鍵的催化劑,因為到時可能會推出新的GenAI軟件功能。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account