《大行報告》國泰君安首次覆蓋蘋果(AAPL.US)予「增持」評級 目標價221.9美元
國泰君安發表報告指,消費電子行業已走過自2020年以來需求疲軟期,2024年即將迎來新一輪換機周期,伴隨著換機周期的啟動,在AI手機新機的加持下,蘋果(AAPL.US)作為全球消費電子行業的絕對龍頭,市場份額相對穩固,有望從本輪復甦中率先獲益。該行指,在硬件端方面,蘋果自研芯片持續迭代,疊加軟件、服務、應用形成生態系統,鑄建競爭壁壘。
該行預計,蘋果在2024財年、2025財年及2026財年營業收入分別為3,956億美元、4,151億美元及4,423億美元,淨利潤分別為1,076億美元、1,096億美元及1,172億美元。該行首次首次覆蓋蘋果,給予其目標價為221.9美元,其評級為「增持」。(ca/k)
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