《大行報告》美銀證券升蘋果(AAPL.US)評級至「買入」 目標價上調至225美元
美銀證券發表研究報告,將蘋果公司(AAPL.US)的投資評級從「中性」上調至「買入」,預期由於今明兩年引入的生成式人工智能功能(GenAI)及Vision Pro將需要最新的硬件來支持,預期可帶動iPhone迎來強勁的升級周期,加上隨著蘋果現有用戶基礎持續變現,相信其服務收入將實現更高的增長,相應上調iPhone出貨量及服務收入預測。
目前美銀預期iPhone出貨量於2024至2026財年將分別達到2.33億、2.5億及2.5億部,2024及2025財年服務收入預期則達到970億及1,100億美元。美銀對蘋果2024至2026財年各年每股盈利預測現時上調至6.73美元、7.62美元及8.17美元,其中2025及2026財年盈測較市場預期高7%及4%。
該行預期,蘋果公司PC、服務器至自動駕駛的發展佈局可推動利潤率擴張,憧憬資本回報率向好,以及於AI領域的發展將吸引機構投資者增持,相應將目標價從208美元上調至225美元。
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