《大行報告》花旗降蘋果(AAPL.US)目標價至220美元 中國需求弱
花旗發表研究報告指,根據本季至今對供應鏈的調查及市場數據,更新對蘋果公司(AAPL.US)的預測模式,並下調集團至3月底季度的中國銷售預測約40萬件,按年跌幅由原來估計的下降17%,擴大至跌21%,主要反映消費者信心持續疲弱及使用國貨的風氣興起。
該行將蘋果目標價由225美元下調至220美元,評級維持「買入」,最新預期集團今年度的iPhone銷量將持平,預計該股於6月舉行全球開發者大會(WWDC)期間將繼續受壓,而AI(人工智能)催化劑則料可推動明年相關智能手機的需求上升。
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