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大行評級|花旗:下調蘋果目標價至210美元 預計上季銷售收入及每股盈利低於預期
格隆匯 04-30 10:47
花旗發表研究報吿指,預計蘋果上季的銷售收入及每股盈利將低於市場預期,並對今年iPhone的需求維持保守態度。該行將3月及次季的iPhone銷量預測削減200萬及300萬台,即期內分別為5,000萬及4,000萬台,低於市場預期的5,400萬及4,500萬台。另外,由於該股年初至今表現落後標普500指數,該行認為利淡消息已基本反映在股價,投資者正關注6月WWDC24活動即將發佈的財報。該行將集團2025財年的每股盈測下調34美分,並將目標價由220美元下調至210美元,維持“買入”評級,相信2025年後人工智能手機需求將會上升,而且毛利率得到擴張。
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