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大行評級|大摩:偏好蘋果iPhone供應鏈 上調台積電目標價至1080新台幣
格隆匯 06-18 13:53
摩根士丹利發表報吿,表示偏好蘋果iPhone供應鏈,因中國安卓人工智能應用時間仍待觀察,蘋果定製人工智能伺服芯片亦支持該行對台積電的正面看法。該行上調台積電台股目標價,由980新台幣上調至1080新台幣,反映蘋果對人工智能芯片的需求增長,亦相信市場對蘋果iPhone相關芯片供應鏈的股份情緒將獲改善,包括穩懋半導體、環旭電子及聯詠科技。該行亦建議買入iPhone供應鏈股份。該行分析顯示iPhone去年第四季在中國市佔為20%,與2022及2021年同季的20.6%相近,若iPhone交付情況在未來季度改善,鴻海、大立光、立訊精密、玉晶光電、瑞聲及工業富聯或為主要受惠者,基於該等公司收入在iPhone的高風險敞口。長遠而言,該行認為配合ChaGPT應用的Edge AI將觸發另一波智能手機需求復甦。
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