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大行評級|高盛:上調蘋果目標價至265美元 預期2024財年iPhone出貨量增至2.3億
格隆匯 07-19 14:13
高盛發表報吿,預計蘋果6月底止第三財季每股盈利1.36美元,高於市場預期的1.33美元;收入料按年增長4%至851億美元,料季內iPhone收入按年跌5%至378億美元,iPad及iMac收入分別增長23%及13%,服務收入料按年升15%。該行指,在人工智能系統Apple Intelligence以及新產品創新推動換機週期下,預期2024至2026財年各年iPhone出貨量增長至2.3億、2.4億及2.56億部;每個iPhone用户的蘋果設備數量將有所增加,iMac和iPad也將成為人工智能的受惠者;而隨着蘋果繼續推動向高階iPhone機型的組合轉變,並在產品和生態系統投資數年後,將有機會進行價格調整,從而獲得價格/組合效益。該行上調蘋果2024至26財年各年每股盈測平均1%,反映估計2026財年iPhone收入前景較高,目標價由238美元上調至265美元,予“買入”評級。
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