大行評級|高盛:予蘋果目標價275美元 處於iPhone更換週期的關鍵時刻
高盛發表研究報吿指,在iPhone的穩健帶動下,蘋果上季每股盈利增長勝於預期。集團應處於iPhone更換週期的關鍵時刻,該行予其“買入”評級,目標價為275美元。高盛表示,蘋果期內的iPhone收入為393億美元,高於市場預測的386億美元。另外,iPad和Mac的收入亦超出預期,反映新產品推出的效益,而集團於本季新推出的iPad和Mac均能支援Apple Intelligence。
對於第四財季,集團的收入目標為按年增長5%,毛利潤指引介乎45.5至46.5%。該行認為,iPhone需求強勁,收入應錄得按年增長。
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