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大行評級 | 傑富瑞:下調蘋果評級至“持有” iPhone銷量增長5-10%的預期或難實現
傑富瑞發表研報,將蘋果評級從“買入”下調至“持有”,目標價為205美元。分析師Edison Lee在給客户的一份報吿中寫道:“我們長期看好Apple Intelligence,因為蘋果是唯一一家能夠利用專有數據提供低成本、個性化人工智能服務的軟硬件集成企業。但智能手機硬件需要重新設計,才能實現真正的人工智能,時間可能是2026/27年。在我們看來,對iPhone 16/17的高期望還為時過早。”Lee補充道,iPhone銷量增長5%至10%的預期“不太可能實現”,理由是“缺乏實質性的新功能,人工智能覆蓋範圍有限”。因此,他認為iPhone 16週期的增長率僅為2.5%。
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