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大行評級|美銀:蘋果冀迅速在中國推出AI功能 維持“買入”評級
美銀證券發表報吿指出,傳蘋果與阿里巴巴合作為中國iPhone用户開發AI功能,另據報雙方已將共同開發的AI功能提交中國網信辦審批。目前尚未清楚蘋果是否已永久終止與百度的合作,但相信蘋果冀迅速在中國推出AI功能。該行維持對蘋果“買入”評級,認為其現金流穩定、盈利具韌性,以及可能受惠於邊緣設備AI應用,對其目標價265美元。
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