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大行評級|美銀:維持蘋果“買入”評級及目標價250美元 指其有多個紓緩關稅影響選項
格隆匯 04-10 13:55
美銀髮表報告,維持對蘋果“買入”投資評級及目標價250美元,基於穩定現金流、盈利堅韌性及潛在受惠尖端設備的AI應用。該行指,蘋果有多個紓緩關稅影響選項,包括更多地從印度採購、就產品及服務加價,向供應商施壓、引入更高價機款及改爲每兩年換代以減少供應鏈壓力。該行不預期蘋果會把iPhone生產搬回美國,但預期公司將多元化供應鏈,並增加在其他國家生產,長遠使用機械人亦可協助減低勞工成本。
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