大行評級丨美銀:因關税衝擊及延遲推出Siri AI版本 下調蘋果目標價至240美元
美銀在蘋果於5月1日公佈第二財季業績前,將其目標價從250美元下調至240美元。美銀分析師Wamsi Mohan稱,因為關税令供應鏈更復雜導致更高成本,以及蘋果推出Siri AI版本的延遲,進一步下調收入預期,現時預測蘋果全年每股收益為7.25美元,營收為4120億美元。他稱,更新後的收入預測已納入消費者將湧向蘋果商店購物,以避開即將生效的關税的假設,但長期而言,該趨勢將會減弱。
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