《大行》瑞銀:如對非美國製造iPhone徵收25%關稅 料僅影響蘋果(AAPL.US)每股盈利約2%
瑞銀發表研究報告指,美國總統特朗普日前對蘋果(AAPL.US)作出威脅,指要對非美國製造的iPhone徵收25%關稅。該行考慮到目前的關稅背景,相信在沒有其他抵銷措施的情況下,關稅僅會影響蘋果每股盈利約2%。不過,由於有關威脅會增加市場的不確定因素,因此或會對蘋果的估值構成壓力。
該行予蘋果目標價210美元,評級為「中性」,以反映較高的股票風險溢價和息率。
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