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大行評級|Moffett Nathanson:維持蘋果“賣出”評級 目標價139美元 爲華爾街最悲觀預測
格隆匯 07-03 09:45

Moffett Nathanson分析師墨菲特維持對蘋果的“賣出”評級,目標價139美元,爲華爾街最悲觀預測。墨菲特看空蘋果的理由包括關稅對iPhone需求的衝擊、中國銷售前景不明,以及公司在AI領域的掙扎。他形容蘋果在AI發展上仍普遍給人失去方向的感覺。

他還警告,投資人低估了蘋果與遊戲公司Epic Games就App Store收費問題的法律糾紛對服務業務的潛在衝擊。儘管出現重大不利發展,市場對於蘋果服務部門的獲利預估基本保持不變,他認爲這些預估值仍需大幅調降。

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