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《大行》美銀證券升蘋果(AAPL.US)目標價至260美元 重申「買入」評級
阿思達克 09-04 09:53
美銀證券研究報告指,蘋果(AAPL.US)股價有所上升,因有報道指Google反壟斷案的主審法官發表一份備忘錄意見,允許Google以每年簽約的方式,向分銷商支付預裝或默認設置Google搜索、Chrome及其生成式AI產品的費用。 該行認為,裁決內容與現狀沒有重大分別,目前蘋果雖然將Google設為默認搜索引擎,但亦允許用戶在設置中更改使用其他搜索引擎。裁決令該行對蘋果的服務收入更具信心,預期2026及27年該業務將按年增長12%,估算授權收入佔服務收入37%,其中Google的TAC費用是主要貢獻來源,約佔整體服務收入的22%。該行重申對蘋果的「買入」評級,目標價由250美元上調至260美元。
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