大摩:5G iPhone銷量將超市場預期
摩根士丹利發佈研報表示,援引對近3500名消費者的內部調查結果後,將蘋果(AAPL.US)的目標價從171美元上調至191美元。
該行分析師表示,調查包括了美國和中國的消費者,5G引發了強烈的智能手機購買意願。該行補充到,“隨着iPhone 12 Pro的交貨期達到創紀錄水平,供應鏈預測上調,以及美國運營商注意到強勁的需求,我們對蘋果的信心正在增強。我們的AlphaWise消費者調查總結出的情況比我們之前認爲的要高得多,iPhone升級的表現預計將超過其他廠商。”
這位分析師表示,調查結果顯示,iPhone在2021財年的出貨量將達2.68億部,高於2.13億部的普遍預期,也高於摩根士丹利此前預計的2.4億部。
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