FAANG中仍屹立不倒的“獨苗”！
早前，蘋果(AAPL.US)公佈了第四財季業績。雖然該公司對假日季銷售持謹慎態度，但超預期的業績仍令分析師對該公司大加讚賞。截至發稿，蘋果盤前漲0.12%。
Evercore分析師Amit Daryanani維持蘋果“增持”評級，稱在本週其他大盤股紛紛淪陷的情況下，蘋果成爲了“FAANG中最後一家屹立不倒的公司”。
Daryanani在一份報告中寫道：“我們認爲，蘋果仍然處於獨特地位，能夠在多年的基礎上保持中高個位數的銷售增長和低中雙位數的每股收益增長。”
摩根大通分析師Samik Chatterjee表示，服務業務營收增長的放緩將被iPhone業務的增長所抵消。他認爲，蘋果的市盈率應該比目前的23倍更高，“通過產品和服務的組合來應對嚴峻的宏觀經濟形勢，可能會推動市場對該股的重新評級，”該分析師表示。
花旗分析師Jim Suva維持蘋果“買入”評級，並列舉了該股股價可能走高的五個原因：服務業務增長的改善、在印度的實質性擴張機會、可摺疊iPhone、公司仍在增長，以及其平臺的擴張。
“投資者對大型科技股，尤其是蘋果的負面情緒是衆所周知的，因爲最近的調查顯示，蘋果是同行中最不受歡迎的股票，”Suva表示，“沒錯，考慮到通脹，電子產品零售商減少庫存、消費者可支配收入減少是有根據的，但我們相信消費者會調整支出分配，繼續在蘋果日益增長的產品和服務平臺上消費。”
不過，也有分析師對蘋果持謹慎態度。例如，Bernstein維持蘋果“與大市持平”評級，並對該公司2023年的前景表示擔憂。
分析師Toni Sacconaghi,Jr寫道：“蘋果沒有提供第一財季的營收指引，只是表示增長將低於第四財季的水平(8%)。對此，我們的看法是，蘋果對第一財季營收增長沒有信心——儘管第一財季多出了一週的時間，這應該會爲營收額外貢獻約700個基點——部分原因是圍繞iPhone 14和可穿戴設備的不確定性，這仍然是對經濟形勢最敏感的業務。”
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