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《大行報告》美銀證券:蘋果(AAPL.US)2月全球應用程式商店收入升15% 中國市場收入升10%
阿思達克 03-12 15:20
美銀證券發表報告指出,SensorTower數據顯示,2024財年第二季起66日蘋果(AAPL.US)應用程式商店(App Store)收入按年增長8.4%至52億美元,總下載量(iPhone與 iPad)按年增長1.2%。蘋果App Store全球遊戲收入按年增長3%至28億美元,僅佔App Store總收入54%,相對於一年前佔比為57%。單計2月份,全球App Store收入按年增長15%,中國市場收入按年增長10%。 該行維持對蘋果「買入」評級,目標價225美元,認為在生成式人工智能(GenAI)、強勁的服務增長及毛利擴張下,有助推動iPhone周期。
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