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大行評級|美銀:上調蘋果目標價至230美元並重申“買入”評級 憧憬更多正面催化劑
格隆匯 05-07 14:49

美銀證券發表報吿指出,今年初對蘋果評級上調至“買入”的論點正在實現,具體表現為由生成式人工智能(GenAI)推動的多年iPhone升級強勁週期即將到來;服務增長重新加速,由去年12月的11%增長至今年3月的14%;在iPhone、Mac與服務器方面強調應用蘋果芯片;資本回報持續強勁;毛利率有上行空間;在期待人工智能功能推出之下,機構客户增持。

該行相信,蘋果在內地的iPhone銷量增長、估值修訂轉為正面,加上GenAI功能,將推動強勁的升級週期。該行將蘋果目標價由225美元上調至230美元,對2025年每股盈利預測為7.76美元,重申“買入”評級,憧憬公司有更多正面催化劑。

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