《大行报告》大摩升苹果2021财年iPhone出货量预测至2.2亿部增22% 下周推新品属重要时刻
摩根士丹利发表美国苹果公司(AAPL.US)的报告,指对iPhone组合及其定价进行分析,认为目前市场对苹果公司2021财年的iPhone销售量和产品均价估计仍然过低。按分析结果,该行上调对苹果公司2021财年的收入和每股收益提高均2%,预测较市场同业高出5至6%,该行认为下周新iPhone的发布,将有助於苹果公司股票重估至迈向目标价130美元,予「增持」评级。
就苹果公司将於10月13日公布推出新iPhone,该行预计今年秋天的发布会是多年来最重要的iPhone活动,料苹果将推出4款新设备,5.4英寸iPhone 12 mini,6.1英寸iPhone 12、6.1英寸iPhone 12 Pro和6.7英寸iPhone 12 Pro Max(属有史以来最大的iPhone显示屏),均具有5G网络连接功能。据供应链调查,所有4种新型号均已开始生产,iPhone 12 mini和iPhone 12 Pro Max相对於iPhone 12和iPhone 12 Pro推迟两周。
大摩表示,上调对苹果公司2021财年(截至9月底止年度)iPhone出货量预测,从2.18亿部提高至2.2亿部(按年升22%),认为iPhone 12的发布正值重要时刻,因为自2020财年以来iPhone的更换周期已延长至四年以上,超出了该行认为的结构性上限,并调高苹果公司2021财年产品平均售价至772美元(按年5%)。就苹果即将推出的新型支持5G的设备组合,加上iPhone以旧换新和融资计划的采用越来越多,以及在欧洲,中东和非洲和中国等主要市场上获得进一步份额增长的潜力等因素。
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