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Evercore ISI:將蘋果加入"戰術領先股票名單"
uSMART盈立智投 04-15 11:46

Evercore ISI分析師Amit Daryanani發表報告,重申蘋果跑贏大市評級及175美元目標價,並將該股加入到“戰術領先股票名單”(Tactical Outperform List)。

他認爲,在iPhone和服務部門的強勁表現支持下,蘋果勢必在本季度交出一份超出預期的財報,而下一季度的指引則基本與市場預期相同。其中,iPhone在中國的出貨量在本季度前兩個月同比增長了185%,App Store營收同比增長了32%。

他說,儘管供應鏈方面存在問題,但蘋果採購基數貴爲全球之首,一定程度會抵消其影響。同時他指出,雖然蘋果在本季度降低了服務業務的指引,但認爲業務增長將會長期持續。

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