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《大行報告》美銀證券料蘋果(AAPL.US)上季收入及每股盈利大致符市場預期
阿思達克 10-24 10:59
美銀證券發表報告,預期蘋果(AAPL.US)9月季度(第四財季)收入及每股盈利大致符合市場預期,該行預測收入905億美元,每股盈利1.4美元,iPhone銷量4,900萬部,以固定匯率計算,第四季度收入增長將較第三季度放緩,主要因為消費環境轉弱,不過收入及每股盈利預測似乎已見底,並不預期進一步下調,維持「中性」評級,新產品推出的有利因素,被消費需求放緩所抵銷,目標價208美元。 該行指,近期數據反映iPhone 15系列的供應情況改善,估計iPhone 15的銷售周期較iPhone 14為佳,雖然商品價格開始不利,但估計12月季度(2024年度第一財季)毛利率維持穩定。
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