大行評級|瑞銀:對蘋果目標價為190美元 App Store上月收入按年升12%
瑞銀髮表研究報吿指,蘋果App Store 5月收入按年升12%,較4月錄得9%的按年增幅有穩健增長,惟本季至今仍然偏軟。瑞銀表示,在最近的業績電話會議上,公司管理層預計其服務業務在2024財年上半年將以類近的雙位數速度增長,暗示增幅或達12.7%。該行估計,App Store本季前兩個月的增長率略低於11%,而估計次季服務業務的增長率約為12.3%。而基於該行估計App Store約佔服務業務收入25%,服務業務中的其他類別需要有低雙位數的增長才能達到指引目標。瑞銀對蘋果目標價為190美元,維持“中性”評級。
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