大行評級|摩根大通:上調蘋果目標價至245美元 上調2025至26財年iPhone銷量預期
摩根大通發表研究報吿指,蘋果日前舉行2024年全球開發者大會,發佈一系列重磅人工智能(AI)發展,預期將有助於開啟以iPhone16系列產品上市為起點的新一輪升級週期,憧憬iPhone17系列上市時置換週期將達到頂峯,相應調整對iPhone16和iPhone17系列上市週期的銷量預測,並將2025至2026財年iPhone銷量預期分別上調至2.5億部及2.75億部。摩通亦指出,考慮到蘋果在AI領域的發展及應用,預期未來幾年將通過第三方人工智能應用實現更高的服務商業化,因此上調服務的增長預測,2025至2026財年每股盈利預測分別上調至8.1美元和9.69美元,對比市場普遍預期為7.26美元和7.64美元。摩通強調,今次預測調整隻計及AI所推動的iPhone銷量上升,預期另外iPad和Mac設備升級亦可能會帶來更多潛在上升空間,將目標價由225美元上調至245美元,評級“增持”。
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