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大行評級|高盛:預計蘋果第四財季收入和每股盈利超預期 目標價為275美元

高盛發表研究報吿,預計蘋果第四財季收入(945億美元)和每股盈利(1.61美元)將因為iPhone和服務業務表現優異,分別高於市場預期的936億美元及1.57美元。該行對公司目標價為275美元,評級“買入”。

該行料,截止12月底的季度,即公司2025財年首季收入1,267億美元,稍低過預期;每股盈利2.37美元,市場預期2.39美元,預期當季會受惠於對iPhone的需求穩定、Mac系列新產品以及10月23日推出iPad Mini。服務業務應該繼續以中十位數(mid-teens)增長,這得益於應用支出的長期增長、日益增長的安裝基數以及Apple服務的滲透率提高。

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