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大行評級丨大和:上調蘋果目標價至275美元 預計Apple Intelligence成新增長週期重點

大和發表報吿指出,蘋果的優勢在於其生態系統,包括手機、電腦、手錶及各種服務。過去五至十年間,iPhone經歷多次升級週期,該行估計目前迎來另一更大升級週期——人工智能及Apple Intelligence。該行認為,蘋果每年普遍銷售2億至2.35億部手機,而目前全球活躍的iPhone超過14億部,假設當中80%至90%的iPhone無法使用Apple Intelligence,因現時只有iPhone 15 Pro及iPhone 16才能使用Apple Intelligence,故預期將展開一個持續多年的人工智能升級週期,可能將於明年秋季發佈iPhone 17的時間開始展開。

該行對蘋果持正面看法,認為公司將成為智能手機領域的龍頭,並料明年將出現智能手機升級週期。該行預計蘋果明年收入及每股盈利預測達4160億及7.55美元,2026年達4490億及8.65美元。該行將其目標價上調至275美元,維持“跑贏大市”評級。

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