美股異動|蘋果跌超1.8% 遭大摩下調目標價及今明兩財年iPhone出貨量
蘋果(AAPL.US)跌超1.8%,報216.82美元。消息面上,摩根士丹利發表研報指,蘋果延後推出更先進的Siri,意味2026財年加快iPhone升級週期將會有更少的新功能。該行下調今明兩財年的iPhone出貨量1%至5%,分別至2.3億部及2.43億部。同時,該行計及蘋果今年增量產品投入成本20億美元,以預備面對美國對進口中國貨加徵關稅。該行下調公司2026財年收入預測及每股盈利預測介乎5%至6%,考慮更少催化劑遏制升級週期,將蘋果目標價由275美元降至252美元,評級“增持”。
另外,花旗將2025及2026年iPhone出貨量預測下調至2.32億及2.44億部,即按年增長5%及5%,主要考慮到備受關注的Siri升級延遲至4月推出,而升級後的Siri本可推動今年iPhone換機率提升。(格隆匯)

Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.