摩根士丹利精神上看好iPhone 行动上下调苹果目标股价

手机中国04-23

【CNMO科技消息】摩根士丹利近期指出，尽管苹果iPhone、Mac及服务收入增长趋势明显，但已将苹果股票目标价下调至210美元。在上周披露苹果6月季度iPhone订单量提升后，摩根士丹利进一步观察到对其它设备需求的上升势头。根据一份面向投资者的报告，该机构分析师指出Mac电脑出货量实现同比增长，有力推动了苹果3月季度营收增长。报告中透露供应链数据显示iPad销量超出预期约5%，实际销量达到...

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Store表现优于预期，上调了对苹果服务业务的收入预期1%。除对未来收入的预测外，分析师们特别关注苹果在第三季度的整体收入表现，尤其聚焦其在中国市场的收入情况，同时期待看到服务收入的增长态势。展望未来，摩根士丹利试图从苹果2024年3月的财务报告中探寻更多关于其人工智能研发投入和基础设施建设的线索。不过，预计在6月的全球开发者大会（WWDC）之前，有关苹果人工智能的详细信息将相对有限。尽管如此，摩根士丹利的观点相比摩根大通更为乐观。摩根大通此前向投资者透露，预计在2025年iPhone 17发布之前，人工智能对苹果收益的影响较为有限。相比之下，韦德布什认为人工智能将助力iPhone 16系列实现销售增长。据消息，苹果计划于2024年5月2日发布其2024年第二季度财报。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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