美法院裁定冲击苹果(AAPL.US)App Store 美国银行警告高利润业务面临风险

智通财经2025-05-01

智通财经APP获悉，美国银行(BofA)分析师表示，近日美国联邦法官针对苹果公司(AAPL.US)App Store作出的裁定，或对其高利润率收入来源构成“渐进式风险”。这一判决不仅对苹果的美国业务构成直接冲击，若波及全球，影响或达数十亿美元。BofA分析师团队由Wamsi Mohan带领，他们在最新报告中维持对苹果的“买入”评级，理由是其盈利韧性强、毛利率具备上行潜力，且未来有拓展新市场的空间。...

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Store收入的50%）选择退出苹果生态，分析师预计将对苹果造成50亿美元的收入冲击，约占总营收的1.2%，EPS或将减少0.25美元，跌幅达3%。若此趋势扩展至全球，则损失或高达160亿美元，占总收入约4%，EPS下滑或达0.80美元，降幅达10%。分析师指出，这些估算基于相对激进的假设，实际影响仍需等待后续上诉及法院执行情况进一步明朗。苹果方面表示，将会遵守法院命令的要求，但也计划提出上诉。尽管利空消息不断，苹果股价在周四表现基本持平，显示投资者对其长期前景仍较为乐观。截至发稿，苹果股价涨0.33%，报213.24美元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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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