关税及增长潜力担忧加剧，苹果接连遭华尔街分析师降级

智通财经2025-05-02

苹果(AAPL.US)周五接连遭华尔街分析师下调评级，因为最近公布的财报加剧了市场对关税及该公司增长潜力的担忧。杰富瑞分析师Edison Lee将苹果评级下调至“跑输大盘”，成为少数看跌这家iPhone制造商的分析师之一。尽管苹果业绩符合预期，但Lee表示：“关税的影响将随着时间的推移而扩大，从而造成更大的盈利下行风险。”苹果财报显示，该公司在华销售额低于预期，并预计关税将导致成本增加9亿美元。该...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2532841411?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/750c39c2aeb988440df2a381041a0bf6","is_english":false,"pubTime":"2025-05-02 21:47","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2532841411","market":"sh","top_or_hot":-1,"title":"关税及增长潜力担忧加剧，苹果接连遭华尔街分析师降级","media":"智通财经","content":"<div>\n<p>苹果(AAPL.US)周五接连遭华尔街分析师下调评级，因为最近公布的财报加剧了市场对关税及该公司增长潜力的担忧。杰富瑞分析师Edison Lee将苹果评级下调至“跑输大盘”，成为少数看跌这家iPhone制造商的分析师之一。尽管苹果业绩符合预期，但Lee表示：“关税的影响将随着时间的推移而扩大，从而造成更大的盈利下行风险。”苹果财报显示，该公司在华销售额低于预期，并预计关税将导致成本增加9亿美元。该...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1289090.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>关税及增长潜力担忧加剧，苹果接连遭华尔街分析师降级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n关税及增长潜力担忧加剧，苹果接连遭华尔街分析师降级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-02 21:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1289090.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果(AAPL.US)周五接连遭华尔街分析师下调评级，因为最近公布的财报加剧了市场对关税及该公司增长潜力的担忧。杰富瑞分析师Edison Lee将苹果评级下调至“跑输大盘”，成为少数看跌这家iPhone制造商的分析师之一。尽管苹果业绩符合预期，但Lee表示：“关税的影响将随着时间的推移而扩大，从而造成更大的盈利下行风险。”苹果财报显示，该公司在华销售额低于预期，并预计关税将导致成本增加9亿美元。该...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1289090.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1289090.html","article_id":"2532841411","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/750c39c2aeb988440df2a381041a0bf6"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2532841411","pubTimestamp":1746193654,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，苹果周五接连遭华尔街分析师下调评级，因为最近公布的财报加剧了市场对关税及该公司增长潜力的担忧。杰富瑞分析师Edison Lee将苹果评级下调至“跑输大盘”，成为少数看跌这家iPhone制造商的分析师之一。苹果财报显示，该公司在华销售额低于预期，并预计关税将导致成本增加9亿美元。与苹果的财报形成鲜明对比的是，微软的业绩表现出色，带动其股价周四大幅上涨。这使得这家软件公司的市值有望超过苹果。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4575":"芯片概念","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","BK4592":"伊斯兰概念","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4170":"电脑硬件、储存设备及电脑周边","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4505":"高瓴资本持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4581":"高盛持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","BK4512":"苹果概念","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","AAPL":"苹果"},"translate_title":"Apple has been downgraded by Wall Street analysts as concerns about tariffs and growth potential intensify","themeId":"1a37ee2f9f36067d813aa6107f3e839b","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/30ccfe93d784d5290b076265ff595864","symbols_score_info":{"AAPL":1},"content_text":"苹果(AAPL.US)周五接连遭华尔街分析师下调评级，因为最近公布的财报加剧了市场对关税及该公司增长潜力的担忧。杰富瑞分析师Edison Lee将苹果评级下调至“跑输大盘”，成为少数看跌这家iPhone制造商的分析师之一。尽管苹果业绩符合预期，但Lee表示：“关税的影响将随着时间的推移而扩大，从而造成更大的盈利下行风险。”苹果财报显示，该公司在华销售额低于预期，并预计关税将导致成本增加9亿美元。该公司还表示，预计本季度营收同比增长率将在“低至中个位数”之间。杰富瑞称这是“最佳情况”，因为它假设美国对中国的关税保持在20%，且不对来自印度和越南的进口产品征收关税。“这些假设不太可能长期成立，尤其是在出现不可协商的行业关税的情况下。”另外，Rosenblatt Securities分析师Barton Crockett将苹果评级从“买入”下调至“中性”。他表示：“我们所面对的是一家运营良好的公司，增长表现尚可但趋于平稳，急需一款令人兴奋的新产品来重新激发增长，而该公司目前的交易估值处于较高水平，且处于关税和监管环境动荡的时期。”Crockett补充道，苹果业绩凸显了该公司“拥有卓越供应链能力，而且iPhone的需求比许多人担心的要好”。然而，“iPhone销量需要人工智能驱动的大幅加速”才能使苹果股票表现出色。尽管如此，一些分析师仍对苹果财报表示赞赏。花旗集团分析师Atif Malik表示，“基本面依然完好，该公司在严峻的关税环境下提供了不错的业绩/指引”，但他对前景的看法较为保守。不过，与其他科技巨头相比，华尔街分析师对苹果的态度相对谨慎。在Bloomberg追踪的分析师中，只有不到60%的人建议“买入”苹果股票，与其他大型股相比，这一比例较低。与苹果的财报形成鲜明对比的是，微软(MSFT.US)的业绩表现出色，带动其股价周四大幅上涨。这使得这家软件公司的市值有望超过苹果。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2532841411","isCrawlerRequest":true}