韦德布什上调苹果目标价至350美元，预计库克2027年底前将继续担任CEO

环球市场播报01-12

韦德布什证券公司分析师丹·艾夫斯公布了他对苹果公司的看涨路线图，强调了2026年可能推动该公司股价走高的关键催化剂，尽管华尔街仍对该公司在人工智能竞赛中的作用持怀疑态度。　　当地时间周日，艾夫斯在X上的一篇帖子中表示，“我们非常看好苹果2026年的表现”，同时他概述了四个关键的“战略和财务目标”，认为这些目标对于苹果股价达到350美元的目标至关重要，这意味着苹果股价可能比目前的水平上涨近35%。...

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2027","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.98},"content_text":"韦德布什证券公司分析师丹·艾夫斯公布了他对苹果公司的看涨路线图，强调了2026年可能推动该公司股价走高的关键催化剂，尽管华尔街仍对该公司在人工智能竞赛中的作用持怀疑态度。\n　　当地时间周日，艾夫斯在X上的一篇帖子中表示，“我们非常看好苹果2026年的表现”，同时他概述了四个关键的“战略和财务目标”，认为这些目标对于苹果股价达到350美元的目标至关重要，这意味着苹果股价可能比目前的水平上涨近35%。\n　　艾夫斯认为，“房间里的大象”仍然是苹果缺乏可见的人工智能路线图，尽管苹果拥有他所说的“全球最大的用户安装群，拥有24亿部iOS设备和15亿部iphone”，这暗示合作可能是苹果的首选前进道路。\n　　其次，艾夫斯预计在2026年初推出改版的Siri，他说这将是“苹果对ChatGPT和Perplexity的回应”。\n　　第三，在硬件方面，他表示，苹果“有可能在2026年看到iPhone的销量轻松超过华尔街目前的预期，”他强调了中国市场的强劲势头，以及在iPhone 18周期内推出可折叠手机的预期。\n　　最后，艾夫斯驳斥了有关苹果CEO蒂姆·库克离职的猜测。“我们不同意这种说法，”他补充说，他预计库克至少会在2027年底前继续担任CEO，同时称这是“库比蒂诺设计和执行更广泛的人工智能革命战略的关键时期”。\n　　根据最近的报道，苹果正在努力将其人工智能业务扩展到iPhone、iPad和MacBook之外，并计划在2026年推出智能眼镜和AirPod等人工智能可穿戴设备。\n　　该公司还在研发内置红外摄像头的AirPod，以支持空间识别和视觉交互等功能。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 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