分析师：苹果股价或将激增20%，MacBook Neo可能成为关键催化剂

环球市场播报04-07

在寻求抢占更多市场份额之际，苹果公司正另辟蹊径，而此举也赢得了华尔街的青睐。　　为了挤压竞争对手、锁定新一代用户，苹果公司正双管齐下：一方面采取极具进攻性的供应链策略，另一方面则推出了多年来最平价的笔记本电脑。　　美国银行分析师瓦姆西·莫汉（Wamsi Mohan）在周一的一份报告中写道，MacBook Neo是苹果公司“首次真正发力”经济型笔记本电脑领域，目前苹果公司在该领域的市场份额不足...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-04-07/doc-inhtqxft7621886.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在寻求抢占更多市场份额之际，苹果公司正另辟蹊径，而此举也赢得了华尔街的青睐。\n　　为了挤压竞争对手、锁定新一代用户，苹果公司正双管齐下：一方面采取极具进攻性的供应链策略，另一方面则推出了多年来最平价的笔记本电脑。\n　　美国银行分析师瓦姆西·莫汉（Wamsi Mohan）在周一的一份报告中写道，MacBook Neo是苹果公司“首次真正发力”经济型笔记本电脑领域，目前苹果公司在该领域的市场份额不足...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-07/doc-inhtqxft7621886.shtml\">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":"LU0069063385.USD","symbol_name":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) 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Neo是苹果公司“首次真正发力”经济型笔记本电脑领域，目前苹果公司在该领域的市场份额不足1%。这款名为Neo的电脑于3月初发布，售价599美元，学生优惠价为499美元。\n　　对苹果公司而言，这是一个巨大的未开发机遇。目前其Mac电脑的保有量为2.6亿台，远低于iPhone的15亿台。莫汉认为，到2026年，Neo的总潜在市场规模可达320亿美元。据莫汉测算，如果苹果公司能拿下经济型笔记本电脑市场10%的份额，并实现19%的运营利润率，那么该公司的每股收益便可额外增加3美分。\n　　莫汉写道：“我们认为，相对于Air和Pro机型，Neo的客户群定位清晰，将有力推动首次购买Mac的用户选择该产品。”\n　　Seaport分析师杰伊·戈德伯格（Jay Goldberg）在周一的报告中写道，Neo将给经济型个人电脑市场的竞争对手带来巨大冲击，因为500至700美元的价格档是PC制造商利润最丰厚的细分市场之一。莫汉和戈德伯格均给予苹果公司股票“买进”评级，目标价为320美元，这意味着该股较当前股价有超过20%的上涨空间。\n　　在进军经济型电脑市场的同时，苹果公司还试图在存储芯片供应紧张之际，从其智能手机竞争对手手中抢夺市场份额。人工智能基础设施正在消耗大量存储芯片，导致许多供应商至少到明年年底的产能都已售罄。这一局面也对消费硬件制造商造成了影响，因为存储芯片同样是它们产品的关键部件。\n　　戈德伯格认为，苹果公司一直在支付溢价来大量采购存储芯片，这是“该公司为挤压竞争对手生存空间而有意为之的策略之一”。\n　　戈德伯格称，这一策略将迫使竞争对手要么提价，要么削减其产品的内存配置。他同时认为，苹果公司则打算维持其手机的内存配置和定价不变，从而使这家iPhone制造商能够在整体手机市场萎缩约10%的情况下，依然抢占市场份额。\n　　戈德伯格警告称，这一策略“对苹果公司来说代价不菲”。他指出，苹果公司的产品毛利率可能会从一年前30%区间的高位降至30%区间的低位。\n　　他写道：“话虽如此，我们认为该公司可以通过市场份额的增长来弥补部分损失。”因为新用户很可能会订阅苹果公司利润率更高的订阅服务，从而抵消硬件成本的影响。\n　　莫汉也表达了类似看法，他认为Neo可以为苹果公司带来一个粘性更强的整体用户保有量，并“随著时间推移带动更多服务的使用”。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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 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