前收市價 | 23.67 |
開市 | 23.67 |
買盤 | 0.00 |
賣出價 | 0.00 |
拍板 | 165.00 |
到期日 | 2024-10-18 |
今日波幅 | 23.67 - 23.67 |
合同範圍 | 無 |
成交量 | |
未平倉合約 | 無 |
美銀證券發表報告指出,今年初對蘋果(AAPL.US)評級上調至「買入」的論點正在實現,具體表現為由生成式人工智能(GenAI)推動的多年iPhone升級強勁周期即將到來;服務增長重新加速,由去年12月的11%增長至今年3月的14%;在iPhone、Mac與伺服器方面強調應用蘋果晶片;資本回報持續強勁;毛利率有上行空間;在期待人工智能功能推出之下,機構客戶增持。 該行相信,蘋果在內地的iPhone銷量增長、估值修訂轉為正面,加上GenAI功能,將推動強勁的升級周期。該行將蘋果目標價由225美元上調至230美元,對2025年每股盈利預測為7.76美元,重申「買入」評級,憧憬公司有更多正面催化劑。(jl/k)~ 阿思達克財經新聞 網址: www.aastocks.com
波克夏 (BRK.B-US) 第一季減持蘋果 (AAPL-US) 股份 13% 至 7.9 億股,見微知著,波克夏本季可能繼續大量減持蘋果。
Apple, which has been falling behind its competitors on AI, has been evading questions about its plans for the technology. "We continue to feel very bullish about our opportunity in generative AI and we're making significant investments," CEO Tim Cook told Reuters in an interview. The project, internally codenamed as Project ACDC (Apple Chips in Data Center), aims to leverage Apple's chip design expertise for its server infrastructure, the report said.