-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：我們維持對蘋果公司12個月的目標價為310美元，市盈率約為32倍，高於我們先前預測的2027財年每股收益9.70美元（高於歷史水平和同行平均水平），以反映人工智慧和可折疊產品帶來的每股收益成長潛力。在發布超出預期的3月季度和6月季度業績指引後，我們將2026財年每股收益預期從8.55美元上調至8.66美元，並將2027財年每股收益預期從9.36美元上調至9.50美元。儘管Mac機型供應受限且記憶體組件成本上漲，蘋果仍預計6月季度營收成長14%-17%，遠超我們先前9%的預期。我們看好蘋果智慧技術以及印度等新興市場的成長前景，同時，MacBook Neo以極具吸引力的價格成功上市，也展現了蘋果開拓新客戶群（例如教育和注重性價比的消費者）的能力。企業市場成長和服務業務的擴張是利多因素，其中包括 Apple Business 平台和 Apple Maps 中的廣告。儘管蘋果決定放棄自 2018 年以來一直奉行的「淨現金中性」目標，但我們認為股票回購仍是其優先事項，同時該公司在投資方面也擁有更大的靈活性。
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