FINWIRES · TerminalLIVE
FINWIRES

美国银行称，苹果第二财季盈利或将超出华尔街预期

-- 美国银行证券周二在一份报告中指出，苹果公司（AAPL）第二财季的盈利可能超出市场预期，主要得益于强劲的iPhone销量、服务收入两位数增长以及外汇市场的利好。 报告称，即将到来的利好因素包括新的股票回购授权、6月份的全球开发者大会、秋季发布的可折叠iPhone以及集成Gemini人工智能的增强版Siri。 该券商表示，预计iPhone需求强劲，并将第二财季iPhone销量预期上调至6000万部。其服务收入预计增长14%，与管理层的预期一致。 美国银行预计苹果第二财季营收和每股收益分别为1130亿美元和2美元，而市场普遍预期分别为1090亿美元和1.93美元。 该券商预计苹果第三财季营收和每股收益分别为1060亿美元和1.82美元，而市场普遍预期分别为1030亿美元和1.74美元。 报告还上调了苹果公司2026财年的营收和每股收益预期，分别从4620亿美元和8.36美元上调至4660亿美元和8.55美元。 苹果公司计划于4月30日公布第二财季业绩。 美国银行维持对苹果公司的“买入”评级，并将目标股价从320美元上调至325美元。

Price: $259.25, Change: $+0.05, Percent Change: +0.02%

Related Articles

Asia

Resolute Mining Says BlackRock Group Reduces Stake

Resolute Mining (ASX:RSG) received notice that BlackRock Group and its subsidiaries decreased their holdings in the company to 5.08% from 6.2%, according to a Monday filing with the Australian bourse.BlackRock Group now owns 108.7 million shares in the company, the filing said.

$ASX:RSG
Asia

Alkane Resources' March Quarter Production Beat Driven by Higher-Than-Modeled Head Grades, Euroz Hartleys Says

Alkane Resources (ASX:ALK) delivered a material production beat in the March quarter, driven mainly by higher-than-modeled head grades across its operations, a small beat on throughput at its Tomingley gold project in New South Wales, as well as higher recoveries at the Bjorkdal gold mine in Sweden, Euroz Hartleys said in an April 24 note.The company reported consolidated production of abut 45,800 ounces of gold equivalent, an early group record, Euroz Hartleys said.The equity research firm noted that Alkane Resources remains debt-free with the exception of AU$20 million in equipment financing, while the execution of an undrawn AU$110 million revolving facility and a AU$40 million contingent instrument facility provides liquidity to act fast on emerging opportunities.The company is on track to surpass the midpoint of fiscal 2026 guidance of 160,000 to 175,000 ounces of gold equivalent production at all-in sustaining costs of AU$2,600 to AU$2,900 per ounce. However, Euroz Hartleys expects softer quarter-over-quarter production in the three months through June due to lower head grades across the group.Euroz Hartleys kept a buy rating on the company while adjusting its price target to AU$2.53 from AU$2.50.

$ASX:ALK
Asia

Nextdc Launches AU$500 Million Retail Entitlement Offer

Nextdc (ASX:NXT) opened the retail portion of its fully underwritten 1-for-5.4 accelerated non-renounceable entitlement offer to raise about AU$1.5 billion in total, according to a Monday filing with the Australian bourse.The retail offer, expected to raise around AU$500 million, is priced at AU$12.70 apiece, the same price used in the institutional component, which recently closed and raised about AU$1 billion, per the filing.Eligible retail shareholders who fully exercise their entitlement may also apply for additional new shares up to 100% of their entitlement at the offer price under the top-up facility, the filing added.

$ASX:NXT