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美國銀行稱，蘋果第二財季獲利或將超出華爾街預期

-- 美國銀行證券週二在一份報告中指出，蘋果（AAPL）第二財季的盈利可能超出市場預期，主要得益於強勁的iPhone銷量、服務收入兩位數增長以及外匯市場的利好。 報告稱，即將到來的利多因素包括新的股票回購授權、6月份的全球開發者大會、秋季發布的可折疊iPhone以及整合Gemini人工智慧的增強版Siri。 該券商表示，預計iPhone需求強勁，並將第二財季iPhone銷售量預期上調至6,000萬部。其服務收入預期成長14%，與管理層的預期一致。 美國銀行預計蘋果第二財季營收和每股盈餘分別為1,130億美元和2美元，市場普遍預期分別為1,090億美元和1.93美元。 該券商預計蘋果第三財季營收和每股盈餘分別為1,060億美元和1.82美元，而市場普遍預期分別為1,030億美元和1.74美元。 報告也調高了蘋果2026財年的營收和每股盈餘預期，分別從4,620億美元和8.36美元上調至4,660億美元和8.55美元。 蘋果計劃於4月30日公佈第二財季業績。 美國銀行維持對蘋果的「買入」評級，並將目標股價從320美元上調至325美元。

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

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