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美國銀行證券表示，蘋果公司第二財季表現強勁，已做好持續成長的準備。

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-- 美國銀行證券週五在一份報告中指出，蘋果（AAPL）在第二財季表現強勁，iPhone 營收成長 22%，中國市場銷售額反彈 28%，毛利率達到 49.3%，這些因素共同推動了蘋果在 2026 年前的持續成長。 報告也指出，儘管面臨記憶體價格上漲和供應限制等不利因素，蘋果仍預期第三財季營收成長 14% 至 17%，毛利率為 47.5% 至 48.5%。此外，蘋果超過 25 億台設備的龐大用戶群預計將支撐其服務業務「持續兩位數成長」。 該券商列舉了多項利好因素，包括全球 iPhone 需求好於預期、利潤率保持穩定、預計將於 2026 年推出搭載人工智慧的 Siri 以及預計將於今年晚些時候推出的可折疊 iPhone，以及計劃中的領導層更迭可能會使蘋果更加專注於產品。 該券商表示，蘋果可以透過定價策略和產品組合來應對成本壓力，同時憑藉其穩健的資產負債表加大對人工智慧的投資。券商也表示，將蘋果2026財年的營收預期上調至4,687億美元，每股盈餘預期上調至8.61美元。 美國銀行證券重申對蘋果的「買入」評級，並將目標價從325美元上調至330美元。 蘋果股價在周五的交易中上漲超過4%。

Price: $282.88, Change: $+11.53, Percent Change: +4.25%

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