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Wedbush稱，蘋果iPhone超級週期和強勁的市場前景推動成長勢頭

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-- Wedbush Securities在周五發布的研究報告中指出，蘋果（AAPL）iPhone 17的「超級週期」在幾乎所有主要地區持續成長，這得益於其超出預期的強勁業績和對6月季度穩健的業績指引。 該公司表示，蘋果公佈了強勁的季度業績，營收、iPhone銷售和服務都超乎預期。 蘋果對6月季度的業績指引也超出了華爾街的預期。該指引考慮了多款Mac機型持續的供應限制。報告指出，供需平衡預計需要幾個月的時間才能實現。 分析師表示，6月初在蘋果園區舉行的全球開發者大會（WWDC）至關重要。預計屆時將公佈關於個人化Siri和擴展Apple Intelligence功能的最新消息。他們也表示，預計還將公佈與Alphabet（GOOG）旗下Google Gemini合作的更多細節。 該公司還強調了領導層變動，預計John Ternus將承擔更重要的角色，這表明蘋果策略將保持連續性。 Wedbush 將蘋果 2026 年的每股盈餘預期從 8.50 美元上調至 8.64 美元。 FactSet 調查的分析師預計每股收益為 8.66 美元。 該公司重申了對蘋果股票的「跑贏大盤」評級，目標價為 350 美元。

Price: $283.99, Change: $+12.64, Percent Change: +4.66%

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