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Wedbush表示，儘管Mac供應受限，蘋果仍發布了強勁的營收預期。

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-- Wedbush Securities週五表示，儘管Mac機型的供應限制可能還會持續數月，但蘋果(AAPL)第三財季的營收預期遠超華爾街的預期。 這家科技巨頭週四稍晚表示，預計6月季度的年營收成長率為14%至17%。 Wedbush先前給出的市場普遍預期為9%。 Wedbush分析師 Dan Ives在給客戶的報告中指出，強勁的業績預期是蘋果財報電話會議的「亮點」。 艾夫斯寫道：“iPhone 17的超級週期在幾乎所有主要地區持續增長，為9月份iPhone 18的發布奠定了堅實的基礎。” 週五下午交易中，蘋果股價上漲4.2%。今年以來，該股累計上漲3.9%。 Wedbush將蘋果第三財季的營收預期從1,000.3億美元上調至1,081.6億美元。根據 FactSet 的調查，市場普遍預期營收為 1,062.3 億美元。 「鑑於我們目前持續旺盛的需求，以及供應鏈的靈活性低於往常，我們（在 6 月份的季度）大部分供應限制將集中在幾款 Mac 機型上，」首席執行官蒂姆·庫克在周四晚間的財報電話會議上告訴分析師，FactSet 的會議記錄顯示。 「Mac mini 和 Mac Studio 可能需要幾個月的時間才能達到供需平衡，」庫克補充道。 蘋果公司第二季的業績超出華爾街預期，iPhone 的營收表現也強於預期。 上個月，這家科技巨頭宣布，內部人士約翰·特納斯將於 9 月接替庫克出任首席執行官，庫克將擔任執行董事長一職。 「此次過渡使得6月初在蘋果園區舉行的全球開發者大會（WWDC）成為近年來最重要的開發者大會，科技界都在關注期待已久的個性化Siri、擴展的Apple Intelligence功能以及與谷歌Gemini合作的更多細節，」艾夫斯週五表示。 “隨著iPhone 17全面上市，中國市場成為強勁的推動力，6月份的業績指引遠超華爾街預期，以及Ternus即將接手WWDC，一切都將圍繞人工智能戰略展開。” Wedbush維持對蘋果股票的「跑贏大盤」評級，目標價為350美元。

Price: $282.41, Change: $+11.06, Percent Change: +4.07%

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