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Wedbush表示，尽管Mac供应受限，苹果仍发布了强劲的营收预期。

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-- Wedbush Securities周五表示，尽管Mac机型的供应限制可能还会持续数月，但苹果公司(AAPL)第三财季的营收预期远超华尔街的预期。 这家科技巨头周四晚些时候表示，预计6月季度的年营收增长率为14%至17%。Wedbush此前给出的市场普遍预期为9%。 Wedbush分析师丹·艾夫斯(Dan Ives)在给客户的报告中指出，强劲的业绩预期是苹果公司财报电话会议的“亮点”。 艾夫斯写道：“iPhone 17的超级周期在几乎所有主要地区持续增长，为9月份iPhone 18的发布奠定了坚实的基础。” 周五下午交易中，苹果股价上涨4.2%。今年以来，该股累计上涨3.9%。 Wedbush将苹果第三财季的营收预期从1000.3亿美元上调至1081.6亿美元。根据 FactSet 的调查，市场普遍预期营收为 1062.3 亿美元。 “鉴于我们目前持续旺盛的需求，以及供应链的灵活性低于往常，我们（在 6 月份的季度）大部分供应限制将集中在几款 Mac 机型上，”首席执行官蒂姆·库克在周四晚间的财报电话会议上告诉分析师，FactSet 的会议记录显示。 “Mac mini 和 Mac Studio 可能需要几个月的时间才能达到供需平衡，”库克补充道。 苹果公司第二季度的业绩超出华尔街预期，iPhone 的营收表现也强于预期。 上个月，这家科技巨头宣布，内部人士约翰·特纳斯将于 9 月份接替库克出任首席执行官，库克将担任执行董事长一职。 “此次过渡使得6月初在苹果园区举行的全球开发者大会（WWDC）成为近年来最重要的开发者大会，科技界都在关注期待已久的个性化Siri、扩展的Apple Intelligence功能以及与谷歌Gemini合作的更多细节，”艾夫斯周五表示。“随着iPhone 17全面上市，中国市场成为强劲的推动力，6月份的业绩指引远超华尔街预期，以及Ternus即将接手WWDC，一切都将围绕人工智能战略展开。” Wedbush维持对苹果股票的“跑赢大盘”评级，目标价为350美元。

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