招银国际发表研究报告指，苹果(AAPL.US) 去年12月底止首财季收入按年增4%至1,243亿美元，每股盈利为2.4美元，超出市场预期。该行称，苹果3月底止次财季的指引已好过市场原先较平淡预测，官方指引收入增长低至中个位数。服务销售收入录双位数增长，毛利率指引介乎46.5至47.5%。
随着Apple Intelligence在更多市场推出，叠加今年上半年内地手机“国补”，该行预计苹果新的AI功能和即将推出的5款iPhone新机型，将提升今年iPhone的出货量。
该行对iPhone更换周期持正面看法，重申比亚迪电子(00285.HK) 、瑞声(02018.HK) 及舜宇(02382.HK) 等“买入”评级。目标价见下表。
股份 | 投资评级 | 目标价(港元)
比亚迪电子(00285.HK) | 买入 | 48.66元
瑞声科技(02018.HK) | 买入 | 40.83元
鸿腾精密(06088.HK) | 买入 | 4.79元
丘钛科技(01478.HK) | 买入 | 6.79元
舜宇光学科技(02382.HK) | 买入 | 72.52元
(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-03 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
相关内容《大行》招银国际升鸿腾精密(06088.HK)目标价至4.79元 料AI服务器动能将推动重评
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