《大行》招银国际: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

阿斯达克财经
Feb 04, 2025

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...

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