[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio8f3b7b78":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio8f3b7b78","Q2财报或成股价上行催化剂！大摩看高苹果(AAPL)至315美元","\u002Fdoc\u002Fdcio8f3b7b78","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，摩根士丹利表示，苹果(AAPL)将于4月30日公布的2026财年第二财季业绩可能成为其股价的“清算事件”，并有助于推动其股价迈向300美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师Erik Woodring在一份给客户的报告中写道“我们预计，第三财季营收指引的上行将超过毛利率下行带来的影响，从而使盈利好于预期，并成为今年6月WWDC和9月iPhone发布前的‘清算事件’。”“尽管由于存储芯片成本压力上升，我们的毛利率预测仍低于市场普遍预期，但iPhone、Mac和服务业务的持续强劲应足以抵消这一压力，并使第三财季隐含的每股收益指引与市场预期基本一致——在相对较低的预期下，这是一个好于预期的结果。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师维持对苹果的“增持”评级和315美元目标价。他表示，无论业绩和指引如何，这家科技巨头都将进入一个“季节性强势表现期”。由于在多个市场获得份额增长，苹果的营收增速可能会表现“强劲”(或高达约15%)。从历史经验来看，在新款iPhone发布之前，这一时间段通常伴随这估值倍数扩张。市场对苹果即将召开的WWDC的预期“较低”。有关今年秋季可能推出折叠屏iPhone的报道，可能带来“真正的新产品兴奋点”。此外，该公司“强劲”的自由现金流也使其在竞争对手中脱颖而出，而许多竞争对手正在人工智能(AI)领域投入大量资金。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师补充道“按照明年28倍的GAAP每股收益计算——大致处于苹果历史估值区间24至34倍的中位水平——当前估值既不算便宜，也不算沉重。但考虑到我们对2027财年每股收益约10美元的预测比市场一致预期高出5%，我们认为在适度估值倍数扩张以及更强劲的正向每股收益修正推动下，到今年9月苹果股价有望达到300美元。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得一提的是，根据最新消息，苹果表示，现任首席执行官库克将在9月1日正式卸任CEO职务，并转任执行董事长，新任CEO将由现任硬件工程高级副总裁约翰·特纳斯(John Ternus)接任。库克将在夏季继续履行CEO职责，并与特纳斯完成过渡交接。转任执行董事长后，库克仍将参与公司部分事务，包括与全球政策制定者沟通等。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">现年65岁的库克于2011年8月正式接任CEO，成为乔布斯的继任者。在其领导下，苹果成功拓展至多个新产品领域，包括Apple Watch、AirPods以及Vision Pro，并大幅提升服务业务规模，公司市值也从库克接任时的约3500亿美元增长至约4万亿美元，年营收规模实现数倍增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">库克卸任CEO的消息此前已多次被媒体报道，本次正式宣布标志着苹果进入新一轮领导层更替周期。分析人士认为，尽管库克仍将以执行董事长身份参与公司事务，市场将密切关注新任CEO在产品创新与战略方向上的表现。现年51岁的特纳斯自2001年加入苹果，长期负责硬件工程，是公司核心技术管理层成员之一。他在声明中表示，将延续苹果的使命与价值观，并对未来发展充满信心。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]