[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio58539193":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"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,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio58539193","又一家投行下调苹果(AAPL)评级！20周年版全玻璃iPhone传被取消，杰富瑞警示靠折叠屏提价“比预期更难”","\u002Fdoc\u002Fdcio58539193","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网注意到，苹果(AAPL)被投资银行杰富瑞下调股票评级至“跑输大盘”，这是市场对该公司看跌情绪日益高涨的最新例证。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>杰富瑞分析师埃迪森·李对苹果 iPhone 的前景表示担忧，尤其是对该公司随着时间的推移推动提高平均售价(ASP)的能力感到顾虑。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>他在报告中写道，供应链核查表明该公司“由于生产良率低下，已取消了 20 周年全玻璃 iPhone 机型”。“这表明在 iPhone 中引入全新形态因子以推动提升平均售价，比预期的更加困难。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此前多方消息称，苹果计划在明年 iPhone 诞生 20 周年时，再次推出一款具有突破性设计的新机。下一代 iPhone Pro 系列计划采用几乎无边框的四曲面显示屏，屏幕将向机身四周延伸，带来更具一体感的视觉效果。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>折叠屏或沦为小众产品\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>埃迪森·李写道，预计苹果将在下个月首次推出的折叠屏 iPhone，“如今将成为未来几年推动更高平均售价和毛利率的唯一关键动力”。然而，内存芯片等关键零部件价格的飞涨将推高该产品的定价，且“我们仍然认为如此昂贵的手机将是一款小众产品”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>杰富瑞此前对苹果股票的评级为“持有”，在下调评级的同时，将其目标价从 285.56 美元下调至 263.66 美元。苹果股价上周五收于 313.33 美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>根据数据，目前已有六家机构对苹果给予相当于“卖出”的评级。这一数量追平了自 2012 年以来的最高纪录。上个月，KeyBanc Capital Markets 出于对需求和估值的担忧，将该股评级下调至“减持”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan> KeyBanc指出，美国运营商正在普遍缩减手机补贴，这将直接抑制iPhone的升级换代速度。该机构认为，市场对2027财年iPhone销量增长8%的普遍预期\"过于激进\"。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此外，作为苹果近年来最重要的增长引擎和利润来源，服务业务正面临增速回落的挑战。KeyBanc预计，iPhone销售放缓将拖累服务业务年增长率降至7%，显著低于市场普遍预期的12%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对苹果的谨慎情绪日益高涨\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师共识评级跌至2019年来最低\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>总体而言，作为买入、持有和卖出评级比例替代指标的综合推荐评级降至 3.88 分(满分 5 分)，创下 2019 年以来的最低水平。推荐买入该股的分析师比例不足 60%，这一比例大幅低于微软、亚马逊和英伟达等类似超大盘股，后三者均获得了超过 90% 的机构支持。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>苹果股价在周一盘前交易中下跌了 1.3%。截至周五收盘价，该股较近期高点已下跌约 8%。股价最近的走低是在苹果公布季度财报之后发生的，当时该公司由于零部件短缺给出了令人失望的销售预测。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca 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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 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 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，每天处理海量股票数据：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，美股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":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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","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"]