苹果 (AAPL) – 2024 年 4 月 13 日，焕然升级及其他

作者： Brad Freeman14 4 月, 2024发布分类：股市洞悉

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苹果 (AAPL) – 2024 年 4 月 13 日，焕然升级及其他

美国银行（ Bank of America）对苹果公司（AAPL） 的评级大幅提升，认为其毛利率因投入成本杠杆和高端产品组合转变等因素而大幅上升。如果准确的话，这将推动盈利增长。该公司将 2026 年的毛利率预期从 45.9% 上调至 47.5%，而共识为 46.2%。这与 IQE 有关苹果 2024 年订单强劲的新闻评论不谋而合。 IQE 是苹果公司的供应商。

在更多与半导体相关的新闻中，苹果公司计划发布采用最新 M4 处理器的新 Mac 系列。预计这些将推动更多的 GenAI 应用。
彭博社报道称，随着苹果公司试图减少对中国制造业的依赖，2023 年其在印度的 iPhone 产量将同比翻番。
Wedbush 渠道调查显示，中国 iPhone 的需求仍面临挑战。

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