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摩根大通:5Giphone需求才打开苹果股价有望再涨23% - 站长搜索
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摩根大通:5Giphone需求才打开苹果股价有望再涨23%

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2021-08-20 09:39:57 转载来源: 科创板日报

财联社(上海,编辑 周玲)讯,摩根大通分析师查特吉(Samik Chatterjee)认为,华尔街对苹果公司的传统看法过于悲观。他周四重申对苹果股票的“增持”评级,并将目标股价从175美元上调至180美元,这较周四收盘价高出23%

财联社(上海,编辑 周玲)讯摩根大通分析师查特吉(Samik Chatterjee)认为,华尔街对苹果公司的传统看法过于悲观。他周四重申对苹果股票的“增持”评级,并将目标股价从175美元上调至180美元,这较周四收盘价高出23%。他坚信,5G iphone的需求才刚刚打开


目前华尔街关于苹果股价的核心争论之一是,随着新冠疫情对Mac和iPad销量的提振作用开始减弱,以及配备5G功能的iPhone 12上市也一年了,苹果业务在2022财年是否会放缓。

华尔街大多数预测者都认为,苹果营收增速将恢复到个位数,持怀疑态度的人认为可能会更糟。

但摩根大通的查特吉坚信,5G iphone的需求才刚刚开始。他认为,苹果股价将在今年年底迎来“多重催化剂”,包括iPhone13的即将发布(预计下个月发布),以及投资者对iPhone销量、2022财年总收入的预期普遍偏低。

他预计苹果2022财年的iPhone销量升至2.46亿台,这意味着苹果手机出货量在2021年之后,将再次创下纪录。

查特吉认为,不仅iPhone 13会推动销量增长,配备5G的入门级iPhone SE也会推动销量,他预计后者将于2022年推出。

查特吉目前预计,苹果2022财年营收将达到3855亿美元,高于此前3776亿美元的预期,也高于华尔街普遍预期的3795亿美元。他的最新预测表明,苹果营收在2021财年(截止9月底)增长34%之后,2022财年将增长5%,2023财年将增长7%。

查特吉表示,他是基于30倍的市盈率设立的苹果新目标价(180美元)。此外,他更新了苹果公司2022财年每股收益(EPS)预期,从每股6美元上调至6.12美元。

他表示,考虑到iPhone需求和服务的持续增长,以及5G智能手机市场份额的增加,投资者会对这一整体估值水平感到合理。

标签: 摩根 大通 5Giphone 求才 打开 苹果 股价 有望 再涨


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