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    开辟个人空间: 2009-07-31
    最后更新: 2015-08-12
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苹果股价受iPhone及iPad助推年内有望涨5成

 
文章内容
[ 2010-07-02 10:19:34 | By: 初学者 ]
 
腾讯科技讯(清雨)北京时间7月2日消息,据国外媒体报道,摩根大通周四向苹果投资者发出了投资安全的建议,并预计随着iPhone和iPad在市场上的热销,苹果股价在未来一年半的时间内将会达到一个新的高度。

摩根大通分析师把苹果股票列入了重点关注股票的名单,同时也提高了苹果股票的目标价格,认为到明年12月份苹果股价将会达到390美元。分析师Mark Moskowitz表示,得益于iPhone和iPad销售的快速增长,加上Mac电脑在国际市场上的机会,苹果股价将会达到一个新的高度。他表示:“我们最近对苹果股票目标价格的调整并不是最终的。我们预计未来两年内苹果的利润增长率将会超过20%,我们需要重新评估苹果的股票。”

Moskowitz 认为,iPhone 4最终将会促进苹果的iPhone每季度销量突破1000万部的门槛。他表示今年9月苹果就会实现这一目标。之前,他认为,苹果实现这一目标要到明年3月份。上一季度,苹果的iPhone销量达到了875万部,这也是该手机上市以来季度销售的最佳成绩。

上述预测数字并不包括市场普遍预期的兼容Verizon网络的CDMA iPhone的销售。在Bloomberg报道说该手机将于明年1月上市后,有关该手机的传言再度兴起。Moskowitz指出,从目前所获信息来看,Verizon版iPhone手机最早将于明年上市。不过,摩根大通对此持谨慎观点。他说:“就Verizon而言,我们认为问题仍是相关的补贴问题。即便这不是什么问题,那么Verizon也会面临4G LTE网络建设的问题,目前该网络仍处于发展初期。预计,美国28座主要城市要到明年中期才具备开通这种网络的能力。”

Moskowitz 认为:“尽管iPad上市时间不长,但随着暑期销售季节的来临,iPad的销售可能会更加火爆。之前,摩根大通认为,iPad上市后并不会引起消费者的注意,在今后具备更多功能后才会畅销。但摩根大通现在认为,苹果在今年第二季度将可以售出380万部iPad,2011财年将会售出2150万部 iPad。”他说:“预计,iPad将是今年暑期最为畅销的商品。尽管有一些新产品会陆续上市,但是并不会影响iPad的销售。与iPhone一样,iPad充分体现了苹果面向消费者发布无可比拟技术体验的能力。”

Moskowitz 最后表示,受iPad畅销效应的影响,Mac电脑近期的销售可能也会增加。摩根大通把当季Mac电脑的销量从之前预期的311万台,下调至305万台,把 2011财年Mac电脑的销量从之前预期的1595万台,下调至1559万台。不过,Moskowitz同时指出,Mac电脑在海外仍有巨大商机。他说,随着时间的推移,苹果应该可以进一步渗透到国际市场,即便苹果在全球市场的份额只有其美国市场份额的一半,那么营收也会达到数十亿美元。
 
 
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文章评论

吾邻高手
Re: 苹果股价受iPhone及iPad助推年内有望涨5成
apple创意已经衰竭,这在走微软的路

2010-07-02 10:41:01 | 引用
Untitled
小心,富士康涨工资 从900到2000,最后成本到iphone

2010-07-02 10:46:42 | 引用
ranchgirl
Keymaker
评论
富士康的代工成本只占售价的极低百分点(网上可查到)。另一方面,苹果不可能同意吸收富士康的全部成本增加。这是代工业的规则。实际上,有其他代工业者在撬富士康的墙角,抢苹果的单子。

2010-07-02 15:36:55 | 引用
Untitled
iPhone 4 has signal issue tho!

Hope they can fix it from software update,

Otherwise, it will be really fun ...

2010-07-02 18:10:23 | 引用
Spocky
cindycai
Re: 苹果股价受iPhone及iPad助推年内有望涨5成
It's been fixed.

2010-07-05 09:30:54 | 引用
Re: 苹果股价受iPhone及iPad助推年内有望涨5成
'苹果股价受iPhone及iPad助推年内有望涨5成'

Really? I am ready to short this sucker all the way...
1. Ixxx sucks
2 Its a fashion product, just like other fashion product clothing, toy, and so on. It comes fast and gone in no time.
3. Doesn't matter how do you slice it, it is an overpriced stock, it is riding on the fashion, not on it products. Remember 'Pet rock' in the 70' or 'Power ranger' in the 90' where are they now?

This is 7th years of Apple product cycle, its perfect time to short this sucker!

Do not invest base on this post, totally personal opinion, I don't know Apple stock at all.

2010-07-06 12:47:00 | 引用
BigDog
BigDog
Re: 苹果股价受iPhone及iPad助推年内有望涨5成
cindycai _BBCODE_WROTE:
It's been fixed.


No, signal issue still there, they just change the way its phone's calculates the strength of the signal.

'No signal, no problem, all we need to do is recalculate the bars...'

2010-07-06 12:50:07 | 引用
Re: 蘋果股價受iPhone及iPad助推年內有望漲5成
BigDog _BBCODE_WROTE:
'蘋果股價受iPhone及iPad助推年內有望漲5成'

Really? I am ready to short this sucker all the way...
1. Ixxx sucks
2 Its a fashion product, just like other fashion product clothing, toy, and so on. It comes fast and gone in no time.
3. Doesn't matter how do you slice it, it is an overpriced stock, it is riding on the fashion, not on it products. Remember 'Pet rock' in the 70' or 'Power ranger' in the 90' where are they now?

This is 7th years of Apple product cycle, its perfect time to short this sucker!

Do not invest base on this post, totally personal opinion, I don't know Apple stock at all.



I think it's going to have a jump after the release of the global sales number just like iPad and the first iPhone.
However, over time 滷蛋我個人認為他並無法維持高價位 cuz like u said it's overpriced.

2010-07-06 13:46:30 | 引用
滷蛋
Spocky
Untitled
can't agree with BigDog and strew egg anymore...

It's really overprice. I don't know apple that much; however, they are only selling hardware. There are no service at all. Any other company who has better idea can take the leading role at any time. All they need is a better idea.

Grow 50% by the end of the year is a bit too much...... 248 today, 372 by the end of this year?

Wow~~ 50% is a little bit tooooo much..

2010-07-06 23:27:28 | 引用
Untitled
就怕老乔突然挂了

2010-07-07 06:00:49 | 引用
北京原住民
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