苹果股价面临压力，投资者对iPhone销量和AI前景存疑_老虎社区_美港股上老虎

苹果股价面临压力，投资者对iPhone销量和AI前景存疑

智通财经2025-01-24

1月24日，随着苹果即将发布财报，越来越多的投资者开始押注其股价下跌。据道琼斯市场数据显示，截至12月，约有1.57亿股苹果股票（占流通股的1%）被卖空，这是自2020年8月以来的最高水平，当时2.2%的流通股被卖空。而相比之下，标普500指数的平均卖空比例为2.8%，是自2020年10月以来的最高水平。尽管苹果股票在去年表现强劲，2025年却不尽如人意。今年以来，苹果股价已下跌约10%。多个因素...

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href=http://www.zhitongcaijing.com/content/detail/1243060.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月24日，随着苹果即将发布财报，越来越多的投资者开始押注其股价下跌。据道琼斯市场数据显示，截至12月，约有1.57亿股苹果股票（占流通股的1%）被卖空，这是自2020年8月以来的最高水平，当时2.2%的流通股被卖空。而相比之下，标普500指数的平均卖空比例为2.8%，是自2020年10月以来的最高水平。尽管苹果股票在去年表现强劲，2025年却不尽如人意。今年以来，苹果股价已下跌约10%。多个因素...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1243060.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0256863811.USD","symbol_name":"ALLIANZ US EQUITY \"A\" 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Prospects","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c7c0664cf0f5fbec3a7ca3b247d1a7ed","symbols_score_info":{"MACW.SI":0.6},"content_text":"1月24日，随着苹果即将发布财报，越来越多的投资者开始押注其股价下跌。据道琼斯市场数据显示，截至12月，约有1.57亿股苹果股票（占流通股的1%）被卖空，这是自2020年8月以来的最高水平，当时2.2%的流通股被卖空。而相比之下，标普500指数的平均卖空比例为2.8%，是自2020年10月以来的最高水平。尽管苹果股票在去年表现强劲，2025年却不尽如人意。今年以来，苹果股价已下跌约10%。多个因素导致了这一趋势。研究公司Canalys本月发布的数据显示，2024年苹果iPhone在中国的出货量下滑，使其市场份额跌至第三位，次于Vivo和华为。本周一，Jefferies分析师Edison Lee将苹果股票评级从“持有”下调至“跑输大盘”，并将目标价从211.84美元下调至200.75美元。他在研究报告中指出，“对iPhone需求疲软的担忧已成现实。”此外，他认为消费者对智能手机的生成式人工智能升级并不感兴趣，这可能对苹果即将发布的财务指引不利。苹果的AI软件“Apple Intelligence”也未达到公司预期。今年6月的全球开发者大会上宣布的这一功能，直到10月才在美国市场推出，其全球推广速度缓慢。Lee及其他华尔街分析师担忧，“Apple Intelligence”短期内不足以提振iPhone销量。UBS分析师David Vogt在1月初也下调了iPhone销量预期。他们给予苹果股票“中性”评级，目标价为236美元。分析师在研究报告中引用了《权力的游戏》中的经典台词：“冬天来了”，以形容苹果当前的困境。不过，苹果的股价仍可能反弹。如果苹果在1月30日发布的12月季度财报显示强劲的需求，股价或有上涨空间。然而，当前苹果的市盈率为未来12个月预期收益的29.3倍，这意味着其财报表现需远超市场预期才能支撑高估值。尽管如此，许多分析师仍对苹果的未来持乐观态度。在FactSet调查的51位分析师中，32位建议“买入”，14位建议“持有”，5位建议“卖出”。Wedbush分析师Dan Ives给予苹果股票“跑赢大盘”评级，目标价为325美元，较周三223.83美元的收盘价有45%的上涨空间。他在报告中表示，市场对苹果的“恐慌和悲观情绪过于夸张”。“是的，苹果股价相较历史标准确实昂贵，但过去四年未升级的3亿台iPhone显示，公司正处于一个大规模、多年的升级周期的早期阶段。”Evercore ISI分析师Amit Daryanani也将苹果评为“跑赢大盘”，目标价为250美元。他在1月17日的报告中写道，对即将发布的财报持乐观态度，并预计iPhone销量可能在整个财年持续改善。他补充说，“投资者对iPhone 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