一周三利空！连遭降级后，苹果又面临反垄断诉讼威胁

华尔街见闻2024-01-06

媒体称，美国司法部可能最快今年上半年对苹果提起一项大范围反垄断诉讼，针对苹果保护iPhone垄断地位的策略。本周稍早，因担忧iPhone需求前景，三日内苹果被两家机构下调股票评级。屋漏偏逢连夜雨，一再遭投行降级的苹果又碰上新的利空消息。美东时间1月5日周五媒体报道，知情者透露，美国司法部对苹果的一项调查已经处于收尾阶段，司法部可能最快2024年上半年，对苹果提起一项大范围的反垄断诉讼，针对苹果保护...

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老曹_7141
2024-01-06
老曹_7141
美国一周三个利空，中国一天就是三个利空

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After being downgraded, Apple faces the threat of antitrust litigation","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/23e607e393925807188efa3b6f9684cc","symbols_score_info":{"AAPL":1},"content_text":"媒体称，美国司法部可能最快今年上半年对苹果提起一项大范围反垄断诉讼，针对苹果保护iPhone垄断地位的策略。本周稍早，因担忧iPhone需求前景，三日内苹果被两家机构下调股票评级。屋漏偏逢连夜雨，一再遭投行降级的苹果又碰上新的利空消息。美东时间1月5日周五媒体报道，知情者透露，美国司法部对苹果的一项调查已经处于收尾阶段，司法部可能最快2024年上半年，对苹果提起一项大范围的反垄断诉讼，针对苹果保护iPhone垄断地位的策略。知情者称，司法部上述调查的重点是，苹果怎样利用对硬软件的控制，增加消费者改用其他公司设备的难度，以及增加对手和苹果产品竞争的难度。司法部调查了苹果的智能手表Apple Watch相比其他手机品牌怎样更适配iPhone，以及苹果怎样防止其他金融公司提供类似iPhone支付系统的服务。传出苹果接近面临反垄断诉讼的消息后，周五午盘本已转涨的苹果股价再度盘中转跌，尾盘刷新日低时，日内跌近1%，最终连续五个交易日收跌，创11月6日以来收盘新低。这是本周苹果再次传出iPhone的不利消息。此前三天左右时间内，已有两家华尔街机构因iPhone的前景担忧而下调苹果的股票评级。华尔街见闻此前提到，本周二，苹果股价创将近五个月来最大日跌幅，盘中跌超4%，收跌约3.6%。当天股价重挫的元凶是巴克莱调降苹果评级的报告。巴克莱的报告将苹果的股票评级从持有下调至低配，这是该行2019年来首次对苹果降至这一评级。同时，这些分析师还将苹果的目标价从161美元小幅下调至160美元，较上个交易日上周五的收盘价低约17%，意味着巴克莱预计，未来一年内苹果的股价将在上周五基础上跌去约17%。除了iPhone业绩继续疲软，巴克莱的报告还预计，苹果的服务业务增长加速放缓，监管风险加大，生态系统的回报递减，并警告，苹果股票的估值高，估值倍数扩张时业绩却持续疲软，股价上涨不可持续。本周四，因为认为宏观环境疲软将抑制iPhone的需求，Piper Sandler的首席分析师Harsh Kumar又在报告中将苹果的评级从超配下调至中性。不过，Piper Sandler给出目标价205美元，较周三的收盘价高约11%，意味着苹果的股价还有11%上涨空间。据媒体汇编的数据，进入2024年，苹果已经成为看涨建议最少的大型科技股。Piper Sandler下调评级后，看好苹果的分析师比例创三年来新低。过去四个季度中，苹果是唯一一家营收出现萎缩的大型科技股。据媒体汇编的分析师平均预期显示，华尔街目前预计苹果2024 财年的营收增长率仅为 3.6%，利润增长率为 7.9%。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":260145186275480,"gmtCreate":1704522142060,"gmtModify":1704522143540,"author":{"id":"4109540438411710","authorId":"4109540438411710","name":"老曹_7141","avatar":"https://static.tigerbbs.com/8a60a2d82718af6d2f175e4618074c04","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4109540438411710","authorIdStr":"4109540438411710"},"htmlText":"美国一周三个利空，中国一天就是三个利空","listText":"美国一周三个利空，中国一天就是三个利空","text":"美国一周三个利空，中国一天就是三个利空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260145186275480","repostId":2401591071,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":4,"commentSize":1,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2401591071"}