不要只盯着中国市场，3大因素将提振苹果iPhone销量

英为财情05-09

英为财情Investing.com – Evercore ISI分析师发布报告表示，尽管人们对iPhone增长潜力仍有担忧，惟三个关键因素将推动iPhone实现中位数增长。

报告提到，中国以外的新兴市场为苹果提供了宝贵的增长契机。报告着重强调了发展中国家对iPhone的青睐，这些国家的高端智慧手机市场在过去两年内已经翻了一番。若此趋势得以延续，有望为苹果iPhone的总潜在市场规模（TAM）带来显著增长。

此外，苹果(NASDAQ:AAPL)还具备提升iPhone平均销售价格（ASP）的能力，并能引导消费者购买价格更高的机型，如Pro和Pro Max，从而进一步促进收入增长。

同时，创新技术，尤其是人工智能功能的创新，可能会缩短iPhone的换机周期。目前，iPhone的更换周期大约是41个月。Evercore ISI估算，更换周期每缩短一个月，就能显著增加苹果的收入和每股收益。

Evercore表示：“我们相信，随着时间的推移，“支持人工智能”的iPhone有望成为新的增长催化剂。”

鉴于上述因素，Evercore ISI建议投资者不要低估iPhone的增长潜能，并维持苹果股票的“跑赢大市”评级及220美元的目标价格。

Evercore强调：“投资者不应忽视iPhone在未来五年内持续增长的能力。”

***

AI投资工具已上线，InvestingPro旗下AI选股工具ProPicks。

了解详情，请访问：https://cn.investing.com/pro/propicks

每天只要人民币2.1元，用优惠码CNNEWS1，价格再减10%。

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编译：刘川

英为财情Investing.com：YouTube频道@investingcomhk ； X账号@InvestingCN

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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