Apple Analyst Turns Focus To 'Apple Intelligence,' Chinese Market Share Ahead Of Q3 Earnings
Apple Analyst Turns Focus To 'Apple Intelligence,' Chinese Market Share Ahead Of Q3 Earnings
Apple impressed analysts with its June announcement of "Apple Intelligence," an AI-powered addition to the Cupertino, California-based company's software. A report on Sunday revealed that Apple will not ship its first Phone 16s, likely to be released this fall, with AI features. Instead, it will gradually roll out the features as the technology becomes more stable.Shares of Apple Inc (NASDAQ:AAPL), the largest company in the world, have seen an impressive year-to-date performance up over 16%. One analyst highlighted matters to look out for ahead of its third-quarter earnings report on August 1.
全球最大的公司苹果公司（NASDAQ：AAPL）的股票表现可圈可点，自年初以来上涨超过16%。一位分析师在8月1日发布的第三季度收益报告之前强调了需要注意的问题。
The Apple Analyst: Bank of America analyst Wamsi Mohan reiterated a Buy rating for Apple in a note published Monday (July 29); the price target remained at $256.
苹果分析师：美国银行的分析师Wamsi Mohan在7月29日星期一发表的一份报告中重申了对苹果的买入评级；目标价仍然为256美元。
Apple Takeaways: Mohan predicts third-quarter revenue of $84.5 billion and EPS of $1.35. This is slightly higher than Wall Street estimates of $84.4 billion and $1.34 respectively. However, the analyst believes investors will closely watch management commentary on artificial intelligence (AI), Chinese market share and services revenue.
苹果的要点：Mohan预测第三季度营业收入为845亿美元，每股收益为1.35美元。这略高于华尔街对应的预期值：844亿美元和1.34美元。然而，该分析师认为，投资者将密切关注有关人工智能（AI）、中国市场份额和服务业营收的管理评论。
Apple impressed analysts with its June announcement of "Apple Intelligence," an AI-powered addition to the Cupertino, California-based company's software. A report on Sunday revealed that Apple will not ship its first Phone 16s, likely to be released this fall, with AI features. Instead, it will gradually roll out the features as the technology becomes more stable.
苹果公司在六月份宣布 "苹果智能"，这是一款由人工智能提供支持的新功能，令分析师印象深刻。周日的一份报告显示，苹果将不会为其即将推出的第16代手机添加AI功能。相反，随着技术变得更加稳定，它将逐步推出这些功能。
Mohan sees AI as a top-line revenue driver.
Mohan认为，AI是一种顶线收入驱动器。
"We see pent-up demand and a meaningful number of older iPhones in the installed base, and the new AI features should help drive an upgrade cycle," the analyst said.
"我们看到有积压的需求和大量较老的iPhone设备安装在基础设施中，而新的AI功能应该有助于推动升级周期，" 该分析师表示。
Mohan kept fiscal year 2025 revenue estimates largely unchanged while increasing 2026 estimates. The analyst expects an average sales price increase.
Mohan将2025财年的营收预测基本保持不变，同时增加了2026年的预测。该分析师预计平均销售价格会上升。
"We expect this iPhone cycle to remain strong for longer as AI feature sets (software and possibly hardware) improve in the C25 iPhone (iPhone 17). Given the staggered rollout of Apple Intelligence across regions, we expect the U.S. to be the first to upgrade and then EU/China to follow later in the cycle."
"我们预计这款iPhone将保持较长的较强周期，因为AI功能集（软件和可能的硬件）在C25 iPhone（iPhone 17）中不断改进。鉴于Apple Intelligence在各个地区的分步推出，我们预计美国将首先进行升级，然后是欧盟/中国在稍晚的周期内进行升级。"
The analyst expects an upside in 2025 for new iPads, Macs and wearables after weaker spending cycles.
该分析师预计在较弱的支出周期之后，新款iPad、Mac和可穿戴设备在2025年会有上涨。
Price Action: Shares of Apple were trading roughly even on Monday at $217.61, up 0.30%.
价格行为：苹果的股票价格在周一基本持平，为217.61美元，上涨0.30%。
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Photo: shutterstock