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
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.
全球最大的公司蘋果公司（NASDAQ：AAPL）的股票表現可圈可點，自年初以來上漲超過16%。一位分析師在8月1日發佈的第三季度收益報告之前強調了需要注意的問題。
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.
蘋果分析師：美國銀行的分析師Wamsi Mohan在7月29日星期一發表的一份報告中重申了對蘋果的買入評級；目標價仍然爲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.
蘋果的要點：Mohan預測第三季度營業收入爲845億美元，每股收益爲1.35美元。這略高於華爾街對應的預期值：844億美元和1.34美元。然而，該分析師認爲，投資者將密切關注有關人工智能（AI）、中國市場份額和服務業營收的管理評論。
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.
蘋果公司在六月份宣佈 "蘋果智能"，這是一款由人工智能提供支持的新功能，令分析師印象深刻。週日的一份報告顯示，蘋果將不會爲其即將推出的第16代手機添加AI功能。相反，隨着技術變得更加穩定，它將逐步推出這些功能。
Mohan sees AI as a top-line revenue driver.
Mohan認爲，AI是一種頂線收入驅動器。
"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.
"我們看到有積壓的需求和大量較老的iPhone設備安裝在基礎設施中，而新的AI功能應該有助於推動升級週期，" 該分析師表示。
Mohan kept fiscal year 2025 revenue estimates largely unchanged while increasing 2026 estimates. The analyst expects an average sales price increase.
Mohan將2025財年的營收預測基本保持不變，同時增加了2026年的預測。該分析師預計平均銷售價格會上升。
"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."
"我們預計這款iPhone將保持較長的較強週期，因爲AI功能集（軟件和可能的硬件）在C25 iPhone（iPhone 17）中不斷改進。鑑於Apple Intelligence在各個地區的分步推出，我們預計美國將首先進行升級，然後是歐盟/中國在稍晚的週期內進行升級。"
The analyst expects an upside in 2025 for new iPads, Macs and wearables after weaker spending cycles.
該分析師預計在較弱的支出週期之後，新款iPad、Mac和可穿戴設備在2025年會有上漲。
Price Action: Shares of Apple were trading roughly even on Monday at $217.61, up 0.30%.
價格行爲：蘋果的股票價格在週一基本持平，爲217.61美元，上漲0.30%。
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Photo: Shutterstock
Photo: shutterstock