09/12/2024, 12:47 PM UTC
苹果：预定量数据将很快告诉我们真相Apple: The Pre-Order Data Will Tell Us The Truth Soon
1、苹果第三季度收入和每股收益超出预期，得益于地理扩张和创纪录的服务收入。2、苹果智能功能引入可能推动未来iPhone升级，但移动运营商升级率下降构成长期风险。3、作者的DCF估值表明AAPL估值合理，防止了‘卖出’评级，但也不支持‘买入’评级。1. Apple's Q3 revenue and EPS exceeded expectations, driven by geographic expansion and record services revenue. 2. The introduction of Apple Intelligence features could drive future iPhone upgrades, but declining mobile carrier upgrade rates pose a long-term risk. 3. The author's DCF valuation suggests AAPL is fairly valued, preventing a 'Sell' rating but not justifying a 'Buy' rating.
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