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FinGraph财经图集
@fingraph66
中文财经世界唯一一家每日图形化早晚专栏。电报频道: 更多内容(晚报、周末特辑、精选报告……)都在知识星球:
Joined December 2019
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FinGraph财经图集
@fingraph66
2026.08.11 12:40
杰富瑞将苹果评级由“持有”下调至“跑输大盘”,并把目标价从285.56美元降至263.66美元,较上周五313.33美元的收盘价低约16%;目前给予苹果卖出评级的机构增至六家,达到2012年以来最多。供应链调查显示,苹果因生产良率不足取消二十周年全玻璃iPhone,意味着未来提高售价和利润率将更依赖即将推出的折叠屏机型,但高昂的存储芯片成本可能使其只能成为小众产品。苹果的分析师共识评级已降至2019年以来最低,推荐买入的机构不足六成,反映零部件短缺、销售指引疲弱与估值压力正在同时削弱市场信心。 来源:Bloomberg
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