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《熱門族群》蘋果財報甜,大立光領概念股反攻 @ 2013-07-24T11: Back Hot News
Keyword:蘋果
Concept:盈利勝預期 , 蘋果公司第三財季業績
蘋果第三季營收353億美元,略優於預期,受助於iPhone銷售強勁。蘋果在盤後交
蘋果將於23日發布上季數字及本季展望,法人預估,蘋果對本季展望應偏於保守,但毛利率不會再往下走,新產品也尚未露臉,目前看來蘋果財報沒有令人驚喜的消息。但若未來新產品如平價版IPHONE和平板電腦銷售優於預期,可望帶動蘋果概念股業績跳升,重回盤面主流。
摩根士丹利分析師賀柏蒂認為,蘋果上季財報可能優於預期,但本季財測將不如預估,因該公司推出新產品前的財測都較保守。展望下半年,瑞士信貸分析師賈爾洽說,蘋果將推出新款IPHONE和平價IPHONE等新產品,業績可望持續成長。
第一上海證券首席策略師葉尚志指,除了諾基亞業績遜於預期,手機市場亦趨向飽和,手機股板塊缺乏催化劑,令相關股份借消息下挫。但葉氏強調,瑞聲及舜宇走勢並未明顯轉壞,投資者可再觀察一段時間,待蘋果下周二(23日)公布季績後,再伺機考慮買入。
野村證券指出,台積電第3季業績成長率雖低於預期,但仍看好先進制程領導地位,以及對蘋果的市占率持續提升,維持「買進」評等;但因庫存疑慮導致今年EPS下修,目標價由130元調降至123元。

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