iPhone需求持續強勁,而且供不應求

In Market Shorts
December 10, 2021
近期Apple股價漲勢再起,12月9日盤中觸及歷史新高,主要因華爾街券商Wedbush分析師Dan Ives發表樂觀報告,指iPhone需求強勁且供不應求,並強調蘋果已擺脫供應短缺問題。MarketWatch、《Barron’s》報導,Ives出具研究報告,維持過去3年給予蘋果股票的「優於大盤」(outperform)評級,並將目標價維持在200美元,理由是iPhone 13需求強勁,以及AR/VR裝置蓄勢待發。Ives表示,雖然媒體焦點集中在供應短缺問題上,但根據該行調查Apple Store、供應鏈資料和iPhone訂單延遲,證實了該行的樂觀觀點,即目前全球iPhone 13需求量較供應量高出約1,000萬台。Ives估計,即使面臨晶片短缺和供應鏈瓶頸,蘋果在年底耶誕旺季仍有望銷售超過4,000萬台iPhone。

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