BofA Says These 4 Companies Could Benefit From The Next Apple Product Cycle
BofA Says These 4 Companies Could Benefit From The Next Apple Product Cycle
Apple Inc. (NASDAQ:AAPL) recently released a list of its top suppliers for materials, manufacturing and assembly of its products which showed that China remains a key manufacturing base and India is ramping up production as well.
蘋果公司（納斯達克股票代碼：AAPL）最近發佈了其材料、製造和產品組裝的主要供應商名單，該清單顯示，中國仍然是重要的製造基地，印度也在提高產量。
Why It Matters:
它爲何重要：
BofA Securities released a research note based on the list of Apple's suppliers which named companies that could potentially benefit from an Apple product cycle.
美銀證券根據蘋果供應商名單發佈了一份研究報告，其中列出了可能從蘋果產品週期中受益的公司。
BofA named electronics manufacturers Jabil, Inc. (NYSE:JBL) and Flex, Ltd. (NASDAQ:FLEX) as potential beneficiaries and noted Apple accounted for 17% of Jabil's revenue in 2023.
美國銀行將電子製造商捷普公司（紐約證券交易所代碼：JBL）和偉創力（納斯達克股票代碼：FLEX）列爲潛在受益者，並指出蘋果佔捷普2023年收入的17％。
Amphenol Corporation (NYSE:APH) provides connectors and antennas for the iPhone, and BofA estimates Apple accounts for single-digit revenue at Amphenol. BofA also noted glass maker Corning Incorporated (NYSE:GLW) remained on Apple's 2023 supplier list.
安費諾公司（紐約證券交易所代碼：APH）爲iPhone提供連接器和天線，美國銀行估計，蘋果在安費諾的收入爲個位數。美國銀行還指出，玻璃製造商康寧公司（紐約證券交易所代碼：GLW）仍在蘋果的2023年供應商名單上。
Related News: Apple And Tesla 'Only Two Companies Able To Thread The Needle In Terms Of China-US', Says Top Analyst After Tim Cook And Elon Musk's Recent China Visits
相關新聞：蒂姆·庫克和埃隆·馬斯克最近訪問中國後，頂級分析師表示，蘋果和特斯拉 “只有兩家公司能夠在中美方面取得平衡”
The firm maintained its Buy rating on Apple with a $225 price target highlighting higher growth in Services revenue and continuing capital returns. BofA also expects a strong iPhone upgrade cycle in 2025 driven by the need for the latest hardware in order to enable generative-AI features.
該公司維持對蘋果的買入評級，目標股價爲225美元，這凸顯了服務收入的更高增長和持續的資本回報。美銀還預計，2025年iPhone的升級週期將強勁，這要歸因於對最新硬件的需求以啓用生成人工智能功能。
AAPL, JBL, FLEX, APH, GLW Price Action: According to Benzinga Pro, Apple shares are up 3.24% at $174.75, Jabil shares are down 0.66% at $117.49, Flex shares are up 0.16% at $29.02, Amphenol shares are up 0.86% at $121.53 and Corning shares are up 0.85% at $31.60 at the time of publication Monday.
AAPL、JBL、FLEX、APH、GLW價格走勢：根據Benzinga Pro的數據，蘋果股價上漲3.24％，至174.75美元；捷普股價下跌0.66％，至117.49美元；偉創力股價上漲0.16％，至29.02美元；安費諾股價上漲0.86％，至121.53美元；康寧股價上漲0.85％，至31.60美元。
Image: Courtesy of Apple, Inc.
圖片：由蘋果公司提供
譯文內容由第三人軟體翻譯。