Apple iPhone To Fuel 96% Of 2025 Revenue, Analyst Says: A Safer Bet Than AI-Heavy Amazon, Alphabet, Microsoft, Meta?
Apple iPhone To Fuel 96% Of 2025 Revenue, Analyst Says: A Safer Bet Than AI-Heavy Amazon, Alphabet, Microsoft, Meta?
蘋果iPhone將在2025年的營業收入中佔據96%，分析師表示：相比於AI重度依賴的亞馬遜、Alphabet、微軟、Meta，這是個更安全的選擇嗎？
Needham analyst Laura Martin reiterated a buy rating on Apple Inc (NASDAQ:AAPL) and a $260 price target.
Needham分析師Laura Martin重申了對蘋果公司（納斯達克:AAPL）的買入評級，目標股價爲260美元。
The price target is based on a Discounted Cash Flow (DCF) where Martin used a cash tax rate of 15%, a weighted average cost of capital (WACC) of 8.8%, and a long-term nominal GDP growth rate of 2%.
這一價格目標是基於貼現現金流量（DCF），Martin使用了15%的現金稅率，8.8%的加權平均成本資本（WACC），以及長期名義GDP增長率爲2%。
Martin projects that Apple's up-selling of devices, including wearables, accessories, iPads, Macs, and Vision Pro, will represent about $97 billion of revenue in fiscal 2025.
Martin預計，蘋果的設備升級，包括可穿戴設備、配件、iPad、Mac和Vision Pro，將在2025財年貢獻約970億美元的營業收入。
Assuming 50%- 80% churn out implies that an additional 50%- 80% of $97 billion of revenue is dependent on the iPhone, which would add an incremental 12% %- 19%. In...
假設50%-80%的流失意味着970億美元營...
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