IBhanki yotyalo-mali: IPropaganda ye-Super 12 ye-Super Cycle iyinyani

Uhlalutyo lwebhanki ye-Wedbush umhlalutyi uDaniel Ives ngoMvulo (wama-25) ulindele ukuba i-Apple izakubhengeza ukuthunyelwa okumangalisayo kwe-iPhone kunye nemfuno eyomeleleyo yaseTshayina, ke ixabiso ekujoliswe kulo ngu-Apple lenyuswe laya kwi-US $ 175 ngesabelo ngasinye.

Uhlalutyo lwebhanki ye-Wedbush umhlalutyi uDaniel Ives ukhuphe ingxelo yophando kubatyali mali ngoMvulo, ebhala ukuba ingxelo eyomeleleyo yomvuzo iza kuqinisekisa ukuba "ukunyuselwa komjikelo we-iPhone 12 kuye kwaba yinyani."

IWall Street okwangoku iqikelela ukuba iApple iyakuthengisa ii-iPhones ezizizigidi ezingama-220 ngo-2021, kodwa uDaniel Ives uxela kwangaphambili ukuba intengiso ka-Apple kulo nyaka kulindeleke ukuba idlule kwii-iPhones ezizizigidi ezingama-240. Ngokukodwa, kunokubakho irekhodi elimangalisayo lokuthengisa kwezigidi ezingama-250 ze-iPhones. Ukubetha ngokulula irekhodi lokuthengisa eliphakamileyo leeyunithi ezingama-231 ezihlelwe ngo-2015.

UDaniel Ives uqikelela ukuba malunga ne-20% ye-iPhone iyonke yokuphucula ibango iya kuvela e-China. I-China inamandla amakhulu. Lo mkhwa ulindelwe ukuba uqhubeke kude kube yi-2021.

Ngokufanayo, abahlalutyi kwibhanki yotyalo-mali uCowen bakholelwa ukuba i-China yindawo eqaqambileyo yentengiso ye-Apple. Idatha yakutshanje yeCAICT ibonisa ukuba iApple ithengise ii-iPhones ezizizigidi ezi-6 e-China ngoDisemba kunyaka ophelileyo, kunye nesabelo sentengiso esimalunga ne-20%, eyeyona irekhodi ilungileyo lika-Apple kwiminyaka emininzi.

UDaniel Ives uphakamise ixabiso ekujoliswe kulo ngu-Apple ukusuka kwi-US $ 160 eyadlulayo kwisabelo ngasinye ukuya kwi-US $ 175 ngesabelo ngasinye, eyi-25% ephezulu kunexabiso lokuvala le-US $ 139.07 ngesabelo ngasinye ngoLwesihlanu ophelileyo, kwaye ugcina isitokhwe se-Apple "sokugqitha". Ukuqiniswa yingxelo ye-Wedbush ye-bullish, ixabiso lesabelo lika-Apple lenyuka ngaphezulu kwe-2.77% ngoMvulo ukuya kwi- $ 142.92 ngesabelo ngasinye, irekhodi eliphezulu.

UDaniel Ives ukholelwa ukuba xa iApple iqhubeka nenqanaba layo lokuthengisa nge-iPhone, ixabiso lentengiso lika-Apple linokugqitha kwi-3 yezigidi zeedola kulo nyaka. U-Apple kulindeleke ukuba abhengeze iziphumo zakhe zamvanje zezemali ngoLwesithathu (27th) ixesha laseMpuma (Lwesine, ixesha leTaipei).