目标价升至350美元!Wedbush坚信苹果(AAPL.US)明年将迎AI元年、iPhone 17销售爆发
AppleApple(US:AAPL) 智通财经网·2025-12-08 13:08

Core Viewpoint - Wedbush raised Apple's (AAPL.US) target price from $320 to $350, maintaining an "Outperform" rating, citing 2026 as a pivotal year for Apple's AI initiatives and strong iPhone 17 sales momentum [1][2] Group 1: Target Price and Market Performance - The target price increase to $350 is based on expectations that 2026 will mark Apple's significant entry into the AI revolution [1] - iPhone 17 sales are expected to continue strong through the end of the year, with notable performance in the Chinese market [1] - Apple's Q4 2025 performance is projected to exceed Wall Street expectations, bolstered by the upcoming holiday shopping season [1] Group 2: AI Strategy and Leadership Changes - Apple is developing a comprehensive AI strategy, with new leadership indicating a strategic shift [1] - The appointment of Amar Subramanya, an AI researcher from Microsoft, is seen as a timely move to enhance Apple's AI strategy [2] - The company is preparing for the mid-2026 launch of an AI version of Siri, indicating a significant adjustment in its AI approach [3] Group 3: Market Perception and Investment Potential - Analysts believe that the market has not yet factored in the "AI premium" into Apple's valuation, making it an attractive investment opportunity for the end of the year and into 2026 [2]

目标价升至350美元!Wedbush坚信苹果(AAPL.US)明年将迎AI元年、iPhone 17销售爆发 - Reportify