大摩:苹果AR产品将成焦点,上调目标价至200美元

大摩:苹果(AAPL.US)AR产品将成焦点,上调目标价至200美元
智通财经APP获悉,摩根士丹利分析师Katy Huberty将苹果 (NASDAQ:AAPL)的目标股价从164美元上调至200美元,并保持对苹果股票的“增持”评级。虽然对进入2022年的IT硬件持谨慎态度,但Huberty认为,苹果应该会从“安全投资转移”中受益,尤其是随着苹果明年即将推出AR/VR产品,新产品类别的优势将被定价。Huberty补充称,短期内,iPhone供应和App Store均将出乎意料地增长,这推高了她对12月当季的预测。
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