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股价回调不合理！知名科技分析师Dan Ives力挺苹果，维持“跑赢大盘”评级
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27中全面落地。分析师强调，对首席执行官库克和苹果而言，真正的重头戏在于为开发者和消费者构建一个完整、可持续的AI平台，而这一布局将在2026年全面开花结果。</p><p>基于上述判断，韦德布什维持对苹果的“跑赢大盘”评级，并给予350美元的目标价。</p><p>在更深入的分析中，韦德布什也承认，市场对苹果AI前景“心有余悸”并非毫无依据。过去一年，苹果在AI领域的推进节奏和对外沟通确实多次引发质疑。但分析师指出，近期的一系列进展正在扭转这一局面，包括与<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOG.US,GOOGL.US)达成的合作协议，以及引入新的外部高管力量，都显示出苹果管理层已清楚认识到，全新Siri必须成功，且不容再犯错误。</p><p>韦德布什进一步表示，去年的AI“失误”反而为2026年Siri AI平台的正式亮相创造了更大的想象空间。当前华尔街明显低估了这一平台对苹果长期叙事的意义。分析师直言，市场“房间里的大象”依旧是苹果尚未完全显现的AI战略，但考虑到苹果拥有全球最大的消费级生态系统，约25亿台活跃iOS设备和15亿部iPhone，现在正是苹果全面加速AI布局的最佳时机。</p><p>在商业化层面，韦德布什认为，随着AI战略在2026年逐步兑现，其变现潜力有望在未来数年为苹果股价贡献每股75至100美元的增量价值。分析师总结称，一旦AI故事真正展开，市场对苹果的重新定价空间仍然相当可观。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n股价回调不合理！知名科技分析师Dan Ives力挺苹果，维持“跑赢大盘”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-17 23:02 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1405816.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月17日，苹果公司周二成为华尔街关注焦点。韦德布什证券发布最新研报指出，近期苹果股价的回调“并不合理”，并认为2026年将是苹果真正树立人工智能(AI)旗帜的关键一年。韦德布什分析师、科技板块知名多头Dan Ives领衔的研究团队在报告中表示，过去几周苹果股价走弱，主要源于市场担忧部分备受期待的AI功能，尤其是与Siri相关的AI升级，可能出现延迟。在过去一年里，投资者对苹果在AI战略上的“反复...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1405816.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY 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27中全面落地。分析师强调，对首席执行官库克和苹果而言，真正的重头戏在于为开发者和消费者构建一个完整、可持续的AI平台，而这一布局将在2026年全面开花结果。基于上述判断，韦德布什维持对苹果的“跑赢大盘”评级，并给予350美元的目标价。在更深入的分析中，韦德布什也承认，市场对苹果AI前景“心有余悸”并非毫无依据。过去一年，苹果在AI领域的推进节奏和对外沟通确实多次引发质疑。但分析师指出，近期的一系列进展正在扭转这一局面，包括与谷歌(GOOG.US,GOOGL.US)达成的合作协议，以及引入新的外部高管力量，都显示出苹果管理层已清楚认识到，全新Siri必须成功，且不容再犯错误。韦德布什进一步表示，去年的AI“失误”反而为2026年Siri AI平台的正式亮相创造了更大的想象空间。当前华尔街明显低估了这一平台对苹果长期叙事的意义。分析师直言，市场“房间里的大象”依旧是苹果尚未完全显现的AI战略，但考虑到苹果拥有全球最大的消费级生态系统，约25亿台活跃iOS设备和15亿部iPhone，现在正是苹果全面加速AI布局的最佳时机。在商业化层面，韦德布什认为，随着AI战略在2026年逐步兑现，其变现潜力有望在未来数年为苹果股价贡献每股75至100美元的增量价值。分析师总结称，一旦AI故事真正展开，市场对苹果的重新定价空间仍然相当可观。","news_type":1,"symbols_score_info":{"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":1,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/533943769592968"}
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