在近期反弹和马斯克行动之后,市场聚焦苹果公司

在马斯克威胁要对苹果公司采取法律行动后,投资者正将注意力转向苹果公司。

AAPL – Daily Chart

AAPL -日线图

在苹果股价受到4月份低点的关税影响后,该公司的股价最近有所上涨。

在埃隆·马斯克威胁要对苹果公司采取法律行动后,投资者正将注意力转向苹果公司。在最近的社交媒体帖子中,马斯克表示,该公司违反了反垄断法,因为它的“行为方式使得除了OpenAI之外的任何人工智能公司都不可能在应用商店中排名第一”。

马斯克的最新目标将对苹果股价构成重大阻力,因为它可能会加强对该公司应用商店做法的监管审查。一场旷日持久的法庭之争也可能会对苹果的声誉造成损害,尤其是考虑到苹果目前正面临欧盟的罚款和美国的调查,这可能会打击投资者的信心。

马斯克的言论也可能损害苹果在人工智能领域的信誉。这一最新消息来得正是时候,因为华尔街分析师对苹果股票并不看好。对苹果股票的普遍看法仍是“适度买入”,但236美元的平均目标表明,该股较当前价格的上涨幅度不到3%。市场对特斯拉股票的普遍看法是,从现在开始,特斯拉股价将下跌13%左右。

针对苹果的诉讼也可能对特斯拉的股票造成负面影响,因为这表明特斯拉又一次偏离了公司的核心商业利益。

在最近接受CNBC采访时,Wedbush高级分析师丹·艾夫斯也称这是一个“非常令人头疼的问题”,他说,马斯克对ai和苹果的执着可能会让特斯拉的战略重点边缘化。

在过去两周发布业绩后,苹果股价一直走高。

该公司营收为940亿美元,每股收益为1.57美元,高于市场普遍预期的894亿美元和1.43美元。该公司46.5%的毛利率处于此前管理层指引的高端。

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