<p>富国银行给予苹果公司（AAPL，金融类）“增持” 评级，并设定 300 美元的目标价，称中国市场对 iPhone 的需求正在快速增长。该股的交易价格约为 273.40 美元，使公司的市值接近 4.04 万亿美元。</p>
<p>根据中国信息通信研究院的数据，非中国品牌手机的出货量是衡量 iPhone 表现的一个良好指标，去年同月相比，11 月份的出货量增长了 128%，达到了 693 万部。尽管中国的总出口仅增长了 2%，但该公司的市场份额在同期内从 10.6% 上升至 22.4%。</p>
<p>中国品牌手机的出货量下降了 13%，这表明即使中国市场放缓，苹果在高端市场仍然保持强劲。</p>
<p>苹果仍然面临全球监管调查。意大利反垄断委员会因其运营 App Store 的方式对该公司处以 9860 万欧元（1.155 亿美元）的罚款。日本的新移动软件竞争法也将迫使苹果允许其他公司在其平台上销售和分发应用。</p>
<p>杰富瑞维持 “持有” 评级，并将目标价上调至 283.36 美元。摩根士丹利维持 “增持” 评级，并将其预测提高至 315 美元。分析师认为，苹果在 iPhone 上的持续成功将帮助公司应对法律和财务限制，顺利迈向 2026 年。</p>

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<p>富国银行重申了对苹果公司（AAPL）的增持评级，目标价为 300 美元，原因是中国市场对 iPhone 的需求激增。非中国品牌手机的出货量同比增长了 128%，使苹果的市场份额从 10.6% 提升至 22.4%。尽管中国品牌手机的出货量有所下降，苹果在高端市场依然表现强劲。杰富瑞和摩根士丹利的分析师也调整了他们的评级和目标价，反映出对苹果在应对监管挑战和维持到 2026 年增长能力的信心</p>

<p>Wells Fargo gave Apple Inc. (AAPL, Financials) an Overweight rating and a $300 price target, saying that demand for iPhones in China is growing faster. Shares sold for roughly $273.40, which gave the business a market value of nearly $4.04 trillion.</p>
<div class="lb-trans"><p>富国银行给予苹果公司（AAPL，金融类）“增持” 评级，并设定 300 美元的目标价，称中国市场对 iPhone 的需求正在快速增长。该股的交易价格约为 273.40 美元，使公司的市值接近 4.04 万亿美元。</p>
</div><p>According to the China Academy of Information &amp; Communications Technology, shipments of non-Chinese branded phones, which are a good way to measure how well the iPhone is doing, jumped 128% from the same month last year to 6.93 million units in November. The company's market share climbed from 10.6% to 22.4% in the same time period last year, even though total exports in China only grew by 2%.</p>
<div class="lb-trans"><p>根据中国信息通信研究院的数据，非中国品牌手机的出货量是衡量 iPhone 表现的一个良好指标，去年同月相比，11 月份的出货量增长了 128%，达到了 693 万部。尽管中国的总出口仅增长了 2%，但该公司的市场份额在同期内从 10.6% 上升至 22.4%。</p>
</div><p>Shipments of Chinese-branded phones fell by 13%, showing that Apple is still strong in the high-end market even if the Chinese market is slowing down.</p>
<div class="lb-trans"><p>中国品牌手机的出货量下降了 13%，这表明即使中国市场放缓，苹果在高端市场仍然保持强劲。</p>
</div><p>Apple is still under worldwide regulatory investigation. The Italian antitrust commission penalized the business 98.6 million ($115.5 million) for how it runs the App Store. Japan's new Mobile Software Competition Act will also make Apple let other companies sell and distribute apps on its platform.</p>
<div class="lb-trans"><p>苹果仍然面临全球监管调查。意大利反垄断委员会因其运营 App Store 的方式对该公司处以 9860 万欧元（1.155 亿美元）的罚款。日本的新移动软件竞争法也将迫使苹果允许其他公司在其平台上销售和分发应用。</p>
</div><p>Jefferies kept its Hold rating and lifted its goal to $283.36. Morgan Stanley kept its Overweight rating and boosted its projection to $315. Analysts think that Apple's continued success with the iPhone will help the company deal with legal and financial constraints as it heads into 2026.</p>
<div class="lb-trans"><p>杰富瑞维持 “持有” 评级，并将目标价上调至 283.36 美元。摩根士丹利维持 “增持” 评级，并将其预测提高至 315 美元。分析师认为，苹果在 iPhone 上的持续成功将帮助公司应对法律和财务限制，顺利迈向 2026 年。</p>
</div>

Wells Fargo Reaffirms Overweight on Apple as China iPhone Sales Surge

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富国银行重申对苹果的增持评级，因为中国市场的 iPhone 销量激增