BofA Says These 4 Companies Could Benefit From The Next Apple Product Cycle
BofA Says These 4 Companies Could Benefit From The Next Apple Product Cycle
Apple Inc. (NASDAQ:AAPL) recently released a list of its top suppliers for materials, manufacturing and assembly of its products which showed that China remains a key manufacturing base and India is ramping up production as well.
苹果公司（纳斯达克股票代码：AAPL）最近发布了其材料、制造和产品组装的主要供应商名单，该清单显示，中国仍然是重要的制造基地，印度也在提高产量。
Why It Matters:
它为何重要：
BofA Securities released a research note based on the list of Apple's suppliers which named companies that could potentially benefit from an Apple product cycle.
美银证券根据苹果供应商名单发布了一份研究报告，其中列出了可能从苹果产品周期中受益的公司。
BofA named electronics manufacturers Jabil, Inc. (NYSE:JBL) and Flex, Ltd. (NASDAQ:FLEX) as potential beneficiaries and noted Apple accounted for 17% of Jabil's revenue in 2023.
美国银行将电子制造商捷普公司（纽约证券交易所代码：JBL）和伟创力（纳斯达克股票代码：FLEX）列为潜在受益者，并指出苹果占捷普2023年收入的17％。
Amphenol Corporation (NYSE:APH) provides connectors and antennas for the iPhone, and BofA estimates Apple accounts for single-digit revenue at Amphenol. BofA also noted glass maker Corning Incorporated (NYSE:GLW) remained on Apple's 2023 supplier list.
安费诺公司（纽约证券交易所代码：APH）为iPhone提供连接器和天线，美国银行估计，苹果在安费诺的收入为个位数。美国银行还指出，玻璃制造商康宁公司（纽约证券交易所代码：GLW）仍在苹果的2023年供应商名单上。
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The firm maintained its Buy rating on Apple with a $225 price target highlighting higher growth in Services revenue and continuing capital returns. BofA also expects a strong iPhone upgrade cycle in 2025 driven by the need for the latest hardware in order to enable generative-AI features.
该公司维持对苹果的买入评级，目标股价为225美元，这凸显了服务收入的更高增长和持续的资本回报。美银还预计，2025年iPhone的升级周期将强劲，这要归因于对最新硬件的需求以启用生成人工智能功能。
AAPL, JBL, FLEX, APH, GLW Price Action: According to Benzinga Pro, Apple shares are up 3.24% at $174.75, Jabil shares are down 0.66% at $117.49, Flex shares are up 0.16% at $29.02, Amphenol shares are up 0.86% at $121.53 and Corning shares are up 0.85% at $31.60 at the time of publication Monday.
AAPL、JBL、FLEX、APH、GLW价格走势：根据Benzinga Pro的数据，苹果股价上涨3.24％，至174.75美元；捷普股价下跌0.66％，至117.49美元；伟创力股价上涨0.16％，至29.02美元；安费诺股价上涨0.86％，至121.53美元；康宁股价上涨0.85％，至31.60美元。
Image: Courtesy of Apple, Inc.
图片：由苹果公司提供