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《大行報告》花旗上調高通(QCOM.US)目標價至132美元 評級「中性」
花旗發表研究報告指,隨着手機領域的低迷蔓延到物聯網領域,高通(QCOM.US)公佈了低迷並低於市場預期的業績。監於庫存增加和經濟衰退,該行預計手機和物聯網業務將在未來幾個季度繼續調整。由於經濟衰退和蘋果轉向使用內部調制解調器,重申對高通的「中性」評級,目標價由105美元上調至132美元。 報告引述高通管理層表示,集團指引2023財年第二季的收入將按季跌16%至91億美元,由於收入較低,季內每股盈利料爲1.69美元,遠低於市場預期的1.86美元。該行下調集團的2023財年收入預測,由371億美元下調至365.6億美元,每股盈測由7.24美元降至7.16美元;2024財年的收入和每股盈利預測分別爲375億美元和7.63美元,2025財年則分別爲390億美元和7.95美元。
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