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大行評級丨德銀:下調高通評級至“持有” 目標價下調至120美元
格隆匯 08-04 11:03
格隆匯8月4日丨德意志銀行分析師Ross Seymore將高通的評級從“買入”下調至“持有”,將目標價從130美元下調至120美元。分析師指出,雖然我們仍然認為週期性反彈是時間問題,而不是是否會發生的問題,但高通在其手機部門繼續面臨的逆風持續時間正在導致結構性問題上升。他補充稱,對公司增長潛力的信心仍將受到挑戰,擔憂手機廠商蘋果和華為可能會在各自的智能手機中使用內部調制解調器而取代高通。
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