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《大行報告》大摩升高通(QCOM.US)目標價至158美元 評級「與大市同步」
阿思達克 01-30 11:23
摩根士丹利發表報告,指基於市場對人工智能的熱情及智能手機行業廣泛復甦,上調對高通目標價,由132美元上調至158美元,維持「與大市同步」投資評級。 該行表示,高通上季業績指引高於預期,並預期5G部門及內容增長。該行認為,高通的展望正開始改善,受益於庫存清理及來自中國品牌的需求強勁。公司預測今年手機銷量及內容增長分別為8%至12%,以及10%,當中對人工智能手機的熱度於指引中反映。但該行預期高通今年的智能手機相關收入僅溫和增長,基於三星市佔流失及華為競爭帶來的逆風。 對於截至去年12月底止季度,該行料高通智能手機部分季節性地強勁,部分抵銷物聯網及汽車業務疲弱。
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