《大行報告》美銀證券升高通(QCOM.US)目標價至173美元 料首財季業績穩健
美銀證券發表評級報告,料高通(QCOM.US)首財季業績穩健,受惠Android手機需求持續改善、渠道庫存較佳。管理層指,經過數個疲軟的季度後,留意到Android智能手機環境穩定下來,並相信手機鏡頭需求於首季保持強勁。隨著渠道庫存較佳和手機鏡頭銷售在另一個季度復甦,料技術授權(QTL)業務按季升約11%至14億元,支撐整體業績,又預計邊緣人工智慧是首季的集中關注,並相信公司在手機鏡頭內容上升,而擁有重要增長機會。該行將其目標價由145美元上調至173美元,維持其評級為「買入」。
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