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大行評級|美銀:上調高通目標價至180美元 長期推動力仍然穩固
格隆匯 05-07 16:28
美銀證券上調高通目標價,由173美元上調至180美元,維持“買入”評級。該行指,高通手機芯片業務強勁主要由中國市場上半年按年四成增長所推動,相信中國市場復甦的大部分已經實現。基於正常的季節性因素及欠缺旗艦機推出,預期手機芯片增長趨勢在第三季放緩。其後業績指引改善由汽車及物聯網推動。該行認為,縱使該股短期催化劑有限,長期推動力仍然穩固,包括今年持續復甦的全球手機市場,以及人工智能趨勢對手機需求與產品售價的長期正面影響。計算機亦為另一推動力,料公司明年推出支援微軟系統的芯片。此外,公司亦計劃把工業方案由微控制器轉型至高端計算及連接方案。
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