摩根士丹利发表报告指,尽管Arm营运开支扩张,预期授权和特许权使用费将支持9月底止第二季盈利。客制化芯片开发与核心事业增长的长期前景,支持该行认为该股呈具吸引力切入点的看法。该行维持予其“增持”评级,但由于对2027财年的预估有所变动,因此将目标价由180美元下调至171美元。
摩根士丹利发表报告指,尽管Arm营运开支扩张,预期授权和特许权使用费将支持9月底止第二季盈利。客制化芯片开发与核心事业增长的长期前景,支持该行认为该股呈具吸引力切入点的看法。该行维持予其“增持”评级,但由于对2027财年的预估有所变动,因此将目标价由180美元下调至171美元。
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