花旗发表研报指，高通3月份季度指引逊预期，公司归因于手机制造商面临DRAM存储器零件供应不足的问题，尤其是在中国低端安卓市场。该行预期高通QCT手机业务的销售将持续按季下跌至9月份季度，因存储器供应限制、季节性因素以及苹果将调制解调器芯片内判。 基于下调手机销售预测，该行将2026及2027财年的每股盈利预测分别下调13%与12%，目标价由180美元降至140美元，维持“中性”评级。
花旗发表研报指，高通3月份季度指引逊预期，公司归因于手机制造商面临DRAM存储器零件供应不足的问题，尤其是在中国低端安卓市场。该行预期高通QCT手机业务的销售将持续按季下跌至9月份季度，因存储器供应限制、季节性因素以及苹果将调制解调器芯片内判。 基于下调手机销售预测，该行将2026及2027财年的每股盈利预测分别下调13%与12%，目标价由180美元降至140美元，维持“中性”评级。
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