BUZZ-摩根大通将高通下调至 "中性 "评级,因内存方面的不利因素,股价下跌

路透中文
Yesterday
BUZZ-<a href="https://laohu8.com/S/JPM">摩根大通</a>将<a href="https://laohu8.com/S/QCOM">高通</a>下调至 "中性 "评级,因内存方面的不利因素,股价下跌

4月16日 -

** 高通QCOM.O股价盘前下跌 1.4% 至 131.24 美元

** 摩根大通将芯片制造商的评级从 "增持 "下调至 "中性",并将该股列入 "负面催化剂观察名单"。

** 将目标股价从 185 美元下调至 140 美元,但仍意味着较上一交易日收盘价有 5.2% 的上涨空间

** 摩根大通:"虽然我们预计苹果将凭借有利的内存使用权一枝独秀,但我们认为更广泛的智能手机和物联网市场的挑战将渗透到高通公司" - 摩根大通

** 券商预计该公司在数据中心处理单元方面将面临激烈竞争,因为英伟达NVDA.OArmARM.O已经处于领先地位。

** 40位分析师的平均评级为 "持有";他们的预测中值为153.72美元--数据由LSEG编制

** 截至上次收盘,股价已累计下跌 22.2

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