大行评级丨美银:上调高通目标价至195美元,维持“跑输大市”评级

中金财经
Yesterday

  美银将高通的目标价从165美元上调至195美元,但6月24日的投资者日之前,维持“跑输大市”评级。在即将举行的投资者日上,高通预计将阐述其战略转型方向——从过度依赖手机业务,转向涵盖边缘运算、汽车、物联网(IoT)及数据中心应用的更广泛AI运算平台。   

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