KeyBanc因智能手机市场形势恶化下调Skyworks评级

路透中文
Jul 14
BUZZ-KeyBanc因智能手机市场形势恶化下调Skyworks评级

7月14日 - ** KeyBanc 将芯片制造商 Skyworks Solutions SWKS.O 的评级从“超配”下调至“行业权重”

** 该行表示智能手机市场“持续恶化”,各细分领域及智能手机制造商(包括苹果 AAPL.O、三星 005930.KS 以及中国手机厂商)均面临出货量削减

** “我们了解到,内存制造商计划明年将面向智能手机市场的配额削减20%,以便更好地满足数据中心的需求”——该券商表示

** 覆盖该股的25位分析师平均评级为“持有”;目标价中位数为75美元——数据由LSEG汇编

** 截至上一交易日收盘,SWKS今年累计下跌约8%

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