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大行評級|花旗:上調高通目標價至8.04美元 維持“中性”評級
花旗發表報吿指,高通發佈良好的業績及指引,主要受手機市場補充庫存帶動,但相信由人工智能推動的手機提升週期不會在今年出現,將高通目標價由160美元上調至170美元,但維持“中性”評級。高通第二季度銷售額93.9億美元,按季跌5%,高於市場及該行預期,毛利率56.6%,按季跌32基點,符合市場預期。該行將本財年收入預測由377億美元上調至380億美元,每股盈利預測由7.84美元上調至8.04美元,至於2025及2026年度預測則維持不變。
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