双重利空压顶！高盛、Bernstein集体看淡高通：苹果份额流失+手机需求疲软回购与AI难撑股价

智通财经04-02

近日，高盛、Bernstein接连发表研报，看淡高通(QCOM.US)增长前景，称智能手机疲软与苹果(AAPL.US)订单流失可能对该公司构成潜在风险。高盛分析师James Schneider首次覆盖高通，给予“中性”评级，目标价为135美元。该分析师指出，高通正依托自身知识产权拓展汽车、个人电脑及数据中心等关联市场，以此推进营收多元化布局。但高盛同时认为，包括苹果在内的核心智能手机客户份额流失，...

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Goldman Sachs, Bernstein Collectively Bearish on Qualcomm (QCOM.US): Apple Share Loss + Weak Phone Demand Buyback and AI Hard to Support Stock Price","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/67244d08547b1ca4a5a2d15b3a3c0e47","symbols_score_info":{"QCMD":0.6,"AAPY":0.6,"APLY":0.6,"QCOM":1.98,"AAPX":0.6,"AAPU":0.6,"AAPD":0.6,"AAPW":0.6,"QCMU":0.6,"GSX":0.6,"MACW.SI":0.6,"AAPB":0.6,"QCML":0.6},"content_text":"近日，高盛、Bernstein接连发表研报，看淡高通(QCOM.US)增长前景，称智能手机疲软与苹果(AAPL.US)订单流失可能对该公司构成潜在风险。高盛分析师James Schneider首次覆盖高通，给予“中性”评级，目标价为135美元。该分析师指出，高通正依托自身知识产权拓展汽车、个人电脑及数据中心等关联市场，以此推进营收多元化布局。但高盛同时认为，包括苹果在内的核心智能手机客户份额流失，或将部分抵消上述布局成效，这一因素也将对高通基本面形成压制。早些时候，Bernstein已将高通评级从“跑赢大盘”下调至“与大盘持平”，目标价从175美元降至140美元。该机构表示，存储芯片相关成本压力加剧，价格上涨对全球智能手机出货量产生“显著负面影响”，且当前市场对高通的业绩一致预期“明显偏高”。Bernstein还称，即便有股票回购、数据中心业务布局等利好因素，也难以抵消智能手机需求疲软带来的冲击，同时提醒，高通与苹果的授权协议或在未来一年内到期，相关风险值得警惕。据了解，高通专注于无线通信核心技术的研发与商业化，业务涵盖3G、4G、5G连接技术，以及高性能低功耗计算、终端侧人工智能等领域。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2624755805","isCrawlerRequest":true}

双重利空压顶！高盛、Bernstein集体看淡高通：苹果份额流失+手机需求疲软 回购与AI难撑股价

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双重利空压顶！高盛、Bernstein集体看淡高通：苹果份额流失+手机需求疲软回购与AI难撑股价