SemiVoice

seekingalpha

03/18/2025, 05:01 AM UTC

尽管人工智能增长故事存疑，但我仍提高高通的目标价Qualcomm: Raising My Price Target Despite The AI Growth Story In Question

1、维持对QCOM的买入评级，尽管近期表现不佳和稳定的收益增长，但股价显著低估；2、高通2025财年第一季度业绩强劲，得益于QCT组合的强劲回报，物联网和汽车部门增长显著；3、风险包括竞争、与华为的不确定性以及不断上升的制造成本可能带来的潜在利润率压力。

1. Maintain a buy rating on QCOM, considering shares significantly undervalued despite recent underperformance and solid earnings growth; 2. Qualcomm's Q1 FY 2025 results were strong, driven by robust returns from its QCT portfolio, with notable growth in IoT and automotive segments; 3. Risks include competition, uncertainties with Huawei, and potential margin pressures from rising manufacturing costs.

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