研报掘金|中金:维持高通“跑赢行业”评级 首财季业绩超预期

格隆汇资讯
10 Feb

中金发表报告指,高通首财季业绩超预期,关注端侧AI催化。展望第二财季,公司指引收入103亿至112亿美元,中值按年增长14%,按季则跌8%,其中QCT业务收入89亿至95亿美元,QTL业务收入12.5亿至14.5亿美元,NonGAAP每股盈利预计为2.7至2.9美元。 考虑到高通高端手机芯片的强劲需求和在大客户三星份额的提升,中金分别上调高通2025财年收入和Non-GAAP净利润预测2%至434...

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