智通财经APP获悉，花旗发布研报，将恩智浦(NXPI.US)评级上调至“买入”，目标价从210美元上调至290美元。竞争对手亚德诺(ADI.US)最近的财报表明模拟芯片市场“即将”复苏。
花旗分析师Christopher Danely表示：“亚德诺称模拟终端市场将复苏，随后我们将恩智浦评级从中性上调至买入，因为我们相信模拟芯片市场复苏即将到来，每家模拟芯片公司都会感受到这一点，因为它们的销售额已从峰值下降了约30%。”
分析师补充道：“虽然我们认为汽车终端市场仍有下行空间，但工业终端市场的复苏应该会部分抵消这一影响。考虑到过去6个月普遍预期下降了约30%，大部分下行空间都已被消化，因此，我们预计，随着预期上调，恩智浦的市盈率将上升。”
截至发稿，恩智浦盘前涨3.88%，报255.10美元。
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