[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio787897a0":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio787897a0","双重利空压顶！高盛、Bernstein集体看淡高通(QCOM)：苹果份额流失+手机需求疲软-回购与AI难撑股价","\u002Fdoc\u002Fdcio787897a0","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，近日，高盛、Bernstein接连发表研报，看淡高通(QCOM)增长前景，称智能手机疲软与苹果(AAPL)订单流失可能对该公司构成潜在风险。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">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。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca 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