Qualcomm Tshuag tuaj yeem nce hauv 2023. JP Morgan Cites 3 Vim Li Cas.

Ntawv loj

JP Morgan kwv yees Qualcomm, tus tsim cov txheej txheem txawb thiab 5G wireless chips, yog thawj zaug rau kev rov qab los rau xyoo tom ntej.

Hnub Wednesday, tus kws tshuaj ntsuam Samik Chatterjee tau lees paub nws qhov hnyav hnyav ntawm Qualcomm Tshuag (ticker:

QCOM

) nrog rau $185 tus nqi phiaj.

Qualcomm cov tub ua lag luam muaj lub xyoo nyuaj. Kev faib tawm yog nqis 32% xyoo rau hnub tim tom qab ntau qhov kev pom zoo txiav. Tsis ntev los no nyob rau lub Kaum Ib Hlis nws kwv yees tsawg dua cov nyiaj tau los tshaj qhov xav tau rau lub Kaum Ob Hlis lub quarter, hais txog "kev xav tau sai sai" rau cov xov tooj smartphones.

Tab sis Chatterjee ntseeg tias muaj peb qhov laj thawj uas Qualcomm sib koom ua tau zoo dua hauv 2023.

1. "Kev ruaj ntseg ntawm lub lag luam smartphone" - Tus kws tshuaj ntsuam xav tias yuav rov qab los hauv Suav teb xav tau raws li lub tebchaws Esxias pib txo qis Covid txwv thiab rov qhib kev lag luam.

2. "Kev caij tsheb kauj vab dhau los ntawm kev zom cov khoom lag luam siab tshaj plaws" - Chatterjee tsis xav tias cov teeb meem ntawm cov khoom lag luam chips ntawm cov neeg tsim khoom lag luam yuav ua phem dua li lub Kaum Ob Hlis lub quarter tam sim no.

3. "Kev muaj peev xwm rov ua dua tshiab"-Thaum Qualcomm cov neeg siv khoom tau txais kev cia siab ntau ntxiv txog kev txhim kho kev thov, thiab lub tuam txhab rov qab mus rau lub quarter-on-quarter kev loj hlob los ntawm lub quarter thib ob ntawm 2023, nws cia siab tias yuav pom ntau xaj rau lub tuam txhab chips.

Qualcomm Tshuag tau nce 1% rau $ 124.87 hauv kev lag luam hnub Wednesday.

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Tus Kws Tshaj Lij Ntawv Xov Xwm

Tus Kws Tawm Tswv Yim Txhua Hnub

Kev sau ntawm peb cov dab neeg sab saum toj txij hnub, xa tawm txhua yav tsaus ntuj. Nyob rau saum cov xov xwm pab tswv yim kawg, cov lus tshaj tawm hauv zej zog, thiab cov tswv yim los ntawm cov thawj coj hauv kev lag luam.

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Chatterjee kuj tau sau tseg Qualcomm qhov kev ntsuas ntawm 11 npaug ntawm 12 lub hlis tom ntej cov nyiaj tau los ntawm ib feem yog qhov qis dua ntawm cov khoom lag luam chip 16 npaug ntawm keeb kwm nruab nrab.

"Qualcomm shares tau ua lag luam zoo hauv qab lawv cov txiaj ntsig nruab nrab ntev ntev, txawm tias cov nyiaj tau los tsawg tsawg hauv lub sijhawm ze thiab lub peev xwm rau cov nyiaj khwv tau los nyob rau lub sijhawm nruab nrab," nws sau.

Sau ntawv rau Tae Kim ntawm [email tiv thaiv]