瑞银：高通(QCOM.US)Q2业绩料符合预期但指引或疲弱

智通财经2025-04-23

智通财经APP获悉，高通(QCOM.US)将于美东时间4月30日美股盘后公布2025财年第二财季业绩。瑞银表示，高通可能会公布与预期相符的第二财季业绩，但鉴于该公司面临的不确定性，其业绩指引可能会较为疲弱。瑞银分析师在一份报告中表示：“我们预计，高通的业绩将与预期一致，但鉴于关税和宏观不利因素将影响全球智能手机需求，我们预计该公司对截至6月的第三财季的指引将低于典型的季节性水平，即环比下降低个位数...

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href=http://www.zhitongcaijing.com/content/detail/1282879.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，高通(QCOM.US)将于美东时间4月30日美股盘后公布2025财年第二财季业绩。瑞银表示，高通可能会公布与预期相符的第二财季业绩，但鉴于该公司面临的不确定性，其业绩指引可能会较为疲弱。瑞银分析师在一份报告中表示：“我们预计，高通的业绩将与预期一致，但鉴于关税和宏观不利因素将影响全球智能手机需求，我们预计该公司对截至6月的第三财季的指引将低于典型的季节性水平，即环比下降低个位数...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1282879.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999015986.USD","symbol_name":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) 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X产品销量“显著放缓”，加之AMD和英特尔产品竞争力增强，因此高通在该市场取得实质进展可能还需“相当长的时间”。分析师总结道：“总的来说，我们仍然持观望态度，因为在手机业务下滑的情况下，高通的边缘业务在很长一段时间内仍难以对冲其损失。同时，考虑到高通约66%的营收来自中国，手机业务还面临关税相关不确定性的影响。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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瑞银：高通(QCOM.US)Q2业绩料符合预期 但指引或疲弱

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瑞银：高通(QCOM.US)Q2业绩料符合预期但指引或疲弱