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大行评级丨KeyBanc:下调高通评级至“中性” 边缘人工智能市场尚未实现有意义的增长

KeyBanc downgraded qualcomm's rating to 'Neutral', as the edge ai market has not yet realized meaningful growth.

Gelonghui Finance ·  Oct 8 22:38  · Ratings

格隆汇October 8th | KeyBanc downgraded Qualcomm's rating from "shareholding" to "neutral." The firm stated that Qualcomm, a key player in edge ai markets such as PCs and smart phones, has not seen meaningful growth, and is expected to not benefit significantly from the upgrade cycle of devices. In addition, the firm expects that Qualcomm's key customer Apple will shift to internal modems in the coming years.

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