遇龙
2017-01-26
$高通(QCOM)$你没得救了，净利润下降54%，比所有分析师预计的都高，要大跌了……
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1006
2017-01-26
1006
你财务有没有过关呀？下面营收已经把类似跟苹果打官司的10亿这些官司列为可能的损失，作为营运成本了一次性扣除了。也就是说第一季度高通的报表就会非常好看了，这些损失已经在第四季度全部扣除了。
1006
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遇龙
:
你认真看一下2016和2015同期net income为什么大减一半？你有没有看到净收入里面具体成分是什么？他预计提是去年同期的一倍多，这些钱如果扣除后，实际上比2015年同期是增收的。你要先分析清楚是什么原因导致收益下滑，如果是经营管理或者市场原因那就要清仓走人了，如果是官司赔偿等短期突发原因，公司经营管理没有受到影响，那就继续拿着。全球被控垄断正好说明高通在通讯领域专利壁垒有多恐怖了。
遇龙
:
财报好看？你看晚上跌几个点就知道了
乔治_7
2017-01-26
乔治_7
加上那个kftc的 实际上超预期了
遇龙
:
那个也是必要支出，不能算进去的。所以今天还是跌
什么也没有了～
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