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瑞银表示,康卡斯特第二季度网络连接业务增长趋势或将放缓。

-- 瑞银周五发布的一份报告指出,尽管康卡斯特(Comcast,股票代码:CMCSA)第一季度业绩好于预期,但预计其第二季度网络连接状况将进一步恶化。 瑞银表示,由于宽带用户平均收入下降幅度更大、业务基数较高以及外汇利好因素消退,预计第二季度网络连接状况将进一步恶化。 该券商指出,尽管第一季度宽带用户流失减少和运营趋势趋于稳定,康卡斯特的战略转型已初见成效,但短期前景依然充满挑战。 瑞银补充道,管理层对包括合作在内的各种战略选择持开放态度,同时将继续专注于执行其独立战略。 瑞银维持对该股的“中性”评级,目标价为32美元。

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