$QCOM

QCOM

QUALCOMM Incorporated

本窗口内的全部观点与内容

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10-01
Parkev Tatevosian, CFA发布 2026-10-01
《4 Surprisingly Cheap Semiconductor Stocks to Buy Now in October (2026)》
$QCOM看涨
QCOM 是具吸引力的买入标的,具备显著上行潜力;合理价值估计为 268 美元,对比当前 204 美元。

如果你想到的是博通、Marvell、高通、Nvidia、AMD 和 Apple 这类公司,所有这些公司至少有一部分产品依赖台积电。

If you are thinking of companies like Broadcom, Marvell, Qualcomm, Nvidia, AMD, and Apple, all of these companies rely on TSMC for at least some of their products.

最后但同样重要的是高通,这是一家不太知名的半导体公司,我认为投资者会想要关注它。高通尚未在字面意义上从事人工智能业务,但它正在创造新产品,而这些产品已经有客户在等待收货。这些客户都是大型公司,包括 Meta Platforms 和 Amazon,它们已与高通签署协议。

Last but not least, there is Qualcomm, a lesser-known semiconductor company that I think investors will want to pay attention to. Qualcomm is not yet working in artificial intelligence in the literal sense, but it is creating new products that already have customers waiting to receive them.

These customers are huge companies, including Meta Platforms and Amazon, which have signed agreements with Qualcomm.

更早的记录
09-26
The Motley Fool发布 2026-09-26
《Meta’s New AI Agent Could Send These 3 Stocks Soaring》
$QCOM看涨
QCOM 的看多逻辑基于其成功向物联网和数据中心多元化拓展,并得到 Meta CPU 合作以及上调的非手机业务收入目标的支持。

第三只股票,正如你猜到的,是半导体领域的另一家参与者。这家公司规模略小。它不在市值一万亿美元的公司之列,但它是 Qualcomm,其股票代码是 QCOM。

And stock number three will be, as you guessed, another player in the semiconductor field. This company is slightly smaller. It is not among the companies with a market capitalization of one trillion dollars, but it will be Qualcomm, and its stock market symbol is QCOM.

Qualcomm 现在以其“Snapdragon”芯片闻名,这些通常是用于智能手机的芯片。但最近,在过去一两年里,他们实际上已开始越来越多地将业务多元化到汽车市场、物联网(IoT)市场——我认为这对这一波人工智能至关重要——电脑市场,而现在他们甚至开始进入数据中心市场。

Qualcomm is now famous for its " Snapdragon" chips, which are typically the chips used in smartphones. But recently, in the last year or two, they have actually started to increasingly diversify their business into the automotive market, the Internet of Things ( IoT) market, which I think will be crucial to this wave of artificial intelligence , the computer market, and now they are even starting to enter the data center market.

他说在等
Qualcomm 数据中心 CPU 的发布
该 CPU 于 2027 年末或 2028 年发布,且 Meta 采购相关产品
2027 年末至 2028 年Qualcomm 财报电话会议与产品公告
支持看涨逻辑;若发布延迟或 Meta 未按计划采购,则削弱该逻辑
Meta 已推出产品的持续表现与销售情况
Meta 持续表现良好并实现产品销售
持续进行Meta 的产品发布与销售报告
支持看涨逻辑;若 Meta 未能成功将 AI 带给消费者,则削弱该逻辑
09-24
Schwab Network发布 2026-09-24
《Qualcomm (QCOM) CFO & COO on Snapdragon Chips, Agentic AI & Future Beyond AAPL》
$QCOM看涨
高通在数据中心和汽车领域的多元化布局将抵消苹果相关收入的下降,到FY2027非手机业务收入占比将超过50%。

高通正在举办其年度骁龙大会,与此同时公司正进一步向AI驱动的个人电脑、汽车领域和数据中心扩张。高通今年的主题围绕“智能体AI”这一概念展开,即从单纯的应用转向理解用户意图。

Qualcomm is launching its annual Snapdragon conference as the company expands further into AI-powered personal computers, the automotive sector, and data centers. Qualcomm's theme for this year revolves around the concept of "agent AI" that moves from mere applications to understanding user intentions.

他说在等
非手机业务收入占比
超过总收入的50%
2027财年财报
若实现则支撑看涨逻辑;若无法抵消Apple相关损失则削弱该逻辑
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