[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio6851e80a":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio6851e80a","Q2业绩释放两大利好信号-高通(QCOM)盘后一度大上涨15%","\u002Fdoc\u002Fdcio6851e80a","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，高通(QCOM)周三盘后股价一度大涨逾15%，此前公司在公布季度业绩时释放两大利好信号，即数据中心业务取得进展，以及中国智能手机市场有望在第三季度触底、随后恢复环比增长，提振投资者信心。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">高通表示，一家头部超大规模云服务运营商预计将在今年晚些时候开始采用其芯片产品，标志着公司进军数据中心市场取得关键突破。市场认为，这也是高通切入目前由英伟达(NVDA)主导的AI基础设施增长赛道的重要进展。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">高通首席执行官Cristiano Amon表示，公司正在应对“充满挑战的存储环境”，但在数据中心市场的推进令人鼓舞。去年，高通已推出对标英伟达数据中心芯片的产品，首个客户将是沙特政府支持的AI初创公司Humain。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">除数据中心业务进展外，高通还预计，中国智能手机行业将在第三季度触底，并于随后一个季度恢复环比增长。中国是高通最大的市场之一，这一判断被视为公司手机业务前景改善的重要积极信号。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">受AI电脑相关需求推动，存储芯片供应紧张此前迫使部分高通客户减少智能手机产量，进而压制了其芯片需求。市场原本担忧这一压力持续拖累业绩。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">财报显示，高通预计截至6月的第三财季营收将在92亿至100亿美元之间，即便指引上限仍低于分析师平均预期的102亿美元，但市场显然更关注复苏信号本身。公司预计当季经调整每股收益为2.10至2.30美元，也低于市场预期的2.38美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过，公司第二财季财报数据超市场预期。剔除部分项目后，每股收益为2.65美元，高于分析师预计的2.55美元；营收同比下降3%至约106亿美元，与市场预期基本一致。分业务来看，高通手机相关收入为60亿美元，大致符合预期；物联网业务营收17.3亿美元；汽车业务营收13.3亿美元。市场认为，汽车与物联网业务继续支撑其多元化战略。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">为进一步提振投资者信心，高通还宣布最高200亿美元股票回购计划。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">高通近年来持续推动降低对手机市场依赖，加速布局汽车芯片、物联网及数据中心市场，但此前尚未真正分享到数据中心繁荣红利。此次管理层确认头部客户即将采用其芯片，被视为商业化验证的重要一步。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得注意的是，高通股价在财报发布前今年累计下跌约8.5%，是半导体相关股票中表现最弱个股之一。此次盘后大涨也被市场视作对估值修复的回应。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]