美股详情

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高通

138.93

+1.591.16%

盘前：136.95-1.9800-1.43%06:58 EST

成交量：1,102.27万

成交额：15.28亿

市值：1,487.94亿

市盈率：28.36

高：139.94

开：137.10

低：136.50

收：137.34

52周最高：205.95

52周最低：120.80

股本：10.71亿

流通股本：10.71亿

量比：0.64

换手率：1.03%

股息：3.52

股息率：2.53%

每股收益(TTM):4.90

每股收益(LYR):5.01

净资产收益率：21.48%

总资产收益率：14.05%

市净率：6.45

市盈率(LYR):27.73

数据加载中...

总览公司新闻资讯公告

大摩：下调高通评级至“减持”

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存储芯片价格飙升引发消费电子股分化

全球芯片供应呈紧张态势或引发连锁反应

经济参考报

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21世纪经济报道

高通在印宣布流片2nm芯片，印度部长称下一目标是本地2nm晶圆厂

高通骁龙X2 Elite处理器基准测试：多个场景超越苹果M5

三星、海力士突改规则，硅谷巨头被迫“按月结账”？AI 正在制造一场新的硬件危机

三星代工设2纳米GAA订单量年增130%目标

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半导体新势力

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高通也被“卡脖子”了

观察：手机厂商如何穿越“存储芯片”超级周期？

AI芯片厂商集体被存储“卡住咽喉”

21世纪经济报道

内存短缺冲击消费电子供应链，高通降低业绩展望致股价暴跌8%

【2月6日】谷歌1850亿美元押注AI,辉达暂停新款GPU的发布......

全球内存陷入大缺货，高通、Arm齐发预警：芯片将挤压智能手机产能

华尔街见闻

高通Q2营收与盈利预测双双逊于预期，股价创逾九个月新低，现跌8.9%

深夜，暴跌！芯片巨头，利空突袭！

美银下调高通目标价至155美元

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10:00","pubTimestamp":1770429630,"startTime":"0","endTime":"0","summary":"高通公布了2026财年第一季度财务业绩。存储芯片短缺拖累展望未来，高通预计第二财季营收在102亿至110亿美元之间；调整后每股收益在2.45美元至2.65美元之间。高通高管在接受采访时表示，业绩指引不及预期的直接原因是全球存储芯片短缺。业绩公布后，高通盘后股价大跌近10%。作为高通最大的收入来源，Q1手机芯片业务营收为78.2亿美元，同比增长3%。此外，丰田全球最畅销车型RAV4也搭载了骁龙座舱平台。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020710081495403804&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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安蒙多次提到“豆包手机”","url":"https://stock-news.laohu8.com/highlight/detail?id=2609547182","media":"i黑马","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609547182?lang=zh_cn&edition=fundamental","pubTime":"2026-02-07 09:21","pubTimestamp":1770427271,"startTime":"0","endTime":"0","summary":"在最近召开的高通2026财年第一季度财报电话会议上，高通 CEO 安蒙谈到了一个正在快速升温的关键词——智能体 AI。他指出，随着 AI 正在成为新的用户界面，包括智能手机在内的终端设备正在向更主动，更具理解能力的个人 AI 伙伴演进。高通方面表示，骁龙移动平台在端测 AI 推理性能，能效连接与安全方面。正在为智能体 AI 的落地提供关键支撑，在产业各方的共同推动下。据说，豆包二代手机，可能在2026年中发布。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260207092324a4868556&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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16:57","pubTimestamp":1770368258,"startTime":"0","endTime":"0","summary":"【观察：手机厂商如何穿越“存储芯片”超级周期？】今年对智能手机厂商来说是极具挑战的一年，存储芯片的缺货逐渐蔓延着消费电子领域，这对全球电子产品供应链形成结构性冲击。也给手机厂商的出货量和成本控制带来极大的难度。手机芯片厂商高通日前发出预警，由于存储芯片出现缺货及涨价潮，推升手机厂商的成本压力，可能导致订单趋于保守。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202602063644158812.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602063644158812.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["SG9999015978.USD","IE00BK4W5L77.USD","LU0251132253.USD","LU0965509101.SGD","LU1989771016.USD","LU2089284900.SGD","LU1301847155.USD","LU2471134952.CNY","LU2023250843.SGD","LU2242649171.HKD","LU2083900584.USD","LU0345770308.USD","LU1791710582.SGD","AAPY","LU0784383803.USD","LU1066053197.SGD","IE00BK4W5M84.HKD","LU0784385840.USD","LU1989764748.USD","LU2430703178.SGD","LU0097036916.USD","LU0314106906.USD","LU1232071149.USD","LU0323591593.USD","LU1642822529.SGD","LU2065169927.USD","LU2458330169.SGD","BK4579","LU2505996509.AUD","LU1548497426.USD","BK4532","GB00BDT5M118.USD","IE0001KFT4U8.USD","IE0034235295.USD","LU0787776722.HKD","LU0661504455.SGD","HK0000320223.HKD","BK4512","LU2065171402.SGD","LU1366333091.USD","LU2168563687.JPY","LU1868837300.USD","SG9999017495.SGD","LU0868494708.USD","LU2552382132.HKD","LU0511384066.AUD","LU2023250504.SGD","LU0265550359.USD","LU1914381329.SGD","LU2456880835.USD","LU1674673691.USD","IE0009G5SDU7.USD","LU0640476718.USD","BK4585","LU1582987597.SGD","BK4575","BK4515","LU0949170426.SGD","LU2430703095.HKD","BK4566","LU1551013425.SGD","IE00B5949003.HKD","LU1066051225.USD","SG9999014880.SGD","LU2505996681.GBP","LU1935042991.SGD","BK4505","IE000ITXATA3.USD","LU0965509010.AUD","LU0494093205.USD","IE00BFSS8Q28.SGD","LU0053666078.USD","LU0345768740.USD","LU2592432038.USD","LU2191332357.HKD","LU1145028129.USD","LU0985320562.USD","IE00BJJMRX11.SGD","IE00BSNM7G36.USD","LU2237443622.USD","SG9999000418.SGD","LU0203201768.USD","LU0719512351.SGD","LU0868494617.USD","LU2347655073.USD","LU0882574139.USD","IE0004445015.USD","LU0149725797.USD","LU1127390331.HKD","LU0820562030.AUD","IE000YTNTUN2.SGD","LU0353189680.USD","IE00BDRTCR15.USD","LU1116320737.USD","IE0004445239.USD","LU2471134796.USD","LU2237438978.USD","LU1066051811.HKD","LU0170899867.USD","LU0444973449.USD","LU0889565833.HKD","LU2065171311.SGD","LU1868837136.USD","LU1069344957.HKD","LU0823434740.USD","HK0000914686.HKD","LU1046421795.USD","LU1732800096.USD","LU0320765059.SGD","LU0472753341.HKD","LU2213496289.HKD","LU2417539215.USD","LU0788109477.HKD","LU2092627202.USD","LU0215105999.USD","LU0096362180.USD","LU0689472784.USD","LU0444971666.USD","LU2065170008.USD","LU0234572021.USD","LU2271345857.HKD","LU1037948541.HKD","LU0724617625.USD","LU1804176565.USD","LU1839511570.USD","LU0964807845.USD","LU1934455863.HKD","AAPD","IE00BJLML261.HKD","LU2462157665.USD","IE00BJJMRY28.SGD","LU1035775433.USD","IE00BBT3K403.USD","LU2237443978.SGD","HK0000320264.USD","LU0823434583.USD","LU1720051108.HKD","LU0265550946.USD","LU0127658192.USD","IE00B7KXQ091.USD","LU2360032135.SGD","IE0034235303.USD","LU2111349929.HKD","SG9999015945.SGD","HK0000914660.USD","LU0345768153.USD","LU2750360641.GBP","LU0784384876.USD","LU1582986359.USD","LU1934455277.USD","LU2077746001.SGD","LU2125154935.USD","IE00BKDWB100.SGD","LU2168564495.EUR","LU2361044865.SGD","LU2860962120.EUR","IE0009356076.USD","BK4598","LU0267386448.USD","LU0957791311.USD","LU2420271590.USD","LU0079474960.USD","SG9999015986.USD","BK4592","BK4501","IE00B1BXHZ80.USD","MACW.SI","BK4507","LU2746668461.USD","IE00BWXC8680.SGD","SGXZ31699556.SGD","LU0109392836.USD","LU2250418816.HKD","LU0545039389.USD","LU2756315664.SGD","LU1791710400.SGD","SG9999014559.SGD","BK4559","HK0000306701.USD","BK4527","LU0124676726.USD","LU2125154778.USD","SG9999015952.SGD","LU0861579265.USD","IE00BZ1G4Q59.USD","IE00BLSP4239.USD","LU1244550221.USD","SG9999015358.SGD","LU1291159041.SGD","LU0726765562.USD","LU0056508442.USD","LU0077335932.USD","LU2360106780.USD","BK4571","IE00BJTD4N35.SGD","IE0005OL40V9.USD","LU2237443382.USD","BK4534","LU2054465674.USD","IE00BLSP4452.SGD","LU1935042488.USD","LU0314104364.USD","LU1242518857.USD","BK4170","LU0057025933.USD","LU0642271901.SGD","LU0354030438.USD","LU1814569148.SGD","LU0210536198.USD","LU2286300806.USD","LU1699723380.USD","LU0979878070.USD","LU0353189763.USD","LU2087625088.SGD","LU2133065610.SGD","LU2168564149.EUR","LU1974910355.USD","LU2237443549.SGD","LU0238689110.USD","LU1989772923.USD","SG9999014567.USD","SG9999018857.SGD","LU1582987324.SGD","LU0069063385.USD","IE00BN8TJ469.HKD","IE00BFSS7M15.SGD","IE00BJTD4V19.USD","LU0256863902.USD","IE00BKVL7J92.USD","LU1935043536.SGD","SG999900223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集体被存储“卡住咽喉”","url":"https://stock-news.laohu8.com/highlight/detail?id=2609532759","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609532759?lang=zh_cn&edition=fundamental","pubTime":"2026-02-06 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09:06","pubTimestamp":1770339986,"startTime":"0","endTime":"0","summary":"芯片巨头高通的股价应声暴跌超 8%。高通 2026 财年第一财季的业绩其实交出了一份亮眼答卷。但亮眼的财报数据未能掩盖供应链的隐忧，高通对第二财季的业绩展望让市场大失所望。阿蒙表示，目前尚不确定智能手机厂商是否会通过涨价来转嫁成本压力，但内存短缺必然会对产品供应造成冲击。不过他也提到，高通的客户多聚焦于高端设备领域，这类厂商具备更强的成本消化能力。为了应对行业变局，高通也在积极布局未来。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206090835a482319c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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06:43","pubTimestamp":1770331395,"startTime":"0","endTime":"0","summary":"全球HBM（高带宽内存）短缺正从数据中心蔓延至消费电子领域，智能手机行业首当其冲。高通与Arm相继预警，内存短缺将直接限制手机产量，部分制造商已计划削减生产并下调出货目标。这场由AI基础设施需求激增引发的结构性短缺预计将持续数年，数据中心预计将吸纳今年高端内存产量的70%，进一步挤压消费电子供应，并已导致内存条等终端产品价格大幅上涨。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765092","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"423cb9633af9f5721767f39582092327","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765092","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":"全球内存陷入大缺货，高通、Arm齐发预警：芯片将挤压智能手机产能","news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4515","GB00BDT5M118.USD","IE00BVYPNQ40.USD","LU1084165304.USD","LU1244550577.SGD","LU1244550494.USD","LU1496350502.SGD","LU2023250504.SGD","BK4141","IE00BGHQDM52.EUR","SG9999015978.USD","ARM","SG9999002232.USD","QCOM","BK4585","IE00BVYPNP33.GBP","BK4532","SG9999001424.SGD","LU1917777945.USD","BK4561","LU0061475181.USD","BK4581","LU1069344957.HKD","BK4534","LU1046421795.USD","BK4554","BK4512","QCMD","LU1823568750.SGD","BK4575","SG9999015945.SGD","BK4573","BK4588","LU2247934214.USD","LU1119994496.HKD","BK4535","LU0079474960.USD","SG9999015952.SGD","QCML","BK4598","LU1035775433.USD","LU2106854487.HKD","BK4527","SG9999002224.SGD","LU1261432733.SGD","LU1244550221.USD","LU0081259029.USD","LU0868494708.USD","BK4605","QCMU","LU0942090050.USD","SG9999015986.USD","LU1974910355.USD","BK4579","BK4604","BK4612","IE00BSNM7G36.USD","LU0868494617.USD"],"gpt_icon":0},{"id":"1153869011","title":"高通Q2营收与盈利预测双双逊于预期，股价创逾九个月新低，现跌8.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153869011","media":"美股速递","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153869011?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 23:06","pubTimestamp":1770303984,"startTime":"0","endTime":"0","summary":"由于第二财季的营收和盈利预测均未能达到市场预期，高通公司股价遭受重挫，跌至九个多月以来的最低点。截至最近交易时段，该股跌幅达8.9%，反映出投资者对于公司短期业绩前景的深切忧虑。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"423cb9633af9f5721767f39582092327","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2247934214.USD","QCOM","BK4605","LU0061475181.USD","BK4561","LU1035775433.USD","LU1823568750.SGD","IE00BVYPNP33.GBP","LU1261432733.SGD","SG9999015986.USD","LU0868494617.USD","SG9999002232.USD","BK4534","QCMD","LU0868494708.USD","LU1046421795.USD","SG9999015978.USD","LU1496350502.SGD","LU1244550221.USD","BK4554","LU2023250504.SGD","BK4585","LU1244550577.SGD","QCMU","SG9999015952.SGD","BK4581","LU1917777945.USD","LU2106854487.HKD","SG9999001424.SGD","IE00BGHQDM52.EUR","SG9999002224.SGD","BK4598","SG9999015945.SGD","LU1084165304.USD","IE00BSNM7G36.USD","BK4141","BK4604","GB00BDT5M118.USD","BK4575","IE00BVYPNQ40.USD","QCML","BK4573","BK4612","BK4579","BK4527","LU0079474960.USD","LU0081259029.USD","LU0942090050.USD","LU1244550494.USD","LU1974910355.USD","BK4532","BK4588","LU1119994496.HKD","BK4512","LU1069344957.HKD","BK4515"],"gpt_icon":0},{"id":"2609130971","title":"深夜，暴跌！芯片巨头，利空突袭！","url":"https://stock-news.laohu8.com/highlight/detail?id=2609130971","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609130971?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 22:27","pubTimestamp":1770301620,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　受业绩指引不及预期影响，美国芯片巨头高通股价大幅跳水，在周四美股盘前交易中，一度暴跌超12%。在财报会上，高通高管警告称，受存储芯片严重短缺和涨价影响，手机厂商正被迫削减订单，公司2026年第二财季手机芯片收入指引降至60亿美元。有分析指出，作为Arm的重要收入来源，智能手机市场正面临存储芯片短缺和增长放缓的双重压力。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/roll/2026-02-05/doc-inhkutyx8668261.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["QCOM","BK4535","BK4585","BK4588"],"gpt_icon":1},{"id":"2609306650","title":"美银下调高通目标价至155美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2609306650","media":"中金财经","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609306650?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 21:57","pubTimestamp":1770299825,"startTime":"0","endTime":"0","summary":"美银将高通的目标价从215美元下调至155美元，评级下调至“中性”，指手机市场走弱及市场份额缩减可能会在未来几个季度抑制其增长。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260205/32001887.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK4581","SG9999015945.SGD","LU0081259029.USD","SG9999015986.USD","SG9999002232.USD","SG9999015952.SGD","BK4554","BK4573","BK4598","IE00BVYPNP33.GBP","BK4585","BK4534","BK4527","BK4604","LU0942090050.USD","LU1119994496.HKD","BK4575","IE00BSNM7G36.USD","LU0079474960.USD","BK4515","QCOM","QCMU","LU1244550577.SGD","SG9999015978.USD","IE00BGHQDM52.EUR","BK4141","SG9999001424.SGD","BK4579","BK4532","LU1069344957.HKD","LU0868494617.USD","LU1917777945.USD","LU0868494708.USD","BK4512","LU0061475181.USD","LU1496350502.SGD","LU1261432733.SGD","QCMD","LU1046421795.USD","QCML","LU1035775433.USD","BK4588","LU1244550494.USD","LU2247934214.USD","GB00BDT5M118.USD","LU1244550221.USD","LU2106854487.HKD","SG9999002224.SGD","LU1823568750.SGD","BK4605","BK4561","LU2023250504.SGD","IE00BVYPNQ40.USD","LU1974910355.USD","LU1084165304.USD","BK4612"],"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":1,"totalSize":394,"code":"91000000","status":"200"}]}}