美股详情

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高通

156.81

-0.8333-0.53%

成交量：158.61万

成交额：2.48亿

市值：1,733.33亿

市盈率：16.80

高：157.88

开：154.11

低：154.09

收：157.64

数据加载中...

总览公司新闻资讯公告

高通：Arm撤回终止架构授权！

国际电子商情

【中泰证券：维持中科创达“买入”评级，有望携手高通打造端侧AI最佳参考设计】中泰证券研报指出，大模型推动端侧应用普惠向实，落地场景与中科创达(300496.SZ)业务高度契合。考虑到公司ARM架构在PC端前景可期，与高通具有多年合作基础，为AIPC和AI手机提供操作系统级软件支持，并且积极探索整车操作系统、工业机器人、端侧智能新机遇，受益于DeepSeek带来端侧落地新机遇，有望携手高通打造端侧AI最佳参考设计，维持“买入”评级。

解除最大的威胁，高通起诉Arm

半导体行业观察

高通和安谋财报电话会议要点

【互联网传媒】高通FY25Q1业绩超预期，核心业务手机、IoT回暖——AI算力产业链跟踪报告（二十九）（付天姿/杨朋沛）

光大证券研究

高通下跌1.21%，报167.265美元/股

从高通、Arm财报看AI手机需求利好信号

中国证券网

高通半导体业务季度收入首破百亿美元大关 CEO强调手机收入成功

正式和解！高通：Arm已撤回终止架构授权协议的通知可以继续开发骁龙CPU

高通2025财年Q1财报深度分析：汽车业务增长60%

Ofweek光电信息网

高通(QCOM.US)1QFY25业绩会：预计到2029年Windows PC业务收入达40亿美元

智通财经网

隔夜美股全复盘(2.7) | 禾赛暴涨逾21%，公司与Embotech和Outsight达成战略合作

华为终端业务重回增长快车道再也不用依赖高通产品

ZOL中关村在线

高通：1QFY25业绩超预期关注端侧AI催化

Evercore ISI Group：维持Qualcomm(QCOM.US)评级，由大市同步调整至大市同步评级, 目标价由199.00美元调整至179.00美元。

【美国超导美股盘初涨约21%，Arm跌约7%，思佳讯重挫超26%】美国超导美股盘初涨超20.7%，半导体概念股Coherent涨14.3%，超微电脑涨超3.1%，美光科技涨超2.5%，英伟达两倍做多ETF涨超1.1%，意法半导体ADR涨超1%。AMD则跌0.8%，格芯跌1.6%，高通跌超5%，凌云半导体跌约5.6%，Arm控股跌超6.8%，称手机业务将继续下滑的果链思佳讯跌26.1%。

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月季度将呈季节性下滑。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/us/2025-02-08/doc-ineitqvi2539333.shtml","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":"sina","symbols":["QCOM"],"gpt_icon":1},{"id":"2509708996","title":"【互联网传媒】高通FY25Q1业绩超预期，核心业务手机、IoT回暖——AI算力产业链跟踪报告（二十九）（付天姿/杨朋沛）","url":"https://stock-news.laohu8.com/highlight/detail?id=2509708996","media":"光大证券研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2509708996?lang=zh_cn&edition=fundamental","pubTime":"2025-02-08 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17:07","pubTimestamp":1738919220,"startTime":"0","endTime":"0","summary":"本财季，高通的手机收入同比增长13%，至75亿美元。半导体业务的业绩包括来自汽车业务的9.61亿美元收入，增长61%。物联网业务收入增长36%，达到15亿美元。安蒙指出，这是该部门首次季度销售额突破100亿美元大关，手机和汽车收入都创下了纪录。安蒙表示，高通准备与另外两家中国制造商签署新的长期协议。净收入同比增长15%，至31.8亿美元；整体收入同比增加17%，至116.69亿美元。该公司预计第二财季营收将在103亿美元至112亿美元之间。","market":"hk","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/relnews/us/2025-02-07/doc-ineisatx9921466.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":["SG9999001424.SGD","SG9999015986.USD","BK4579","QCOM","BK4604","LU2023250504.SGD","LU1035775433.USD","BK4534","SG9999015952.SGD","159582","BK4588","LU1119994496.HKD","SG9999015945.SGD","LU0868494617.USD","BK4515","BK4605","LU1069344957.HKD","LU0079474960.USD","LU1261432733.SGD","LU2106854487.HKD","LU1823568750.SGD","BK4532","BK4575","GB00BDT5M118.USD","LU1084165304.USD","LU2247934214.USD","BK4554","BK4585","LU1974910355.USD","BK4581","LU0061475181.USD","LU1046421795.USD","BK4527","BK4573","BK4512","BK4561","LU1917777945.USD","SG9999015978.USD","IE00BSNM7G36.USD","BK4141"],"gpt_icon":1},{"id":"2509579341","title":"正式和解！高通：Arm已撤回终止架构授权协议的通知 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再也不用依赖高通产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2509798985","media":"ZOL中关村在线","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2509798985?lang=zh_cn&edition=fundamental","pubTime":"2025-02-07 01:22","pubTimestamp":1738862557,"startTime":"0","endTime":"0","summary":"华为手机计划在未来三年内全面回归海外市场。虽然目前仍受到制裁的影响，但华为已经取得了自研麒麟芯片的重大突破，不再依赖高通产品。华为终端业务已经在2024年重回增长快车道，并在中国市场重回第一。华为已经开始了对60个国家和地区的全球扩张计划。随着华为的回归国际市场，我们将看到更多令人惊叹的技术创新和产品发布。无论是在中国市场还是海外市场，华为都将展现出强大的竞争力，并继续推动移动通信产业向前发展。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina_tech","url":"https://tech.sina.cn/mobile/xp/2025-02-07/detail-ineirfqk0288646.d.html?vt=4","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}.weibo_user{#sourceStyle#; margin-bottom: 0; display: 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ISI Group：维持Qualcomm(QCOM.US)评级，由大市同步调整至大市同步评级, 目标价由199.00美元调整至179.00美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2509203121","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2509203121?lang=zh_cn&edition=fundamental","pubTime":"2025-02-06 23:54","pubTimestamp":1738857287,"startTime":"0","endTime":"0","summary":"Evercore ISI Group：维持Qualcomm(QCOM.US)评级，由大市同步调整至大市同步评级, 目标价由199.00美元调整至179.00美元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/06235448002490.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["EVR","QCOM"],"gpt_icon":0},{"id":"2509722312","title":"【美国超导美股盘初涨约21%，Arm跌约7%，思佳讯重挫超26%】美国超导美股盘初涨超20.7%，半导体概念股Coherent涨14.3%，超微电脑涨超3.1%，美光科技涨超2.5%，英伟达两倍做多ETF涨超1.1%，意法半导体ADR涨超1%。AMD则跌0.8%，格芯跌1.6%，高通跌超5%，凌云半导体跌约5.6%，Arm控股跌超6.8%，称手机业务将继续下滑的果链思佳讯跌26.1%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2509722312","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2509722312?lang=zh_cn&edition=fundamental","pubTime":"2025-02-06 22:43","pubTimestamp":1738852984,"startTime":"0","endTime":"0","summary":"美国超导美股盘初涨超20.7%，半导体概念股Coherent涨14.3%，超微电脑涨超3.1%，美光科技涨超2.5%，英伟达两倍做多ETF涨超1.1%，意法半导体ADR涨超1%。AMD则跌0.8%，格芯跌1.6%，高通跌超5%，凌云半导体跌约5.6%，Arm控股跌超6.8%，称手机业务将继续下滑的果链思佳讯跌26.1%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/06224348002008.shtml","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":"jinrongjie_stock","symbols":["ARM","NVDU","IE00BJLML261.HKD","LU0868494617.USD","LU0048584097.USD","LU2097344357.USD","NVD3.UK","NVIW.SI","LU1852331112.SGD","NVDS.UK","BK4579","LU0154236417.USD","3NVD.UK","IE00BN0W2W23.USD","BK4581","IE00BDRTCR15.USD","NVDA","FDN","LU0238689110.USD","GFS","NVDS","159582","LU1868836914.USD","BK4503","LU1267930813.SGD","MU","LU2065171311.SGD","SNVD.UK","SG9999014575.USD","2NVD.UK","IE00BMPRXQ63.HKD","LU1721428933.USD","SWKS","IE00BQXX3C00.GBP","STM","NVDD","CRUS","NVD2.UK","NVDY","AMSC","AMD","LU1244550494.USD","COHR","QCOM","LU0823414478.USD","LU1823568750.SGD"],"gpt_icon":0}],"pageSize":16,"totalPage":25,"pageCount":6,"totalSize":400}]}}