美股詳情

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高通

158.49

+4.032.61%

盤前：155.65-1.9900-1.26%04:41 EST

成交量：678.69萬

成交額：10.65億

市值：1,751.94億

市盈率：16.98

高：159.15

開：155.04

低：153.03

收：154.46

資料載入中...

總覽公司新聞資訊公告

金十數據整理：每日科技要聞速遞（2月22日）

高通(QCOM)跌近1.5% 蘋果(AAPL)欲棄用高通調制解調器

蘋果計劃擴大自研基帶使用範圍，降低對高通依賴

據The Information：蘋果一直在悄悄地制定一項計劃，可能會減少它需要向高通支付的專利費用。

高通盤前下跌0.48%

每日经济新闻

高通(QCOM.O)盤前下跌0.48%。

據The Information：蘋果(AAPL.O)公司計劃用自研調制解調器取代其餘iPhone中的高通調制解調器。

AI日報丨估值達33億美元！美國“DeepSeek概念”Together AI 公司融資熱潮持續

美股研究社

郭明錤：iPhone 17全系搭載蘋果自研Wi-Fi芯片以“增強連接性”

高通AI白皮書：DeepSeek-R1模型凸顯科技行業創新趨勢

分析師：iPhone 16e料將貢獻蘋果2025財年營收的10% 並推動蘋果擺脫高通束縛

港股那点事

分析師：iPhone 16e料將貢獻蘋果2025財年營收的10% 並推動蘋果擺脱高通束縛

【產業信息速遞】2024年全球半導體市場預測強勁增長，三星、高通等企業領先

北京半导体行业...

蘋果發佈自研基帶芯片挑戰高通：搭載iPhone 16e，不支持毫米波5G

高盛：蘋果iPhone16e基本符合預期目標價為294美元

【大行評級｜高盛：維持蘋果“買入”評級 iPhone 16e基本符合預期】高盛發表報告，蘋果發佈iPhone 16e，是首款配備蘋果自家設計的流動調制解調器系統Apple C1，這亦標誌着蘋果將不再依賴高通作為WiFi調制解調器供應商，認為iPhone 16e與此前新聞報道大致一致，整體上符合預期，但入門價格為599美元，高於預期。高盛稱，認為iPhone 16e是一個積極的發展，應能支持市場對iPhone的升級需求並推動蘋果的用戶基數持續增長，對蘋果2025、2026及2027財年的每股盈利預測保持不變，維持其“買入”評級，目標價為294美元。

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並推動蘋果擺脫高通束縛","url":"https://stock-news.laohu8.com/highlight/detail?id=2512415769","media":"港股那点事","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512415769?lang=zh_tw&edition=fundamental","pubTime":"2025-02-20 16:50","pubTimestamp":1740041400,"startTime":"0","endTime":"0","summary":"格隆汇2月20日｜知名科技分析师、深水管理公司的合伙人吉恩·蒙斯特预计，在新推出的iPhone 16e的推动下，苹果公司2025财年的营收将会增长。蒙斯特还预测，16e将占苹果营收的10%左右，超过SE机型目前7%的贡献。他认为，这一增量收入可能会超过华尔街目前对iPhone在2025财年营收增长1%的预期。蒙斯特指出，16e将是第一款采用苹果自己的蜂窝调制解调器芯片的iPhone，此举将有助于苹果摆脱高通的束缚。","market":"fut","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/bxjj/2025-02-20/doc-inemcpfh2362167.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["AAPL","QCOM"],"gpt_icon":0},{"id":"2512741567","title":"分析師：iPhone 16e料將貢獻蘋果2025財年營收的10% 並推動蘋果擺脱高通束縛","url":"https://stock-news.laohu8.com/highlight/detail?id=2512741567","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512741567?lang=zh_tw&edition=fundamental","pubTime":"2025-02-20 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16:40","pubTimestamp":1740040827,"startTime":"0","endTime":"0","summary":"预计2024年，全球记忆体市场营收年增64%，主要受需求回暖带动的持续减产影响。此次统计仅涵盖拥有自有品牌的半导体企业，如NVIDIA和高通，未纳入晶圆代工供应商如台积电与联电。整体来说，2024年全球半导体市场呈现强劲增长，主要受AI、机器人及电信领域对创新产品的需求带动。NVIDIA、三星与高通等企业已稳固其市场领导地位，并在营收与市值上取得亮眼成绩。","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=nesSN20250220193638abd6139a&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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16e，不支持毫米波5G","url":"https://stock-news.laohu8.com/highlight/detail?id=2512495043","media":"极客网","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512495043?lang=zh_tw&edition=fundamental","pubTime":"2025-02-20 12:42","pubTimestamp":1740026543,"startTime":"0","endTime":"0","summary":"苹果与高通之间曾因专利授权费用等问题爆发过激烈的法律纠纷，最终在2019年达成和解。然而，这场纠纷也让苹果意识到自主研发基带芯片的重要性，从而开启了长达数年的研发之路。苹果的首款自研基带芯片是其全新C1子系统的一部分。","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=nesSN20250220125007988bdc61&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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iPhone 16e基本符合預期】高盛發表報告，蘋果發佈iPhone 16e，是首款配備蘋果自家設計的流動調制解調器系統Apple C1，這亦標誌着蘋果將不再依賴高通作為WiFi調制解調器供應商，認為iPhone 16e與此前新聞報道大致一致，整體上符合預期，但入門價格為599美元，高於預期。 高盛稱，認為iPhone 16e是一個積極的發展，應能支持市場對iPhone的升級需求並推動蘋果的用戶基數持續增長，對蘋果2025、2026及2027財年的每股盈利預測保持不變，維持其“買入”評級，目標價為294美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2512462376","media":"金融界","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512462376?lang=zh_tw&edition=fundamental","pubTime":"2025-02-20 12:13","pubTimestamp":1740024815,"startTime":"0","endTime":"0","summary":"高盛发表报告，苹果发布iPhone 16e，是首款配备苹果自家设计的流动调制解调器系统Apple C1，这亦标志着苹果将不再依赖高通作为WiFi调制解调器供应商，认为iPhone 16e与此前新闻报道大致一致，整体上符合预期，但入门价格为599美元，高于预期。 高盛称，认为iPhone 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