高通(QCOM)股价今日盘中大涨5.02%,引发市场关注。这一显著涨幅背后有多重因素支撑。
首先,高通在刚刚开幕的第二十一届上海国际汽车工业展览会上大放异彩。公司携手65家以上的中国汽车产业链伙伴参展,重点展示了智能驾驶辅助系统与座舱技术的创新成果。高通基于Snapdragon Ride平台的解决方案已被超过30家中国汽车品牌及供应商采用,覆盖多个价位段的车型。此外,高通在智能座舱领域与多家知名车企的合作也引起了市场的积极关注。这些展示和合作无疑增强了投资者对高通在汽车科技领域发展前景的信心。
其次,半导体行业整体表现强劲,行业整体涨幅达2.16%,这也为高通股价提供了有力支撑。值得注意的是,美股开盘后,包括高通在内的多家半导体公司股价均呈现上涨态势,反映出市场对该行业的乐观预期。然而,投资者仍需关注高通即将于4月30日发布的2025财年第二财季业绩报告。尽管瑞银分析师预计高通的业绩将与预期一致,但也警告说,由于全球智能手机需求面临不确定性,公司可能会给出较为疲软的业绩指引。这一因素可能会在未来对股价造成一定影响。
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