金吾财讯 | 高通(QCOM)股价向好，截止发稿，涨2.22%，报173.75美元，成交额3.71亿美元。
今年的高通移动SoC中，价格最高且最优化的骁龙8 Gen 4（SD8G4）将在2024年第四季度实现惊人的大部分出货量。郭明𫓹分析指出，SD8G4出货量的显著增长，原因不仅在于相对于SD8G3更长的发货周期以及三星的需求增加，还受益于中国智能手机市场最近的变化，包括中国品牌市场份额的增加，高端机型比例的提高和整体智能手机出货量的回升。
他表示，公司股价已经反映了苹果自研5G芯片带来的负面影响。该公司股价有望受益于2024年第四季度超预期的增长势头，以及2025年有利的趋势，包括AI智能手机和AI PC的增长，以及由于采用台积电N3P工艺导致的SoC价格上涨。
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