上证报中国证券网讯 美东时间2月5日美股盘后(北京时间2月6日),高通公布2025财年第一财季财报,Arm公布公司2025财年第三财季财务数据,两家公司的营收均有近20%的同比增长,且均超过市场预期。从高通和Arm的回应来看,双方业务增长的主要驱动因素为AI手机的强劲需求。同时,双方还表示,DeepSeek将为AI产业带来好的变化,并认为他们均会在此次变化中受益。高通:核心手机业务收入同比增长...
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