异动解读｜高通盘中上涨4.03%，ASIC客户持续扩展推动云端渗透预期升温

行情直击05-29 21:41

5月29日，高通盘中上涨4.03%，报254.785美元/股，成交额6.21亿美元。

消息面上，高通ASIC项目客户范围持续扩大，除此前与字节跳动达成数百万颗定制ASIC芯片供应协议外，供应链人士证实还有美系云服务商项目正在推进中。市场将此视为高通从移动芯片向云端数据中心渗透的实质性突破，定制ASIC与Arm服务器CPU双线布局构成第二增长曲线。此外，期权市场隐含波动率飙升至88.54%，IV百分位达98.80%，显示市场对后续波动预期强烈。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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