AI市场正回归理性，高通CMO谈务实转变

环球市场播报06-30

　　高通首席营销官Don McGuire近日表示，围绕人工智能的狂热正逐渐降温，市场对AI的预期正在回归到一个更现实的位置。他在接受采访时指出，这一转变将有助于行业更务实地审视AI技术的落地价值。

　　McGuire将AI的发展轨迹与传统技术成熟曲线相比较，认为随着企业从最初的探索阶段转向实际部署，对技术的评估标准正从能否做到转向是否实用。他强调，AI的真正价值在于增强人类的决策和创造力，而非取代人力。在他看来，如果AI只能停留在新奇层面，那它的长期潜力将被高估；只有当AI从提示-响应模式进化为预判-建议模式，才能真正释放生产力。

　　这一判断与高通近期密集的业务调整同步推进。本周投资者日上，高通发布了面向AI数据中心的全栈战略，涵盖全新Dragonfly CPU系列、AI专用芯片及高速互联芯片，并上调2029财年非手机业务营收目标至400亿美元。Meta和微软已作为早期客户承诺部署相关产品。McGuire认为，当AI扩展到汽车、PC和工业设备等新领域，围绕它的讨论自然会更具实质性和行业针对性。

　　市场情绪的摆动也与资本支出的结构性变化有关。在AI基础设施投入持续攀升的背景下，投资者正更加审慎地评估回报周期。McGuire的观点呼应了这一趋势：AI不应被当作万能标签，而应作为解决具体问题的工具来评估。市场预期的回调，反而为真正具备技术实力和商业落地能力的企业创造了更清晰的窗口。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：张俊 SF065

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猛兽人
07-01
猛兽人
这是吃不到葡萄说葡萄酸。高通有三分之二都是印度人。哪个公司🈶高通的印度人比例高？

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McGuire近日表示，围绕人工智能的狂热正逐渐降温，市场对AI的预期正在回归到一个更现实的位置。他在接受采访时指出，这一转变将有助于行业更务实地审视AI技术的落地价值。</p>\n<p>　　McGuire将AI的发展轨迹与传统技术成熟曲线相比较，认为随着企业从最初的探索阶段转向实际部署，对技术的评估标准正从能否做到转向是否实用。他强调，AI的真正价值在于增强人类的决策和创造力，而非取代人力。在他看来，如果AI只能停留在新奇层面，那它的长期潜力将被高估；只有当AI从提示-响应模式进化为预判-建议模式，才能真正释放生产力。</p>\n<p>　　这一判断与高通近期密集的业务调整同步推进。本周投资者日上，高通发布了面向AI数据中心的全栈战略，涵盖全新Dragonfly CPU系列、AI专用芯片及高速互联芯片，并上调2029财年非手机业务营收目标至400亿美元。<a href=\"https://laohu8.com/S/META\">Meta</a>和<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>已作为早期客户承诺部署相关产品。McGuire认为，当AI扩展到汽车、PC和工业设备等新领域，围绕它的讨论自然会更具实质性和行业针对性。</p>\n<p>　　市场情绪的摆动也与资本支出的结构性变化有关。在AI基础设施投入持续攀升的背景下，投资者正更加审慎地评估回报周期。McGuire的观点呼应了这一趋势：AI不应被当作万能标签，而应作为解决具体问题的工具来评估。市场预期的回调，反而为真正具备技术实力和商业落地能力的企业创造了更清晰的窗口。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-30/doc-iniffivk1333469.shtml\">环球市场播报</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1244550494.USD","symbol_name":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-30/doc-iniffivk1333469.shtml","article_id":"2648963568","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2648963568","pubTimestamp":1782834780,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"高通首席营销官Don McGuire近日表示，围绕人工智能的狂热正逐渐降温，市场对AI的预期正在回归到一个更现实的位置。他在接受采访时指出，这一转变将有助于行业更务实地审视AI技术的落地价值。他强调，AI的真正价值在于增强人类的决策和创造力，而非取代人力。在AI基础设施投入持续攀升的背景下，投资者正更加审慎地评估回报周期。McGuire的观点呼应了这一趋势：AI不应被当作万能标签，而应作为解决具体问题的工具来评估。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" 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about pragmatic change","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/987df71f7e2e8a973a7c9ddc10afce1b","symbols_score_info":{"QCOM":1.93,"QCML":0.6,"QCMU":0.6,"QCMD":0.6},"content_text":"高通首席营销官Don McGuire近日表示，围绕人工智能的狂热正逐渐降温，市场对AI的预期正在回归到一个更现实的位置。他在接受采访时指出，这一转变将有助于行业更务实地审视AI技术的落地价值。\n　　McGuire将AI的发展轨迹与传统技术成熟曲线相比较，认为随着企业从最初的探索阶段转向实际部署，对技术的评估标准正从能否做到转向是否实用。他强调，AI的真正价值在于增强人类的决策和创造力，而非取代人力。在他看来，如果AI只能停留在新奇层面，那它的长期潜力将被高估；只有当AI从提示-响应模式进化为预判-建议模式，才能真正释放生产力。\n　　这一判断与高通近期密集的业务调整同步推进。本周投资者日上，高通发布了面向AI数据中心的全栈战略，涵盖全新Dragonfly CPU系列、AI专用芯片及高速互联芯片，并上调2029财年非手机业务营收目标至400亿美元。Meta和微软已作为早期客户承诺部署相关产品。McGuire认为，当AI扩展到汽车、PC和工业设备等新领域，围绕它的讨论自然会更具实质性和行业针对性。\n　　市场情绪的摆动也与资本支出的结构性变化有关。在AI基础设施投入持续攀升的背景下，投资者正更加审慎地评估回报周期。McGuire的观点呼应了这一趋势：AI不应被当作万能标签，而应作为解决具体问题的工具来评估。市场预期的回调，反而为真正具备技术实力和商业落地能力的企业创造了更清晰的窗口。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":580839456420088,"gmtCreate":1782836594449,"gmtModify":1782836918297,"author":{"id":"4105330315363900","authorId":"4105330315363900","name":"猛兽人","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"4105330315363900","authorIdStr":"4105330315363900"},"htmlText":"这是吃不到葡萄说葡萄酸。高通有三分之二都是印度人。哪个公司🈶高通的印度人比例高？","listText":"这是吃不到葡萄说葡萄酸。高通有三分之二都是印度人。哪个公司🈶高通的印度人比例高？","text":"这是吃不到葡萄说葡萄酸。高通有三分之二都是印度人。哪个公司🈶高通的印度人比例高？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580839456420088","repostId":2648963568,"repostType":2,"repost":{"id":"2648963568","kind":"news","pubTimestamp":1782834780,"share":"https://www.laohu8.com/m/news/2648963568?lang=zh_CN&edition=full","pubTime":"2026-06-30 23:53","market":"hk","language":"zh","title":"AI市场正回归理性，高通CMO谈务实转变","url":"https://stock-news.laohu8.com/highlight/detail?id=2648963568","media":"环球市场播报","summary":"高通首席营销官Don McGuire近日表示，围绕人工智能的狂热正逐渐降温，市场对AI的预期正在回归到一个更现实的位置。他在接受采访时指出，这一转变将有助于行业更务实地审视AI技术的落地价值。他强调，AI的真正价值在于增强人类的决策和创造力，而非取代人力。在AI基础设施投入持续攀升的背景下，投资者正更加审慎地评估回报周期。McGuire的观点呼应了这一趋势：AI不应被当作万能标签，而应作为解决具体问题的工具来评估。","content":"<html><body><div>\n<p>　　<span><a href=\"https://laohu8.com/S/QCOM\">高通</a></span><span></span>首席营销官Don McGuire近日表示，围绕人工智能的狂热正逐渐降温，市场对AI的预期正在回归到一个更现实的位置。他在接受采访时指出，这一转变将有助于行业更务实地审视AI技术的落地价值。</p>\n<p>　　McGuire将AI的发展轨迹与传统技术成熟曲线相比较，认为随着企业从最初的探索阶段转向实际部署，对技术的评估标准正从能否做到转向是否实用。他强调，AI的真正价值在于增强人类的决策和创造力，而非取代人力。在他看来，如果AI只能停留在新奇层面，那它的长期潜力将被高估；只有当AI从提示-响应模式进化为预判-建议模式，才能真正释放生产力。</p>\n<p>　　这一判断与高通近期密集的业务调整同步推进。本周投资者日上，高通发布了面向AI数据中心的全栈战略，涵盖全新Dragonfly CPU系列、AI专用芯片及高速互联芯片，并上调2029财年非手机业务营收目标至400亿美元。<a href=\"https://laohu8.com/S/META\">Meta</a>和<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>已作为早期客户承诺部署相关产品。McGuire认为，当AI扩展到汽车、PC和工业设备等新领域，围绕它的讨论自然会更具实质性和行业针对性。</p>\n<p>　　市场情绪的摆动也与资本支出的结构性变化有关。在AI基础设施投入持续攀升的背景下，投资者正更加审慎地评估回报周期。McGuire的观点呼应了这一趋势：AI不应被当作万能标签，而应作为解决具体问题的工具来评估。市场预期的回调，反而为真正具备技术实力和商业落地能力的企业创造了更清晰的窗口。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI市场正回归理性，高通CMO谈务实转变</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI市场正回归理性，高通CMO谈务实转变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-30 23:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-06-30/doc-iniffivk1333469.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高通首席营销官Don McGuire近日表示，围绕人工智能的狂热正逐渐降温，市场对AI的预期正在回归到一个更现实的位置。他在接受采访时指出，这一转变将有助于行业更务实地审视AI技术的落地价值。\n　　McGuire将AI的发展轨迹与传统技术成熟曲线相比较，认为随着企业从最初的探索阶段转向实际部署，对技术的评估标准正从能否做到转向是否实用。他强调，AI的真正价值在于增强人类的决策和创造力，而非取代人力...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-30/doc-iniffivk1333469.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","BK4575":"芯片概念","QCOM":"高通","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS 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INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-30/doc-iniffivk1333469.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2648963568","content_text":"高通首席营销官Don McGuire近日表示，围绕人工智能的狂热正逐渐降温，市场对AI的预期正在回归到一个更现实的位置。他在接受采访时指出，这一转变将有助于行业更务实地审视AI技术的落地价值。\n　　McGuire将AI的发展轨迹与传统技术成熟曲线相比较，认为随着企业从最初的探索阶段转向实际部署，对技术的评估标准正从能否做到转向是否实用。他强调，AI的真正价值在于增强人类的决策和创造力，而非取代人力。在他看来，如果AI只能停留在新奇层面，那它的长期潜力将被高估；只有当AI从提示-响应模式进化为预判-建议模式，才能真正释放生产力。\n　　这一判断与高通近期密集的业务调整同步推进。本周投资者日上，高通发布了面向AI数据中心的全栈战略，涵盖全新Dragonfly CPU系列、AI专用芯片及高速互联芯片，并上调2029财年非手机业务营收目标至400亿美元。Meta和微软已作为早期客户承诺部署相关产品。McGuire认为，当AI扩展到汽车、PC和工业设备等新领域，围绕它的讨论自然会更具实质性和行业针对性。\n　　市场情绪的摆动也与资本支出的结构性变化有关。在AI基础设施投入持续攀升的背景下，投资者正更加审慎地评估回报周期。McGuire的观点呼应了这一趋势：AI不应被当作万能标签，而应作为解决具体问题的工具来评估。市场预期的回调，反而为真正具备技术实力和商业落地能力的企业创造了更清晰的窗口。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"QCOM":1.93,"QCML":0.6,"QCMU":0.6,"QCMD":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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