$高通(QCOM)$_老虎社区_美港股上老虎

2025-02-05

$高通(QCOM)$ 要是中美贸易战升级到芯片战，高通就算财报再好看，感觉也没啥用。短期来看，马上要发布的财报，估计也很难说服华尔街。所以这份财报估计也掀不起太大波澜。

高通业绩表现超预期，但市场担忧苹果“去高通化”冲击，夜盘跌超3%；同时受AI数据中心芯片设计需求激增推动，Arm公布第二财季业绩与第三季指引均超预期，GAAP口径下净利润翻倍，盘后股价一度跳涨5%。【高通下跌，Arm上涨！大家有押对吗？你看好哪家后市表现？】

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