醒晏1331
05-19
这篇文章不错，转发给大家看看
@问就是价值投资：
$高通(QCOM)$ 我觉得空头可能找错目标了。接下来的投资者日看起来挺有看头的。 根据Fundamental AI的消息，高通预计会在2026年底前开始向一家中国云服务商出货类似LPU的AI专用芯片。 估计出货量在100万片左右，单片均价大约4000美元。 至于通用服务器CPU，预计会在2027年下半年，或者接近2027年底开始出货。 另外，据说高通也在和两家美国云服务商合作。
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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