核弹头_8513的个人主页 - 老虎社区

核弹头_8513

核弹头_8513

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2025-12-22

$小米集团-W(01810)$ 这什么💩

01-18

$高通(QCOM)$ 这玩意儿奔着倒闭去的吧

2025-10-22

$诺和诺德(NVO)$ 这个**天天暴雷，北欧人真不靠谱

02-23

$诺和诺德(NVO)$ 这玩意儿真刺激

2025-07-30

$诺和诺德(NVO)$ 这公司要破产了吧

2025-10-09

$诺和诺德(NVO)$ 这玩意儿暴雷概率太高了

2025-09-10

$诺和诺德(NVO)$ 这个**天天暴雷

02-08

标题党最大芯片巨头是高通吗

暴跌！全球最大芯片巨头崩了

02-07

$高通(QCOM)$ ** 这玩意儿五年还是绿的

2025-11-28

$美团ADR(MPNGY)$ 为啥才跌了2个点

去老虎APP查看更多动态

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10:00","market":"us","language":"zh","title":"暴跌！全球最大芯片巨头崩了","url":"https://stock-news.laohu8.com/highlight/detail?id=2609479045","media":"半导体新势力","summary":"高通公布了2026财年第一季度财务业绩。存储芯片短缺拖累展望未来，高通预计第二财季营收在102亿至110亿美元之间；调整后每股收益在2.45美元至2.65美元之间。高通高管在接受采访时表示，业绩指引不及预期的直接原因是全球存储芯片短缺。业绩公布后，高通盘后股价大跌近10%。作为高通最大的收入来源，Q1手机芯片业务营收为78.2亿美元，同比增长3%。此外，丰田全球最畅销车型RAV4也搭载了骁龙座舱平台。","content":"<html><body><article><p><strong>点击蓝字 关注我们</strong></p><p>半导体新势力</p><p><a href=\"https://laohu8.com/S/QCOM\">高通</a>正在执行双线战略：一是基于Oryon的CPU，二是基于RISC-V架构的CPU，通过收购Ventana Microsystems加强。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260207100736071v201jn3ghbv6jtm\"/><p>高通公布了2026财年第一季度财务业绩。报告显示，公司该季度营收达122.5亿美元，同比增长5%；调整后<span>净利润</span>37.81亿美元，同比下降1%；调整后<span>每股收益</span>3.50美元，较上年同期的3.41美元略有提升，整体业绩超出市场预期。</p><p><strong>增长的核心仍来自芯片业务</strong>QCT。QCT季度收入106.13亿美元，同比+5%，刷新纪录。其中手机收入78.24亿美元，同比+3%，延续温和增长。</p><p><strong>汽车</strong>收入11.01亿美元，同比+15%，连续第二个季度站上10亿美元大关。<strong>IoT</strong>收入16.88亿美元，同比+9%，保持稳健。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260207100746331v2016rwvnbk13iu\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260207100753711v201by3ybko5a57\"/><p><strong>存储芯片短缺拖累</strong></p><p>展望未来，高通预计第二财季营收在102亿至110亿美元之间；调整后每股收益在2.45美元至2.65美元之间。而接受LSEG调查的分析师预计，高通第二财季营收为111.1亿美元，每股收益为2.89美元。</p><p>高通高管在接受采访时表示，<strong>业绩指引不及预期的直接原因是全球存储芯片短缺</strong>。当前数据中心存储需求旺盛，大量订单挤占了智能手机等消费电子设备所需内存的产能。业绩公布后，高通盘后股价大跌近10%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260207100754919v201k35rw0isusc\"/><p>高通在展望中详细解释了这一“急刹车”背后的逻辑。由于AI数据中心对存储解决方案的需求激增，导致全球内存供应链出现紧张，进而推高了价格。</p><p>这种成本压力迅速传导至智能手机制造商，迫使OEM厂商（原始设备制造商）重新评估成本结构。</p><p>作为高通最大的收入来源，Q1手机芯片业务营收为78.2亿美元，同比增长3%。由于其在整体营收中的占比依然极高，供应链的风吹草动通常能迅速影响股价。</p><p><strong>高通透露，已观察到多家厂商正在采取行动减少手机生产计划，并清理渠道库存。</strong>这意味着，由此产生的芯片订单减少将直接冲击高通的下一季业绩。管理层预警，这种由内存短缺和涨价引发的行业规模调整，很可能会贯穿本财年的剩余时间。</p><p>针对备受关注的数据中心业务，高通重申了其在该领域的野心，即针对“解耦式数据中心”（disaggregated data center）提供专用的推理芯片。</p><p>安蒙透露，公司正在执行双线战略：一是基于Oryon的CPU，<strong>二是基于</strong>RISC-V架构的CPU，通过收购Ventana Microsystems加强。</p><p><strong>高通预计，数据中心业务将在</strong>2027年开始产生实质性收入。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260207100757418v201qmx95rb7jd9\"/><p><strong>关于手机业务</strong></p><p>尽管面临供应逆风，高通在高端市场的地位依然稳固。<strong>针对<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>即将推出的旗舰设备（</strong>Galaxy S26系列），高通确认预计将保持约75%的市场份额，与之前的预期一致。</p><p>此外，安蒙特别提到了字节跳动推出的豆包AI智能手机。他表示，在本季度，字节跳动推出了首款由骁龙8 Elite驱动的AI智能手机。这是向AI原生智能手机过渡的重要里程碑，也是塑造移动未来的代理体验的先驱。</p><p>安蒙表示，高端和超高端市场的需求超出了预期，且这部分市场对价格上涨的弹性已被证明更强。他表示：OEM厂商很可能会像过去一样优先考虑高端和高层级产品，因此这意味着在内存受限的情况下，厂商会倾向于保高利润机型。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260207100805366v201c13ta7oysjr\"/><p><strong>汽车业务加速</strong></p><p>安蒙在会上宣布了与大众汽车集团签署的一项长期供应协议意向书，高通将成为其主要技术提供商，覆盖奥迪和保时捷等品牌。</p><p><strong>此外，丰田全球最畅销车型</strong>RAV4也搭载了骁龙座舱平台。高通与现代汽车、<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/ZK\">极氪</a>、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和奇瑞建立新的和扩展的合作关系，使骁龙平台的总设计订单达到10个项目。</p><p>安蒙表示：我们对汽车业务的收入规模预测感觉良好，关于2029财年的目标都在朝着正确的方向发展，随着新车型的量产和发布，之前建立的庞大设计中标漏斗正在持续转化为实际收入。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260207100808680v2015lhlpj6hpav\"/><p><strong>关于PC业务</strong></p><p><strong>高通表示，在</strong>PC领域，我们推出了骁龙X2 Plus，这是专为企业和商业市场打造的第二代平台的扩展。X2 Plus由第三代高通Orion CPU提供支持，与竞争对手和前几代相比，单核性能提升高达35%，多核性能提升高达3.5倍。Hexagon NPU与竞争对手的NPU和GPU相比，推理速度分别快5.7倍和3.4倍。</p><p>在CES上，华硕、<a href=\"https://laohu8.com/S/HPQ\">惠普</a>、<a href=\"https://laohu8.com/S/00992\">联想</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>推出了18款骁龙驱动的PC。华硕灵耀A16是其中的佼佼者之一，搭载骁龙X2 Elite Xtreme，是迄今为止最快的骁龙驱动笔记本电脑。它配备了我们的18核第三代Orion CPU和80 TOPS的Hexagon NPU用于AI工作负载，以及Adreno GPU，与上一代相比，每瓦性能提升高达2.3倍。X2 Elite Xtreme在超轻的16英寸外形中实现了桌面级性能、先进的图形处理和超过21小时的电池续航。<strong>我们仍计划今年商业化</strong>150款骁龙X驱动的PC。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260207100810437v201flix3wexa6a\"/><p><strong>关于物理AI和机器人</strong></p><p><strong>高通表示，本季度，我们正式宣布扩展到先进机器人领域，并推出了一整套机器人技术和解决方案，包括</strong>Dragonwing IQ 10系列。我们的通用机器人架构支持使用VLA和VLM等模型的先进感知和运动规划，使机器人能够在现实世界环境中感知、推理、适应和行动。</p><p>安蒙认为：“物理AI和机器人领域正在经历由边缘AI和传感器融合进步推动的快速增长，高通是最有能力实现AI下一个前沿的公司之一。我们将通过利用我们在高性能、节能计算、连接和边缘智能方面的优势，以及我们在ADAS和自动驾驶、工业和安全级硅片以及感知和传感技术方面的经验来实现这一目标。我们在汽车领域的许多领导力驱动因素都适用于先进机器人。”</p></article></body></html>","source":"tencent","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>暴跌！全球最大芯片巨头崩了</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\">\n暴跌！全球最大芯片巨头崩了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-07 10:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020710081495403804&s=b><strong>半导体新势力</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>点击蓝字 关注我们半导体新势力高通正在执行双线战略：一是基于Oryon的CPU，二是基于RISC-V架构的CPU，通过收购Ventana Microsystems加强。高通公布了2026财年第一季度财务业绩。报告显示，公司该季度营收达122.5亿美元，同比增长5%；调整后净利润37.81亿美元，同比下降1%；调整后每股收益3.50美元，较上年同期的3.41美元略有提升，整体业绩超出市场预期。增长的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020710081495403804&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4561":"索罗斯持仓","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4604":"机器人概念","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4581":"高盛持仓","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4512":"苹果概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (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","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020710081495403804&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2609479045","content_text":"点击蓝字 关注我们半导体新势力高通正在执行双线战略：一是基于Oryon的CPU，二是基于RISC-V架构的CPU，通过收购Ventana Microsystems加强。高通公布了2026财年第一季度财务业绩。报告显示，公司该季度营收达122.5亿美元，同比增长5%；调整后净利润37.81亿美元，同比下降1%；调整后每股收益3.50美元，较上年同期的3.41美元略有提升，整体业绩超出市场预期。增长的核心仍来自芯片业务QCT。QCT季度收入106.13亿美元，同比+5%，刷新纪录。其中手机收入78.24亿美元，同比+3%，延续温和增长。汽车收入11.01亿美元，同比+15%，连续第二个季度站上10亿美元大关。IoT收入16.88亿美元，同比+9%，保持稳健。存储芯片短缺拖累展望未来，高通预计第二财季营收在102亿至110亿美元之间；调整后每股收益在2.45美元至2.65美元之间。而接受LSEG调查的分析师预计，高通第二财季营收为111.1亿美元，每股收益为2.89美元。高通高管在接受采访时表示，业绩指引不及预期的直接原因是全球存储芯片短缺。当前数据中心存储需求旺盛，大量订单挤占了智能手机等消费电子设备所需内存的产能。业绩公布后，高通盘后股价大跌近10%。高通在展望中详细解释了这一“急刹车”背后的逻辑。由于AI数据中心对存储解决方案的需求激增，导致全球内存供应链出现紧张，进而推高了价格。这种成本压力迅速传导至智能手机制造商，迫使OEM厂商（原始设备制造商）重新评估成本结构。作为高通最大的收入来源，Q1手机芯片业务营收为78.2亿美元，同比增长3%。由于其在整体营收中的占比依然极高，供应链的风吹草动通常能迅速影响股价。高通透露，已观察到多家厂商正在采取行动减少手机生产计划，并清理渠道库存。这意味着，由此产生的芯片订单减少将直接冲击高通的下一季业绩。管理层预警，这种由内存短缺和涨价引发的行业规模调整，很可能会贯穿本财年的剩余时间。针对备受关注的数据中心业务，高通重申了其在该领域的野心，即针对“解耦式数据中心”（disaggregated data center）提供专用的推理芯片。安蒙透露，公司正在执行双线战略：一是基于Oryon的CPU，二是基于RISC-V架构的CPU，通过收购Ventana Microsystems加强。高通预计，数据中心业务将在2027年开始产生实质性收入。关于手机业务尽管面临供应逆风，高通在高端市场的地位依然稳固。针对三星即将推出的旗舰设备（Galaxy S26系列），高通确认预计将保持约75%的市场份额，与之前的预期一致。此外，安蒙特别提到了字节跳动推出的豆包AI智能手机。他表示，在本季度，字节跳动推出了首款由骁龙8 Elite驱动的AI智能手机。这是向AI原生智能手机过渡的重要里程碑，也是塑造移动未来的代理体验的先驱。安蒙表示，高端和超高端市场的需求超出了预期，且这部分市场对价格上涨的弹性已被证明更强。他表示：OEM厂商很可能会像过去一样优先考虑高端和高层级产品，因此这意味着在内存受限的情况下，厂商会倾向于保高利润机型。汽车业务加速安蒙在会上宣布了与大众汽车集团签署的一项长期供应协议意向书，高通将成为其主要技术提供商，覆盖奥迪和保时捷等品牌。此外，丰田全球最畅销车型RAV4也搭载了骁龙座舱平台。高通与现代汽车、零跑汽车、理想汽车、极氪、长城汽车、蔚来和奇瑞建立新的和扩展的合作关系，使骁龙平台的总设计订单达到10个项目。安蒙表示：我们对汽车业务的收入规模预测感觉良好，关于2029财年的目标都在朝着正确的方向发展，随着新车型的量产和发布，之前建立的庞大设计中标漏斗正在持续转化为实际收入。关于PC业务高通表示，在PC领域，我们推出了骁龙X2 Plus，这是专为企业和商业市场打造的第二代平台的扩展。X2 Plus由第三代高通Orion CPU提供支持，与竞争对手和前几代相比，单核性能提升高达35%，多核性能提升高达3.5倍。Hexagon NPU与竞争对手的NPU和GPU相比，推理速度分别快5.7倍和3.4倍。在CES上，华硕、惠普、联想和微软推出了18款骁龙驱动的PC。华硕灵耀A16是其中的佼佼者之一，搭载骁龙X2 Elite Xtreme，是迄今为止最快的骁龙驱动笔记本电脑。它配备了我们的18核第三代Orion CPU和80 TOPS的Hexagon NPU用于AI工作负载，以及Adreno GPU，与上一代相比，每瓦性能提升高达2.3倍。X2 Elite Xtreme在超轻的16英寸外形中实现了桌面级性能、先进的图形处理和超过21小时的电池续航。我们仍计划今年商业化150款骁龙X驱动的PC。关于物理AI和机器人高通表示，本季度，我们正式宣布扩展到先进机器人领域，并推出了一整套机器人技术和解决方案，包括Dragonwing IQ 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