敢在财报前做空$高通_老虎社区_美港股上老虎

天天金融
2025-11-03

敢在财报前做空$高通(QCOM)$ 简直荒唐！这家公司的营收明明是$美国超微公司(AMD)$ 两倍，市值却只有人家一半，简直天壤之别。更别说$高通(QCOM)$ 的EBITDA几乎是$美国超微公司(AMD)$ 三倍，现在人家自己搞AI芯片，我看估值还能往上窜。三星旗舰机用什么芯片？答案永远是骁龙！

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。

推荐
最新

james duan
·2025-11-04
市场是走预期的高通的业务高度绑定移动互联网时代都错过了
回复
点赞
举报
显卡之王
·2025-11-03
你很可笑，真的，AMD 有 GPU，这个公司有什么？
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":496159305847176,"tweetId":"496159305847176","gmtCreate":1762139036000,"gmtModify":1762153653075,"author":{"id":10000000000010522,"idStr":"10000000000010522","authorId":10000000000010522,"authorIdStr":"10000000000010522","name":"天天金融","avatar":"https://static.tigerbbs.com/41438e43bc06f3d850c94c7d80eb56cf","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/40389dd1677ca54b720ac706d7b06d93","width":"480","height":"270"}],"coverImages":[{"img":"https://static.tigerbbs.com/40389dd1677ca54b720ac706d7b06d93","width":"480","height":"270"}],"html":"<html><head></head><body>敢在财报前做空<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a>简直荒唐！这家公司的营收明明是<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>两倍，市值却只有人家一半，简直天壤之别。更别说<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a>的EBITDA几乎是<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>三倍，现在人家自己搞AI芯片，我看估值还能往上窜。三星旗舰机用什么芯片？答案永远是骁龙！\n<img src=\"https://static.tigerbbs.com/40389dd1677ca54b720ac706d7b06d93\" tg-width=\"480\" tg-height=\"270\"></body></html>","htmlText":"<html><head></head><body>敢在财报前做空<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a>简直荒唐！这家公司的营收明明是<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>两倍，市值却只有人家一半，简直天壤之别。更别说<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a>的EBITDA几乎是<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>三倍，现在人家自己搞AI芯片，我看估值还能往上窜。三星旗舰机用什么芯片？答案永远是骁龙！\n<img src=\"https://static.tigerbbs.com/40389dd1677ca54b720ac706d7b06d93\" tg-width=\"480\" tg-height=\"270\"></body></html>","text":"敢在财报前做空$高通(QCOM)$ 简直荒唐！这家公司的营收明明是$美国超微公司(AMD)$ 两倍，市值却只有人家一半，简直天壤之别。更别说$高通(QCOM)$ 的EBITDA几乎是$美国超微公司(AMD)$ 三倍，现在人家自己搞AI芯片，我看估值还能往上窜。三星旗舰机用什么芯片？答案永远是骁龙！","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/496159305847176","repostId":0,"isVote":1,"tweetType":1,"viewCount":3581,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["QCOM","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":243,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":496598000526024,"commentId":"496598000526024","gmtCreate":1762262832528,"gmtModify":1762262836189,"authorId":3440897161812160,"author":{"id":3440897161812160,"idStr":"3440897161812160","authorId":3440897161812160,"name":"james duan","avatar":"https://static.tigerbbs.com/a853dee41408bff6e6595b04b4887f94","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.04%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":496159305847176,"objectIdStr":"496159305847176","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"市场是走预期的高通的业务高度绑定移动互联网 时代都错过了","text":"市场是走预期的高通的业务高度绑定移动互联网 时代都错过了","html":"市场是走预期的高通的业务高度绑定移动互联网 时代都错过了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":496265369632904,"commentId":"496265369632904","gmtCreate":1762181162851,"gmtModify":1762181166610,"authorId":4173149581503700,"author":{"id":4173149581503700,"idStr":"4173149581503700","authorId":4173149581503700,"name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.03","exceedPercentage":"93.47%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/1c1eed764d9c7ff83dc093fbb9a96bc2","crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":496159305847176,"objectIdStr":"496159305847176","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"你很可笑，真的，AMD 有 GPU，这个公司有什么？","text":"你很可笑，真的，AMD 有 GPU，这个公司有什么？","html":"你很可笑，真的，AMD 有 GPU，这个公司有什么？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}

评论（2）

热议股票