文章核心观点 - 公司最近一个月股价上涨6.8%,超过了行业和大盘的涨幅 [1][2] - 公司即将公布的财报预计每股收益将同比增长19.79%,收入同比增长8.74% [3][4] - 分析师对公司未来一年的盈利和收入预测也有所上调,分别预计增长17.08%和6.56% [4] - 公司当前估值较行业平均水平有一定溢价 [8][9] 行业分析 - 公司所属的无线设备行业目前在250多个行业中排名靠后,位于底部13% [10][11] - 根据历史数据,排名靠前的行业整体表现要优于排名靠后的行业 [11]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Qualcomm. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Qualcomm. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

文章核心观点 - 高通公司(QCOM)股价上涨超过2%,与芯片行业整体热度上升有关 [1] - 高通可能与三星达成合作,成为三星Galaxy S25手机的"独家芯片供应商" [2][3] - 这将增强高通作为移动设备主要芯片制造商的地位,弥补其作为苹果iPhone核心芯片合作伙伴需求下降的局面 [3] 行业分析 - 多家分析师对芯片行业前景持乐观态度,这也带动了高通股价上涨至历史新高 [5][6] - 新一代智能手机预计将包含更多人工智能技术,高通有望从新的换机潮中获益 [6][7] 公司分析 - 如果高通与三星达成合作,将有助于提升高通在移动设备芯片市场的地位 [2][3] - 高通虽然专注于设备芯片,但也可能从人工智能应用带来的机遇中获益 [7]

Loading...Loading...Qualcomm Inc. QCOM has been on a tear, with its stock up 53.65% year-to-date and 85.46% higher over the past year. The latest boost? Renowned tech analyst Ming-Chi Kuo reports that Samsung’s upcoming Galaxy S25 will exclusively feature Qualcomm's next-generation chipset, propelling Qualcomm shares higher.The news sent Qualcomm shares soaring, closing 3.20% higher on Monday. Kuo's predictions underscore the robust demand for Qualcomm's advanced chipsets and their crucial role in flagship ...

It took some time for Qualcomm (NASDAQ:QCOM) to become regarded as a top AI play, but since it took shape late last year, Qualcomm stock has been on a tear. Shares in the mobile chip company have surged by more than 52% over the past six months.Changing hands for around $215 per share, QCOM is now near all-time highs. Yet after this sudden run-up in price, is it time to take profit, or to let it ride for additional gains? On the surface, it may seem as if shares have soared too far, too fast. With the AI gr ...

文章核心观点 - 公司在FY Q2'24季度表现强劲,收入和利润均超出预期 [1][2][3][5] - 公司在手机、汽车和物联网等领域均有亮点表现,显示出良好的业务多元化 [11][14][15][16][17][18] - 公司的人工智能技术有望进一步推动手机和PC等领域的需求增长 [12][13][18][25] 公司业务表现 手机业务 - 公司来自中国OEM厂商的收入增长40%,显示出公司在手机市场的增长潜力 [11][12] - 公司的旗舰芯片Snapdragon 8 Gen 3在中国和三星Galaxy S24系列手机中需求强劲,预计将在更多高端手机中使用 [13] 汽车业务 - 公司在汽车领域的设计赢单管线达到450亿美元,预计2026年汽车业务收入将超过40亿美元 [15] 物联网业务 - 公司的网络解决方案在Wi-Fi 7过渡中持续获得市场认可 [16] - Meta Horizon OS在公司芯片上运行,将进一步扩大设备生态系统 [16] PC业务 - 公司的Snapdragon X Plus和Snapdragon X Elite芯片预计将在2024年中期推出多款Windows AI PC [17][18] - 公司声称Snapdragon X Elite是Windows生态系统中领先的人工智能和功耗效率芯片 [18] 估值分析 - 根据对未来5年财务数据的调整,公司的内在价值为162美元,1年和3年目标价分别为200美元和238美元 [20][21]

While you may not have been looking, Qualcomm became a major player in the AI chip space.Amid the rise of artificial intelligence (AI), Nvidia has emerged as one of the premier stocks. Not only has it developed a technical lead in AI chips, but its chips support the functions of other AI companies, making it all the more essential.Still, that focus may have induced investors to ignore other AI chip stocks, and one that may deserve more attention is Qualcomm (QCOM -0.40%). The leading designer of smartphone ...

文章核心观点 - 公司的AI芯片技术是行业游戏规则的改变者 [1][2][3][4] - 公司在智能手机供应链中的地位以及AI手机需求增长将推动其业务增长 [1][4][5][6][7][8] - 公司的AI芯片具有独特的技术优势,可以在手机上实现复杂的AI任务 [10][11][12][13][14] - 公司与苹果的合作关系进一步巩固了其行业地位 [15][16] - 公司AI芯片在PC和智能手机市场的巨大增长空间 [17][18][19][20][21] 公司概况 - 公司的Snapdragon 8 Gen 3芯片可以在手机上支持高达100亿参数的生成式AI模型 [5][10] - 芯片可以实现本地化的自然语言处理、多模态AI等功能,提高隐私和安全性 [6][10][12] - 芯片性能和能耗方面的优势,为手机带来更好的AI体验 [12][13] - 公司正在与多家主要手机厂商合作,扩大AI芯片的应用 [8] 行业趋势 - 行业正在从传统CPU架构向更灵活的专用AI芯片平台转变 [9] - AI芯片在手机、汽车等领域的应用越来越广泛和重要 [9] - 消费者对支持AI功能的高端手机需求不断增加 [1][2][3] 财务和估值 - 公司AI芯片业务有望带来可观的收入增长 [19][20][21] - 公司当前估值相对较低,存在上涨空间 [22][23][25] - 公司正在积极拓展AR、Wi-Fi等新业务,为未来增长带来动力 [26][27] 风险因素 - 美国政府对华为等公司的出口管制政策可能对公司在中国市场的业务造成影响 [28][29][30][31] - 但公司在中国市场的收入来源较为分散,风险可控 [32]

Inevitably, the adoption of generative AI and LLM (Large Language Model) has fueled more intelligence and efficiency in our lives and works than in the past decade. Moving forward, the demand for running AI and LLM at the edge devices is growing as it provides lower latency, higher privacy, and more flexibility, which is set to redefine the level of intelligence of smart devices as well as broaden the landscape of mobile scenarios.TAIPEI, June 7, 2024 /PRNewswire/ -- Fibocom (Stock code: 300638), a global l ...