文章核心观点 - 增强现实(AR)行业正处于快速增长阶段,预计到2030年市场规模将达到5975.4亿美元,复合年增长率达39.8% [1][2] - AR技术可应用于教育、培训、娱乐、物流、医疗、制造等多个领域,有助于提高经济生产效率 [3][4] 行业和公司总结 高通(QCOM) - 高通是AR设备的处理器和芯片供应商,随着消费者对互动性需求的增加,高通将受益 [5][7] - 高通过去4个季度平均每股收益2.27美元,超出分析师预期2.10美元,盈利超预期7.58% [8] - 2024财年预计每股收益9.92美元,收入38.39亿美元,同比均有较好增长 [9] Vuzix(VUZI) - Vuzix是智能眼镜设计、制造和销售商,也开发AR技术和产品 [10] - 公司目前处于亏损状态,过去4个季度平均每股亏损19美分,超出预期15美分的亏损 [11] - 但公司股价估值相对较低,市销率8.47倍,低于过去一年的15.27倍 [12] - 分析师预计2023年底收入将下降4.3%至1161万美元,但高端预测为1373万美元 [13] Snap(SNAP) - Snap是社交媒体公司,主要提供AR滤镜和镜头功能 [14][15] - 过去4个季度Snap实现平均每股收益3美分,好于预期每股亏损2美分 [16] - 过去一年Snap股价市销率为4.25倍,目前为4.87倍,仍处于合理水平 [17] - 分析师预计2024财年收入将达53.7亿美元,同比增长24.8%;2025财年将达61.6亿美元,增长14.8% [17][18]

The recent pullback in the tech sector has affected most semiconductor producers, with Qualcomm (NASDAQ: QCOM) stock one of the worst hit among them. QCOM fell below the crucial $200 psychological threshold during the pullback of 2.92% in the previous month. In the past five days, these losses extended to 7.15% as investors intensified sell-offs.However, the latest trading session shows signs of recovery after a positive gain of 4.70%, which set the QCOM stock price at $194.97. Pre-market gains of 1.05% at ...

I love Qualcomm (NASDAQ:QCOM). Based in San Diego, Qualcomm develops and commercializes a range of foundational technologies for the wireless industry. With mobile connectivity becoming an increasingly vital concept, the company’s specialized semiconductor products command tremendous prominence. However, as great as Qualcomm stock is, the market is the ultimate arbiter.Right now, the market is saying it’s not comfortable with QCOM’s premium to growth. Last Friday, Qualcomm stock suffered a loss of nearly 3% ...

TAIPEI, TAIWAN - JUNE 3: Lenovo’s Executive Vice President and President Luca Rossi, joins Qualcomm ... [+] President and CEO Cristiano Amon during his Keynote Presentation at COMPUTEX 2024 on “The PC Reborn” Showcasing Where Innovation Creates Disruption in a Mature Industry, in Taipei, Taiwan, on June 3, 2024. (Photo by Billy H.C. Kwok /Getty Images for Qualcomm)Getty Images for QualcommMobile chipset major Qualcomm (NASDAQ: QCOM) is poised to publish its Q3 FY’24 results later this month. The stock has r ...

Qualcomm (QCOM) closed at $209.64 in the latest trading session, marking a +0.7% move from the prior day. The stock outpaced the S&P 500's daily gain of 0.64%. On the other hand, the Dow registered a gain of 1.85%, and the technology-centric Nasdaq increased by 0.2%.Heading into today, shares of the chipmaker had lost 6.32% over the past month, lagging the Computer and Technology sector's gain of 1.06% and the S&P 500's gain of 3.82% in that time.The investment community will be paying close attention to th ...

In a concerted effort to protect its intellectual property rights, Qualcomm Incorporated (QCOM) recently filed a lawsuit against Transsion for alleged patent infringement. This legal action, initiated in the Delhi High Court in India, targets Transsion over four non-standard essential patents as the company seeks to expand its market share in the subcontinent.Transsion, headquartered in Shenzhen, China, is a dominant player in Africa's smartphone market, with its brands Tecno, Infinix and iTel capturing nea ...

The expectations are sky-high for Qualcomm (NASDAQ:QCOM) and other artificial intelligence hardware manufacturers in 2024. Since the prevailing sentiment surrounding Qualcomm is highly optimistic, contrarian investors shouldn’t be too eager to buy Qualcomm stock now.InvestorsPlace contributor Chris MacDonald reported on the analyst community’s highly ambitious projections for Qualcomm. At the same time, the CEO’s share sale seems to tell a different tale. In addition, a well-known tech-gadget manufacturer’s ...

The metaverse has already been through quite the boom-and-bust cycle. The concept burst onto the scene a few years ago, reaching its pinnacle when Mark Zuckerberg renamed his company from Facebook to Meta Platforms (NASDAQ:META). Zuckerberg felt that the metaverse would be a key growth avenue, and the company made a splashy Super Bowl ad to highlight its new direction.However, growth hasn’t been nearly as easy as anticipated. Meta’s Horizon Worlds has seen sparse usership thus far. And other tech innovation ...

Qualcomm (NASDAQ: QCOM) is a prominent player in the semiconductor and telecommunications industries, renowned for its advancements in wireless technology. With a market capitalization of $231 billion, Qualcomm has appreciated by 43% over the past year, significantly outpacing the broader market.Despite a recent 5% decline from its mid-June highs of $230, this dip could represent a strategic buying opportunity for investors.  Qualcomm’s forward P/E ratio stands at 25.09, indicating a fair valuation. This su ...

文章核心观点 - 微软和主要PC制造商都支持基于Arm的Windows笔记本电脑,这是Windows在Arm上的又一次尝试[1][2] - 基于Qualcomm Arm芯片的笔记本电脑整体性能和续航表现不错,但在游戏性能方面存在严重问题[3][4][5] - Qualcomm芯片依赖模拟运行x86应用程序,这导致游戏性能大幅下降,成为其进入PC市场的一大障碍[3][4][5] - 对于大多数普通用户来说,Qualcomm芯片的兼容性问题可能难以接受,这将影响其市场推广[6][7] - 随着英特尔和AMD即将推出的新一代芯片,Qualcomm在性能和电池续航上的优势可能会被抵消[8][9] - 总的来说,Arm架构Windows PC市场份额的提升可能需要一定时间,Qualcomm需要进一步优化模拟性能,并说服用户尝试新技术[10] 文章分组总结 行业现状 - 微软和主要PC制造商都支持基于Arm的Windows笔记本电脑,这是Windows在Arm上的又一次尝试[1][2] - 基于Qualcomm Arm芯片的笔记本电脑整体性能和续航表现不错[2] 产品性能 - Qualcomm芯片依赖模拟运行x86应用程序,这导致游戏性能大幅下降[3][4][5] - 随着英特尔和AMD即将推出的新一代芯片,Qualcomm在性能和电池续航上的优势可能会被抵消[8][9] 市场推广 - 对于大多数普通用户来说,Qualcomm芯片的兼容性问题可能难以接受,这将影响其市场推广[6][7] - 总的来说,Arm架构Windows PC市场份额的提升可能需要一定时间,Qualcomm需要进一步优化模拟性能,并说服用户尝试新技术[10]