美股详情

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高通

176.86

+2.431.39%

盘后：176.81-0.0540-0.03%17:00 EDT

成交量：1,228.07万

成交额：21.75亿

市值：1,888.58亿

市盈率：20.58

高：180.78

开：172.55

低：172.29

收：174.43

52周最高：259.92

52周最低：121.99

股本：10.68亿

流通股本：10.67亿

量比：1.53

换手率：1.15%

股息：3.59

股息率：2.03%

每股收益(TTM):8.59

每股收益(LYR):5.01

净资产收益率：33.75%

总资产收益率：11.61%

市净率：6.83

市盈率(LYR):35.30

数据加载中...

总览公司新闻资讯公告

异动解读 | 高通夜盘大跌5.01%，第四财季利润指引疲软且苹果业务加速流失

TD Cowen：将高通(QCOM.US)目标价从225美元下调至175美元。

高通9月1日起上调芯片价格，涨幅达到两位数

高通宣布9月起涨价，手机产业链成本压力再升级

港股异动 | 手机产业链跌幅居前高通9月起上调手机芯片价格涨幅或达两位数

高通：ASIC业务已启动晶圆生产，2026年12月季度开始创造收入

高通上季度净利大跌25%：业绩展望不及预期，9月1日起芯片涨价

高通财报预警：苹果业务加速流失，中国手机厂商贡献收入已触底

高通电话会：全线双位数涨价对冲内存成本，预计苹果订单下季度环比腰斩，年底量产数据中心芯片

华尔街见闻

高通第三财季营收 99.5 亿美元超预期，但手机业务下滑 20%，汽车业务大增 61% 创纪录

手机市场寒意超预期！高通(QCOM.US)Q3营收、利润双双下滑盈利指引逊于预期

微软Azure全年收入首次突破1000亿美元，盘后一度大涨10%；三星电子第二季度营业利润增长超18倍，芯片业务利润创历史新高丨全球科技早参

每日经济新闻

微软夜盘大涨逾8%第四财季业绩超预期资本支出低于预期；Meta大跌逾7%Q2营收超预期难掩AI投入焦虑Q3指引逊色；高通

异动解读｜高通夜盘下跌4.55%，第四季度利润指引疲软且手机业务承压

高通预测第四财季利润逊于华尔街预期，苹果业务营收料加快下滑

更正-独家报导-英特尔向与谭合投者领导的初创公司提供芯片技术罕见之举

高通CEO：预计2026财年结束时汽车业务年化销售额约70亿美元——电话会议透露

高通盈利展望疲软手机业务面临压力

环球市场播报

高通：预计中国OEM厂商Q3手机营收触底，Q4将恢复双位数环比增长——演示文稿披露

高通：FY26全球智能手机行业遭遇内存价格空前上涨与供应瓶颈构成的周期性逆风——发布会实录

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11:44","pubTimestamp":1785383059,"startTime":"0","endTime":"0","summary":"全球手机芯片龙头高通正式加入涨价阵营。当地时间7月29日，高通公布截至6月底的2026财年第三财季业绩。公司同时宣布，将自9月1日起上调产品价格，以应对供应链成本持续上涨带来的压力。这也是近期全球半导体产业链价格上涨传导至手机芯片领域的重要信号。高通首席执行官克里斯蒂亚诺·阿蒙（CristianoAmon）表示，公司此次提价主要是为了让毛利率恢复至历史水平。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607303826424982.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607303826424982.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1244550577.SGD","SG9999015952.SGD","BK4532","BK4612","LU1496350502.SGD","BK4598","LU2247934214.USD","BK4512","BK4605","LU1066051225.USD","BK4515","BK4604","BK4573","BK4141","BK4585","LU1035775433.USD","LU1069344957.HKD","LU1244550494.USD","LU1046421795.USD","QCOM","LU0061475181.USD","IE00BVYPNQ40.USD","GB00BDT5M118.USD","IE00BVYPNP33.GBP","QCML","SG9999015978.USD","LU1917777945.USD","SG9999002224.SGD","BK4581","TDV","LU1261432733.SGD","LU1066051811.HKD","LU1974910355.USD","LU0081259029.USD","BK4579","LU1066051498.USD","IE00BGHQDM52.EUR","LU1066053197.SGD","LU1244550221.USD","IE00BSNM7G36.USD","LU0942090050.USD","BK4534","QCMD","BK4588","SG9999002232.USD","LU1084165304.USD","LU0868494617.USD","BK4575","LU2106854487.HKD","LU0079474960.USD","SG9999015945.SGD","SG9999015986.USD","LU0868494708.USD","LU1119994496.HKD","LU1823568750.SGD","LU2023250504.SGD","SG9999001424.SGD","BK4527","BK4554","QCMU","FTXL","BK4561"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655639841","title":"港股异动 | 手机产业链跌幅居前 高通9月起上调手机芯片价格 涨幅或达两位数","url":"https://stock-news.laohu8.com/highlight/detail?id=2655639841","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655639841?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 11:00","pubTimestamp":1785380433,"startTime":"0","endTime":"0","summary":"消息面上，高通宣布将于9月1日起上调处理器产品价格。高通CEO在公司最新财报电话会上确认，届时公司产品价格将上涨。此前市场已有消息称，此轮调价幅度可能达到两位数百分比。此外，中国信通院发布6月国内手机市场运行分析报告。报告数据显示，6月国内手机出货量达到1914.9万部，同比下降15.3%，单月市场出现明显下滑，国内手机市场依旧处于存量竞争的压力之下。前6月，国内市场手机出货量1.33亿部，同比下降5.5%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1473935.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1167","LU2023250504.SGD","LU1244550577.SGD","LU1823568750.SGD","BK4573","300433","QCOM","SG9999001424.SGD","LU1046421795.USD","06613","01478","BK4554","BK4588","LU0942090050.USD","BK4575","LU2106854487.HKD","FTXL","BK4534","HK0000320223.HKD","LU2247934214.USD","HK0000320264.USD","LU1244550221.USD","BK4527","IE00BVYPNP33.GBP","HK0000306685.HKD","SG9999015945.SGD","LU1917777945.USD","SG9999015952.SGD","QCML","IE00BGHQDM52.EUR","BK4605","BK1179","LU0868494708.USD","BK4612","IE00BVYPNQ40.USD","BK4598","LU1069344957.HKD","TDV","BK4512","BK4515","LU1244550494.USD","BK1504","BK4579","SG9999015978.USD","BK4141","BK4532","BK1170","BK4604","LU1496350502.SGD","HK0000306701.USD","LU1035775433.USD","LU0081259029.USD","QCMU","LU0061475181.USD","BK1508","BK4585","BK4581","LU0868494617.USD","LU1974910355.USD","LU1066051498.USD","LU1066051225.USD","01415","LU1119994496.HKD","LU1261432733.SGD","SG9999002232.USD","QCMD","BK4561","GB00BDT5M118.USD","FXCNY","LU1084165304.USD","IE00BSNM7G36.USD","SG9999002224.SGD","LU0079474960.USD","02038","LU1066051811.HKD","LU1066053197.SGD","SG9999015986.USD","BK1096"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655120849","title":"高通：ASIC业务已启动晶圆生产，2026年12月季度开始创造收入","url":"https://stock-news.laohu8.com/highlight/detail?id=2655120849","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655120849?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 10:24","pubTimestamp":1785378291,"startTime":"0","endTime":"0","summary":"IT之家 7 月 30 日消息，Qualcomm（高通）高管在企业 FY2026Q3 财报电话会议上表示，其 ASIC 芯片定制业务从两家全球超大规模企业获得的两个项目已启动晶圆生产，预计将从 2026 年 12 月季度开始创造收入。此外，高通的初代 HBC架构芯片已完成流片，为 2027 年中的推出打下坚实基础。另外，高通将在 2026 年 9 月量产第五代骁龙数字底盘。该企业预计非手机领域业务的增长将覆盖苹果的需求下降。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://tech.ifeng.com/c/8vB1C99gMON","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"fenghuang_stock","symbols":["SG9999002224.SGD","LU1917777945.USD","LU0061475181.USD","QCML","LU0868494617.USD","LU2023250504.SGD","BK4612","LU0079474960.USD","SG9999015945.SGD","BK4527","BK4588","LU1823568750.SGD","LU1069344957.HKD","LU1261432733.SGD","IE00BGHQDM52.EUR","IE00BVYPNP33.GBP","LU1496350502.SGD","LU1046421795.USD","SG9999015952.SGD","BK4604","BK4573","BK4141","BK4605","LU1119994496.HKD","BK4554","QCMU","SG9999001424.SGD","SG9999015978.USD","BK4534","LU1974910355.USD","LU2247934214.USD","LU1066051225.USD","LU1066051811.HKD","LU1066051498.USD","LU1066053197.SGD","LU2106854487.HKD","LU0868494708.USD","LU1244550494.USD","LU1244550221.USD","BK4561","LU1084165304.USD","SG9999002232.USD","BK4515","GB00BDT5M118.USD","LU1035775433.USD","BK4585","IE00BVYPNQ40.USD","LU1244550577.SGD","QCMD","LU0081259029.USD","QCOM","TDV","BK4581","BK4575","BK4532","LU0942090050.USD","IE00BSNM7G36.USD","BK4512","SG9999015986.USD","FTXL","BK4598","BK4579"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655846947","title":"高通上季度净利大跌25%：业绩展望不及预期，9月1日起芯片涨价","url":"https://stock-news.laohu8.com/highlight/detail?id=2655846947","media":"澎湃新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655846947?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 09:24","pubTimestamp":1785374640,"startTime":"0","endTime":"0","summary":"存储芯片价格大涨，使得手机销量下滑，进而对手机芯片供应商高通的业绩形成压制。当地时间7月29日，高通发布2026财年第三财季（截至6月28日）业绩：营收同比下降4%至99.5亿美元，略超华尔街预期。但当季净利润降至20亿美元，同比下滑25%，大致符合市场预期，在当前第四财季的业绩展望上，高通预计调整后每股收益在2.05至2.25美元之间，收入指引区间为97亿至105亿美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607303826003992.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202607303826003992.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1066053197.SGD","SG9999015986.USD","LU2023250504.SGD","LU0868494708.USD","BK4532","LU1823568750.SGD","LU1046421795.USD","BK4581","LU1066051498.USD","LU2247934214.USD","LU1496350502.SGD","BK4579","LU1261432733.SGD","BK4612","LU1066051811.HKD","BK4515","GB00BDT5M118.USD","LU1917777945.USD","LU0079474960.USD","LU1035775433.USD","BK4573","LU0061475181.USD","QCOM","QCML","BK4534","LU0081259029.USD","BK4141","QCMU","LU1069344957.HKD","SG9999002224.SGD","BK4527","LU1084165304.USD","BK4605","LU1119994496.HKD","LU0868494617.USD","LU1244550494.USD","LU1244550577.SGD","IE00BVYPNQ40.USD","IE00BVYPNP33.GBP","BK4588","SG9999015952.SGD","LU1066051225.USD","BK4561","BK4512","IE00BGHQDM52.EUR","IE00BSNM7G36.USD","SG9999015945.SGD","BK4585","BK4575","LU2106854487.HKD","BK4604","QCMD","SG9999001424.SGD","LU0942090050.USD","SG9999002232.USD","SG9999015978.USD","TDV","BK4554","LU1244550221.USD","LU1974910355.USD","BK4598"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655463178","title":"高通财报预警：苹果业务加速流失，中国手机厂商贡献收入已触底","url":"https://stock-news.laohu8.com/highlight/detail?id=2655463178","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655463178?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 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08:59","pubTimestamp":1785373167,"startTime":"0","endTime":"0","summary":"面临内存等供应链成本飙升及产能100%满载的压力，高通将采取两位数幅度的全线提价以修复毛利率；高盛承认苹果订单流失加速，预计12月季度环比腰斩，但强调，同比激增61%的汽车业务（上调年化目标至70亿美元）及12月即将创收的数据中心AI芯片业务，将在2027财年彻底填补苹果退出的收入缺口。","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778276","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1244550577.SGD","SG9999015986.USD","BK4527","SG9999002232.USD","BK4515","BK4612","LU2023250504.SGD","QCMU","LU0061475181.USD","BK4588","BK4561","LU1119994496.HKD","LU1035775433.USD","LU0079474960.USD","IE00BVYPNP33.GBP","LU2106854487.HKD","BK4532","LU0868494617.USD","LU1066051225.USD","LU1917777945.USD","SG9999015952.SGD","IE00BGHQDM52.EUR","LU0868494708.USD","LU0942090050.USD","LU0081259029.USD","LU2247934214.USD","SG9999001424.SGD","BK4598","LU1066051498.USD","LU1244550494.USD","LU1066051811.HKD","SG9999015978.USD","BK4573","BK4604","FTXL","LU1823568750.SGD","BK4554","LU1261432733.SGD","TDV","IE00BVYPNQ40.USD","LU1069344957.HKD","BK4534","SG9999002224.SGD","BK4581","LU1496350502.SGD","LU1046421795.USD","LU1084165304.USD","IE00BSNM7G36.USD","BK4579","LU1974910355.USD","QCMD","GB00BDT5M118.USD","QCOM","LU1066053197.SGD","BK4141","BK4575","BK4585","SG9999015945.SGD","LU1244550221.USD","QCML","BK4512","BK4605"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655749843","title":"高通第三财季营收 99.5 亿美元超预期，但手机业务下滑 20%，汽车业务大增 61% 创纪录","url":"https://stock-news.laohu8.com/highlight/detail?id=2655749843","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655749843?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 08:27","pubTimestamp":1785371242,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，高通发布2026财年第三季度财报，营收 99.5 亿美元，同比下降 4%，略高于市场预期的 96.7 亿美元；调整后每股收益 2.21 美元，基本符合预期；净利润 20 亿美元。芯片业务（QCT）营收 85 亿美元，其中手机相关业务 51 亿美元，同比下降 20%；汽车电子业务营收达创纪录的 15.9 亿美元，同比增长 61%，连续 23 个季度实现两位数同比增长；物联网业务营收 18.3 亿美元，同比增长 9%。\n\n高通预计第四财季调整后每股收益为 2.05 至 2.25 美元，低于分析师预期的 2.36 美元。CEO 安蒙表示，来自苹果的收入将进入加速下滑通道，受供应链约束，高通在下一代 iPhone 中的零部件份额“远低于此前预估的 20%”。为应对苹果业务收缩，高通正加速多元化转型，预计 2027 财年 数据中心业务将实现约 50 亿美元 营收，并已完成对 AI 软件公司 Modular 的收购。高通计划自 9 月 1 日起 对部分产品调价以应对全供应链成本上涨。 ","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2279038","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","LU1823568750.SGD","BK4527","LU1066053197.SGD","LU1244550577.SGD","GB00BDT5M118.USD","LU0079474960.USD","LU1261432733.SGD","LU1917777945.USD","LU1974910355.USD","LU0868494708.USD","LU2247934214.USD","LU0081259029.USD","BK4561","BK4554","IE00BSNM7G36.USD","BK4515","BK4581","LU2106854487.HKD","BK4573","QCML","BK4532","QCMU","LU1119994496.HKD","LU1046421795.USD","BK4605","BK4585","BK4141","BK4604","LU1084165304.USD","LU1244550494.USD","SG9999002232.USD","IE00BVYPNP33.GBP","SG9999015986.USD","LU0868494617.USD","BK4575","LU1069344957.HKD","SG9999015978.USD","BK4579","SG9999001424.SGD","BK4612","SG9999015952.SGD","FTXL","TDV","IE00BVYPNQ40.USD","LU0061475181.USD","LU0942090050.USD","LU2023250504.SGD","LU1066051225.USD","LU1496350502.SGD","SG9999015945.SGD","LU1035775433.USD","SG9999002224.SGD","LU1066051811.HKD","QCOM","LU1066051498.USD","BK4534","BK4512","LU1244550221.USD","QCMD","IE00BGHQDM52.EUR","BK4598"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2655843078","title":"手机市场寒意超预期！高通(QCOM.US)Q3营收、利润双双下滑 盈利指引逊于预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2655843078","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655843078?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 08:27","pubTimestamp":1785371239,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，高通于周三美股盘后公布截至6月28日的2026财年第三季度财报。全球最大的智能手机处理器制造商高通给出了疲软的季度盈利指引，表明零部件短缺和成本上升正在对其主要市场造成冲击。财报公布后，高通股价盘后下跌约4%。手机业务利空加剧 苹果订单流失速度超预期智能手机市场低迷对高通造成的冲击超出预期。高通预测，2026财年搭载安卓系统手机相关业务营收将下滑约20%，对应每股收益损失超1.5 美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1473867.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4512","LU1046421795.USD","BK4532","TDV","LU0868494708.USD","LU1244550221.USD","BK4604","SG9999001424.SGD","BK4612","BK4141","LU2247934214.USD","BK4573","LU2023250504.SGD","LU1066051225.USD","LU1069344957.HKD","BK4554","SG9999015945.SGD","LU2106854487.HKD","LU1066053197.SGD","LU1066051498.USD","LU1823568750.SGD","BK4534","IE00BSNM7G36.USD","LU1066051811.HKD","LU1244550494.USD","BK4588","LU1974910355.USD","QCMU","SG9999002224.SGD","BK4561","IE00BGHQDM52.EUR","SG9999015986.USD","BK4605","QCMD","LU1119994496.HKD","LU1035775433.USD","LU1084165304.USD","BK4598","BK4581","LU1917777945.USD","LU1496350502.SGD","QCML","SG9999002232.USD","BK4579","BK4575","IE00BVYPNQ40.USD","BK4527","LU1261432733.SGD","QCOM","GB00BDT5M118.USD","FTXL","LU0061475181.USD","BK4585","LU0079474960.USD","LU0081259029.USD","LU1244550577.SGD","BK4515","LU0868494617.USD","SG9999015952.SGD","SG9999015978.USD","IE00BVYPNP33.GBP","LU0942090050.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655843670","title":"微软Azure全年收入首次突破1000亿美元，盘后一度大涨10%；三星电子第二季度营业利润增长超18倍，芯片业务利润创历史新高丨全球科技早参","url":"https://stock-news.laohu8.com/highlight/detail?id=2655843670","media":"每日经济新闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655843670?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 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08:00","pubTimestamp":1785369643,"startTime":"0","endTime":"0","summary":"7月30日，高通夜盘下跌4.55%，报148.59美元/股。市场抛压主要源于疲软的前瞻指引及成本端压力。公司预计第四季度安卓手机业务收入将下滑约20%，每股收益年度降幅超1.50美元；同时警告苹果业务流失速度快于预期。高通指出，内存价格史无前例的上涨及供应瓶颈构成显著周期性逆风，公司宣布9月1日起全线上调产品售价，涨幅或达两位数。尽管汽车业务Q4预计同比增长60%、并拿下宝马十年芯片大单，但未能扭转市场对核心手机业务恶化的担忧。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"高通夜盘下跌4.55%，第四季度利润指引疲软且手机业务承压","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["QCOM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655087810","title":"高通预测第四财季利润逊于华尔街预期，苹果业务营收料加快下滑","url":"https://stock-news.laohu8.com/highlight/detail?id=2655087810","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655087810?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 07:27","pubTimestamp":1785367660,"startTime":"0","endTime":"0","summary":"高通预测第四财季利润逊于华尔街预期，苹果业务营收料加快下滑路透7月29日-高通公司QCOM.O周三预测第四财季利润将低于华尔街预期，并表示受供应限制和成本上升影响，来自苹果AAPL.O相关业务的营收将比预期更快下降。他表示，高通计划从9月1日起提价，以推动利润率恢复到历史水平。高通预计第四财季营收在97亿至105亿美元之间，分析师的预期为100.2亿美元。高通第三财季营收下降4%至99.5亿美元，高于预估的96.7亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260729:nL6T43V1IM:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4527","BK4141","BK4598","SG9999015952.SGD","BK4515","TDV","GB00BDT5M118.USD","LU0868494617.USD","LU1046421795.USD","BK4575","LU1823568750.SGD","LU1035775433.USD","SG9999001424.SGD","BK4604","LU1974910355.USD","LU2247934214.USD","LU1066051498.USD","LU1244550494.USD","SG9999015945.SGD","LU0868494708.USD","LU1244550221.USD","BK4588","LU0942090050.USD","IE00BVYPNP33.GBP","BK4585","BK4581","QCMU","LU1119994496.HKD","LU1066051225.USD","BK4605","LU2106854487.HKD","LU2023250504.SGD","SG9999002224.SGD","QCML","LU1066053197.SGD","BK4573","LU1244550577.SGD","SG9999015978.USD","IE00BVYPNQ40.USD","BK4512","BK4534","FTXL","LU1084165304.USD","LU1066051811.HKD","SG9999015986.USD","QCOM","BK4554","QCMD","LU1261432733.SGD","BK4561","IE00BSNM7G36.USD","BK4532","BK4579","IE00BGHQDM52.EUR","LU0061475181.USD","LU1917777945.USD","LU1496350502.SGD","LU1069344957.HKD","LU0079474960.USD","SG9999002232.USD","LU0081259029.USD","BK4612"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655810618","title":"更正-独家报导-英特尔向与谭合投者领导的初创公司提供芯片技术 罕见之举","url":"https://stock-news.laohu8.com/highlight/detail?id=2655810618","media":"路透中文","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655810618?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 06:53","pubTimestamp":1785365636,"startTime":"0","endTime":"0","summary":"英特尔首席执行官谭立武与该初创公司负责人是长期的共同投资者。根据特拉华州的公司注册证书显示，这家名为RosaicLabs 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06:10","pubTimestamp":1785363021,"startTime":"0","endTime":"0","summary":"高通（Qualcomm）首席执行官最新表态：在当前财年——即2026财年——结束时，公司汽车业务的年化销售额预计将达到约70亿美元。这一预测是在公司电话会议中披露的。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4512","LU1974910355.USD","IE00BVYPNQ40.USD","LU1069344957.HKD","LU2247934214.USD","BK4527","BK4573","BK4588","LU1261432733.SGD","LU2106854487.HKD","QCOM","SG9999002224.SGD","LU1244550221.USD","IE00BGHQDM52.EUR","BK4612","SG9999015952.SGD","BK4515","LU1084165304.USD","TDV","SG9999015945.SGD","GB00BDT5M118.USD","LU1496350502.SGD","LU1046421795.USD","LU1035775433.USD","LU2023250504.SGD","QCMU","IE00BSNM7G36.USD","BK4604","BK4554","SG9999015978.USD","LU1066051225.USD","LU1917777945.USD","LU0061475181.USD","QCML","LU0079474960.USD","BK4605","BK4141","BK4575","BK4534","BK4598","LU0081259029.USD","LU0942090050.USD","LU1066053197.SGD","LU1244550494.USD","SG9999015986.USD","BK4585","IE00BVYPNP33.GBP","BK4579","LU0868494708.USD","LU1119994496.HKD","LU1244550577.SGD","QCMD","LU0868494617.USD","LU1823568750.SGD","BK4532","LU1066051498.USD","SG9999002232.USD","BK4581","LU1066051811.HKD","FTXL","BK4561","SG9999001424.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655314817","title":"高通盈利展望疲软 手机业务面临压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2655314817","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655314817?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 05:51","pubTimestamp":1785361860,"startTime":"0","endTime":"0","summary":"全球最大的智能手机处理器制造商高通发布的本季度盈利展望不及分析师预估，显示零部件短缺和成本上升正在对其主要市场造成冲击。高通预计，2026财年搭载安卓操作系统的手机业务收入将下降约20%，并称这将导致每股收益减少逾1.50美元。高通还警告称，来自苹果的业务流失速度快于预期。高通第三财季手机相关业务收入为51亿美元。高通表示，非手机业务收入增速将在2027财年由24%加快至60%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/world/2026-07-30/doc-inikpnut1327432.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["QCOM","IE00BVYPNQ40.USD","BK4579","SG9999015986.USD","BK4585","BK4534","SG9999015945.SGD","QCML","SG9999015952.SGD","BK4575","LU1035775433.USD","SG9999002232.USD","BK4604","SG9999015978.USD","LU1261432733.SGD","LU0061475181.USD","BK4532","LU1119994496.HKD","LU1496350502.SGD","SG9999001424.SGD","LU0942090050.USD","LU1046421795.USD","QCMD","BK4612","LU1917777945.USD","BK4512","LU1069344957.HKD","LU0868494708.USD","LU2023250504.SGD","LU2106854487.HKD","BK4581","BK4561","IE00BVYPNP33.GBP","LU0868494617.USD","TDV","BK4573","FTXL","LU1066051811.HKD","LU0079474960.USD","LU1244550221.USD","BK4605","IE00BSNM7G36.USD","LU1974910355.USD","SG9999002224.SGD","BK4554","LU1066051498.USD","BK4141","GB00BDT5M118.USD","LU1084165304.USD","BK4515","LU1066053197.SGD","LU1823568750.SGD","BK4598","BK4588","LU2247934214.USD","LU0081259029.USD","BK4527","IE00BGHQDM52.EUR","LU1244550577.SGD","LU1244550494.USD","LU1066051225.USD","QCMU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127047504","title":"高通：预计中国OEM厂商Q3手机营收触底，Q4将恢复双位数环比增长——演示文稿披露","url":"https://stock-news.laohu8.com/highlight/detail?id=1127047504","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1127047504?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 05:37","pubTimestamp":1785361071,"startTime":"0","endTime":"0","summary":"高通在最新演示文稿中披露，其对来自中国OEM厂商的季度手机营收做出评估：第三季度已触及谷底，而第四季度则将重回双位数环比增长态势。这一判断表明，中国手机市场正迎来复苏迹象。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4581","BK4561","LU0868494617.USD","LU0868494708.USD","IE00BGHQDM52.EUR","LU0942090050.USD","SG9999002232.USD","LU1066051498.USD","LU1244550577.SGD","TDV","BK4585","QCML","BK4598","BK4141","LU1244550494.USD","LU1496350502.SGD","LU1917777945.USD","LU1823568750.SGD","LU2106854487.HKD","SG9999001424.SGD","LU2247934214.USD","LU1261432733.SGD","LU1974910355.USD","BK4554","LU1066053197.SGD","BK4534","LU1035775433.USD","SG9999015945.SGD","BK4527","SG9999015986.USD","LU0081259029.USD","BK4515","IE00BVYPNP33.GBP","GB00BDT5M118.USD","BK4605","SG9999015978.USD","LU1066051225.USD","LU1069344957.HKD","BK4573","FTXL","LU0061475181.USD","LU1066051811.HKD","QCMD","LU1244550221.USD","LU1084165304.USD","SG9999002224.SGD","LU1046421795.USD","BK4579","BK4588","SG9999015952.SGD","LU1119994496.HKD","BK4532","IE00BVYPNQ40.USD","BK4612","BK4512","QCOM","QCMU","BK4575","BK4604","LU0079474960.USD","IE00BSNM7G36.USD","LU2023250504.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1150019505","title":"高通：FY26全球智能手机行业遭遇内存价格空前上涨与供应瓶颈构成的周期性逆风——发布会实录","url":"https://stock-news.laohu8.com/highlight/detail?id=1150019505","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150019505?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 05:37","pubTimestamp":1785361039,"startTime":"0","endTime":"0","summary":"高通在最新发布会上指出，在2026财年（FY26），全球智能手机产业正面临着显著的周期性逆风。这些挑战主要源自两大因素：内存价格出现了前所未有的大幅上涨，同时供应环节也持续受到严重限制。这种局面共同形成了强大的阻力，给整个行业的发展前景蒙上了一层阴影。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2023250504.SGD","LU1066051498.USD","LU2247934214.USD","IE00BSNM7G36.USD","BK4612","BK4534","IE00BGHQDM52.EUR","LU0868494617.USD","LU0942090050.USD","LU1066051225.USD","BK4532","LU1084165304.USD","BK4561","GB00BDT5M118.USD","BK4573","LU0061475181.USD","BK4575","TDV","IE00BVYPNQ40.USD","QCMD","LU1823568750.SGD","QCMU","BK4554","SG9999002232.USD","BK4598","FTXL","BK4581","SG9999015986.USD","BK4585","BK4512","IE00BVYPNP33.GBP","LU1046421795.USD","LU1066051811.HKD","LU0868494708.USD","LU1244550221.USD","BK4515","BK4604","LU1496350502.SGD","LU1917777945.USD","LU1119994496.HKD","LU2106854487.HKD","QCML","QCOM","SG9999015952.SGD","BK4588","BK4141","SG9999015945.SGD","LU1066053197.SGD","LU1069344957.HKD","LU1244550577.SGD","SG9999001424.SGD","LU0079474960.USD","SG9999002224.SGD","SG9999015978.USD","LU0081259029.USD","BK4527","BK4605","LU1244550494.USD","LU1974910355.USD","BK4579","LU1261432733.SGD","LU1035775433.USD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":17,"totalSize":400,"code":"91000000","status":"200"}]}}