高通股票討論區

$高通(QCOM.US)$ on the way to the moon?

A bevy of semiconductor sector darlings report this week and are expected to pave out a longer runway of demand.
Advanced Micro Devices $美國超微公司(AMD.US)$ and Qualcomm $高通(QCOM.US)$ Inc are expected to show strong data center customer growth and demand for new chips used for artificial intelligence.
Qualcom could report sales above consensus as its Samsung partnership ma...

#週五分享會再來聊AI
本週對美股而言是相對重要的一週
無論是聯儲局還是個別公司都有重要的數據要出爐
本週除了是非農周更是業績周
隨着第一季業績季進行到中期，
標準普爾500指數已經有近半數的公司公佈了業績。
迄今爲止，約77%的公司公佈的EPS高於市場預期，
其中Alphabet和微軟優於預期的業績對市場情緒產生了正面影響，
相反地，Meta的表現則未能達到市場預期，
呈現出截然不同的景象，但他們都持續投入AI
進入新的一週，
市場的焦點將轉向「七巨頭」中的兩家企業的重磅業績。
首先，在週二盤後，亞馬遜將公佈其業績。
週四盤後，蘋果將公佈其業績。
考慮到中國智能手機市場出貨量的下滑，
分析師已經下調了對蘋果的業績預期。
市場也將特別關注蘋果的服務收入情況
以及其在人工智能領域的進一步計劃。
在半導體行業方面，
週二盤後，AMD的業績預計將成爲市場焦點。
數據中心的持續成長預計將是支撐因素，
然而PC端和遊戲部門可能會因週期性因素而受到影響。
週三，高通將分享其對AI PC和AI手機的看法。
此外，服務器製造商SMCI也值得市場關注。
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$高通(QCOM.US)$ Qualcomm comes with the Snapdragon X Plus. This is a new entity-level chipset for laptops that is positioned below the Snapdragon X Elite. The American company has also presented three different SKUs of the Snapdragon X Elite.
The Snapdragon The mobile chipset supports up to 64GB of Lppdr5x memory with data transfer speeds of up to 8448MT/s. that the Snapdragon The chipset comes with a built-in 5G modem that can handle download speeds of up t...

$高通(QCOM.US)$ red again. No momentum at all this stock 😪

$高通(QCOM.US)$ dividen 0.85, time to buy more when it drop..hoho

Results from $台積電(TSM.US)$will be out Thursday before the open. On last Wednesday, TSMC reported a significant 34% increase in revenue for March compared to the same month last year. This impressive performance is attributed to the surging demand for chips used in artificial intelligence applications.
Here are key expectations to watch (in TWD):
A Glimpse of the Upcoming Earnings
Taiwanese chipmaker TSMC reported a 16.5% increase in rev...