老刘该睡了
2024-11-05
$高通(QCOM)$
由于高通的进军ai pc的芯片基本失败,就这种状态说啥也没法看好这票
高通向上,ARM下,后市看好哪一只?
手机市场复苏利好,高通上季盈利增超30%,本季指引碾压预期,盘后一度拉涨10%。相反ARM三财季营收并未大超预期,盘后下跌。【两只芯片股你更看好哪一只?】
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