$高通(QCOM)$_老虎社区_美港股上老虎

省心省力

02-05

$高通(QCOM)$ 高通骁龙数字底盘已拿下几十个品牌订单，智能座舱芯片市占率突破60%。舱驾一体化的下一代平台将整合自动驾驶算力，车用业务营收三年复合增速有望保持40%以上。这位置不算贵

阿斯麦绩后大跌！芯片股行情到头了？

本周阿斯麦、台积电开启此轮半导体板块财报，阿斯麦Q2订单量超预期，但管理层警告2026年增长或无法实现，股价暴跌超8%。【大家觉得芯片股行情到头了吗？你会逢低上车阿斯麦吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":400255699099696,"tweetId":"400255699099696","gmtCreate":1738743584846,"gmtModify":1738743586661,"author":{"id":10000000000010478,"idStr":"10000000000010478","authorId":10000000000010478,"authorIdStr":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","vip":8,"userType":8,"introduction":".\n","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":55,"starInvestorFlag":false},"themes":[{"themeId":"0a81fa621ad948bda8a6607479a1600b","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"阿斯麦绩后大跌！芯片股行情到头了？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0a81fa621ad948bda8a6607479a1600b}&rnconfig={\"headerBarHidden\": true}","description":"本周阿斯麦、台积电开启此轮半导体板块财报，阿斯麦Q2订单量超预期，但管理层警告2026年增长或无法实现，股价暴跌超8%。【大家觉得芯片股行情到头了吗？你会逢低上车阿斯麦吗？】","image":"https://static.tigerbbs.com/974910dc085bd58494f3eeb204acc64e"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p style=\"text-align: left\"> <a data-mention-id=\"QCOM\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"高通\" target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 高通骁龙数字底盘已拿下几十个品牌订单，智能座舱芯片市占率突破60%。舱驾一体化的下一代平台将整合自动驾驶算力，车用业务营收三年复合增速有望保持40%以上。这位置不算贵</p></body></html>","htmlText":"<html><head></head><body><p style=\"text-align: left\"> <a data-mention-id=\"QCOM\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"高通\" target=\"_blank\" href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 高通骁龙数字底盘已拿下几十个品牌订单，智能座舱芯片市占率突破60%。舱驾一体化的下一代平台将整合自动驾驶算力，车用业务营收三年复合增速有望保持40%以上。这位置不算贵</p></body></html>","text":"$高通(QCOM)$ 高通骁龙数字底盘已拿下几十个品牌订单，智能座舱芯片市占率突破60%。舱驾一体化的下一代平台将整合自动驾驶算力，车用业务营收三年复合增速有望保持40%以上。这位置不算贵","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/400255699099696","repostId":0,"isVote":1,"tweetType":1,"viewCount":1723,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["QCOM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":168,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/400255699099696"}