$高通(QCOM)$_老虎社区_美港股上老虎

$高通(QCOM)$ 要是中美贸易战升级到芯片战，高通就算财报再好看，感觉也没啥用。短期来看，马上要发布的财报，估计也很难说服华尔街。所以这份财报估计也掀不起太大波澜。

阿斯麦Q1新增订单锐减45%，远不及预期，维持全年销售指引不变。英伟达、AMD一度重挫10%，收盘时跌幅收窄。阿斯麦CEO表示，近期关税增加了宏观环境的不确定性，形势还将持续一段时间；人工智能仍然是行业的主要增长动力。【芯片行业面临关税威胁和市场AI需求担忧，你是看多or看空？接下来你会怎么操作？】

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