$高通(QCOM)$_老虎社区_美港股上老虎

$高通(QCOM)$高通那套用lpddr做近存计算在推理服务器替代hbm的方案就很好，可以把内存的功耗下降50%，直接降低了能耗，就降低了推理成本，也不需要冷却。看好高通

高通业绩表现超预期，但市场担忧苹果“去高通化”冲击，夜盘跌超3%；同时受AI数据中心芯片设计需求激增推动，Arm公布第二财季业绩与第三季指引均超预期，GAAP口径下净利润翻倍，盘后股价一度跳涨5%。【高通下跌，Arm上涨！大家有押对吗？你看好哪家后市表现？】

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