11/10/2024, 01:52 PM UTC
高通：第四季度业绩，颠覆性AI成果Qualcomm: Q4 Earnings, Game-Changing AI Results
1、高通第四季度业绩超出预期，手机收入增长强劲，AI芯片领域表现突出；2、高通估值具有吸引力，市盈率低，预计收入增长强劲；3、尽管存在潜在关税风险，但高通的AI智能手机芯片不太可能面临出口限制。1. Qualcomm's Q4 earnings exceeded expectations with impressive handset revenue growth and strong performance in the AI chip sector; 2. Qualcomm's valuation is attractive with a low P/E ratio and strong projected revenue growth; 3. Despite risks from potential tariffs, Qualcomm's AI smartphone chips are unlikely to face export restrictions.
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