公众号记得加星标⭐️，第一时间看推送不会错过。 近日，高通公司宣布在印度芯片设计领域取得重大突破。 在印度铁道部、信息与广播部以及电子与信息技术部部长阿什维尼·瓦伊什纳夫访问高通班加罗尔工 厂期间，这一里程碑事件得到了展示。 高通技术公司于2 月 7 日宣布其 2nm 半导体设计完成流片，这标志着印度快速发展的半导体生态系 统中，先进芯片设计领域迎来了一个重要时刻。 据该公司称，这体现了高通公司强大的全球工程能力，以及其在班加罗尔、钦奈和海得拉巴的工程研 发中心的协作，这代表了该公司在全球范围内最先进、最熟练的研发基地之一，也是其在美国以外最 大的工程团队。 该公司声称，这一里程碑凸显了印度作为尖端半导体开发关键中心的地位，并展示了高通公司对建设 和加速印度半导体产业发展的长期投资。 在印度铁道部、信息与广播部以及电子与信息技术部部长阿什维尼·瓦伊什纳夫访问高通班加罗尔工 厂期间，这一里程碑事件得到了展示。 "印度在先进半导体技术的未来设计中正日益占据中心地位。高通在印度的工作、其强大的工程实 力、深厚的设计能力以及对印度的长期承诺，都令人印象深刻。像这样的里程碑事件表明，印度的设 计 生 态 系 统 已 经 ...

高通FY26Q1财报： 来源：市场资讯 （来源：Eric有话说） 高通FY26Q1对应实际时间2025年10/11/12月。 营收122.5亿美元，同比增长5%，环比增长9%； GAAP毛利率54.6%，同比下滑1.2个百分点，环比下滑0.7个百分点； GAAP净利润30亿美元，同比下滑6%，净利润率24.5%（净利润巅峰是FY22Q3的37亿美元）； NonGAAP净利润37.8亿美元，同比下滑1%，环比增长16%（净利润巅峰是FY25Q2的38.亿美 元）； 预计FY26Q2营收102-110亿美元，按中值算同比下滑3%，NonGAAP净利润26.4-28.6亿美元，按中 值计算同比下滑13%，自FY23Q4以来首次连续2个季度同比下滑； 本季度分红9.5亿美元，回购26.5亿美元； 分业务： 手机营收78.2亿美元，同比增长3%，营收占比64%；拿下三星新旗舰产品75%份额，与此前预期一致， 与华为的授权谈判没有进展； 在FY26Q1以及2026年最初几周观察到手机行业健康的终端销售，但在接下来几个季度，手机行业将受 到内存（特别是DRAM）的供给与价格限制；中国手机OEM厂商正在下调全年产量，体现在Q ...

Group 1 - Baird analyst Tristan Gerra has lowered the price target on Qualcomm (QCOM) to $177 from $200 while maintaining an Outperform rating on the shares [1] - The firm's model was updated following results that indicate 2026 will be a transition year for Qualcomm [1]

Core Viewpoint - QUALCOMM has seen mixed analyst ratings and institutional investor activity, with recent earnings exceeding expectations but facing challenges due to memory shortages impacting future guidance. Group 1: Institutional Investor Activity - Waypoint Wealth Counsel increased its holdings in QUALCOMM by 2.2%, owning 2,863 shares valued at $476,000 after acquiring 61 additional shares [1] - Greykasell Wealth Strategies Inc. boosted its holdings by 1.5%, now owning 4,126 shares worth $686,000 after acquiring 61 shares [1] - Baron Wealth Management LLC grew its position by 4.5%, owning 1,431 shares valued at $238,000 after acquiring 62 shares [1] - Avion Wealth increased its position by 16.7%, now owning 441 shares valued at $70,000 after acquiring 63 shares [1] - Insight Advisors LLC PA raised its stake by 1.8%, owning 3,488 shares valued at $556,000 after purchasing 63 shares [1] - Institutional investors and hedge funds collectively own 74.35% of QUALCOMM's stock [1] Group 2: Analyst Ratings and Price Targets - Wall Street Zen downgraded QUALCOMM from "buy" to "hold" [2] - Bank of America also downgraded QUALCOMM from "buy" to "neutral," setting a price target of $155.00 [2] - Susquehanna downgraded QUALCOMM from "positive" to "neutral," with a price objective of $140.00 [2] - The consensus rating for QUALCOMM is "Hold" with an average price target of $167.68 [2] Group 3: Stock Performance and Financial Metrics - QUALCOMM stock opened at $137.34, with a market cap of $146.54 billion and a PE ratio of 28.38 [3] - The stock has a 52-week low of $120.80 and a high of $205.95 [3] - The company reported a net margin of 11.96% and a return on equity of 44.09% [4] - Revenue for the quarter was $12.25 billion, exceeding expectations of $12.16 billion, with a year-over-year increase of 4.7% [4] Group 4: Dividend Information - QUALCOMM announced a quarterly dividend of $0.89, with an annualized yield of 2.6% [5] - The dividend payout ratio is currently 72.80% [5] Group 5: Insider Activity - CAO Patricia Y. Grech sold 513 shares at an average price of $160.95, reducing her position by 71.65% [8] - EVP Alexander H. Rogers sold 15,917 shares at an average price of $178.01, representing a 37.91% decrease in ownership [8] - In the last quarter, insiders sold 43,017 shares valued at $7,462,875, with 0.05% of the stock owned by insiders [8] Group 6: Company Overview - QUALCOMM is a global semiconductor and telecommunications equipment company, known for its development of wireless technologies and semiconductor products [9][10]

State of Michigan Retirement System decreased its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 2.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 333,466 shares of the wireless technology company’s stock after selling 6,700 shares during the period. State of Michigan Retirement System’s holdings in QUALCOMM were worth $55,475,000 as of its most recent SEC filing. Get QUALCOMM alerts: Several other hedge funds and other institution ...

The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar. As of Feb. 6, 59% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate a 13% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the index a ...

北京时间2月7日凌晨，美股周五午盘继续上扬，道指逼近50000点大关。科技股普遍走高，比特币大举 反弹并突破7万美元，帮助股指在近期下跌之后回升。 道指涨956.87点，涨幅为1.96%，报49865.59点；纳指涨345.80点，涨幅为1.53%，报22886.39点；标普 500指数涨98.75点，涨幅为1.45%，报6897.15点。 社交媒体平台Reddit公布业绩超预期、发布强劲业绩指引，并宣布股票回购计划。 尽管亚马逊表现不佳，其他科技股出现反弹：英伟达上涨2%，微软上涨超过1%。这两家公司本周股价 跌幅均接近两位数百分比。 加密货币龙头比特币隔夜暴跌16%，一度跌破61000美元/枚。但在周五早间，比特币上涨4%，重新回升 至66000美元上方，部分收复了周四的失地。 周四美股表现低迷，主要股指再次受科技股拖累。以科技股为主的纳斯达克综合指数下跌约1.6%，其 中高通财报公布后股价暴跌8.5%，对指数拖累尤为明显。 软件股周四继续下挫，安硕扩展科技-软件板块ETF（iShares Expanded Tech-Software Sector ETF， IGV）再跌5%。该软件板块基金本周跌幅已超1 ...

The fourth quarter earnings season momentum continues this week, as results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighted the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the ind ...

来源：国际投行研究报告 雅诗兰黛下跌19% 增长恐慌拖累美股再次下跌！ 疲软的劳动力市场数据和对AI的忧虑进一步拉低美国股市，标普500指数年内转跌。软件股也再次大幅 下跌；比特币下跌13%，拖累Strategy股价下跌19%。 标普500指数信息技术板块下跌1.7%。微软(Microsoft)下跌5%，Salesforce回落4.7%。这轮跌势继续冲击 半导体公司，包括Advanced Micro Devices，该公司收盘下跌3.9%；以及英伟达(Nvidia)，该公司收盘下 跌1.4%。 Alphabet股价下跌0.5%，此前这家谷歌(Google)的母公司表示，今年可能进行最高可达1,850亿美元的人 工智能相关资本投资。高通(Qualcomm)发布的疲软预测拖累了这家芯片制造商的股价，其股价下跌了 8.5%。 雅诗兰黛(Estée Lauder)股价下跌19%，在标普500指数成份股中跌幅最大，此前这家美妆集团表示，预 计今年与关税相关的不利因素将使其利润减少约1亿美元。发动机制造商康明斯(Cummins)股价下跌 11%，创下自2020年3月新冠疫情爆发之初以来的最大单日百分比跌幅。 投资者涌入公 ...

美国就业咨询机构查林杰－格雷－克里斯马斯公司（Challenger, Gray & Christmas, Inc.）5日发布的数据 显示，美国雇主1月裁员人数为10.81万人，大幅高于前月的3.55万人，为2025年10月以来的最高水平， 也是2009年以来1月份裁员人数最高的一次。 查林杰－格雷－克里斯马斯公司工作场所专家兼首席营收官安迪·查林杰（Andy Challenger）表示，整 体上，一季度裁员数量高，但1月份裁员数量高意味着大多数裁员计划已经在2025年年底确定，显示雇 主对2026年的前景变得没有那么乐观。 美国劳工部5日上午发布的职位空缺和劳动力流动调查报告（JOLTS）显示，2025年12月份美国就业市 场职位空缺数量为654.2万个，低于市场共识预期的724.5万个，前月数值则从715万个向下修正为692.8 万个。 新华财经纽约2月5日电（记者刘亚南）由于最新公布的就业数据疲软和科技股抛售继续，纽约股市三大 股指5日低开，盘中弱势震荡，收盘时纽约股市三大股指均下跌。 美国劳工部当日盘前发布的数据显示，美国上周首次申领失业救济的人数为23.1万，高于市场共识预期 的21.2万和前一周的2 ...