QUALCOMM TodayQCOMQUALCOMM$162.10 -0.22 (-0.13%) 52-Week Range$120.80▼$211.09Dividend Yield2.20%P/E Ratio16.51Price Target$186.96Add to WatchlistA notable disconnect exists between Wall Street's view of Qualcomm NASDAQ: QCOM and the company's actual performance. While its stock carries a consensus Hold rating from most analysts, its recent financial reports show a company firing on all cylinders. This gap between neutral sentiment and strong operational results may present an opportunity for investors to c ...

出品丨虎嗅汽车组 作者丨李赓 头图丨视觉中国 从历史经验看，高通在特定赛道的表现，最终"决定权"往往不在自己手里：在智能手机的黄金十年，是三星、小米们的极致探索，成就了骁龙的霸主地 位；而在PC市场，微软与传统软件生态的步调迟疑，也让高通的Windows on ARM战略至今未能真正突破。 当战场转移至智能汽车，"决定者"的角色再次出现，顺势落在了中国汽车行业众多的智驾参与者头上。 中国智驾伙伴，推着高通往前走 6月底，高通再次在苏州举办了"汽车技术与合作峰会"。 在这场活动上，一幅完整的中国智能汽车产业图谱被精准地呈现出来。与会者名单本身就是一份宣言：从零跑、上汽通用、北汽等整车厂，到卓驭、 Momenta、元戎启行与博世这样的核心一级供应商 （Tier1） ，再到几乎覆盖所有细分领域的软件合作伙伴，高通的座上宾囊括了产业链的每一个关键 角色。 然而，与智能手机时代高通定义行业范式、引领技术演进的"固定模式"不同，进入智能驾驶时代：中国合作伙伴的力量变得更加强大，反倒成为了整个 生态的主要推动者。 一个最明显的迹象，在于一众中国合作伙伴在实际解决方案打造过程中的引领作用。 举一个核心例子。 此前，高通汽车业 ...

Market Overview - Apple experienced a year-on-year increase in chip shipments in Q1 2025, driven by the launch of the iPhone 16e featuring the Apple A18 chip, although there was a quarter-on-quarter decline due to seasonal factors [4] - MediaTek saw a quarter-on-quarter increase in overall shipments in Q1 2025, primarily due to a recovery in demand from the entry-level and mainstream markets, while high-end market shipments declined. Growth in the mid-to-high-end market was supported by the release of the Dimensity 8400 chip [4] - Qualcomm's shipments remained flat quarter-on-quarter in Q1 2025, driven mainly by the high-end market, with the flagship Snapdragon 8 Elite chip securing multiple design wins, including exclusive collaboration with the Samsung Galaxy S25 series, alongside new orders for the Snapdragon 8 Gen 3 series [4] - Samsung's Exynos chip shipments increased in Q1 2025, primarily due to the launch of the Galaxy A56 with Exynos 1580 and Galaxy A16 5G with Exynos 1330, as well as strong sales of the Galaxy A26 series boosting Exynos 1380 shipments [4] Company-Specific Insights - UNISOC experienced a quarter-on-quarter decline in shipments in Q1 2025, mainly due to reduced LTE chip shipments, although its LTE product portfolio continued to expand its share in the low-end market (priced below $99) [6] - Huawei's shipments also declined quarter-on-quarter in Q1 2025, yet the company maintains strong brand preference and a loyal user base in the Chinese market. The launch of the Nova 13 series and Mate 70 series featuring the Kirin 8010 chip contributed to growth in HiSilicon's shipments during the quarter [6]

从历史经验看，高通在特定赛道的表现，最终"决定权"往往不在自己手里：在智能手机的黄金十年，是三星、小米们的极致探索，成就了骁龙的霸主地位； 而在PC市场，微软与传统软件生态的步调迟疑，也让高通的Windows on ARM战略至今未能真正突破。 当战场转移至智能汽车，"决定者"的角色再次出现，顺势落在了中国汽车行业众多的智驾参与者头上。 中国智驾伙伴，推着高通往前走 6月底，高通再次在苏州举办了"汽车技术与合作峰会"。 在这场活动上，一幅完整的中国智能汽车产业图谱被精准地呈现出来。与会者名单本身就是一份宣言：从零跑、上汽通用、北汽等整车厂，到卓驭、 Momenta、元戎启行与博世这样的核心一级供应商（Tier1），再到几乎覆盖所有细分领域的软件合作伙伴，高通的座上宾囊括了产业链的每一个关键角色。 然而，与智能手机时代高通定义行业范式、引领技术演进的"固定模式"不同，进入智能驾驶时代：中国合作伙伴的力量变得更加强大，反倒成为了整个生态 的主要推动者。一个最明显的迹象，在于一众中国合作伙伴在实际解决方案打造过程中的引领作用。 然而，近期发布的骁龙 8797 芯片打破了这一惯例。它并未如传闻所言成为纯粹的智驾芯片， ...

Key Takeaways QCOM gained 28.2% in 3 months, outperforming Intel but lagging Broadcom and the industry. Snapdragon 8 Elite adoption in premium smartphones is fueling Qualcomm's handset revenue growth. Stiff competition, in-house chips by OEMs, and lowered earnings estimates weigh on QCOM's growth outlook.Qualcomm Incorporated (QCOM) has gained 28.2% in three months compared with the Electronics – Semiconductors industry’s growth of 69.3%. The stock has underperformed the Zacks Computer & Technology sector ...

Nvidia, Qualcomm, and Caterpillar are some of the stocks Bank of America analysts said could benefit from a growing autonomous vehicle market, along with robotaxi makers. https://t.co/iDfSQG93wj ...

1. 美国ETF创新产品：Calamos发行"雪球"ETF 上周美国共46只新发产品，发行数量大幅增加，多家管理人集中发行批量产品： 新管理人Bluemonte发行首批主动ETF，包括5只股票和4只债券产品，大盘股票ETF覆盖核心、成长、价值风格，债 券覆盖不同久期以及核心、多元产品。 2. 美国ETF动态 Defiance、Tradr共发行9只单股票杠杆反向产品，挂钩IONQ、Quantum Computing、芯片企业Rigetti Computing、 AI企业SoundHound AI、能源企业OKLO、高通、CSICO等不同领域的公司，以芯片、AI为主，覆盖面越来越广。 上周二，著名的期权交易者Larry Benedict发行一只Opportunistic Trader ETF，该产品将同时投资股票和期权以获得 收益。 除了First Trust继续扩充其梯式Buffer产品线，ProShares上周也发行了Buffer产品，其Dynamic Buffer系列与市面上同 类产品形成区别，采用每日Buffer的形式，每天保护1~5%的下跌并设置收益上限，且每日实际的保护区间根据指数的 波动率来决定，此 ...

Market Capitalization Summary - Oracle has a market capitalization of 806.88 billion, while Visa stands at 655.99 billion [2] - Procter & Gamble has a market capitalization of 378.02 billion, and ExxonMobil is at 512.70 billion [2] - Mastercard's market capitalization is 470.87 billion, and Bank of America is at 375.11 billion [2] - UnitedHealth has a market capitalization of 308.53 billion, while ASML is at 310.77 billion [2] - Coca-Cola's market capitalization is 295.75 billion, and T-Mobile US Inc is at 273.60 billion [2] Stock Performance - Oracle's stock increased by 0.46 (+0.47%), while Visa's rose by 0.47 (+0.13%) [2] - Procter & Gamble's stock saw a slight increase of 2.68 (+0.48%), while ExxonMobil's stock increased by 1.92 (+1.20%) [2] - Mastercard's stock increased by 1.46 (+1.35%), and Bank of America's stock rose by 3.15 (+2.06%) [2] - UnitedHealth's stock decreased by 11.21 (-1.40%), while ASML's stock increased by 0.93 (+1.31%) [2] - Coca-Cola's stock increased by 14.05 (+4.50%), and T-Mobile US Inc's stock rose by 3.31 (+1.39%) [2] Additional Company Insights - McDonald's has a market capitalization of 212.78 billion, while AT&T is at 207.73 billion [3] - Uber's market capitalization is 192.79 billion, and Verizon's is at 184.08 billion [3] - Caterpillar's market capitalization is 183.87 billion, while Qualcomm is at 174.99 billion [3] - BlackRock has a market capitalization of 163.25 billion, and Citigroup is at 161.13 billion [3] - Boeing's market capitalization is 158.16 billion, while Pfizer is at 142.36 billion [3] Recent Market Movements - Intel's stock increased by 0.45 (+1.99%), while Dell Technologies rose by 0.82 (+0.16%) [4] - Rio Tinto's market capitalization is 746.07 billion, and Newmont is at 654.78 billion [4] - General Motors has a market capitalization of 494.87 billion, while Target is at 472.00 billion [4] - Ford's market capitalization is 451.14 billion, and Valero Energy is at 432.26 billion [4] - Vodafone's market capitalization is 241.45 billion, while Pinterest is at 270.30 billion [5]

Key Takeaways QCOM's Snapdragon Digital Chassis is gaining traction in smart cockpits and connected vehicle tech. The Veoneer buyout expands QCOM's ADAS portfolio with Arriver's vision and drive policy technologies. QCOM stock trades at 13.45x forward earnings, well below the industry average of 33.17x.Qualcomm Incorporated’s (QCOM) Snapdragon Digital Chassis platform is increasingly gaining traction among automotive customers. Recently, Silicon Motion Technology Corporation (SIMO) completed the compatibi ...

随着新能源浪潮的向前推进，传统的消费电子零部件供应商，也越来越多地在汽车行业展露头角。 "近年来，全球汽车产业的智能化、网联化、电动化变革不断深入。高通以'连接+计算+AI'为核心，通 过骁龙数字底盘解决方案，推进汽车从'机械工程产品'向'智能移动终端'的跃迁。" 在日前举办的高通汽车技术与合作峰会上，高通中国区董事长孟樸表示，在过去两年多的时间里，骁龙 数字底盘已经支持众多中国汽车品牌推出了超过210款车型，覆盖从高端豪华到大众市场的多元需求。 孟樸认为，驾驶辅助、舱驾融合、AI赋能车内体验等，已成为车企赢得未来竞争的核心维度。 此外，Snapdragon Ride还利用生成式AI，根据驾驶员的行为和偏好实现个性化设置，从而提升驾驶体 验。它运用自然语言处理和语音生成技术，实现与驾驶员的动态互动，以对话的方式提供引导和预警。 生成式AI还可基于过往行为模式预测驾驶员操作，使系统能够预判并降低潜在风险。 其中，面向驾驶辅助和舱驾融合，高通推出了Snapdragon Ride平台——骁龙8650主要面向城区领航辅 助，骁龙8620主要面向高速领航辅助，骁龙8775专为舱驾融合打造。 高通方面的数据显示，目前超过 ...