Core Viewpoint - Qualcomm's stock is experiencing significant declines due to concerns over a deteriorating memory shortage [1] Group 1: Company Impact - Qualcomm's stock is getting hammered amid worries about a worsening memory shortage [1]

美国1月挑战者企业裁员人数升至10.8万，创2009年以来同期最高；上周初请失业金人数亦超预期上 升。美股开盘，三大指数集体下跌，纳指跌1.31%，标普500指数跌0.9%，道指跌0.6%。 Alphabet跌超7%，今年资本支出指引接近翻倍至1750亿-1850亿美元，远超预期。 高通跌9.3%，第二财季营收及调整后每股收益指引逊于预期，手机芯片业务受制于供应链瓶颈。 Arm跌3.2%，第三财季营收同比增长26%至12.4亿美元，本季营收指引不及最乐观预期。 百度涨2.5%，预计2026年首次派发股息，计划回购至多50亿美元的股票。 (格隆汇) ...

高通股价开盘重挫11%创2023年以来最大跌幅。 来源：滚动播报 ...

来源：滚动播报 高通跌9.6%，Q2业绩指引不及预期。Wolfspeed跌22.7%，Q2每股收益和销售额均不及预期。谷歌跌 6.2%，财报超预期但资本支出指引爆表。蔚来涨7.1%，首次录得单季度经调整经营利润。叮咚买菜跌 13.5%，美团拟7.17亿美元收购该公司。 ...

周四，高通(QCOM.US)盘前大跌超10%，年内已累跌近13%，报133美元。消息面上，高通对当前财季 给出疲软的业绩预测，加剧了市场对存储芯片短缺导致价格上涨、并进一步抑制手机需求的担忧。财报 显示，在截至2025年12月28日的第一财季，高通当季营收同比增长5%至122.5亿美元，好于分析师平均 预期的121.8亿美元;调整后净利润为37.8亿美元，同比下降1%;调整后每股收益为3.50美元，好于分析师 平均预期的3.40美元。 高通表示，虽然高端手机仍有需求，但由于存储芯片供应紧张且价格大涨，部分客户的手机产量将低于 预期。尽管高通首席执行官克里斯蒂亚诺.阿蒙(Cristiano Amon)正在推动公司转型，增加面向汽车、个 人电脑和数据中心的芯片销售，使业务更加多元化，但这些新业务的规模仍不足以弥补手机芯片市场放 缓。不过，阿蒙在声明中表示："尽管短期内我们的手机芯片业务展望受到全行业存储芯片供应受限的 影响，但我们仍对高端智能手机的需求感到鼓舞。" 展望未来，高通预计，在截至3月的第二财季，营收将处于102亿美元至110亿美元之间，这一预测不及 分析师平均预期的112亿美元;预计调整后每股收益将处 ...

智通财经APP获悉，周四，高通(QCOM.US)盘前大跌超10%，年内已累跌近13%，报133美元。消息面 上，高通对当前财季给出疲软的业绩预测，加剧了市场对存储芯片短缺导致价格上涨、并进一步抑制手 机需求的担忧。财报显示，在截至2025年12月28日的第一财季，高通当季营收同比增长5%至122.5亿美 元，好于分析师平均预期的121.8亿美元;调整后净利润为37.8亿美元，同比下降1%;调整后每股收益为 3.50美元，好于分析师平均预期的3.40美元。 展望未来，高通预计，在截至3月的第二财季，营收将处于102亿美元至110亿美元之间，这一预测不及 分析师平均预期的112亿美元;预计调整后每股收益将处于2.45美元至2.65美元之间，同样不及分析师平 均预测的2.89美元。 高通表示，虽然高端手机仍有需求，但由于存储芯片供应紧张且价格大涨，部分客户的手机产量将低于 预期。尽管高通首席执行官克里斯蒂亚诺·阿蒙(Cristiano Amon)正在推动公司转型，增加面向汽车、个 人电脑和数据中心的芯片销售，使业务更加多元化，但这些新业务的规模仍不足以弥补手机芯片市场放 缓。不过，阿蒙在声明中表示："尽管短期内我们 ...

美银将高通的目标价从215美元下调至155美元，评级下调至"中性"，指手机市场走弱及市场份额缩减可 能会在未来几个季度抑制其增长。 ...

Qualcomm Inc (NASDAQ:QCOM) reported upbeat first-quarter financial results and issued second-quarter guidance below estimates on Wednesday.Qualcomm reported record quarterly revenue with first-quarter total revenue of $12.25 billion, up 5% year-over-year. The revenue beat a Street consensus estimate of $12.18 billion according to data from Benzinga Pro. The company reported adjusted earnings per share of $3.50, which beat a Street consensus estimate of $3.40.Qualcomm's guidance is for second-quarter revenue ...

Core Insights - The fourth quarter earnings season is ongoing, with major companies like Alphabet, Amazon, AMD, Qualcomm, and Palantir reporting results [1] - As of January 30, 33% of S&P 500 companies have reported their fourth quarter results, with an estimated 11.9% increase in earnings per share, marking the 10th consecutive quarter of annual earnings growth for the index [2] - Analysts had initially expected an 8.3% increase in earnings per share, which was revised upwards due to strong performance from tech companies [4] Group 1: Earnings Performance - The S&P 500 is projected to achieve its fifth consecutive quarter of double-digit earnings growth, reflecting a robust earnings season [2] - The earnings growth estimate for the fourth quarter has been raised from an initial expectation of 8.3% to 11.9%, indicating a positive trend in corporate profitability [4] Group 2: Market Influences - Big Tech companies are setting the tone for the earnings season, with ongoing capital expenditures and themes such as artificial intelligence and economic policies influencing market dynamics [5] - Upcoming earnings reports from companies like Disney, Chipotle, PepsiCo, Uber, and Snap are anticipated to provide further insights into market trends and consumer behavior [5]

Let's bring in Kevin Green senior markets correspondent right away to help set up the action today and make sense of it all. Uh all right KG I didn't expect us to I think start as weak as we were because I I saw like the initial reaction as I recall to Alphabet Google was seem to be uh positive. Uh but before we dive into that, let's get your big picture take on markets and where they stand now.>> Yeah, we continue to see a lot of pressure when it comes to the technology stocks as well as communication serv ...