美股异动｜高通盘后跌逾8%，本财季业绩展望平淡，有迹象显示手机芯片需求不稳

Core Viewpoint - Qualcomm's stock fell over 8% after hours, closing at $136.7, following a disappointing revenue outlook for the current quarter, raising concerns about the impact of storage chip shortages on mobile demand [1] Financial Performance - Qualcomm reported adjusted revenue of $12.25 billion for the first fiscal quarter, slightly above analyst expectations of $12 billion [1] - The company forecasts second-quarter revenue between $10.2 billion and $11 billion, below the analyst average estimate of $11.2 billion [1] - Excluding certain items, the expected earnings per share (EPS) is projected to be $2.55, while analysts had anticipated an EPS of $2.89 [1] Market Conditions - Qualcomm noted that while there is still demand for high-end smartphones, the tight supply and rising prices of storage chips are expected to lead to lower-than-expected production for some customers [1] - The CEO, Cristiano Amon, is pushing for a transformation of the company to diversify its sales into automotive, personal computers, and data centers, although these new business areas are not yet large enough to offset the slowdown in the mobile chip market [1] - Amon expressed optimism about the demand for high-end smartphones despite the short-term challenges posed by industry-wide storage chip supply constraints [1]