Q2业绩指引疲软预示智能手机市场动荡不稳 高通(QCOM.US)盘后大跌

全球最大智能手机处理器制造商高通(QCOM.US)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。截至发稿，高通周三美股盘后跌近10%。 | Segment | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | Revenues | | | | | | | | (in $M) | QCT | Q/Q change | YIY change | QTL | Q/Q change | Y/Y change | | FQ1 '26 | 10.613 | 8.1% | 5.2% | 1,592 | 13.0% | 3.7% | | FQ4 '25 | 9.821 | 9.2% | 13.2% | 1.409 | 6.9% | -7.4% | | FQ3 '25 | 8,993 | -5.0% | 11.5% | 1,318 | -0.1% | 3.5% | | FQ2 '25 | 9.469 | -6.1% | 18.0% | 1.319 | -14.1% | 0.1% | | FQ1 '25 | 10 ...