达美航空 组柯钢铁 诺基亚 Delta 298.75亿市值 281.96亿市值 281.69亿市值 45.75 122.19 5.03 +1.55(+3.51%) -0.78(-0.63%) +0.01(+0.21%) 沃达丰(US) = ) 爱立信 (b) 感覺 245.81亿市值 278.07亿市值 239.04亿市值 8.30 26.07 9.57 +0.13(+0.48%) -0.04(-0.42%) -0.04(-0.36%) 陶氏 FOX 福克斯-A FOX 福克斯-B 224.33亿市值 209.08亿市值 207.71亿市值 29.39 49.48 46.11 -0.06(-0.13%) -1.03(-3.40%) +0.01(+0.01%) 哈里伯顿 华纳音乐 Pinterest Inc-A 184.13亿市值 174.14亿市值 157.49亿市值 27.23 20.25 30.27 -0.34(-1.67%) +0.36(+1.34%) +0.01(+0.02%) Dropbox Inc-A 西部数据 Lyft Inc-A 83.60亿市值 54.24亿市值 156.28亿市值 12.9 ...

Core Viewpoint - Qualcomm reported a total revenue of $10.98 billion for Q2 FY2025, exceeding consensus estimates by 3.26% [1][2]. Financial Performance - Total Revenue: $10.98 billion, with a year-over-year decline of 16.9% [1]. - Gross Profit: $6.04 billion, with a gross margin of 55.0% [1]. - Net Income (GAAP): $2.81 billion, representing a net profit margin of 25.6% [1]. - Non-GAAP EPS: $2.85 [3]. - QCT (Qualcomm CDMA Technologies) revenue reached $9.47 billion, while QTL (Qualcomm Technology Licensing) revenue was $1.35 billion [4]. Growth Highlights - Automotive and IoT business revenues grew by 59% and 27% year-over-year, respectively [5]. - The company returned $2.7 billion to shareholders, including $938 million in dividends and $1.7 billion in stock buybacks [6]. Technology and Product Developments - Launched the x85 5G platform, expected to be applied in smartphones, automotive, and IoT products in the second half of the year [7]. - Over 90 flagship models featuring Snapdragon 8 Elite have been launched by Android OEMs [7]. - In the AI PC sector, over 85 designs are in production or development, targeting over 100 designs by 2026 [7]. - Collaborated with Meta and Google to advance XR business, with over 15 smart glasses designs in development [8][9]. - Partnered with Palantir for industrial IoT advancements [10]. Financial Outlook - For Q3 FY2025, non-GAAP revenue is expected to be between $9.9 billion and $10.7 billion, with non-GAAP EPS projected between $2.60 and $2.80 [14]. - QTL revenue is anticipated to be between $1.15 billion and $1.35 billion, while QCT revenue is expected to be between $8.7 billion and $9.3 billion [15][16]. - Mobile business is projected to grow approximately 10% year-over-year, with IoT and automotive businesses expected to grow around 15% and 20%, respectively [17]. Acquisition - Qualcomm announced the acquisition of Edge Impulse, a leading edge AI development platform, enhancing its capabilities in various applications [18].

Overall Performance - Qualcomm reported revenue of $10.98 billion for Q2 FY2025, a year-over-year increase of 16.9%, exceeding market expectations of $10.63 billion [1][11] - The net profit for the quarter was $2.81 billion, up 20.9% year-over-year, also better than the market forecast of $2.72 billion [1][22] - Gross margin for the quarter was 55%, down 1.3 percentage points from the previous year, which was below market expectations of 55.5% [1][14] Business Segments - The QCT (Qualcomm CDMA Technologies) segment remains the largest revenue source, accounting for 86.2% of total revenue, with significant contributions from mobile, automotive, and IoT businesses [1][25] - Mobile business revenue reached $6.93 billion, a 12.1% increase year-over-year, primarily driven by increased market share in high-end Android devices, particularly the Samsung S25 series [1][28] - Automotive business revenue grew by 59% year-over-year to $960 million, marking the fastest growth among all segments, supported by demand for digital cockpit solutions [1][32] - IoT business revenue was $1.58 billion, up 27.2% year-over-year, indicating a recovery with growth across consumer electronics and industrial applications [1][35] Guidance and Market Outlook - For Q3 FY2025, Qualcomm expects revenue between $9.9 billion and $10.7 billion, which reflects a potential decline from the previous quarter [2][4] - The overall smartphone market remains weak, with global shipments showing only a 1.5% increase, indicating continued challenges for Qualcomm's mobile segment [1][30] - Concerns exist regarding potential revenue impacts from Apple's self-developed 5G modem chips and ongoing negotiations with Chinese clients for licensing agreements [5][6]

金十图示：2025年05月02日（周五）美股热门股票行情一览（美股盘中） VISA FEB 6418.30亿市值 5083.84亿市值 7035.01亿市值 253.14 559.87 347.85 +6.25(+2.53%) +5.39(+1.58%) +13.23(+2.42%) 埃克森美孚 祭飞 甲骨文 4910.33亿市值 4587.41亿市值 4263.28亿市值 152.03 1153.82 106.06 +20.35(+1.80%) +0.28(+0.26%) +6.54(+4.50%) 强生 t | 联合健康 s 家得宝 3738.32亿市值 3633.16亿市值 3632.31亿市值 365.45 155.37 399.15 +0.91(+0.59%) +7.15(+2.00%) -1.53(-0.38%) T-Mobile US Inc 美国银行 可口可乐 (conticts 2823.45亿市值 3090.71亿市值 3072.17亿市值 71.38 248.66 41.03 +0.86(+2.15%) +0.09(+0.12%) +1.67(+0.67%) 赛富时 3 邦 丰田汽车(U ...

Group 1: Market Capitalization Changes - Tesla's market capitalization is $903.5 billion, with a slight decrease of 0.58% [3] - TSMC's market capitalization is $895.8 billion, showing an increase of 3.62% [3] - Tencent's market capitalization stands at $562.7 billion, with a minor increase of 0.41% [3] - Netflix's market capitalization is $482.3 billion, reflecting a slight increase of 0.15% [3] - Oracle's market capitalization is $407.9 billion, with an increase of 3.39% [3] Group 2: Notable Companies and Their Performance - Alibaba's market capitalization is $291.7 billion, with an increase of 0.92% [3] - Palantir's market capitalization is $274.1 billion, showing a decrease of 1.89% [3] - ASML's market capitalization is $262.1 billion, with a slight decrease of 0.2% [3] - Cisco's market capitalization is $231.2 billion, reflecting an increase of 0.68% [3] - IBM's market capitalization is $222.7 billion, with a decrease of 0.89% [3] Group 3: Emerging Trends - Adobe's market capitalization is $159.6 billion, with no significant change reported [4] - AMD's market capitalization is $157.0 billion, showing an increase of 0.72% [4] - Qualcomm's market capitalization is $149.5 billion, reflecting a notable increase of 8.92% [4] - Shopify's market capitalization is $125.3 billion, with an increase of 2.12% [4] - Airbnb's market capitalization is $77.0 billion, showing an increase of 1.71% [5] Group 4: Additional Insights - JD.com's market capitalization is $48.1 billion, with an increase of 0.71% [7] - Cloudflare's market capitalization is $42.4 billion, reflecting an increase of 1.52% [7] - Zscaler's market capitalization is $35.1 billion, with a slight increase of 0.39% [8] - HubSpot's market capitalization is $32.8 billion, showing an increase of 2.05% [8] - CoStar Group's market capitalization is $32.2 billion, reflecting an increase of 3.25% [8]

Key Points - The U.S. National Economic Council Director Hassett is expected to announce tariff news by the end of the day [2] - Initial jobless claims in the U.S. for the week ending April 26 reached 241,000, the highest since February 22, 2025 [2] Company News - Microsoft (MSFT.O) reported Q1 earnings that exceeded expectations, forecasting strong growth in its Azure cloud business [2] - Meta Platforms (META.O) saw a 16% increase in Q1 revenue, surpassing analyst expectations [2] - A U.S. judge ruled that Apple (AAPL.O) violated antitrust laws regarding its App Store, requiring the company to make corrections [2] - Tesla (TSLA.O) executives dismissed succession rumors, stating the board has confidence in Musk [2] - McDonald's (MCD.N) experienced an unexpected decline in global comparable sales for Q1 [2] - General Motors (GM.N) lowered its outlook, citing a tariff exposure of up to $5 billion [2] - Eli Lilly (LLY.N) reported Q1 revenue of $12.729 billion, a 45% year-over-year increase, but lowered its full-year adjusted EPS forecast [2] - Qualcomm (QCOM.O) provided a weak revenue outlook for the fiscal quarter, with the midpoint slightly below analyst estimates [2] - Apple (AAPL.O) and Amazon (AMZN.O) are set to release their earnings reports after hours [2]

智通财经5月1日电，高通美股盘前跌超5%，公司第二财季业绩超预期，芯片销售额显著增长，但第三 财季营收指引逊色。 ...

高通(QCOM.O)盘前下跌6%，Q3收入前景不及市场预期。 ...

| Adobe | 1268 | | 374.98 | | --- | --- | --- | --- | | 小米 mi | 1585 | 1 4.4% | 6.4 | | AMD | 1581 | 1 1.34% | 97.35 | | S 索尼 | 1564 | 1 0.97% | 26 | | PDD Holdings (Pinduoduo) | 1498 | 1.36% | 105.57 | | 德州仪器 | 1454 | 1 0.4% | 160.05 | | Schneider Electric | 1382 | 1 0.47% | 230.97 | | Spotify | 1256 | 1 6.42% | 613.98 | | Palo Alto Networks | 1237 | 1 0.15% | 186.93 | | Shopify | 1230 | 3.96% | 95 | | y用材料 | 1224 | 0.78% | 150.71 | | 22 自动数据处理 | 1223 | 1 1.63% | 300.6 | | arm Arm Holdings | 1202 | + 2.15% ...