据知情人士透露，芯片制造商英特尔公司(INTC.US)已向苹果公司(AAPL.US)发出邀约，希望后者对其 进行投资。目前英特尔经营状况不佳，且已部分由美国政府持股，此次寻求投资是其提振业务的举措之 一。 上述知情人士表示，苹果与英特尔还就"深化合作"展开了讨论。同时该人士强调，目前谈判仍处于初步 阶段，最终未必能达成协议。 周三美股中英特尔股价上涨6.4%，收于31.22美元;苹果股价则小幅下跌不足1%，收于252.31美元。 若苹果与英特尔达成投资协议，将是近期英特尔获得的又一重要外部支持。上周，英伟达公司 (NVDA.US)已宣布向英特尔投资50亿美元，并计划与英特尔合作开发个人电脑及数据中心芯片;上月， 日本科技巨头软银集团(SoftBank Group Corp.)为进一步拓展美国市场，也宣布向英特尔投资20亿美元。 知情人士还补充，英特尔同时还在接触其他企业，探讨潜在的投资与合作可能性。 苹果曾是英特尔的长期客户，但过去五年间已转向使用自研处理器。若苹果此次选择投资英特尔，将是 对英特尔"复兴计划"的重要认可。不过，苹果不太可能因此重新在设备中采用英特尔处理器——目前这 家iPhone制造商最先进 ...

Core Viewpoint - Qualcomm's stock experienced a significant drop due to warnings about losing Apple as a customer for its modem business and disappointing smartphone chip revenue in its latest earnings report [1][6]. Financial Performance - For Q3 ending June 29, Qualcomm reported revenue of $10.37 billion, a 10% year-over-year increase, but below the analyst expectation of $10.62 billion [5]. - Adjusted net profit was $2.67 billion, up 25% year-over-year, with adjusted earnings per share at $2.77, exceeding the forecast of $2.72 [5]. - The QCT segment (mainly chip business) generated $8.993 billion in revenue, an 11% increase, with smartphone chip revenue at $6.328 billion, which was below the expected $6.48 billion [5]. Customer Dependency and Future Outlook - Qualcomm warned that it may lose Apple as a customer for its modem chips in the coming years as Apple shifts to in-house developed chips [6][7]. - Qualcomm previously earned over $5 billion annually from its partnership with Apple, but the future of this relationship is uncertain [7]. - The company is diversifying its revenue streams by focusing on non-mobile markets such as automotive and IoT, with a reported 15% growth in revenue from non-Apple customers [8]. Market and Regulatory Challenges - Qualcomm faces potential tariffs on semiconductor imports, which could disrupt supply chains and negatively impact smartphone revenue [3][9]. - There are concerns regarding the implementation of tariffs that could range from 25% to 100%, which may affect the semiconductor industry significantly [10][12]. - The geopolitical landscape and trade restrictions are creating challenges for the semiconductor sector, as highlighted by ASML's warnings about growth prospects [13][14].

Group 1 - The US stock market opened higher with all three major indices rising, with the Dow Jones up 0.17%, Nasdaq up 1.55%, and S&P 500 up 0.82% [1] - Microsoft shares surged over 10% after earnings, making it the second tech giant globally to surpass a market capitalization of $4 trillion [1] - Meta's stock rose over 6% following earnings, driven by AI boosting core business growth [1] Group 2 - Qualcomm's stock fell over 3% in pre-market trading due to the announcement that it will lose Apple as a customer for its modem business in the coming years [8] - Meta's pre-market stock increased by over 11%, reporting a 22% year-on-year revenue growth and a net profit of $18.3 billion, up 36% [9] - Microsoft's pre-market stock rose nearly 9% after reporting Q4 FY2025 revenue of $76.44 billion, compared to $64.7 billion in the same period last year [10] Group 3 - The US core PCE price index for June increased by 2.8% year-on-year, up from a previous value of 2.7% [11] - The number of initial jobless claims in the week ending July 26 was reported at 218,000, slightly up from the previous week's 217,000 [12][13] - The number of layoffs reported by Challenger companies in July was 62,075, an increase from the previous value of 47,999 [14]

Group 1 - Microsoft shares rose over 10% after earnings report, making it the second technology giant globally to surpass a market capitalization of $4 trillion [1] - Meta's shares increased by over 6%, driven by AI boosting core business growth [1] - In pre-market trading, Meta's stock surged over 11% following a 22% year-on-year revenue growth and a net profit of $18.3 billion, up 36% [9] Group 2 - Qualcomm's shares fell over 3% in pre-market trading due to the loss of Apple as a customer for its modem business, as Apple plans to use its own chips in future devices [8] - Microsoft's pre-market shares rose nearly 9% after reporting Q4 FY2025 revenue of $76.44 billion, compared to $64.7 billion in the same period last year [10] Group 3 - The U.S. stock market opened with all three major indices rising, with the Dow Jones up 0.17%, Nasdaq up 1.55%, and S&P 500 up 0.82% [1][2] - U.S. initial jobless claims for the week ending July 26 were reported at 218,000, slightly up from the previous week's 217,000 [12]

Economic Indicators - Initial jobless claims in the U.S. for the week ending July 26 were 218,000, lower than the expected 224,000 [1] Company News - JD.com (JD.O) announced a cash acquisition of German electronics retailer Ceconomy at €4.60 per share [2] - Meta Platforms (META.O) saw a pre-market increase of over 11%, with Q2 net profit rising 36% year-over-year [3] - Ford Motor Company (F.N) warned of a potential 36% drop in profits this year due to ongoing tariff impacts on the automotive industry [4] - TAL Education Group (TAL.N) reported Q1 revenue growth of nearly 40%, with a net profit of $31.28 million [5] - Western Digital (WDC.O) experienced a pre-market rise of over 6%, exceeding Q2 earnings expectations and announcing a dividend [6] - WeRide (WRD) saw a pre-market increase of nearly 8%, with Q2 revenue of ¥127 million, a year-over-year growth of 60.8% [7] - Nvidia (NVDA.O) was called in for discussions by China's Cyberspace Administration regarding security risks associated with the H20 computing chip sold in China [8] - Arm (ARM.O) reported a 12% increase in Q1 revenue to $1.05 billion, but net profit fell 41.7% year-over-year to $130 million [9] - Microsoft (MSFT.O) saw a pre-market increase of over 9% due to strong growth in Azure cloud business, with market capitalization expected to reach $4 trillion [10] - Qualcomm (QCOM.O) faced a nearly 5% pre-market decline, forecasting a potential loss of Apple as a customer for its modem chip business in the coming years [10] - Robinhood (HOOD.O) reported a 45% year-over-year increase in Q2 revenue to $989 million, with net profit rising 105% to $386 million [10]

Core Viewpoint - Qualcomm's Q3 financial results showed revenue of $10.365 billion, a 10% year-over-year increase, but fell short of analyst expectations of $10.62 billion. Adjusted net profit was $2.67 billion, up 25% year-over-year [1]. Financial Performance - Qualcomm's semiconductor business (QCT) generated $8.993 billion in revenue, an 11% increase year-over-year, with mobile chip revenue at $6.328 billion, up 7%, and automotive chip revenue at $984 million, up 21% [5]. - The technology licensing group (QTL) reported revenue of $1.318 billion, a 4% increase year-over-year [6]. Market Concerns - Qualcomm's stock price dropped over 4% post-earnings due to concerns over underperformance in its smartphone chip business and the potential loss of Apple as a customer, which could significantly impact revenue [2][6]. - Apple is transitioning to its own modem chips, which could lead to a loss of approximately $5.7 to $5.9 billion in annual revenue for Qualcomm after their contract expires in 2027 [7]. Future Outlook - Qualcomm expects Q4 revenue to be between $10.3 billion and $11.1 billion, with semiconductor revenue projected at $9 billion to $9.6 billion [4]. - The company is diversifying its revenue streams by expanding into non-mobile markets such as automotive and IoT, which accounted for approximately 30% of QCT revenue [8].

格隆汇7月31日｜高通美股盘前股价跌幅接近5%。因其在最新财报中预计，未来几年其调制解调器芯片 业务可能会失去苹果这个客户。 ...

智通财经7月31日电，高通盘前股价跌幅接近5%。因其在最新财报中预计，未来几年其调制解调器芯片 业务可能会失去苹果这个客户。 ...

Core Viewpoint - Qualcomm's latest earnings report indicates weak growth in its smartphone-related business, raising market concerns about potential impacts from tariffs on the industry [1][4]. Financial Performance - For the third fiscal quarter ending June 29, Qualcomm reported revenue of $10.37 billion, a year-over-year increase of 10%, but below analysts' expectations of $10.62 billion [1]. - Adjusted net income was $2.67 billion, up 25% year-over-year, with adjusted earnings per share at $2.77, exceeding the average analyst estimate of $2.72 [1]. - The CDMA Technology Group's revenue for the third fiscal quarter was $8.993 billion, a year-over-year increase of 11% [2]. Business Segment Breakdown - Revenue from mobile chip business was $6.328 billion, a year-over-year increase of 7%, falling short of the expected $6.48 billion [1]. - Automotive chip revenue reached $984 million, up 21% year-over-year [1]. - Internet of Things (IoT) business revenue was $1.681 billion, reflecting a 24% year-over-year growth [1]. - The Technology Licensing Group reported revenue of $1.318 billion, a 4% year-over-year increase [1]. Future Outlook - Qualcomm anticipates fourth fiscal quarter revenue to be between $10.3 billion and $11.1 billion, with analyst expectations averaging $10.6 billion [4]. - The CDMA Technology Group's revenue is expected to be between $9 billion and $9.6 billion, while the Technology Licensing Group's revenue is projected to be between $1.25 billion and $1.45 billion [4]. Industry Challenges - The report heightened concerns about the chip industry's recovery prospects, with other manufacturers like Texas Instruments and Intel also providing cautious outlooks [4]. - A significant challenge for Qualcomm is Apple's plan to develop its own modem chips for iPhones, which could eventually replace Qualcomm's chips, although this transition has been delayed due to slow progress in Apple's component development [4].

Core Viewpoint - Qualcomm's latest earnings report reveals weak growth in its smartphone-related business, raising market concerns about potential tariff impacts on the industry [1][6] Financial Performance - For the third fiscal quarter ending June 29, Qualcomm reported revenue of $10.37 billion, a year-over-year increase of 10%, but below analysts' expectations of $10.62 billion [1] - Adjusted net income was $2.67 billion, up 25% year-over-year, with adjusted earnings per share of $2.77, exceeding the average analyst estimate of $2.72 [1] Business Segment Analysis - Qualcomm's CDMA Technology Group generated $8.993 billion in revenue for the third fiscal quarter, an 11% year-over-year increase [2] - Revenue from mobile chip business was $6.328 billion, a 7% year-over-year increase but below the expected $6.48 billion [1][4] - Automotive chip revenue reached $984 million, up 21% year-over-year, while IoT revenue was $1.681 billion, a 24% increase [1][4] - The Technology Licensing Group reported $1.318 billion in revenue, a 4% year-over-year increase [1] Future Outlook - Qualcomm anticipates fourth fiscal quarter revenue between $10.3 billion and $11.1 billion, with analyst expectations averaging $10.6 billion [6] - The CDMA Technology Group is expected to generate revenue between $9 billion and $9.6 billion, while the Technology Licensing Group is projected to earn between $1.25 billion and $1.45 billion [6] Industry Context - The earnings report has intensified concerns regarding the chip industry's recovery prospects, with other manufacturers like Texas Instruments and Intel also providing cautious outlooks [6] - A significant challenge for Qualcomm is Apple's plan to develop its own modem chips for iPhones, which could eventually replace Qualcomm's chips, although this transition has been delayed due to slow development progress by Apple [6]