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QCOM

NMS
QUALCOMM Incorporated
科技 Semiconductors United States 官网
$164.85
+0.69% 当日
AI选股 23 条

AI选股记录

分析师上调选股 #5 评分 73 概率 54%

这个股票来自自动 AI 选股池。以后只要 CLI 写入新的 ticker,这里会自动生成个股页面,不需要手工补页面。

2026-07-10 · 历史验证
QCOM

目标价上修来自多家机构,催化也来自公司长期收入目标和数据中心客户进展;排名靠后是因为收入兑现时间较长且评级分歧仍在。

风险提示:数据中心收入主要在远期兑现,短期基本面仍受手机周期影响。; Apple相关业务流失、客户集中和AI芯片竞争会压制估值修复。
该股票的历史 AI 入选记录
2026-07-10
分析师上调选股 #5
QCOM
目标价上修来自多家机构,催化也来自公司长期收入目标和数据中心客户进展;排名靠后是因为收入兑现时间较长且评级分歧仍在。
73
2026-07-01
AI事件选股 #10
QCOM
公司从手机周期向AI数据中心CPU、加速器和连接芯片扩张,试图获得新的估值锚。
71
2026-06-30
AI事件选股 #2
QCOM
The company is trying to diversify from handset cyclicality into AI infrastructure compute.
86
2026-06-30
分析师上调选股 #3
QCOM
官方长期指引上修叠加三家机构目标价上调,符合分析师上修池要求;但多数机构仍保持谨慎评级,所以排名低于AMAT和MU。
82
2026-06-29
分析师上调选股 #1
QCOM
催化剂最新,且同时包含公司长期指引上修、数据中心新产品路线图和多家机构目标价上调;但多数评级仍偏谨慎,因此概率不作激进处理。
89
2026-06-29
明日AI观察Top3 #2
QCOM
QCOM的AI数据中心收入目标、Meta CPU合作和非手机业务上调构成新的AI叙事;相比MU/SNDK过热程度略低,但执行周期更长。
58%
2026-06-29
盘前盘后异动 #4
QCOM
盘前价格强于大盘且成交量可见,催化属于公司层面的AI数据中心扩张和Meta合作,而不是单纯市场传闻。
65
2026-06-27
分析师上调选股 #2
QCOM
公司级长期收入目标大幅上调叠加多家机构修正,催化剂明确,但部分机构仍维持谨慎评级。
85
2026-06-27
明日AI观察Top3 #3
QCOM
Data center CPU、AI inference accelerator、HBC 和 Meta 多年协议使 AI 叙事真实且直接;排名低于 AVGO/MU 是因为收入兑现更偏 2027-2029,短线确认度较弱。
54%
2026-06-27
新闻热度选股 #5
QCOM
新闻同时具备官方确认、客户协议、长期收入目标和多家媒体复盘,可能改变市场对高通从手机芯片向AI数据中心转型的估值框架。
82
2026-06-26
分析师上调选股 #2
QCOM
同一催化下出现评级修正和多家目标价上调,且公司给出新的长期收入目标和关键客户验证。
86
2026-06-26
明日AI观察Top3 #3
QCOM
分析师池rank2,催化来自AI数据中心和Meta相关机会,且多家机构上调预期;相比ARM/DELL/AMD,QCOM的当前事件更新更集中。
58%
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基本信息

市值
$176.07B
市盈率 TTM
18.86
前瞻市盈率
16.16
股息率
225.00%
52周高点
$259.92
52周低点
$121.99
Beta
1.66
日均成交量
15.91M

成交结构

基于近 60 日量价数据观察资金强弱。

截至 2026-08-27
资金流强弱 MFI
46.5
中性
Chaikin 资金流 CMF
+0.064
中性
量能变化
0.3x
缩量
空头持仓比
3.48%
偏低

交易信号历史

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公司简介

QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. It operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software with connectivity and computing technologies for use in mobile devices; automotive systems for connectivity, digital cockpit, and ADAS/AD; and IoT, including consumer electronic devices, industrial devices, and edge networking products. The QTL segment grants licenses or provides rights to use portions of its intellectual property portfolio, which include various patent rights useful in the manufacture and sale of wireless products comprising products implementing LTE, and/or OFDMA-based 5G products and derivatives; to use cellular standard-essential patents, including 3G, 4G and 5G for cellular devices. The QSI segment invests in early-stage companies in various industries, including 5G, artificial intelligence, automotive, consumer, enterprise, cloud, IoT, and extended reality, and investments, including non-marketable equity securities and, to a lesser extent, marketable equity securities, and convertible debt instruments. It also provides development, and other services and sells related products to the United States government agencies and their contractors. In addition, the company is also involved in Qualcomm government technologies and data center businesses. Further, it provides security and intelligence services for unmanaged networks through software-based network security solutions. QUALCOMM Incorporated was incorporated in 1985 and is headquartered in San Diego, California.

员工数量 52,000 总部 San Diego, United States

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