$QCOM

QCOM

QUALCOMM Incorporated

本窗口内的全部观点与内容

截至 09-06
09-03
Parkev Tatevosian, CFA发布 2026-09-03
Best Semiconductor Stock to Buy: Marvell Stock or Qualcomm Stock? | MRVL Stock vs. QCOM Stock
$QCOM看涨
QCOM被低估,是首选买入;DCF显示公允价值为283美元,而价格为170美元,意味着未来12-18个月有67%的上行空间。

Marvell 和高通正准备利用对 AI 数据中心日益增长的需求来获利。与此同时,高通正在投资于数据中心计算解决方案的创新、研发,以及加速中央处理器(CPU),旨在弥合当前数据中心内内存市场与 CPU 和图形之间的差距。

Marvell and Qualcomm are preparing to capitalize on the growing demand for AI data centers . At the same time, Qualcomm is investing in the innovation, research and development of computing solutions for data centers, and accelerated central processing units (CPUs) aimed at bridging the current gap between the memory market and CPUs and graphics within data centers.

基于以上所有情况,现在哪只股票更值得买入:高通还是 Marvell?从营收情况来看,高通是一家比Marvell大得多的公司,其营收是Marvell的四倍多,高通为440亿美元,而Marvell为94.5亿美元。

Based on all of the above, which of the two stocks is better to buy now: Qualcomm or Marvell? Looking at the revenue profile, Qualcomm is a much larger company compared to Marvel , with revenues more than four times those of Marvel, at $44 billion versus $ 9.45 billion for Marvel.

他说在等
新数据中心产品的收入生成
在2027年中期开始产生收入,并在2028年末前产生显著收入
2027年中期至2028年末财报
若时间表得以维持则支持看涨论点;若出现延迟或利润率在复苏前进一步下降,则削弱该论点
更早的记录
09-02
Parkev Tatevosian, CFA发布 2026-09-02
Is Qualcomm an Undervalued Semiconductor Stock to Buy Right Now? | QCOM Stock Analysis
$QCOM看涨
高通(QCOM)因估值低廉和数据中心增长潜力,是一个具有吸引力的买入标的,未来12-18个月有67%的上涨空间。

几天前,即8月26日,高通提醒投资者其在为人工智能而更新的数据中心内获取市场份额的雄心。该公司表示,其第一代高带宽计算HBC计划于2027年开始商业出货。

A few days ago on August 26th, Qualcomm reminded investors of its ambition for gaining market share inside the data centers updated for artificial intelligence. The company said its high-bandwidth compute HBC, its first generation, is slated for commercial shipment in 2027.

那么,鉴于该公司在核心业务(即智能手机)之外扩张的成功,以及在汽车和计算机领域的成功,投资者是否应对高通在数据中心的雄心感到兴奋?在这次扩张中,高通的股票是否是买入机会?

So, given the company's success in expanding outside its core competency, which is smartphones, and its success in automotive and computers, should investors be excited about Qualcomm's ambitions in data centers? And is Qualcomm's stock a buying opportunity amid this expansion?

已显示 2 / 本页 2 条
看这只股票的全部记录