QCOM 受益于高企的 CPU 需求以及与 Meta 的合作；在本地化 AI 方面具备长期增长潜力。
逐段跳播
现在，我今天想提出的第三只股票将是高通，股票代码 QCOM，市值约 2000 亿美元。高通是那种通常被称为手机公司的参与者之一，但在过去几个季度里，这一点已完全改变。他们正更多地转向数据中心领域。
Now, the third stock that I want to bring up today is going to be Qualcomm, ticker QCOM, market cap about 200 billion dollars. Qualcomm is one of those players that is normally known as the phone company, but that has changed completely in the past few quarters.
They have moving more into the data center space.
他们确实与 Meta 有着很好的合作关系，所以高通和 Meta 宣布了一项关于数据中心 CPU 的战略性多代协议。
They do have a great partnership with Meta, so Qualcomm and Meta announced a strategic multi-generation agreement on data center CPUs.
再说一次，如果一个巨大的市场正像我设想的那样疯狂发展，那么相对于其市值，高通将在 CPU 领域成为一个大赢家，对吧？我不是说它会成为 AMD，也不是说它会成为 Nvidia，但眼下我们需要如此多的 CPU，高通也将从中受益。
Again, if a gigantic market is going as crazy as I think it is, Qualcomm is going to be a big winner here in the CPU space compared to its market cap, right? I'm not saying it's going to be AMD, I'm not saying it's going to be Nvidia, but right now we need so much CPUs that Qualcomm is also going to benefit from it.
关于高通我还想提到的另一点是，高通也是他们在很多虚拟现实东西上的合作伙伴，对吧？还有增强现实的东西。很多眼镜以及 Meta 正在推进的一些设备。
The other thing that I also want to mention with Qualcomm is Qualcomm also is a partner with them on a lot of the virtual reality stuff, right? And augmented reality stuff. A lot of the glasses and some of the devices that Meta is working with.
所以，如果 Meta 确实决定打造一个出色的模型，而我们也开始引入更多本地化的 AI，那么我认为，与 Meta 和高通的这一合作能够走得很远很远。
So, if Meta does decide a great model and we start to bring more localized AI as well, that partnership with Meta and Qualcomm, I believe, can grow a really, really long way.
而有了高通，这更多是数据中心之外的本地化 AI。
And with Qualcomm, it's more of kind of the localized AI outside of just the data center as well.
这个频道对 $QCOM 的历次判断
Jose Najarro Stocks 在这只股票上共 2 条判断，这里只列相邻的几条。