The Motley Fool 对 $QCOM 的判断变化

2026-09-26看涨
《Meta’s New AI Agent Could Send These 3 Stocks Soaring》
QCOM 的看多逻辑基于其成功向物联网和数据中心多元化拓展,并得到 Meta CPU 合作以及上调的非手机业务收入目标的支持。

第三只股票,正如你猜到的,是半导体领域的另一家参与者。这家公司规模略小。它不在市值一万亿美元的公司之列,但它是 Qualcomm,其股票代码是 QCOM。

And stock number three will be, as you guessed, another player in the semiconductor field. This company is slightly smaller. It is not among the companies with a market capitalization of one trillion dollars, but it will be Qualcomm, and its stock market symbol is QCOM.

Qualcomm 现在以其“Snapdragon”芯片闻名,这些通常是用于智能手机的芯片。但最近,在过去一两年里,他们实际上已开始越来越多地将业务多元化到汽车市场、物联网(IoT)市场——我认为这对这一波人工智能至关重要——电脑市场,而现在他们甚至开始进入数据中心市场。

Qualcomm is now famous for its " Snapdragon" chips, which are typically the chips used in smartphones. But recently, in the last year or two, they have actually started to increasingly diversify their business into the automotive market, the Internet of Things ( IoT) market, which I think will be crucial to this wave of artificial intelligence , the computer market, and now they are even starting to enter the data center market.