高通（QCOM）今日盘前股价大幅上涨12.67%，引起了市场的广泛关注。
消息面上，此次股价大涨主要得益于公司在昨日举行的投资者日活动中发布了一系列积极的业务进展与财务指引。高通宣布全面进军人工智能数据中心市场，并大幅上调了长期营收目标。
公司预计，到2029财年，其非手机业务收入将达到400亿美元，其中数据中心业务营收将超过150亿美元。更为关键的是，高通获得了科技巨头的重磅订单背书：Meta已同意在其数据中心采用高通新款Dragonfly C1000处理器，而微软也计划在Azure数据中心部署高通的高带宽计算芯片。此外，高通还宣布将扩大与Hugging Face的战略合作，并正在为字节跳动等客户提供定制芯片设计服务。这些进展显著增强了投资者对公司多元化战略和未来增长潜力的信心，从而推动了盘前股价的强劲表现。
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