高通（QCOM）在盘后交易时段股价大跌5.25%，引发市场广泛关注。此前公司于盘后发布了第三财季财报及第四季度业绩指引。
消息面上，高通预计第四季度经调整后每股收益将在2.05美元至2.25美元之间，低于分析师平均预期的2.36美元。同时，公司预计来自苹果产品的营收下滑速度将从第四季度起加快，原因是供应短缺导致其在下一代iPhone中的零部件份额降至远低于此前预估的20%。此外，公司还透露2026财年内存价格史无前例的上涨和供应短缺给全球智能手机行业带来了周期性逆风，供应链成本全面上升已对毛利率造成压力。
尽管高通第三季度营收达99.5亿美元，略超市场预期，且公司宣布与宝马达成未来十年数字座舱与驾驶辅助系统芯片供应协议，同时完成了对AI软件公司Modular的收购，但市场对利润指引疲软、苹果业务下滑以及成本端压力的担忧显然占据了主导地位，导致股价在盘后承压走低。
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