高通(QCOM)今日盘中大幅上涨5.02%，引发市场广泛关注。
消息面上，高通CEO在电话会议中透露，预计在当前财年结束时，公司汽车业务年化销售额将达到约70亿美元。第三财季汽车电子业务营收已创纪录达15.9亿美元，同比增长61%，连续23个季度实现两位数同比增长。此外，公司ASIC业务已启动晶圆生产，预计12月季度开始创造收入，数据中心业务目标为2027财年实现约50亿美元营收。这些积极展望极大地提振了投资者信心。
与此同时，REDMI正式宣布K100 Pro将全球首发第五代骁龙8至尊版V Series旗舰平台，该芯片基于台积电3nm工艺制造，采用高通自研Oryon架构，实测跑分突破409万分，主流手游均可满帧运行，性能表现突出。新产品获得市场认可也为高通股价带来正面催化。此外，当日美股半导体板块整体走强，迈威尔科技涨超11%，ARM涨超9%，英特尔涨超6%，板块回暖情绪对高通形成进一步支撑。
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