异动解读|高通盘中上涨3.39%,芯片涨价策略提振市场对利润率修复预期

行情直击
Aug 07

8月7日,高通盘中上涨3.39%,报164.565美元/股,成交额2.03亿美元。

消息面上,高通近日宣布9月1日起正式上调芯片价格,采取分级策略:顶级旗舰芯片涨幅10%至15%,主流芯片上涨5%至7%,入门级芯片约2%微幅上调。此前高通第三财季因内存成本激增导致净利润同比下降25%,公司明确表示不再自行消化成本压力。市场将涨价举措视为利润率修复的积极信号。同日大和证券虽将目标价从225美元下调至180美元,但维持"跑赢大盘"评级,反映分析师对公司中期前景仍持正面判断。此外,高通与Multiverse Computing达成AI数据中心合作,亦为多元化转型提供支撑。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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