美股周三盘后，芯片巨头高通(QCOM)公布了2025财年第三季度财报，业绩表现不及市场预期，导致股价在盘后交易中大跌5%。
财报显示，高通第三财季调整后营收为103.7亿美元，同比增长10%，但低于分析师预期的106.16亿美元。展望未来，公司预计第四财季营收为103亿-111亿美元，中值为107亿美元，略高于分析师预期的106.1亿美元。
尽管高通在人工智能领域的发展令人期待，但投资者似乎更关注公司面临的挑战。其中最值得注意的是，高通重申了之前的警告：主要客户苹果公司正在转向使用自己的调制解调器芯片，这可能会对高通的芯片部门收入造成打击。此外，全球贸易不确定性持续存在，也给公司的未来发展蒙上了阴影。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.