异动解读|高通盘中上涨3.49%,CEO披露汽车业务年化销售额约70亿美元叠加半导体板块走强

行情直击
Aug 04

8月4日,高通盘中上涨3.49%,报158.07美元/股,成交额2.61亿美元。此前公司在财报发布后连续走弱,本次反弹主要受CEO最新表态及板块整体回暖推动。

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。半导体板块当日整体走强,迈威尔科技涨11.75%、英特尔涨6.73%、美光科技涨5.8%,板块回暖情绪亦对高通形成支撑。

(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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