高通,最便宜的AI概念股?

华尔街见闻
Nov 11, 2025

在AI芯片股普遍大涨的背景下,高通的“性价比”成功引起了华尔街的注意。据追风交易台消息,摩根大通11月10日发布的一份研究报告显示,该投行在与高通首席财务官兼首席运营官Akash Palkhiwala等高管会面后,维持对高通的增持评级,并认为该公司可能是“最便宜的AI半导体概念股”(the least expensive AI semis company)。分析师Samik Chatterjee在...

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