Muse智能体狂潮点燃“端云双增长引擎”! 骁龙双旗舰助高通(QCOM.US)冲击5月以来最佳月度涨幅

智通财经
Sep 23
【Muse智能体狂潮点燃“端云双增长引擎”! 骁龙双旗舰助高通(QCOM.US)冲击5月以来最佳月度涨幅】智通财经APP获悉,长期以来聚焦智能手机芯片的半导体巨头高通(QCOM.US)正在积极加码押注自研AI推理芯片以及数据中心CPU。高通近日股价强势的底层逻辑,已经不再只是“智能体手机芯片周期见底”的单一逻辑,而是市场开始重新定价它在数据中心CPU/自研AI推理芯片+端侧AI智能体设备两条AI算力投资主线中的潜在核心位置。截至周一美股收盘,高通股价自8月以来的涨幅高达35%,市值徘徊在2100亿美元附近,足以说明市场已明显开始给其“AI算力基础设施新锐势力”定位强劲溢价,而不仅按传统的智能手机SoC芯片公司估值。

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