Schwab Network发布 2026-09-24
《Qualcomm (QCOM) CFO & COO on Snapdragon Chips, Agentic AI & Future Beyond AAPL》
$QCOM看涨
高通在数据中心和汽车领域的多元化布局将抵消苹果相关收入的下降，到FY2027非手机业务收入占比将超过50%。
高通正在举办其年度骁龙大会，与此同时公司正进一步向AI驱动的个人电脑、汽车领域和数据中心扩张。高通今年的主题围绕“智能体AI”这一概念展开，即从单纯的应用转向理解用户意图。
Qualcomm is launching its annual Snapdragon conference as the company expands further into AI-powered personal computers, the automotive sector, and data centers. Qualcomm's theme for this year revolves around the concept of "agent AI" that moves from mere applications to understanding user intentions.
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