Rational Investing - Cameron Stewart, CFA 对 $QCOM 的判断变化

2026-08-12看涨
《The Best Tech Stock to Buy Now: Microsoft vs Meta vs Apple!》
QCOM是一家稳健、价格相对便宜的企业,持续高ROIC和低杠杆;市场未给予其增长率更高的估值倍数。

让我们看看高通。我对它不太了解。他们是不是该发财报了?我是说,他们营收持续增长。440亿。看起来他们在新冠疫情前后有个飙升。所以,一些增长可能只是价格上涨。我不知道增长中有多少是销量还是价格。

Let's take a look at Qualcomm. I I I don't know it all that well off the top of my head. Are they due to report? I mean, they're continuing to grow revenue. 44 billion. It seems like they got a spike around CO, though.

So, some of that growth might just be price increase. I don't know how much of the the growth is is unit versus price.