三藏大法师
11-05
$高通(QCOM)$
高通最近的表现真的是比其他半导体股差远了。别人家股价都回到7月的水平了,有的还创新高,高通呢?不光没突破,还跌回去一大截。就算这次财报后有点小反弹,也补不回这段时间的弱势。
高通向上,ARM下,后市看好哪一只?
手机市场复苏利好,高通上季盈利增超30%,本季指引碾压预期,盘后一度拉涨10%。相反ARM三财季营收并未大超预期,盘后下跌。【两只芯片股你更看好哪一只?】
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