文章核心观点 - 高通在当前可能是更具价值的选择，因其盈利前景改善且估值指标更优 [7] 公司对比 投资评估方法 - 发现价值机会的最佳方式是结合强大的Zacks排名和风格评分系统价值类别的高评级 [2] - Zacks排名倾向于盈利预测修正趋势良好的股票，风格评分突出具有特定特征的公司 [2] Zacks排名 - 高通的Zacks排名为2（买入），应用材料的Zacks排名为3（持有），该系统强调盈利预测修正为正的公司，高通盈利前景改善程度可能更大 [3] 估值指标 - 价值投资者会分析传统数据和指标判断公司是否被低估，风格评分系统的价值类别通过多个关键指标识别被低估公司，包括市盈率、市销率、盈利收益率、每股现金流等基本面指标 [4] - 高通的预期市盈率为10.58，应用材料为13.78；高通的PEG比率为1.15，应用材料为1.36 [5] - 高通的市净率为5.93，应用材料为6.53；这些指标使高通价值评级为B，应用材料为C [6]

文章核心观点 - 高通股价上一交易日大幅上涨，主要受汽车平台优势、手机需求增加、物联网业务渠道库存正常化、收购举措、关税政策及业绩预期等因素影响，但盈利预测修正趋势为负需持续关注；同行业的凌云逻辑股价也上涨 [1][2][3][4][5] 高通公司情况 股价表现 - 上一交易日高通股价飙升15.2%，收于143.59美元，成交量可观，过去四周股价下跌18.6% [1] 业务增长驱动因素 - 汽车平台优势、手机需求增加以及物联网业务渠道库存正常化是主要增长驱动力 [2] 收购举措 - 公司近期收购MovianAI，还签署协议收购Edge Impulse Inc，旨在成为AI创新驱动力，通过创新和战略收购扩展AI能力 [2] 关税影响 - 公司大部分收入来自中国，美国政府暂停对多数国家加征关税90天但不包括中国，虽依赖中国仍面临挑战，但关税放松是积极进展 [3] 业绩预期 - 预计即将发布的季度报告每股收益2.79美元，同比增长14.3%，收入106亿美元，同比增长12.9% [4] 盈利预测修正 - 过去30天该季度的共识每股收益预估略有下调，盈利预测修正的负面趋势通常不对应股价上涨 [5] 评级情况 - 股票目前Zacks排名为2（买入），属于Zacks电子 - 半导体行业 [5] 凌云逻辑公司情况 股价表现 - 上一交易日收盘上涨16.5%，收于90.23美元，过去一个月回报率为 - 23.9% [5] 业绩预期 - 即将发布的报告共识每股收益预估过去一个月维持在1.15美元，较去年同期下降7.3% [6] 评级情况 - 目前Zacks排名为2（买入） [6]

Qualcomm (QCOM) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing earnings p ...

文章核心观点 - 高通股价数月承压跌破150美元，虽已从2月高点下跌超25%，但技术指标和基本面信号显示股价可能反弹，月底财报或成关键催化剂 [1][2][11] 股价表现 - 周一股价跌至数月新低，回到2023年11月水平，较2月高点下跌超25% [1][2] - 周一盘中虽早盘暴跌，但收盘前从低点反弹超13% [10] 技术指标 - 相对强弱指数（RSI）昨日收于25，处于超卖区域，上一次这么低是2021年10月，随后股价在数月内上涨55% [3][4][5] 基本面信号 - 管理层上月提高股息，显示对公司未来现金流和盈利有信心，此前财报业绩也不错 [7][8] 未来展望 - 月底财报若表现良好，当前抛售或被视为过度反应，市场整体走势也会影响股价，当前风险回报比在改变，可能出现超卖反弹 [9][11]

Qualcomm (QCOM) closed at $129.72 in the latest trading session, marking a +1.77% move from the prior day. This change outpaced the S&P 500's 0.23% loss on the day. At the same time, the Dow lost 0.91%, and the tech-heavy Nasdaq gained 0.1%.Shares of the chipmaker witnessed a loss of 20.94% over the previous month, trailing the performance of the Computer and Technology sector with its loss of 16.18% and the S&P 500's loss of 12.13%.Market participants will be closely following the financial results of Qual ...

Qualcomm Incorporated (QCOM) shares have plunged 20.6% over the past three months compared with the industry’s decline of 34.7%. However, it has outperformed peers like Hewlett Packard Enterprise Company (HPE) and Broadcom Inc. (AVGO) . Hewlett Packard has slumped 42.6% and Broadcom is down 36% over this period. Much of this malaise can be attributed to the continued U.S.-China trade spat and the resultant tariff war. The U.S. Commerce Department has long imposed various trade restrictions against China tha ...

Qualcomm (NASDAQ: QCOM ) is one of the names I’ve followed for the longest time – nearly three decades. Back in the 1990s Investor’s Business Daily (an up & coming newspaper) highlighted the trials & tribulations of the “Holy War of Wireless Standards” to whichDom received his MBA in Management and B.S. Finance (Manhattan College) and was credit trained at New York University. Dom received the Financial Risk Manager (FRM) designation from GARP.Areas of expertise are: Exponential Age & SaaS software and Bloc ...

Qualcomm has acquired the generative AI division of VinAI, an AI research company headquartered in Hanoi, for an undisclosed amount, the companies announced on Monday. The move marks Qualcomm's continued expansion into the AI tooling sector. VinAI, which was founded by former DeepMind research scientist Hung Bui, develops a range of generative AI technologies, including computer vision algorithms and language models. "This acquisition underscores our commitment to dedicating the necessary resources to R&D t ...

Growth Score Each stock is given an alphabetic rating of A, B, C, D or F based on their value, growth, and momentum qualities. With this system, an A is better than a B, a B is better than a C, and so on, meaning the better the score, the better chance the stock will outperform. The Style Scores are broken down into four categories: Value Score Finding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Styl ...

文章核心观点 - 高通公司股票技术面、基本面和估值均表现良好，具备上涨潜力，是芯片行业较优投资机会 [13][14] 股票表现 - 周二收盘股价为160美元，再次徘徊在150美元关键长期支撑位上方，过去一年每次测试该水平后股价均反弹 [1] - 相对强弱指数（RSI）从超卖水平上升，处于上升趋势，平滑异同移动平均线（MACD）数月来首次出现看涨交叉 [11] 吸引机构关注原因 - 该支撑位在波动市场中保持稳固，显示卖方力量耗尽，买方准备入场，吸引机构兴趣 [2] 基本面情况 - 财务表现持续强劲，多个季度营收和每股收益超预期 [2] - 公司有意从智能手机业务多元化，大力投资汽车芯片、边缘计算和人工智能驱动处理器，稳定了收益 [3] - 汽车部门发展良好，车辆芯片收入预计未来稳步增长，有望成为该领域领先供应商 [4] - 针对推理和边缘设备的人工智能芯片契合消费和工业设备采用趋势 [4] 估值情况 - 市盈率仅17，相比英伟达的41和AMD的114，在半导体行业中具有罕见价值 [6][7] - 当前股价被低估，随着科技市场情绪恢复，估值差距可能促使资金回流 [8] 分析师观点 - 华尔街注意到积极态势，Benchmark上月重申买入评级，目标价240美元，较周二收盘价有50%上涨空间 [9] - 分析师因公司业务模式有韧性、终端市场拓展，对其保持乐观 [10] 投资建议 - 对于想涉足芯片行业又不想支付过高估值的投资者，是较好机会，若150美元支撑位持续有效，股价有望上涨 [14]