---
title: "分析师的评级上调推动了高通公司在人工智能领域的股票上涨"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286454993.md"
description: "高通向人工智能基础设施和定制硅片的转型引发了投资者的新兴趣，推动其股价创下新高。分析师们意见不一，大和证券和 Tigress 设定了高达 280 美元的乐观目标，而一些分析师则表示谨慎，担心股价的上涨可能超出其基本面。整体半导体行业受益于人工智能需求的增加，这对高通以及竞争对手如英伟达和 AMD 产生了积极影响"
datetime: "2026-05-14T18:51:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286454993.md)
  - [en](https://longbridge.com/en/news/286454993.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286454993.md)
---

# 分析师的评级上调推动了高通公司在人工智能领域的股票上涨

AI pivot boosts: Qualcomm's move into AI infrastructure and custom silicon has reignited investor enthusiasm, driving its stock to new highs. Analysts divided: Daiwa and Tigress issued bullish targets up to $280, while others downgraded on concerns the rally may have outpaced fundamentals. Sector tailwinds: A broader semiconductor rally, fueled by AI demand, has lifted Qualcomm alongside peers like Nvidia and AMD.

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