---
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.

### 相关股票

- [QCOM.US](https://longbridge.com/zh-CN/quote/QCOM.US.md)
- [SOXQ.US](https://longbridge.com/zh-CN/quote/SOXQ.US.md)
- [FTXL.US](https://longbridge.com/zh-CN/quote/FTXL.US.md)
- [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [AMUU.US](https://longbridge.com/zh-CN/quote/AMUU.US.md)
- [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [NVDU.US](https://longbridge.com/zh-CN/quote/NVDU.US.md)
- [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [NVDX.US](https://longbridge.com/zh-CN/quote/NVDX.US.md)
- [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md)
- [QCMU.US](https://longbridge.com/zh-CN/quote/QCMU.US.md)
- [NVDL.US](https://longbridge.com/zh-CN/quote/NVDL.US.md)
- [QCML.US](https://longbridge.com/zh-CN/quote/QCML.US.md)
- [8601.JP](https://longbridge.com/zh-CN/quote/8601.JP.md)
- [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [AMD.US](https://longbridge.com/zh-CN/quote/AMD.US.md)
- [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md)

## 相关资讯与研究

- [人工智能经济重塑美国梦，蓝领工人迎来发展良机](https://longbridge.com/zh-CN/news/286916827.md)
- [英伟达在新加坡设亚太第二个研发基地 专注具身人工智能与 AI 模型优化 | 联合早报网](https://longbridge.com/zh-CN/news/286988131.md)
- [期权热点｜周三 QCOM 涨 3%，部分看涨期权飙升 900%](https://longbridge.com/zh-CN/news/287155581.md)
- [芯片下沉，AI 硬件全面开花](https://longbridge.com/zh-CN/news/286981221.md)
- [三星工会达成初步薪资协议后，暂停了原定的罢工计划](https://longbridge.com/zh-CN/news/287085670.md)