<p>高通（Qualcomm，股票代碼：QCOM）股票在週一大幅上漲，投資者繼續湧入半導體股票，受益於持續的人工智能熱潮。</p>
<p>股價一度上漲 12.7%，創下 247.90 美元的歷史新高，使高通成為標準普爾 500 指數中表現最強勁的股票之一。</p>
<p>然而，在撰寫本文時，股價已經回落了一部分漲幅，目前上漲約 6%。</p>
<p>不過，即使這些漲幅保持不變，該股也將創下自 2024 年 6 月 18 日以來的首次收盤新高，當時股價收於 227.09 美元，依據道瓊斯市場數據。</p>
<p>此次反彈正值半導體股票經歷數十年來最強勁的上漲之一，受到對人工智能基礎設施和計算硬件需求激增的推動。</p>
<p>PHLX 半導體指數——廣為人知的 SOX 指數——最近錄得自 2000 年互聯網泡沫以來最大的 25 天漲幅。</p>
<p><strong>高通的人工智能轉型勢頭增強</strong></p>
<p>雖然高通曆史上主要被視為智能手機芯片公司，但隨着公司擴展到人工智能、汽車技術、物聯網設備和數據中心處理器，投資者情緒正在迅速轉變。</p>
<p>該股目前正朝着連續第五個交易日上漲的方向發展，在此期間股價上漲了約 40%——這是自 2019 年 4 月以來最強勁的五天表現。</p>
<p>在高通 4 月末發佈的財年第二季度財報後，勢頭加速。</p>
<p>儘管公司發佈了穩健的財務業績，但投資者更關注高通在人工智能數據中心芯片方面的進展跡象。</p>
<p>首席執行官 Cristiano Amon 告訴分析師，高通預計將在 12 月季度開始向一家大型超大規模雲客户發貨定製的數據中心處理器。</p>
<p>“這是一個大型超大規模客户，我們真的在考慮多代合作，” Amon 在財報電話會議上表示。</p>
<p>公司沒有透露客户的身份，但表示將在 6 月的投資者日上提供更多細節。</p>
<p>這些評論增強了投資者的預期，即高通可能在人工智能基礎設施領域成為一個重要參與者，超越其傳統的移動業務。</p>
<p><strong>芯片反彈在整個行業擴展</strong></p>
<p>最新的漲幅也正值投資者越來越廣泛地增加對半導體行業的曝光，而不僅僅是專注於人工智能領軍者英偉達。</p>
<p>該行業近期的強勁表現是由於對人工智能需求將支持包括中央處理器、網絡、內存和數據中心基礎設施在內的多種芯片類別的長期支出樂觀情緒的推動。</p>
<p>與此同時，圍繞英特爾的樂觀情緒也幫助支持了更廣泛的半導體市場情緒。</p>
<p>在週五，英特爾股價上漲 14%，此前有報道稱它已與蘋果達成初步協議，在美國製造一些未來蘋果設備的芯片。</p>
<p>這一發展增強了對與人工智能基礎設施和先進計算相關的半導體需求依然極為強勁的預期。</p>
<p>在週一的其他半導體公司中，超微（Advanced Micro Devices）股價略微下跌，而 Arm Holdings 小幅下滑，英偉達上漲約 1.3%。</p>
<p><strong>分析師積極上調目標價</strong></p>
<p>華爾街分析師在高通股價大幅反彈和前景改善後，紛紛上調高通的目標價。</p>
<p>大和證券將高通評級從中性上調至跑贏大盤，並將目標價從 140 美元上調至 225 美元。</p>
<p>Tigress Financial Partners 將目標價從 270 美元上調至 280 美元，同時維持買入評級，稱高通是一個 “越來越有吸引力” 的投資。</p>
<p>Benchmark Company 也將目標價從 200 美元上調至 225 美元，並維持買入推薦。</p>

高通

納指 100 ETF - Invesco

QCMU

<p>高通（Qualcomm，股票代碼：QCOM）股價在人工智能熱潮中飆升 12.7%，創下 247.90 美元的歷史新高，成為標準普爾 500 指數中的頂尖表現者。目前股價上漲約 6%，有望標誌着自 2024 年 6 月以來的首次創紀錄收盤高點。半導體行業正經歷強勁需求，尤其是在人工智能基礎設施方面。高通向人工智能和數據中心處理器的轉型正在獲得動力，預計將在 12 月進行首次出貨。分析師大幅上調了價格目標，反映出對公司的積極前景</p>

<p>Qualcomm (QCOM) stock surged on Monday as investors continued piling into semiconductor shares amid the ongoing artificial intelligence boom.</p>
<div class="lb-trans"><p>高通（Qualcomm，股票代碼：QCOM）股票在週一大幅上漲，投資者繼續湧入半導體股票，受益於持續的人工智能熱潮。</p>
</div><p>Shares jumped as much as 12.7% to hit a record high of $247.90, making Qualcomm one of the strongest performers in the S&amp;P 500 session.</p>
<div class="lb-trans"><p>股價一度上漲 12.7%，創下 247.90 美元的歷史新高，使高通成為標準普爾 500 指數中表現最強勁的股票之一。</p>
</div><p>However, the stock had given up some of those gains at the time of writing. It is now up around 6%.</p>
<div class="lb-trans"><p>然而，在撰寫本文時，股價已經回落了一部分漲幅，目前上漲約 6%。</p>
</div><p>However, even if these gains hold, the stock would notch its first record closing high since June 18, 2024, when shares ended at $227.09, according to Dow Jones Market Data.</p>
<div class="lb-trans"><p>不過，即使這些漲幅保持不變，該股也將創下自 2024 年 6 月 18 日以來的首次收盤新高，當時股價收於 227.09 美元，依據道瓊斯市場數據。</p>
</div><p>The rally comes as semiconductor stocks continue one of their strongest runs in decades, fuelled by surging demand for AI infrastructure and computing hardware.</p>
<div class="lb-trans"><p>此次反彈正值半導體股票經歷數十年來最強勁的上漲之一，受到對人工智能基礎設施和計算硬件需求激增的推動。</p>
</div><p>The PHLX Semiconductor Index — widely known as the SOX index — recently recorded its biggest 25-day rally since the 2000 dot-com era.</p>
<div class="lb-trans"><p>PHLX 半導體指數——廣為人知的 SOX 指數——最近錄得自 2000 年互聯網泡沫以來最大的 25 天漲幅。</p>
</div><p><strong>Qualcomm’s AI pivot gains momentum</strong></p>
<div class="lb-trans"><p><strong>高通的人工智能轉型勢頭增強</strong></p>
</div><p>While Qualcomm has historically been viewed primarily as a smartphone chip company, investor sentiment is rapidly shifting as the company expands into artificial intelligence, automotive technology, internet-of-things devices, and data-centre processors.</p>
<div class="lb-trans"><p>雖然高通曆史上主要被視為智能手機芯片公司，但隨着公司擴展到人工智能、汽車技術、物聯網設備和數據中心處理器，投資者情緒正在迅速轉變。</p>
</div><p>The stock is now on track for its fifth consecutive positive session, during which shares have climbed roughly 40% — its strongest five-day stretch since April 2019.</p>
<div class="lb-trans"><p>該股目前正朝着連續第五個交易日上漲的方向發展，在此期間股價上漲了約 40%——這是自 2019 年 4 月以來最強勁的五天表現。</p>
</div><p>Momentum accelerated following Qualcomm’s fiscal second-quarter earnings report at the end of April.</p>
<div class="lb-trans"><p>在高通 4 月末發佈的財年第二季度財報後，勢頭加速。</p>
</div><p>Although the company posted solid financial results, investors were more focused on signs that Qualcomm’s push into AI data-centre chips is beginning to gain traction.</p>
<div class="lb-trans"><p>儘管公司發佈了穩健的財務業績，但投資者更關注高通在人工智能數據中心芯片方面的進展跡象。</p>
</div><p>Chief Executive Cristiano Amon told analysts that Qualcomm expects initial shipments of a custom data-centre processor to begin during the December quarter for a large hyperscale cloud customer.</p>
<div class="lb-trans"><p>首席執行官 Cristiano Amon 告訴分析師，高通預計將在 12 月季度開始向一家大型超大規模雲客户發貨定製的數據中心處理器。</p>
</div><p>“It is a large hyperscaler, and we’re really thinking about a multi-generation engagement,” Amon said during the earnings call.</p>
<div class="lb-trans"><p>“這是一個大型超大規模客户，我們真的在考慮多代合作，” Amon 在財報電話會議上表示。</p>
</div><p>The company did not disclose the customer’s identity but said more details would be provided during its investor day in June.</p>
<div class="lb-trans"><p>公司沒有透露客户的身份，但表示將在 6 月的投資者日上提供更多細節。</p>
</div><p>The comments reinforced investor expectations that Qualcomm could emerge as a meaningful player in AI infrastructure beyond its traditional mobile business.</p>
<div class="lb-trans"><p>這些評論增強了投資者的預期，即高通可能在人工智能基礎設施領域成為一個重要參與者，超越其傳統的移動業務。</p>
</div><p><strong>Chip rally broadens across sector</strong></p>
<div class="lb-trans"><p><strong>芯片反彈在整個行業擴展</strong></p>
</div><p>The latest gains also come as investors increasingly broaden exposure across the semiconductor industry rather than focusing solely on AI leader Nvidia.</p>
<div class="lb-trans"><p>最新的漲幅也正值投資者越來越廣泛地增加對半導體行業的曝光，而不僅僅是專注於人工智能領軍者英偉達。</p>
</div><p>Recent strength across the sector has been driven by growing optimism that AI demand will support long-term spending across a wide range of chip categories, including CPUs, networking, memory, and data-centre infrastructure.</p>
<div class="lb-trans"><p>該行業近期的強勁表現是由於對人工智能需求將支持包括中央處理器、網絡、內存和數據中心基礎設施在內的多種芯片類別的長期支出樂觀情緒的推動。</p>
</div><p>Meanwhile, optimism around Intel has also helped support broader semiconductor sentiment.</p>
<div class="lb-trans"><p>與此同時，圍繞英特爾的樂觀情緒也幫助支持了更廣泛的半導體市場情緒。</p>
</div><p>Intel surged 14% on Friday following reports that it had reached a preliminary agreement with Apple to manufacture some chips for future Apple devices in the United States.</p>
<div class="lb-trans"><p>在週五，英特爾股價上漲 14%，此前有報道稱它已與蘋果達成初步協議，在美國製造一些未來蘋果設備的芯片。</p>
</div><p>That development reinforced expectations that semiconductor demand tied to AI infrastructure and advanced computing remains extremely strong.</p>
<div class="lb-trans"><p>這一發展增強了對與人工智能基礎設施和先進計算相關的半導體需求依然極為強勁的預期。</p>
</div><p>Elsewhere in the sector on Monday, Advanced Micro Devices edged slightly lower, while Arm Holdings declined modestly and Nvidia added roughly 1.3%.</p>
<div class="lb-trans"><p>在週一的其他半導體公司中，超微（Advanced Micro Devices）股價略微下跌，而 Arm Holdings 小幅下滑，英偉達上漲約 1.3%。</p>
</div><p><strong>Analysts raise targets aggressively</strong></p>
<div class="lb-trans"><p><strong>分析師積極上調目標價</strong></p>
</div><p>Wall Street analysts have been scrambling to raise Qualcomm price targets following the stock’s sharp rally and improving outlook.</p>
<div class="lb-trans"><p>華爾街分析師在高通股價大幅反彈和前景改善後，紛紛上調高通的目標價。</p>
</div><p>Daiwa Securities upgraded Qualcomm to Outperform from Neutral and raised its price target to $225 from $140.</p>
<div class="lb-trans"><p>大和證券將高通評級從中性上調至跑贏大盤，並將目標價從 140 美元上調至 225 美元。</p>
</div><p>Tigress Financial Partners lifted its target to $280 from $270 while maintaining a Buy rating, calling Qualcomm an “increasingly compelling” investment.</p>
<div class="lb-trans"><p>Tigress Financial Partners 將目標價從 270 美元上調至 280 美元，同時維持買入評級，稱高通是一個 “越來越有吸引力” 的投資。</p>
</div><p>Benchmark Company also increased its target price to $225 from $200 and maintained a Buy recommendation.</p>
<div class="lb-trans"><p>Benchmark Company 也將目標價從 200 美元上調至 225 美元，並維持買入推薦。</p>
</div>

Qualcomm stock continues dream run: how high can it go?

- 高通股票在人工智能熱潮中上漲，週一漲幅達 12.7%。  
- 其市值創下記錄新高，投資者看好其 AI 數據中心芯片前景。  
- 分析師紛紛上調目標價，反映出市場對高通的樂觀態度。

高通股票持續夢幻般的上漲：它能漲到多高？