---
title: "分析師的評級上調推動了高通公司在人工智能領域的股票上漲"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286454993.md"
description: "高通向人工智能基礎設施和定製硅片的轉型引發了投資者的新興趣，推動其股價創下新高。分析師們意見不一，大和證券和 Tigress 設定了高達 280 美元的樂觀目標，而一些分析師則表示謹慎，擔心股價的上漲可能超出其基本面。整體半導體行業受益於人工智能需求的增加，這對高通以及競爭對手如英偉達和 AMD 產生了積極影響"
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)
---

# 分析師的評級上調推動了高通公司在人工智能領域的股票上漲

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.

### 相關股票

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

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- [AMD 蘇姿豐：中國市場極其重要  算力已經成為 AMD 開展業務的關鍵](https://longbridge.com/zh-HK/news/286828706.md)