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星星的web3计划
EPS 2.17美元超预期，股价盘前直接跌了10%
高通Q4手机芯片收入51.4亿美元，同比暴跌26%
连预期的52.5亿都没够到
总营收104.4亿美元也超预期，但市场没人看
汽车芯片倒是涨了89%，19.9亿美元创纪录
我觉得市场罚的不是财报，是手机这个基本盘
失效位是下季手机芯片止跌，或者数据中心收入兑现50亿美元目标
你站哪边：跌10%是错杀，还是手机见顶的开始？
$QCOM $AAPL
#美股AI板块走势分化：云服务商走强、数据中心股承压
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