{"id":771383,"date":"2026-04-30T09:46:16","date_gmt":"2026-04-30T01:46:16","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=771383"},"modified":"2026-04-30T09:46:16","modified_gmt":"2026-04-30T01:46:16","slug":"%e9%ab%98%e9%80%9afy2026q2%e8%90%a5%e6%94%b6%e5%b0%8f%e5%b9%85%e4%b8%8b%e6%bb%913%ef%bc%8c%e9%a2%84%e5%91%8a%e5%b9%b4%e5%86%85%e4%ba%a4%e4%bb%98%e9%a6%96%e6%ac%be%e8%b6%85%e5%a4%a7%e8%a7%84%e6%a8%a1as","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=771383","title":{"rendered":"\u9ad8\u901aFY2026Q2\u8425\u6536\u5c0f\u5e45\u4e0b\u6ed13%\uff0c\u9884\u544a\u5e74\u5185\u4ea4\u4ed8\u9996\u6b3e\u8d85\u5927\u89c4\u6a21ASIC"},"content":{"rendered":"<p>IT\u4e4b\u5bb6 4 \u6708 30 \u65e5\u6d88\u606f\uff0cQualcomm\uff08<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e9%ab%98%e9%80%9a\" title=\"View all posts in \u9ad8\u901a\" target=\"_blank\" class=\"tag_link\">\u9ad8\u901a<\/a>\uff09<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u5f53\u5730\u65f6\u95f4 29 \u65e5\u516c\u5e03\u4e86\u5176 2026 \u8d22\u5e74\u7b2c 2 \u8d22\u5b63\uff08\u622a\u81f3 2026 \u65e5\u5386\u5e74 3 \u6708 29 \u65e5\uff09\u7684\u8d22\u52a1\u6570\u636e\u3002<\/p>\n<p>\u9ad8\u901a\u5728\u7edf\u8ba1\u671f\u5185\u5b9e\u73b0 105.99 \u4ebf\u7f8e\u5143\u8425\u4e1a\u6536\u5165\uff0c\u540c\u6bd4\u4e0b\u6ed1 3%\uff1b\u7a0e\u524d\u51c0\u5229\u6da6\u4e3a 22.32 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u6ed1 28%\uff1b\u51c0\u6536\u5165 73.79 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 162%\uff1b\u644a\u8584 EPS \u4e3a 6.88 \u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 173%\u3002<sub>\uff08* \u4ee5\u4e0a\u6570\u636e\u5747\u6309 GAAP \u8ba1\u7b97\uff09<\/sub><\/p>\n<p>IT\u4e4b\u5bb6\u6ce8\u610f\u5230\uff0c\u9ad8\u901a\u624b\u673a\u4e1a\u52a1\u5728 FY2026Q2 \u7684\u8425\u6536\u89c4\u6a21\u4e3a 60.24 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u4e0b\u6ed1\u4e86 13%\uff1b\u800c<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%b1%bd%e8%bd%a6\" title=\"View all posts in \u6c7d\u8f66\" target=\"_blank\" class=\"tag_link\">\u6c7d\u8f66<\/a>\u4e1a\u52a1\u5219\u51fa\u73b0\u4e86 38% \u7684\u957f\u8db3\u589e\u957f\u3002<strong>\u9ad8\u901a\u9884\u8ba1\u6765\u81ea\u4e2d\u56fd\u5e02\u573a\u7684\u624b\u673a\u4e1a\u52a1\u6536\u5165\u5c06\u5728 FY2026Q3 \u89c1\u5e95<\/strong>\uff0c\u5e76\u5728 FY2026Q4 \u6062\u590d\u589e\u957f\u3002<\/p>\n<p>\u5bf9\u4e8e FY2026Q3 \u6574\u4f53<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e4%b8%9a%e7%bb%a9\" title=\"View all posts in \u4e1a\u7ee9\" target=\"_blank\" class=\"tag_link\">\u4e1a\u7ee9<\/a>\uff0c\u9ad8\u901a\u9884\u8ba1\u6536\u5165\u5728 92~100 \u4ebf\u7f8e\u5143\u533a\u95f4\uff0cGAAP \u644a\u8584 EPS \u5728 1.26~1.46 \u7f8e\u5143\u3002<\/p>\n<\/p>\n<p>\u9ad8\u901a\u603b\u88c1\u517c CEO \u514b\u91cc\u65af\u8482\u4e9a\u8bfa &middot; 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