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$QCOM · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$QCOM 被累计提及 8 次，本周态度 未表态，科技。数据每日更新。
$QCOM 现在是什么情况？
| 所属板块 | 科技 |
|---|---|
| 本周态度 | 未表态 |
| 今日态度 | 未表态 |
| 累计提及 | 8 次 |
| 近7/28/90日提及 | 1 / 1 / 4 |
| 最新价 | USD 168.28（2026-09-03） |
| 今日 / 本周涨幅 | -1.0% / +2.1% |
| 首次提及以来涨幅 | +21.5% |
| 首次 / 最近提及 | 2026-02-12 → 2026-08-31 |
最近有人说了 $QCOM 什么？
下面是最近 8 条提及 $QCOM 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-08-31中性原文@balllvest With how the trends are going with $MRVL and Mediatek. My guess is Alchip (disclosure, I own this) or $QCOM might be next. I think the ASIC pie gets bigger for all of them though.
- 2026-07-26看空原文Just some TLDR news: - $CXMT IPO tomorrow if you like Chinese memory. - Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments. - Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b - $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr. - SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory. - SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER). - $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing. - $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion - Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B) - 64GB DDR5 server modules rises 146% versus end-June contract pricing - $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations. - Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck). - $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market. Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar). - $ORCL wins $7B Department of War enterprise software contract - JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix - Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production. - From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages. - Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others. - Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.
- 2026-07-16中性今天 $MU 宣布和 $QCOM 签了内存长约(LTA)。 有意思的是，Micron 签完约之后股价反而跌了5.37%。 这么多结构性长约都签下来了，感觉内存/AI这些标的基本面本身好像没什么问题？ 更像是去杠杆/爆仓潮的尾声，而不是行业出了问题。
- 2026-06-04中性原文@madridraptor $QCOM was Bytedance and maybe $AMZN if i remember correctly, not $GOOGL TPU. I'm really not a fan of how much exposure Qualcomm has to China though. But they made some really important photonics acqusitions like Alphawave (similar to what marvell did with celestial)... for
- 2026-04-28中性原文So $SIVE doesn't handle capacity scaling, Win Semi does volume ramp. Win is massive. $AVGO, $LITE, $QCOM, Mediatek, $MTSI, $NXPI, all use them. They're in $AAPL, SpaceX supply chains too. So volume scaling for hyperscalers is derisked if you secure allocation and do it through Win.
- 2026-03-30看多原文It’s funny a shower thought… Probably put $SIVE on the radar for $QCOM, $MRVL, $AVGO, AlChip, Mediatek, $AMZN, $META, $MSFT venture arms now? Since everyone publicly knows now Broadcom can just go and buy Marvell’s photonics chokepoint vulnerability (Amazon/Microsoft ASIC programs) for a rounding error of $350m… Or Qualcomm can do the same buying $SIVE then vertically integrate laser IP after Alphawave aquisition. Or maybe… hyperscalers figure out a way $SIVE remains independent by owning enough shares?
- 2026-03-29中性原文@kishore_sm_7 Yeah I somehow keep getting $QCOM wrong lol, my bad. I’ve done this like 10 times already haha
- 2026-02-12中性原文@canbilgeyilmaz Yeah Qualcomm ( $QCOM ), was the right ticker thanks for the correction. Was just going off the top of my head, and the former seemed logical.
去哪看 $QCOM 的完整时间线？
全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。
进入持仓雷达，看 $QCOM 完整动态 →常见问题
$QCOM 为什么会出现在 AI 供应链追踪名单里？
$QCOM 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 8 次，归类在「科技」板块。首次提及时间是 2026-02-12。
海外大 V 最近怎么看 $QCOM？
最近 7 天 $QCOM 被提及 1 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。
$QCOM 从被提及到现在涨了多少？
从首次被提及（2026-02-12）到最新收盘，$QCOM 的区间涨幅是 21.5%。这只是价格统计，不代表任何人的实际收益。
$QCOM 这一页的数据多久更新一次？
每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。
Serenity 持仓雷达对 $QCOM 的看法算投资建议吗？
不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。
本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-09-04。