节点：下游（终端消费/应用）位置：下游情绪：利空参考度：6/10


美股周三盘后，美国半导体巨头高通公布2026财年第一财季业绩，营收及每股收益超市场预期，但受全球存储芯片短缺影响，第二财季业绩指引不及预期，导致盘后股价一度暴跌10%，常规交易时段该股上涨1.16%。

财报数据显示，第一财季营收122.5亿美元，同比增长5%（略超预期122.1亿美元）；调整后净利润37.81亿美元，同比下降1%；调整后每股收益3.50美元，同比增长3%（超出市场预期3.41美元）。

分业务部门看，手机业务营收78.2亿美元（同比增3%）；物联网业务营收16.9亿美元（同比增9%），产品涵盖工业芯片及为Meta雷朋智能眼镜提供支持的芯片；汽车业务营收11亿美元（同比大增15%），为丰田等车企提供芯片。

存储芯片短缺拖累业绩指引。高通预计第二财季营收102亿-110亿美元，调整后每股收益2.45-2.65美元；而LSEG调查分析师预计营收111.1亿美元，每股收益2.89美元，指..

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