Alphabet披露新持高通近3百万股、价值约5.48亿美元：监管文件显示三季度建仓，SpaceX持股增至约5.55亿股
路透社11月6日报道，谷歌母公司 Alphabet 在提交美国证券交易委员会的持股披露文件中显示，其于第三季度新建了对长期合作伙伴高通的持股，持有近300万股高通股票，按9月30日计价值约5.479亿美元（近5.48亿美元）。高通股价在消息后盘前交易中上涨约3%。
Alphabet 与高通合作已久：高通芯片长期为绝大多数安卓手机供货，两家公司近期合作了采用高通处理器的谷歌高端笔记本产品线 Googlebook，并于2024年达成协议，共同开发用于汽车行业的芯片与人工智能软件。此次披露正值高通推进其新生的数据中心业务，争取成为人工智能基础设施热潮中的主要供应商。高通预计其数据中心芯片收入到2029年将达到150亿美元；今年9月，高通与亚马逊达成协议，亚马逊可购买至多600亿美元的高通人工智能数据中心芯片及相关产品，并获发行认股权证购买高通股票；微软与 Meta 也已以数据中心处理器订单支持高通的这一布局。
同一份披露中，Alphabet 还小幅增持了其在埃隆·马斯克旗下 SpaceX 的持股，增至约5.55亿股，此前为5.512亿股。持股披露文件只记录持仓变化，不说明买入理由，Alphabet 未就本次建仓另作商业协议方面的披露。
Alphabet Discloses New Qualcomm Stake of Nearly 3 Million Shares Worth About $548 Million in Third-Quarter Filing; SpaceX Holding Rises to About 555 Million Sha
Reuters reported on November 6 that Alphabet, Google's parent company, disclosed in a filing with the U.S. Securities and Exchange Commission that it built a new stake in longtime partner Qualcomm during the third quarter, holding nearly 3 million Qualcomm shares worth $547.9 million — nearly $548 million — as of September 30. Qualcomm shares rose about 3% in premarket trading after the disclosure.
Alphabet and Qualcomm have partnered for years: Qualcomm chips power virtually all major Android smartphones, the two companies recently collaborated on Google's premium Googlebook laptop line running on Qualcomm processors, and in 2024 they agreed to build chips and software for AI adoption in the automotive industry. The stake comes as Qualcomm ramps up its nascent data-center business in a push to become a major supplier to the AI infrastructure boom. Qualcomm expects its data-center chip revenue to reach $15 billion by 2029. In September, Qualcomm struck a deal with Amazon under which Amazon may buy up to $60 billion of its AI data-center chips and related products, with warrants issued for Amazon to purchase Qualcomm stock; Microsoft and Meta have also backed Qualcomm's push with orders for its data center processors.
In the same filing, Alphabet also reported a small increase in its position in Elon Musk's SpaceX, to about 555 million shares from 551.2 million earlier. Portfolio disclosure filings record changes in holdings without stating the reasons for them, and Alphabet made no accompanying disclosure of a commercial agreement in connection with the Qualcomm position.
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来源：路透社
发布：GSM·美国（发布链接）
图片来源：高通芯片特写（资料图）。（Wikimedia Commons／CC BY-SA 4.0）|A Qualcomm chip close-up (file photo). (Wikimedia Commons / CC BY-SA 4.0)
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