美股详情

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2倍做多AVGO ETF-GraniteShares

44.98

-14.5600-24.45%

成交量：80.47万

成交额：3,393.21万

市值：1,799.20万

市盈率：- -

高：44.98

开：42.10

低：40.46

收：59.54

52周最高：63.46

52周最低：22.99

股本：40.00万

流通股本：40.00万

量比：4.07

换手率：201.17%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

博通Q2营收超预期增48%再创新高，但AI芯片收入指引逊色

华尔街见闻

快讯：博通因“保守”付出沉重代价

道琼斯指数再创历史新高！博通股价跌超15%导致科技股遭抛售，市场担忧AI行业前景

TradingKey中文

AI的“博通时刻”？业绩指引“不够炸裂”带崩美芯片股！

New Street上调博通目标价至600美元

美国遭遇股债双杀，美股半导体、芯片股全线重挫

21世纪经济报道

博通(AVGO.US)未调AI指引暴跌13%！华尔街大行称“过度悲观” 逆势上调目标价

博通市值恐缩水逾3,000亿美元，此前AI业绩未能打动投资者

美国股市-标普500指数和纳斯达克指数走低，因博通营收未达预期拖累芯片股

博通(AVGO)股票6月4日开盘下跌13.65%：背后推手曝光

TradingKey中文

博通股价跌幅扩大至15.2%，报406.54美元/股

每日经济新闻

美股异动丨费城半导体指数跌超4%，博通大跌超14%领跌半导体板块

博通跌15%，创下自2025年1月以来最大跌幅

芯片股普遍走低美国超微公司(AMD)跌5.36% 博通财报不及预期致芯片股抛售

美股三大股指开盘涨跌不一，博通大跌 14% 总市值跌破 2 万亿美元

博通股价暴跌，原因或不止于业绩指引

博通第三财季业绩展望未能满足投资者高企预期——市场评论

博通转向纯芯片销售模式，AI营收前景“温和”引市场关注

博通股价预测：为什么AVGO的价格会骤降？未来它能涨到1000美元吗？

TradingKey中文

美股盘前丨股指期货涨跌不一博通盘前跌超15%

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22:38","pubTimestamp":1780583881,"startTime":"0","endTime":"0","summary":"市场担忧主要来自于博通管理层并未上调全年AI相关收入指引。不过，多家华尔街机构认为，市场反应可能过于悲观。他表示，博通预计下一季度AI相关收入仍将同比增长约200%，而到2027财年AI半导体业务收入有望突破1000亿美元，这一增长速度依然十分惊人。Schneider维持“买入”评级，并将目标价由500美元上调至525美元。麦格理将博通评级从“跑赢大盘”下调至“中性”，并给予437美元目标价。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1450443.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0238689110.USD","LU0545039389.USD","LU0203202063.USD","LU2133065610.SGD","LU2471134523.USD","SG9999000418.SGD","LU2592432038.USD","BK4515","IE00BGHQF631.EUR","LU2210150020.SGD","LU1153585028.USD","LU2361045086.USD","BK4588","LU2750360997.AUD","LU2237443895.HKD","LU1989772923.USD","LU1934455863.HKD","LU1989764664.SGD","LU1815336760.USD","LU1732800096.USD","LU2355687059.USD","LU2111349929.HKD","LU0080751232.USD","IE00BGHQDM52.EUR","SG9999015978.USD","IE00BK4W5L77.USD","LU2505996681.GBP","LU0211327993.USD","LU0726765562.USD","LU1803068623.USD","BK4554","LU0289961442.SGD","LU1951198990.SGD","LU2242650005.HKD","LU2272731600.USD","LU0348723411.USD","LU1670711123.USD","LU2543165471.USD","LU1670710661.SGD","LU2456880835.USD","IE0005OL40V9.USD","LU1868836757.USD","LU0738911758.USD","LU0353189763.USD","LU0949170426.SGD","LU2272731865.HKD","LU2473716301.USD","IE00BN8TJ469.HKD","IE00BQXX3D17.EUR","LU0786609619.USD","LU1803068979.SGD","IE00B7KXQ091.USD","LU0889565833.HKD","LU0211328371.USD","LU2347655156.SGD","LU0689472784.USD","IE00BDGV0183.EUR","LU1935043023.USD","LU1804176565.USD","LU2250418816.HKD","LU2750360641.GBP","LU2237443465.HKD","LU1868837300.USD","LU1670710588.SGD","LU1400636491.USD","LU1992135472.HKD","LU2065171311.SGD","LU2213496289.HKD","LU2347655073.USD","LU2999663052.SGD","LU1917777945.USD","IE00BJLML261.HKD","LU0316494557.USD","LU2272731782.SGD","LU1642822529.SGD","LU0784383803.USD","LU0861579265.USD","LU0787776722.HKD","LU1035775433.USD","LU0320765059.SGD","LU0203201768.USD","IE00BLSP4239.USD","SG9999001424.SGD","LU2023250504.SGD","LU1778281490.HKD","LU0079474960.USD","LU0266013472.USD","LU2089283258.USD","IE0034235188.USD","LU0345768153.USD","SGXZ81514606.USD","LU1674673428.USD","IE00BVYPNV92.GBP","LU1720051017.SGD","LU0957791311.USD","LU2298321311.HKD","LU1066051498.USD","IE00B1BXHZ80.USD","LU2106854487.HKD","IE00B19Z9Z06.USD","IE0034235303.USD","LU1301847155.USD","LU0965509101.SGD","SG9999002232.USD","IE00BVYPNP33.GBP","LU1244550494.USD","LU2028103732.USD","LU1670756490.USD","IE00B775H168.HKD","LU0444973449.USD","LU0788109477.HKD","SG9999015986.USD","LU0323591593.USD","LU0210533765.USD","LU2505996509.AUD","LU1145028129.USD","LU1974910355.USD","BK4551","LU1923622614.USD","BK4543","LU1934455277.USD","LU1323610961.USD","LU2462591277.SGD","LU2237438978.USD","LU1064131342.USD","LU2430703178.SGD","LU2461242641.AUD","LU0354030438.USD","LU2237957902.USD","LU2746668461.USD","LU2430703251.USD","LU0823434740.USD","LU1244550577.SGD","LU2322448957.HKD","LU2462157665.USD","BK4512","LU1868836591.USD","LU2361044865.SGD","LU1645745479.HKD","LU0912757837.SGD","LU1003077747.HKD","LU2286300806.USD","LU0964807845.USD","LU2746668974.SGD","IE00BQXX3C00.GBP","LU2271345857.HKD","IE00BKDWB100.SGD","IE00BFSS8Q28.SGD","LU2462591350.SGD","LU0109392836.USD","LU1670628061.USD","IE00BLSP4452.SGD","LU1691799644.USD","AVS","LU0106261372.USD","LU2083900584.USD","LU2095319765.USD","LU0069063385.USD","IE00BMPRXR70.SGD","LU1548497426.USD","LU2242649171.HKD","IE00B5949003.HKD","LU2168564065.EUR","LU0689626769.HKD","LU1935042488.USD","LU2168564222.USD","IE00B1XK9C88.USD","LU1720051108.HKD","IE00BJJMRY28.SGD","LU0109391861.USD","LU2602419157.SGD","LU2023250330.USD","LU1037948897.HKD","LU0784385170.HKD","LU0215105999.USD","LU2931357623.SGD","LU2860962120.EUR","LU1127390331.HKD","LU1400636574.HKD","LU2065170008.USD","LU0320765646.SGD","IE00BMCWC346.EUR","LU2954938101.SGD","LU1400636657.SGD","BK4581","LU2065171402.SGD","LU0061474960.USD","LU1069344957.HKD","LU0082616367.USD","LU0251132253.USD","LU0719512351.SGD","BK4598","LU0965509010.AUD","LU1316542783.SGD","IE00BJTD4V19.USD","IE0001KFT4U8.USD","IE00BQXX3F31.USD","LU0061475181.USD","LU0417517546.SGD","IE00BVYPNW00.USD","LU2108987350.USD","LU2023251221.USD","LU0949170772.SGD","LU0472753341.HKD","LU1242518857.USD","LU1366333091.USD","LU1935043536.SGD","IE00BJTD4N35.SGD","LU1551013425.SGD","LU1814569148.SGD","LU1623119135.USD","LU0784385840.USD","IE00B42XCP33.USD","LU1935042215.USD","LU0345769631.USD","LU2471134879.HKD","LU1066053197.SGD","LU2125154778.USD","LU1934455194.USD","HK0000914660.USD","LU0011850046.USD","LU2764263039.SGD","HK0000532082.HKD","LU0353189680.USD","LU0820562030.AUD","SG9999015952.SGD","LU0127658192.USD","LU0198837287.USD","LU0097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21:38","pubTimestamp":1780580286,"startTime":"0","endTime":"0","summary":"消息面上，　因博通业绩报告令人失望，交易员抛售芯片股。三季度公司给出强劲指引，总营收294亿美元，同比增幅84%，其中AI营收160亿美元，同比增幅210%。市场抛售核心诱因集中于指引细节，三季度AI营收预期低于机构与市场一致预期，同时管理层仅重申2027财年AI营收超1000亿美元的原有目标，未进行上调。机构预判公司2027财年、2028财年AI营收将分别达1250亿美元、1900亿美元，显著高于官方指引。","market":"us","thumbnail":"https://static.szfiu.com/news/20250107/MzZmY2I0ODMyNDljNDZhYjk1YmMwYzA2ZTYzZmI3NWMyMTczNjIzMDYxMjY4Mg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/MzZmY2I0ODMyNDljNDZhYjk1YmMwYzA2ZTYzZmI3NWMyMTczNjIzMDYxMjY4Mg==.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"301182","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1674673691.USD","LU0820561909.HKD","AMUU","LU2347655156.SGD","LU2028103732.USD","SG9999015952.SGD","LU2125154935.USD","LU2471134523.USD","BK4551","LU2065171402.SGD","LU2211815571.USD","LU0786609619.USD","LU0472753341.HKD","LU2347655073.USD","BK4533","IE00BKDWB100.SGD","IE00BK4W5L77.USD","LU0310799852.SGD","LU2471134879.HKD","LU1035775433.USD","LU2237443549.SGD","LU1629891620.HKD","LU0965509010.AUD","IE00BWXC8680.SGD","IE00BN29S564.USD","LU1861559042.SGD","LU2750360997.AUD","LU1951200564.SGD","LU2750360641.GBP","LU0056508442.USD","LU0553294199.USD","HK0000914660.USD","LU0787776722.HKD","LU2756315318.SGD","LU0868494617.USD","LU0353189680.USD","LU2089284900.SGD","LU1366333091.USD","LU1323610961.USD","LU0127658192.USD","BK4566","IE00BYV24P56.USD","LU0109392836.USD","LU1153585028.USD","AMDL","LU0943347566.SGD","BK4575","LU0143551892.USD","LU0466842654.USD","AMDG","IE00BQXX3D17.EUR","LU1815333072.USD","LU0689472784.USD","LU0320765646.SGD","LU2430703095.HKD","IE00BMPRXQ63.HKD","IE00BMPRXN33.USD","BK4612","LU0345769128.USD","LU0949170772.SGD","LU0048584097.USD","LU2999663052.SGD","LU0820561818.USD","LU0726765562.USD","LU2322448957.HKD","IE0004445239.USD","IE0005OL40V9.USD","IE00BMPRXR70.SGD","IE00BGHQF631.EUR","LU0266013472.USD","LU1548497426.USD","SG9999015978.USD","LU2089985449.USD","LU2637965513.SGD","LU2237957902.USD","LU1145028129.USD","SG9999001440.SGD","LU0256863902.USD","LU0964807845.USD","AVL","IE00BJJMRX11.SGD","LU2360032135.SGD","LU2265009873.SGD","LU2210149790.SGD","LU2168563687.JPY","LU0957808578.USD","LU2213496289.HKD","LU1066053197.SGD","LU1670711123.USD","LU2237438978.USD","IE00B3PB1722.GBP","IE00BJTD4N35.SGD","LU2487616109.SGD","BK4605","LU1244550577.SGD","LU2242649171.HKD","LU0390134368.USD","LU2168564222.USD","LU1242518857.USD","LU2023250504.SGD","LU0109391861.USD","LU1868836591.USD","LU0957791311.USD","LU2756315664.SGD","SGXZ51526630.SGD","LU1992135472.HKD","LU0276348264.USD","LU1923623000.USD","LU0985320562.USD","LU1861558580.USD","SG9999004303.SGD","IE00BK4W5M84.HKD","LU0158827948.USD","IE0034235188.USD","SG9999015945.SGD","LU0823421333.USD","LU1066051225.USD","LU0157215616.USD","LU1037948541.HKD","LU0256863811.USD","LU1400636657.SGD","IE00BJTD4V19.USD","LU2286300806.USD","LU0011850046.USD","LU0823434740.USD","LU1868836914.USD","LU2108987350.USD","LU0345770308.USD","LU1232071149.USD","LU2430703251.USD","LU0511384066.AUD","SG9999001424.SGD","LU2210150020.SGD","LU1400636574.HKD","LU2271345857.HKD","LU0158827781.USD","LU2746668461.USD","LU0080751232.USD","LU0912757837.SGD","LU0203201768.USD","LU1244550221.USD","AMDS","IE0004445015.USD","LU0133085943.USD","LU2125909593.SGD","AMDW","LU2463028550.USD","LU2602419157.SGD","LU2272731782.SGD","AMDU","LU1880398554.USD","LU2111349929.HKD","LU2473716301.USD","IE00B19Z9Z06.USD","LU2471134952.CNY","LU0308772762.SGD","LU2461242641.AUD","LU2087625088.SGD","LU0211327993.USD","LU0444973449.USD","BK4534","LU1989764664.SGD","IE00B5949003.HKD","LU1720051108.HKD","LU2458330243.SGD","IE0009356076.USD","LU0444971666.USD","LU0861579265.USD","LU0640476718.USD","LU1917777945.USD","LU2237443978.SGD","LU0738911758.USD","LU1804176565.USD","LU2237957811.SGD","LU2242650005.HKD","IE00BQXX3C00.GBP","LU0198837287.USD","LU1301847155.USD","LU1989764748.USD","LU2505996681.GBP","SG9999000418.SGD","LU1732800096.USD","AMD","LU0354030511.USD","LU2931357623.SGD","LU1934455194.USD","LU1935042488.USD","LU1803068979.SGD","LU2083900584.USD","LU2272731865.HKD","LU2244417387.USD","AVGU","LU0251132253.USD","LU2237443895.HKD","LU0096364046.USD","LU0889565833.HKD","LU2092937221.SGD","LU0316494557.USD","LU1642822529.SGD","LU2764263203.CNY","LU0979878070.USD","LU1720051017.SGD","LU0345770993.USD","IE00BN8TJ469.HKD","AVGG","LU1935042991.SGD","LU1551013425.SGD","IE00BLSP4452.SGD","LU1127390331.HKD","LU2860962120.EUR","LU2462591277.SGD","LU0345769631.USD","LU2298321311.HKD","LU1670627923.USD","LU0061474960.USD","LU1551013342.USD","LU2456880835.USD","LU2237443622.USD","HK0000532082.HKD","LU2403377893.USD","LU1934455277.USD","LU0203345920.USD","LU2168564149.EUR","IE00B775SV38.USD","LU0210536198.USD","LU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14% 总市值跌破 2 万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2640202168","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640202168?lang=zh_cn&edition=fundamental","pubTime":"2026-06-04 21:31","pubTimestamp":1780579903,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 Gate 行情数据显示，美股开盘时，道指上涨 1%，标普 500 指数下跌 0.4%，纳指下跌 1%。博通（AVGO.O）在财报发布后大跌 14%，总市值跌破 2 万亿美元，AI 芯片收入指引低于市场预期。芯片股承压，美光科技（MU.O）下跌 6.7%，Arm（ARM.O）下跌 7.3%，AMD（AMD.O）下跌 5.3%，英特尔（INTC.O）下跌 3.4%，英伟达（NVDA.O）下跌 0.5%。 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21:30","pubTimestamp":1780579823,"startTime":"0","endTime":"0","summary":"博通股价在盘前交易中重挫15%，市场普遍将此归咎于其业绩指引未能超越华尔街过高的预期。然而，事情或许并非如此简单。\n英国投资管理公司Quilter Cheviot的科技研究主管本·巴林杰指出，竞争格局正开始发生变化，且对博通不利。博通为谷歌、OpenAI和Meta等超大规模云厂商设计定制AI加速器芯片。但巴林杰提到，有报道称谷歌的母公司Alphabet已将中国台湾芯片设计公司联发科引入其供应链。他写道，这“暗示博通未来可能无法维持相同的市场份额”。\n“尽管需求强劲，但依然集中，”巴林杰写道，“这使得博通的故事严重依赖于少数几家超大规模云厂商能否持续投入。”","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2092937221.SGD","HK0000914660.USD","LU0203202063.USD","LU0965509283.SGD","LU0957791311.USD","LU0823434583.USD","LU0957808578.USD","LU2764262908.HKD","LU2322448957.HKD","LU2764263039.SGD","LU1202635105.USD","LU2125909593.SGD","LU0820562030.AUD","BK4566","LU1400636574.HKD","LU1400636657.SGD","LU0889565833.HKD","LU2463028550.USD","LU2487616109.SGD","LU2168564495.EUR","IE00BKVL7J92.USD","LU1988902786.USD","IE00BGHQF631.EUR","LU2237443549.SGD","LU0345770308.USD","LU0057025933.USD","LU1718418525.SGD","LU0354030438.USD","LU2210149790.SGD","LU1037948541.HKD","LU2420271590.USD","LU0289739343.SGD","LU2360108059.USD","LU0823434740.USD","LU0158827781.USD","LU2023250843.SGD","BK4515","IE00B19Z9P08.USD","LU0081259029.USD","LU2265009873.SGD","LU2250418816.HKD","LU1917777945.USD","LU2237443465.HKD","LU1400636491.USD","IE00BKDWB100.SGD","LU1935042991.SGD","IE00B894F039.SGD","LU1914381329.SGD","LU1267930730.SGD","LU2746668974.SGD","BK4512","IE00BGHQDM52.EUR","LU1992135472.HKD","LU0786609619.USD","IE00B3PB1722.GBP","LU0444973449.USD","LU0106261372.USD","LU0061474705.USD","LU2272731865.HKD","IE0034235303.USD","LU1551013342.USD","LU0345768740.USD","LU0672654240.SGD","LU1989764748.USD","LU2083900584.USD","LU1670628061.USD","LU1244550577.SGD","LU2125909247.SGD","LU0964807845.USD","LU2458330243.SGD","LU0079474960.USD","LU0203345920.USD","LU2237438978.USD","SG9999004303.SGD","LU0109391861.USD","LU0289961442.SGD","LU2347655073.USD","IE00BVYPNW00.USD","IE00B19Z9Z06.USD","LU2361044949.HKD","LU2462591350.SGD","BK4575","SGXZ51526630.SGD","LU2462591277.SGD","LU0097036916.USD","LU2054465674.USD","LU1670756490.USD","HK0000914686.HKD","LU1720051108.HKD","LU2931357623.SGD","SGXZ23171101.USD","LU2471134952.CNY","IE00BLSP4452.SGD","LU2133065610.SGD","LU2361044865.SGD","LU0127658192.USD","BK4588","LU0070217475.USD","LU0124676726.USD","LU0912757837.SGD","LU1732799900.SGD","LU2592432038.USD","LU1951200564.SGD","LU2417539215.USD","IE0001KFT4U8.USD","LU2111349929.HKD","IE00BQXX3D17.EUR","LU0724617625.USD","IE00BJTD4V19.USD","LU2279689827.SGD","LU0276348264.USD","LU0006306889.USD","BK4554","LU0323591593.USD","IE00BK4W5M84.HKD","LU2954938101.SGD","LU2272731782.SGD","LU0266013472.USD","LU0553294199.USD","LU2065171402.SGD","LU0949170426.SGD","LU2458330169.SGD","LU1145028129.USD","LU0056508442.USD","IE00B5949003.HKD","LU0211327993.USD","BK4141","LU0314104364.USD","LU0965508806.USD","IE00BKPKM429.USD","LU0787776722.HKD","LU1244550221.USD","LU0308772762.SGD","LU1162221912.USD","LU1923622614.USD","LU2637965513.SGD","LU2860962120.EUR","LU0345769128.USD","LU0661504455.SGD","LU0345768153.USD","LU0348723411.USD","SG9999002224.SGD","SG9999001440.SGD","LU0353189680.USD","LU1803068979.SGD","LU0133085943.USD","LU0157215616.USD","LU1066051811.HKD","LU2602419157.SGD","AVGU","AVGO","LU0170899867.USD","LU2023250504.SGD","LU0053666078.USD","LU1035775433.USD","LU2750360997.AUD","LU2089985449.USD","LU1868837136.USD","IE00BN8TJ469.HKD","LU1712237335.SGD","LU1280957306.USD","LU2041044095.USD","LU2213496289.HKD","IE0034235188.USD","LU1868836591.USD","LU0158827948.USD","LU2471134523.USD","LU1935042488.USD","LU1778281490.HKD","LU2063271972.USD","LU1815333072.USD","LU0965509010.AUD","LU1642822529.SGD","LU2237443895.HKD","LU2125154935.USD","LU0203347892.USD","LU2462157665.USD","LU0979878070.USD","SG9999011175.SGD","LU0234570918.USD","LU0011850046.USD","IE00BWXC8680.SGD","LU1323610961.USD","LU1232071149.USD","LU1066051225.USD","LU0444971666.USD","LU1670711040.USD","LU0820561909.HKD","IE00BQXX3F31.USD","IE00BVYPNP33.GBP","LU1674673428.USD","LU0683600562.USD","LU0353189763.USD","IE0009356076.USD","LU0545039389.USD","LU0082616367.USD","LU1066051498.USD","LU1804176565.USD","LU2065171311.SGD","LU0784384876.USD","LU0210533765.USD","LU2125154778.USD","LU1670627923.USD","IE00BMPRXQ63.HKD","LU0689472784.USD","LU0354030511.USD","SG9999003800.SGD","LU0154236417.USD","LU2355687059.USD","BK4533","LU0708995401.HKD","LU1868836757.USD","LU0985320562.USD","LU2746668461.USD","LU2237957811.SGD","LU0417517546.SGD","LU2210150020.SGD","LU2095319765.USD","LU0795875086.SGD","LU2361045086.USD","IE00BMPRXN33.USD","LU2505996681.GBP","LU1852331112.SGD","LU0642271901.SGD","SG9999015945.SGD","LU1670710661.SGD","LU1934455863.HKD","IE00B1BXHZ80.USD","LU1989772923.USD","LU0310799852.SGD","LU1951198990.SGD","LU1814569148.SGD","SGXZ81514606.USD","LU2505996509.AUD","LU0640476718.USD","LU0345770993.USD","AVL","BK4612","LU115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21:19","pubTimestamp":1780579179,"startTime":"0","endTime":"0","summary":"据苏斯奎汉纳在一份报告中指出，博通现已转向仅向客户销售芯片解决方案，这导致其对人工智能相关销售的前景预期变得更为温和。分析师此前已预计，博通在2026财年将不再向Anthropic销售整机柜，而该公司周三证实，将开始仅向客户销售芯片解决方案。分析师表示，这一转变解释了为何其AI营收指引显得“不温不火”。然而，苏斯奎汉纳补充道：“更广泛层面的需求依然‘无法满足’，本季度AI半导体订单额已突破300亿美元。”受此消息影响，博通股价在盘前交易中下挫15%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0823434583.USD","LU0210536198.USD","LU0345768153.USD","LU1623119135.USD","SG9999011175.SGD","LU0061474960.USD","LU2361045086.USD","LU2271345857.HKD","LU0316494557.USD","LU2125154935.USD","IE00BFSS8Q28.SGD","IE00BMPRXQ63.HKD","LU0096364046.USD","LU2361044949.HKD","SGXZ51526630.SGD","IE00BN29S564.USD","LU0444971666.USD","LU2355687059.USD","IE00BZ9MQY76.HKD","BK4533","BK4566","LU2023251221.USD","LU2420271590.USD","BK4543","LU2746668461.USD","SG9999015986.USD","SG9999004303.SGD","AVS","LU0211328371.USD","LU0158827948.USD","LU2083900584.USD","LU2592432038.USD","LU2720916845.USD","LU0795875086.SGD","LU0154236417.USD","LU2756315664.SGD","LU2168564149.EUR","LU2430703251.USD","LU0203202063.USD","LU0225283273.USD","IE00BVYPNP33.GBP","LU1162221912.USD","LU1989772840.SGD","LU1674673428.USD","LU2237957902.USD","LU2023250843.SGD","LU1127390331.HKD","LU0683600562.USD","LU0011850046.USD","LU2417539215.USD","LU2473716301.USD","LU1718418525.SGD","LU0786609619.USD","LU1670710661.SGD","LU1868837136.USD","SG9999015952.SGD","LU0719512351.SGD","LU1670710588.SGD","LU0215105999.USD","IE00BVYPNW00.USD","LU2089283258.USD","LU2237443978.SGD","LU1951198990.SGD","LU1852331112.SGD","LU0323591593.USD","LU0345768740.USD","LU0820562030.AUD","LU0211327993.USD","LU2108987350.USD","LU2054465674.USD","HK0000532082.HKD","IE00B3S45H60.SGD","LU0348723411.USD","LU1988902786.USD","LU2087625088.SGD","LU0187121727.USD","LU1066051225.USD","LU2237957811.SGD","LU1242518857.USD","LU0127658192.USD","LU1670711123.USD","LU0353189763.USD","LU1267930490.SGD","LU1366333091.USD","LU2028103732.USD","LU1992135399.USD","LU2247934214.USD","IE00BJTD4V19.USD","LU1232071149.USD","LU0061474705.USD","LU0784385170.HKD","LU1551013425.SGD","LU2322448957.HKD","LU2041044095.USD","LU1066053197.SGD","LU2272731600.USD","LU2999663052.SGD","BK4598","LU1069344957.HKD","LU0788109477.HKD","LU0511384066.AUD","LU0640476718.USD","LU0820561818.USD","SG9999001440.SGD","LU0949170772.SGD","IE00BK4W5L77.USD","LU1548497426.USD","LU2637965513.SGD","IE00BGHQF631.EUR","LU0965509101.SGD","IE0005OL40V9.USD","LU0784383803.USD","LU0708995401.HKD","LU2237438978.USD","LU2462591350.SGD","LU1989764664.SGD","BK4554","IE0004445015.USD","LU0256863902.USD","LU2462591277.SGD","LU2242650005.HKD","LU2244417387.USD","LU1935042488.USD","LU2430703095.HKD","LU1868836591.USD","IE00B894F039.SGD","IE00BKDWB100.SGD","LU0345769631.USD","LU1244550494.USD","LU1035775433.USD","SGXZ81514606.USD","IE00BK4W5M84.HKD","BK4605","LU2361044865.SGD","LU2750360641.GBP","LU1242518931.SGD","SG9999000418.SGD","IE00BMCWC346.EUR","LU2471134796.USD","LU2065170008.USD","LU1934455863.HKD","HK0000914660.USD","LU0072462426.USD","LU1914381329.SGD","LU1923622614.USD","IE00B1BXHZ80.USD","LU2347655156.SGD","LU0203345920.USD","LU2931357623.SGD","IE00BZ1G4Q59.USD","SG9999002232.USD","SG9999015978.USD","LU2211815571.USD","LU1720051017.SGD","LU2237443549.SGD","LU2237443622.USD","LU1917777945.USD","LU2456880835.USD","LU2089985449.USD","IE00BWXC8680.SGD","LU1935043023.USD","LU2272731782.SGD","LU1992135472.HKD","IE00BFSS7M15.SGD","LU1323610961.USD","LU1064131342.USD","HK0000914686.HKD","LU0238689110.USD","LU1989764748.USD","IE00BMPRXN33.USD","LU0949170426.SGD","LU1712237335.SGD","LU0070217475.USD","LU1720051108.HKD","BK4612","LU0417517546.SGD","LU2125154778.USD","LU0345769128.USD","LU2602419157.SGD","IE00B42XCP33.USD","LU0965509010.AUD","LU2433249047.HKD","IE00B4JS1V06.HKD","LU2095319765.USD","LU1815336760.USD","LU2250418816.HKD","LU2750360997.AUD","LU1316542783.SGD","LU0689626769.HKD","LU1400636491.USD","LU2764263039.SGD","LU1037948541.HKD","IE0004445239.USD","AVGO","LU0672654240.SGD","BK4585","IE00BDGV0183.EUR","LU1145028129.USD","LU2430703178.SGD","IE00BKPKM429.USD","LU0784385840.USD","LU1934455277.USD","LU2264538146.SGD","LU0861579265.USD","LU2237443895.HKD","LU1804176565.USD","LU1815333072.USD","LU0133085943.USD","LU0444973449.USD","LU2360108059.USD","LU2125909593.SGD","LU0082616367.USD","IE0009356076.USD","LU2298321311.HKD","AVGG","LU0787776722.HKD","IE00B3PB1722.GBP","LU1670711040.USD","LU2764263203.CNY","BK4588","LU1400636657.SGD","LU1934455194.USD","LU2211814178.USD","IE0001KFT4U8.USD","LU0109391861.USD","LU1366192091.USD","LU2089284900.SGD","LU1868836914.USD","LU0795875169.SGD","LU0545039389.USD","BK4141","LU0096362180.USD","LU0158827781.USD","SG9999003800.SGD"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