美股详情

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2倍做多AVGO ETF-Defiance

44.30

+3.789.33%

盘后：43.64-0.6600-1.49%19:59 EDT

成交量：147.77万

成交额：6,348.50万

市值：2.43亿

市盈率：- -

高：44.96

开：39.80

低：39.00

收：40.52

52周最高：70.31

52周最低：9.87

股本：549.00万

流通股本：549.00万

量比：0.89

换手率：26.92%

股息：0.77

股息率：1.75%

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

半导体板块上演冰火两重天：花旗力挺AI与模拟芯片四杰，下调PC手机芯片预期

智通财经网

博通CEO：AI芯片收入将超1000亿美元，已锁定HBM及先进制程产能供应！

美股异动|博通股价飙升4.62% AI芯片助力营收创新高

美股情报站

美国股市：反弹收高，对伊朗战争即将结束的希望盖过通胀担忧

美国股票-原油价格飙升加剧通胀担忧，华尔街股市下滑，科技股反弹

博通盘中异动急速上涨3.04%

博通给CPO泼冷水：400G SerDes依然坚守铜缆

摩根士丹利青睐博通称其为2026年"首选AI芯片股"

环球市场播报

台积电，大单不断

半导体芯闻

重温稿-BUZZ-美股周报 "R-oil-ed"

电子行业周报：存储涨价致消费电子市场承压，博通受益AI需求业绩超预期

深度报告！2026-2027年半导体行业展望及投资策略（DRAM、NAND和AI服务器需求分析）

博通FY26Q1财报一览：FY27 AI营收指引上调至千亿，毛利率企稳、软件表现平平

通信行业研究：NV投资CPO供应链，VNET签署IDC合作协议

联发科SerDes渡江战役：2025年的AI芯片咽喉要道之争

CPO应用分歧明显：Marvell与Broadcom的立场对决

AI产业链研究

博通的炸裂业绩，为何不再让人兴奋了？

半导体产业纵横

BUZZ-美股周报：油价飙升拖累股市

博通盘中异动急速拉升3.00%报342.75美元

【招商电子】博通26Q1跟踪报告：六大XPU客户业务势头强劲，27年AI芯片收入将超千亿美元

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08:34","pubTimestamp":1773102885,"startTime":"0","endTime":"0","summary":"3月9日消息，近日芯片大厂博通CEO陈福阳 在财报会议上预测，其2027财年AI芯片营收将超过1000亿美元，远超市场预期。陈福阳充满信心地表示，达成AI芯片年营收1000亿美元这项目标所需的供应链，我们已经处于完全掌握的状态。其中，最受市场瞩目的AI相关业务营收更是暴涨106%，达到了84亿美元。博通还预计，其第二季AI芯片收入将达到107亿美元。他明确表示，预计博通2027年AI芯片业务营收将超过1000亿美元的AI营收规模。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260310083934954661c9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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04:55","pubTimestamp":1773089750,"startTime":"0","endTime":"0","summary":"美国股市：反弹收高，对伊朗战争即将结束的希望盖过通胀担忧道指收高0.50%，标普500指数收升0.83%，纳指收涨1.38%特朗普暗示伊朗战争即将解决，股指转跌为升住宅建筑商和银行股遭受重创疲软的就业报告和高昂的能源成本加剧滞胀风险路透纽约3月9日 - 美国华尔街股市周一从大幅抛售中奋力反弹，最终收高。此前美国总统特朗普暗示美以对伊朗的战争可能即将结束，推动股市在尾盘最后一小时反弹。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260309:nL6S3ZX1I1:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["2NVD.UK","NVDD","3NVD.UK","LU0820561909.HKD","LU2237438978.USD","LU1037948541.HKD","IE00BDGV0183.EUR","AVGX","NVDX","LU1732800096.USD","LU2077746001.SGD","WDCX","NVDQ","NVDY","SNVD.UK","NVII","ANV","IE00B19Z8X17.USD","NVD3.UK","DIPS","NVDW","LU0724617625.USD","AVGG","NVDG","LU0094547139.USD","LU0965508806.USD","AVGU","NVD2.UK","NVDU","NVIW.SI","LU2471134523.USD","AVGW","LU0081259029.USD","LU1623119135.USD","AVL","LU2125154778.USD","NVDS.UK","LU1242518857.USD","LU0127658192.USD","NVD","LU0234570918.USD","NVDB","LU2360106780.USD","LU0154236417.USD","NVDS","AVS"],"gpt_icon":1},{"id":"2618676770","title":"美国股票-原油价格飙升加剧通胀担忧，华尔街股市下滑，科技股反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2618676770","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618676770?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 02:38","pubTimestamp":1773081485,"startTime":"0","endTime":"0","summary":"美国股票-原油价格飙升加剧通胀担忧，华尔街股市下滑，科技股反弹更新午后交易，增加分析师评论指数下跌：道指下跌 0.96%，标普 500 指数下跌 0.56%，纳斯达克指数下跌 0.20% 芯片股反弹，限制了纳斯达克指数的跌幅 小型股罗素 2000 指数下滑超过 1.2%住宅建筑股和银行股遭受重创就业报告疲软和能源成本高企引发滞胀担忧Stephen Culp/Johann M Cherian. 美国三大股指在早盘交易中均下跌超过1%，但在前一周大幅下挫后努力重新站稳脚跟，跌幅有所收窄。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260309:nL4T3ZX1T6:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0949170426.SGD","LU1548497426.USD","LU2471134796.USD","LU2041044095.USD","LU2756315318.SGD","LU0957808578.USD","LU2294711713.HKD","SGXZ23171101.USD","IE00BGHQDM52.EUR","LU1674673428.USD","LU2087621335.USD","LU0128525929.USD","LU0788109477.HKD","LU2360032135.SGD","BK4592","LU2487616109.SGD","LU0234572021.USD","LU0006061336.USD","LU1814569148.SGD","LU2242650005.HKD","SG9999014542.SGD","BK4550","LU1670711123.USD","LU2750360641.GBP","LU2249611893.SGD","BK4532","SG9999014906.USD","BK4588","LU2097344431.USD","LU0965509283.SGD","IE00BQXX3F31.USD","LU2168564149.EUR","NVDX","IE00BJJMRX11.SGD","LU2125909916.SGD","LU2322448791.USD","LU0494093205.USD","LU0795875086.SGD","LU2592432038.USD","IE00BQXX3D17.EUR","NVDB","LU1674673691.USD","LU2213496289.HKD","LU2237438978.USD","LU2602419157.SGD","LU1642822529.SGD","LU0077335932.USD","BK4581","LU0011850046.USD","LU2326559502.SGD","NVDS","LU1988902786.USD","LU2505996509.AUD","NDX","LU0211327993.USD","LU1983260115.SGD","LU1861215975.USD","LU2403377893.USD","AVS","LU0238689110.USD","BK4533","IE00BMPRXR70.SGD","LU1670711040.USD","IE00BHPRN162.USD","LU0784385840.USD","LU2764263203.CNY","LU1244550221.USD","IE00BVYPNW00.USD","LU0672654240.SGD","LU0158827948.USD","LU0308772762.SGD","LU0719512351.SGD","IE00BVYPNP33.GBP","LU0203347892.USD","LU0266013472.USD","IE00BDCRKT87.USD","LU1064131342.USD","BK4527","LU2125909759.SGD","LU0210528500.USD","LU0466842654.USD","LU2265009873.SGD","LU2360106780.USD","LU0267386448.USD","LU2125154778.USD","LU0211328371.USD","LU1923623000.USD","LU2054465674.USD","BK4503","BK4605","IE00BMPRXQ63.HKD","LU1244550577.SGD","LU1791710582.SGD","LU0106261372.USD","LU1718418525.SGD","LU2413666426.HKD","LU1435385759.SGD","LU0127658192.USD","LU0265550946.USD","LU1803068979.SGD","LU2417539215.USD","NVIW.SI","LU1084165304.USD","IE0003U64NQ7.SGD","SG9999003800.SGD","LU1917777945.USD","LU0342679015.USD","LU2461242641.AUD","IE00BLSP4239.USD","LU0724617625.USD","SG9999015945.SGD","IE00B3PB1722.GBP","IE0004091025.USD","LU2236285917.USD","DIPS","LU0345768740.USD","LU1066053197.SGD","LU1861220033.SGD","LU0661504455.SGD","LU0738911758.USD","LU1868836914.USD","LU1791710400.SGD","LU0061474960.USD","IE00B4JS1V06.HKD","LU2237443895.HKD","IE00BVYPNV92.GBP","LU2279689827.SGD","LU1934455277.USD","LU0683600562.USD","LU1261432733.SGD","LU1934455863.HKD","LU1935043536.SGD","SGXZ99366536.SGD","BK4585","BK4170","IE00BYV24P56.USD","LU2168564495.EUR","LU1868836591.USD","LU2272731865.HKD","LU2168564065.EUR","LU2290526834.HKD","ANV","LU0964807845.USD","LU1951200564.SGD","LU2065170008.USD","IE00B3SWFQ91.USD","BK4598","IE0034235295.USD","LU1670627923.USD","LU2413666699.HKD","LU2931357623.SGD","LU1301847155.USD","LU2452424414.USD","LU0320765059.SGD","LU2381873111.SGD","LU0276348264.USD","LU1316542783.SGD","LU1645745479.HKD","IE00BFSS8Q28.SGD","IE00BK4W5M84.HKD","LU0109391861.USD","LU0057025933.USD","LU2462157665.USD","LU1868837300.USD","LU0545039389.USD","IE0034235188.USD","IE00BMCWC346.EUR","LU0079474960.USD","LU2355687059.USD","LU1162221912.USD","IE0034235303.USD","HK0000320264.USD","LU0949170772.SGD","LU2896262040.SGD","SG9999018865.SGD","LU0097036916.USD","LU0094547139.USD","LU0109392836.USD","NVDQ","SG9999000418.SGD","LU2506951792.HKD","LU1804176565.USD","IE00BFSS7M15.SGD","LU0320765646.SGD","LU1670710588.SGD","SG9999002232.USD","IE00BJLML261.HKD","LU0390134368.USD","HK0000914660.USD","LU2065171402.SGD","LU0708994859.HKD","LU1571399168.USD","BK4567","LU1923622291.USD","LU0347712357.USD","LU1069344957.HKD","LU1923622614.USD","SG9999015978.USD","BK4529","LU0203202063.USD","LU0708995401.HKD","LU2347655156.SGD","LU0726765562.USD","IE00B4YYXB79.USD","IE000ITXATA3.USD","LU2471134879.HKD","BK4141","IE00B1XK9C88.USD","LU1366333091.USD","LU1815336760.USD","LU2237443465.HKD","SG9999014880.SGD","LU1670756490.USD","LU0265550359.USD","LU2505996681.GBP","IE0005OL40V9.USD","SPY","VXX","LU0965508806.USD","IE00B1BXHZ80.USD","LU1839511570.USD","LU2092627202.USD","NVDG","BK4587","LU2473716301.USD","IE00BQXX3C00.GBP","SG9999014559.SGD","IE0001KFT4U8.USD","LU1989764664.SGD","DIA","IE00BYXW3230.USD","LU2272731600.USD","NVD","LU1066051811.HKD","SG9999014575.USD","LU2357125470.USD","LU2083900584.USD","NVDW","LU1989772923.USD","LU2023251221.USD","LU2764263039.SGD","LU2552382058.USD","AVGX","IE00BKPKM429.USD","IE00B775SV38.USD","SG9999017495.SGD","SGXZ31699556.SGD","LU2746668974.SGD","LU1003077747.HKD","LU0642271901.SGD","LU1914381329.SGD","LU1116320901.HKD","BK4534","LU2023250843.SGD","SG9999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急速上涨3.04%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618627933","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618627933?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 22:47","pubTimestamp":1773067624,"startTime":"0","endTime":"0","summary":"北京时间2026年03月09日22时47分，博通股票出现波动，股价急速上涨3.04%。截至发稿，该股报340.53美元/股，成交量1023.9万股，换手率0.22%，振幅5.15%。机构评级方面，在所有54家参与评级的机构中，96%的券商给予买入建议，4%的券商给予持有建议，无券商给予卖出建议。博通股票所在的半导体行业中，整体涨幅为0.73%。博通是整合的产物。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030922470497ab3246&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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SerDes依然坚守铜缆","url":"https://stock-news.laohu8.com/highlight/detail?id=2618243796","media":"芯视点","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618243796?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 21:49","pubTimestamp":1773064195,"startTime":"0","endTime":"0","summary":"在近日的财报说明会上，博通CEO陈福阳表示，随着我们在2028年迈向400G SerDes，我们的XPU客户很可能继续使用直连铜缆。原文：As we next step up to 400G SerDes in 2028, our XPU customers will likely continue to stay on direct attached copper. And this is a huge advantage as the alternative of going to optical is more expensive and requires significantly more power.他在回答分析师问题的时候进一步指出，好的。我们现在已经有了运行 400G 的 SerDes，可以在机架上远距离传输铜缆。Marvell对CPO的看法在日前，Marvell也发布了对CPO的看法。Marvell进一步指出，公司首个CPO商用订单将在明年部署。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030921585097ab2991&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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称其为2026年\"首选AI芯片股\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2618162924","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618162924?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 21:13","pubTimestamp":1773062023,"startTime":"0","endTime":"0","summary":"摩根士丹利分析师约瑟夫·摩尔在美满电子科技和博通公布季度业绩后，上调了两家公司的目标价。他强调，博通是更受青睐的选择，因为其在定制专用集成电路方面处于领先地位，对于某些人工智能任务而言，这类芯片比GPU更高效且更具成本效益。　　摩尔维持对博通的“买入”评级，将其目标价从462美元上调至470美元，意味着约42%的上涨空间。　　博通公布的2026财年第一季度调整后每股收益为2.05美元，高于市场普遍预期的2.03美元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-09/doc-inhqmcpp6821298.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["IE00BWXC8680.SGD","IE00BJTD4V19.USD","IE00B19Z9P08.USD","LU2430703178.SGD","LU2746668974.SGD","LU0795875086.SGD","BK4543","LU0234572021.USD","LU2247934214.USD","AVGW","LU2602419157.SGD","IE00BMPRXN33.USD","LU1712237335.SGD","LU0949170772.SGD","LU1670628061.USD","LU1815336760.USD","LU2764263203.CNY","LU1127390331.HKD","IE0004445015.USD","BK4516","LU2265009873.SGD","LU1670627923.USD","LU0971096721.USD","IE0034235188.USD","LU0642271901.SGD","LU0861579265.USD","LU0170899867.USD","LU2125154935.USD","LU2237443895.HKD","LU2505996509.AUD","LU0965509101.SGD","LU2271345857.HKD","IE00B7KXQ091.USD","LU2242650005.HKD","LU0354030511.USD","LU0795875169.SGD","BK4566","LU0345769631.USD","LU0784383803.USD","LU0348723411.USD","IE00B775H168.HKD","IE00BZ9MQY76.HKD","LU0353189680.USD","LU0203201768.USD","LU2756315664.SGD","LU1791710400.SGD","LU0267386448.USD","IE00BKVL7J92.USD","LU2471134879.HKD","LU0476273544.USD","LU0661504455.SGD","IE00BDGV0183.EUR","LU1935042215.USD","IE00BZ1G4Q59.USD","LU1003077747.HKD","LU1366333091.USD","LU2272731865.HKD","BK4504","LU1868837136.USD","IE00B4JS1V06.HKD","LU0345768153.USD","LU0096362180.USD","IE00B894F039.SGD","IE00B19Z9Z06.USD","LU2111349929.HKD","LU0784385840.USD","LU2264538146.SGD","LU0689472784.USD","LU2360106780.USD","BK4551","LU0187121727.USD","IE00BVYPNW00.USD","LU2244417387.USD","LU2168564222.USD","LU2279689827.SGD","LU0942090050.USD","LU2023250504.SGD","LU0353189763.USD","LU2237957902.USD","LU2065170008.USD","LU0109392836.USD","AVGU","LU2322448957.HKD","IE0004445239.USD","LU0466842654.USD","LU2896262040.SGD","LU0056508442.USD","LU2720916845.USD","LU1244550494.USD","SGXZ23171101.USD","LU1868836591.USD","BK4581","LU0689626769.HKD","LU1935043023.USD","LU0203202063.USD","LU0553294199.USD","BK4127","LU2931357623.SGD","LU2750360997.AUD","IE00BVYPNQ40.USD","IE00BJLML261.HKD","LU1280957306.USD","LU1363072403.SGD","LU1791710582.SGD","LU0345770993.USD","LU2458330243.SGD","IE00B1XK9C88.USD","LU0823434740.USD","IE00BVYPNP33.GBP","LU2237957811.SGD","LU2322448791.USD","LU0345769128.USD","LU2764262908.HKD","LU2471134523.USD","LU2430703095.HKD","LU0234570918.USD","LU0784384876.USD","LU2065171311.SGD","IE00BQXX3C00.GBP","LU1992135399.USD","LU0081259029.USD","IE00BYV24P56.USD","SG9999004303.SGD","LU0127658192.USD","LU2236285917.USD","LU2420271590.USD","LU2108987350.USD","LU0198837287.USD","LU1804176565.USD","LU1814569148.SGD","SG9999015952.SGD","IE00BGHQF631.EUR","LU1974910355.USD","LU0238689110.USD","LU0274383776.USD","LU2023250843.SGD","LU1670711040.USD","AVS","LU0006306889.USD","LU1366192091.USD","LU0417517546.SGD","BK4598","LU0256863902.USD","LU2168564495.EUR","LU0323591593.USD","LU1668664300.SGD","LU0708995401.HKD","IE00B775SV38.USD","LU1670710588.SGD","LU2756315318.SGD","LU1551013342.USD","LU2430703251.USD","LU2087625088.SGD","LU2125154778.USD","LU2461242641.AUD","LU2065169927.USD","IE00B3PB1722.GBP","IE00BK4W5L77.USD","BK4585","LU2592432038.USD","BK4575","LU1551013425.SGD","LU2463028550.USD","LU0738911758.USD","SG9999001424.SGD","LU2487616109.SGD","BK4554","LU1316542783.SGD","LU0889565833.HKD","LU0210536198.USD","LU0787776722.HKD","LU0345770308.USD","LU0719512351.SGD","LU1674673691.USD","LU1778281490.HKD","LU2458330169.SGD","IE00BN8TJ469.HKD","LU1242518931.SGD","LU2133065610.SGD","LU0820562030.AUD","LU2089283258.USD","LU0289961442.SGD","LU0726765562.USD","LU0949170426.SGD","LU0289739343.SGD","LU0097036916.USD","BK4512","IE00B42XCP33.USD","IE00BGHQDM52.EUR","SG9999015986.USD","LU0444973449.USD","LU2211814178.USD","LU2361045086.USD","LU1548497426.USD","AVGX","IE00BKDWB100.SGD","LU1670710661.SGD","LU0979878070.USD","LU0320765646.SGD","LU2237443382.USD","LU0528227936.USD","LU1815333072.USD","LU1935043536.SGD","LU0985320562.USD","LU1934455194.USD","LU0823434583.USD","LU1989764664.SGD","MS","LU1069344957.HKD","LU1917777945.USD","LU0957791311.USD","LU1732799900.SGD","IE00B5949003.HKD","LU2054465674.USD","LU1244550577.SGD","LU1868836757.USD","LU0545039389.USD","LU1989772923.USD","LU0314104364.USD","LU1074936037.SGD","IE00B1BXHZ80.USD","LU0082616367.USD","LU2213496289.HKD","LU2237443549.SGD","LU2023250330.USD","LU0943347566.SGD","LU1803068979.SGD","LU2272731782.SGD","IE00BMPRXQ63.HKD","LU2286300806.USD","LU2065171402.SGD","LU1145028129.USD","LU1153585028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AI营收指引上调至千亿，毛利率企稳、软件表现平平","url":"https://stock-news.laohu8.com/highlight/detail?id=2617601806","media":"Eric有话说","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617601806?lang=zh_cn&edition=fundamental","pubTime":"2026-03-08 21:44","pubTimestamp":1772977481,"startTime":"0","endTime":"0","summary":"崔彤，公众号：Eric有话说博通FY25Q4财报一览：AI在手订单730亿美元，毛利率下行指引令市场担忧结合本次财报释放出的1000亿美元AI营收指引，上调FY27营收至1450多亿美元，按NonGAAP净利率53%来计算，净利润770多亿美元，对应FY27年20倍PE。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260308215711a4584470&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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20:07","pubTimestamp":1772971676,"startTime":"0","endTime":"0","summary":"1）海外多家公司公布业绩：A）博通：第一财季营收为193.11亿美元，较去年同期的增长29%。持续看好CPO产业链后续发展空间。2）英伟达周一宣布，分别向Coherent和Lumentum各投资20亿美元并签订多年期战略采购协议，与两家公司共同开发下一代硅光子技术。国内AI算力需求持续旺盛，IDC行业加速向上。字节跳动与世纪互联签署了一项500兆瓦的数据中心合作协议。2025年电信业务收入累计完成1.75万亿元，同比增长0.7%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260308200805a6aefca4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:07","pubTimestamp":1772878040,"startTime":"0","endTime":"0","summary":"总结来看，两家公司的核心分歧主要集中在三个方面：核心分歧点1. 部署时间与积极程度：Marvell对CPO短期部署持乐观态度，预计2027年启动部署，2029年收入达10亿美元，认为CPO是AI规模扩张的关键，并通过收购Celestial AI加速布局；Broadcom则将CPO视为未来选项，态度谨慎，认为其并非当务之急，更倾向于通过铜缆技术延伸，延缓向光通信的转型。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260307181140a6acf43d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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急速拉升3.00%报342.75美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2617709634","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617709634?lang=zh_cn&edition=fundamental","pubTime":"2026-03-07 01:02","pubTimestamp":1772816533,"startTime":"0","endTime":"0","summary":"北京时间2026年03月07日01时02分，博通股票出现波动，股价快速拉升3.00%。截至发稿，该股报342.75美元/股，成交量1618.52万股，换手率0.34%，振幅4.61%。最近的财报数据显示，该股实现营业收入193.11亿美元，净利润73.49亿美元，每股收益1.55美元，毛利126.63亿美元，市盈率66.87倍。博通股票所在的半导体行业中，整体跌幅为1.08%。博通是整合的产物。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030701021397a8bbdb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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22:31","pubTimestamp":1772807481,"startTime":"0","endTime":"0","summary":"1）XPU业务：公司的六个主要客户在XPU上持续加码，业务势头将持续强劲，预计2027年仅来自AI芯片的营收就将远超1000亿美元，并且已经确保了到2028年的关键供应链产能，2027年的总交付量预计将接近10吉瓦。我们的客户AI加速器业务一季度同比增长140%，这一势头将延续至二季度。至于第四、第五大客户，今年出货量表现强劲，预计2027年将实现翻倍以上增长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260306223841a4545f05&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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