美股詳情

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2倍做多AVGO ETF-Defiance

41.78

-1.3900-3.22%

盤後：41.900.1162+0.28%19:57 EDT

成交量：28.41萬

成交額：1,186.53萬

市值：2.16億

市盈率：- -

高：42.68

開：42.11

低：40.85

收：43.17

52周最高：70.31

52周最低：9.87

股本：516.00萬

流通股本：516.00萬

量比：0.20

換手率：5.51%

股息：0.78

股息率：1.86%

淨資產收益率：--

總資產收益率：--

市淨率：--

市盈率(LYR):- -

資料載入中...

總覽公司新聞資訊公告

博通與偉創力旗下JetCool達成合作為下一代AI XPU提供液冷散熱方案

太平洋科技

博通在OFC 2026上展示其AI基礎設施擴展解決方案

讯石光通讯网

實時市場-散户交易者望而卻步 - 摩根大通

博通發布3納米DSP：單通道 400G，業界首款

偉仕佳傑榮膺博通2025年度亞太地區年度最佳總代獎

伟仕佳杰微讯

博通推出業界首款 400G 光學 DSP 芯片 Taurus BCM83640

華爾街機構的錢都去哪了？美銀最新報告：全在AI裏，Palantir(PLTR.US)、博通(AVGO.US)排隊吸金

博通發布400G DSP，MicroLED概念持續走高丨盤中線索

21世纪经济报道

Meta 公布多款自研人工智能芯片計劃

美國股票-投資者關注原油價格和通脹報告，華爾街期貨走高

博通：客户主導型 AI XPU 項目需要高度成熟團隊，暫不對 ASIC 業務構成威脅

半導體板塊上演冰火兩重天：花旗力挺AI與模擬芯片四傑，下調PC手機芯片預期

智通财经网

博通CEO：AI芯片收入將超1000億美元，已鎖定HBM及先進製程產能供應！

美股異動|博通股價飆升4.62% AI芯片助力營收創新高

美股情报站

美國股市：反彈收高，對伊朗戰爭即將結束的希望蓋過通脹擔憂

美國股票-原油價格飆升加劇通脹擔憂，華爾街股市下滑，科技股反彈

博通盤中異動急速上漲3.04%

博通給CPO潑冷水：400G SerDes依然堅守銅纜

摩根士丹利青睞博通稱其為2026年"首選AI芯片股"

环球市场播报

台積電，大單不斷

半导体芯闻

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2026上展示其AI基礎設施擴展解決方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2619152156","media":"讯石光通讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619152156?lang=zh_tw&edition=fundamental","pubTime":"2026-03-13 10:10","pubTimestamp":1773367858,"startTime":"0","endTime":"0","summary":"ICC讯 博通公司宣布扩展其面向千兆瓦级AI集群的开放、可扩展和节能的AI基础设施产品组合。博通的演示和演示将重点展示其端到端连接解决方案，为200T人工智能时代铺平道路。在OFC 2026上，Broadcom将推出业界首款400G/lane光DSP Taurus，并与Broadcom首款上市的400G电吸收调制激光器和光电二极管配合使用。博通还与30多家合作伙伴合作，在OFC 2026的展会上展示了一系列业界领先的解决方案。","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=nesSN20260313102035a6bc3914&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, 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- 摩根大通","url":"https://stock-news.laohu8.com/highlight/detail?id=2619158074","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619158074?lang=zh_tw&edition=fundamental","pubTime":"2026-03-13 00:05","pubTimestamp":1773331541,"startTime":"0","endTime":"0","summary":"实时市场-散户交易者望而却步 - 摩根大通美国主要股指下跌 ~1% 或更多；纳斯达克领跌，跌幅 ~1.3%标普500指数中工业类股表现最弱；能源类股涨幅居前欧元 STOXX 600 指数下跌 ~0.8%美元上涨，原油跳涨 ~9%；比特币和黄金下跌美国 10 年期国债收益率升至 ~4.25%. 摩根大通在过去两三周内观察到，散户投资者还减少了单只股票的买入，使其流量萎缩至摩根大通此前观察到的温和水平。摩根大通指出，周一是一个月以来单只股票最大的净卖出日。","market":"us","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:20260312:nL4T4001PU:1","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":["IE00BYV24P56.USD","LU0300736062.USD","TSYY","IE00BLSP4452.SGD","LU0784384876.USD","PLT","HK0000914686.HKD","LU0345768153.USD","LU2362540622.SGD","MSFD","LU1935042215.USD","LU1035773651.USD","LU2506952097.USD","LU0456855351.SGD","LU2360106780.USD","GB00BDT5M118.USD","LU0158827781.USD","LU2491050071.SGD","LU2211815571.USD","IE0004445239.USD","LU1035775433.USD","IE00B3S45H60.SGD","IE00BGHQF524.EUR","LU2065171311.SGD","LU0266512473.USD","NVII","LU0289739343.SGD","LU0106261372.USD","LU0323239441.USD","LU1983260115.SGD","IE00BZ199S13.USD","IE00B3M56506.USD","LU0070217475.USD","LU0957791311.USD","LU0170899867.USD","LU1582986359.USD","LU1868837136.USD","TSDD","XOMX","LU0081259029.USD","LU0345769128.USD","LU0787776722.HKD","AVGW","IE00BN8TJ469.HKD","LU1642822529.SGD","NVIW.SI","IE00B7KXQ091.USD","LU0943347566.SGD","IE00B5TLWC47.USD","IE00B3CCJ963.GBP","IE00BVYPNP33.GBP","IE00BVYPNQ40.USD","LU2404859741.USD","BK4535","LU0690374961.EUR","LU1803068623.USD","LU2413666426.HKD","LU1244550494.USD","LU2355687059.USD","IE00B19Z3B42.SGD","LU2552382215.SGD","AVGX","IE00BK4W5L77.USD","LU0029864427.USD","LU2491050154.USD","LU2931357623.SGD","IE0034235303.USD","LU1861558580.USD","LU0354030511.USD","LU2242650005.HKD","LU1069344957.HKD","LU1894683348.USD","LU1861220033.SGD","LU2272731600.USD","LU0314106906.USD","LU1720051108.HKD","IE00BYQQ9H92.USD","LU0823421333.USD","LU1153585028.USD","LU2756315318.SGD","SG9999017495.SGD","SGXZ31699556.SGD","LU0466842654.USD","LU0690374615.EUR","SG9999014880.SGD","IE00BFXG1179.USD","LU0444971666.USD","LU2357305700.SGD","LU2191332357.HKD","3NVD.UK","LU0672654240.SGD","SG9999014542.SGD","LU1127390331.HKD","LU0302445910.USD","LU0353189763.USD","LU0738911758.USD","LU2471134796.USD","SG9999001440.SGD","PLYY","LU0157215616.USD","LU0187121727.USD","LU2433249047.HKD","LU1340139317.AUD","IE00BKVL7J92.USD","AVGG","BK4614","LU0545039389.USD","LU0823417653.USD","LU0820561818.USD","LU2063271972.USD","LU1670628061.USD","LU2471134523.USD","LU1366333091.USD","CRSH","NVDS.UK","IE00BJLML261.HKD","BK4533","07766","LU1732800096.USD","LU1989764748.USD","LU0127658192.USD","LU0630314457.HKD","BK4527","LU2286300806.USD","SG9999015945.SGD","GB00B4QBRK32.GBP","LU0203201768.USD","LU1670711040.USD","LU1564329461.SGD","LU2361044865.SGD","LU0661504455.SGD","LU1551013342.USD","IE0034235188.USD","IE00BVYPNW00.USD","LU2413666699.HKD","TSLT","BK4504","LU2065171402.SGD","LU0820562030.AUD","LU0476273544.USD","LU0238689110.USD","LU1951198990.SGD","LU2506952170.USD","LU1934455194.USD","IE00BDGV0183.EUR","LU2764262908.HKD","LU1868836591.USD","BK4577","LU1037948897.HKD","LU1066053197.SGD","LU2236285917.USD","LU0894486033.HKD","LU1084165304.USD","IE00BKPKM429.USD","LU2092937221.SGD","LU1037948541.HKD","LU1244550577.SGD","LU0094547139.USD","LU1066051498.USD","IE0001KFT4U8.USD","LU0342679015.USD","LU2237438978.USD","LU0070302665.USD","LU1267930730.SGD","IE000YTNTUN2.SGD","LU2097344357.USD","LU2322448791.USD","LU0879622024.SGD","LU1429558221.USD","LU2054465674.USD","LU2108987350.USD","LU0612318385.USD","LU0965508806.USD","IE00BZ1G4Q59.USD","LU2237443465.HKD","BK4579","IE00BMPRXN33.USD","BK4566","LU1804176565.USD","IE00BDCRKT87.USD","LU0256331488.USD","LU1181866309.USD","LU2360032135.SGD","LU2381873111.SGD","LU0154236417.USD","LU1116320737.USD","LU1934455277.USD","LU2746668461.USD","LU2491049909.HKD","LU1551013425.SGD","IE00BK4W5M84.HKD","LU1400636574.HKD","LU0320765059.SGD","LU2362541513.USD","LU1582986433.USD","LU2463028550.USD","LU0080751232.USD","LU0128525929.USD","LU0256863811.USD","LU1861559042.SGD","LU0823414478.USD","LU2272731865.HKD","LU2764263039.SGD","LU2750360641.GBP","LU0433182093.SGD","LU1064131342.USD","JPM","IE00B3PB1722.GBP","LU0109392836.USD","LU0784383803.USD","IE0004445015.USD","LU1989772840.SGD","SG9999014575.USD","BK4141","LU0289960550.SGD","LU2244417387.USD","LU2097344431.USD","LU2272731782.SGD","LU1242518931.SGD","LU2360108059.USD","IE00BQXX3D17.EUR","TSII","LU1732799900.SGD","IE00BYXW3230.USD","IE00BD6J9T35.USD","LU0203345920.USD","LU1923623000.USD","LU0267386448.USD","IE00BDRTCR15.USD","IE00BZ9MQY76.HKD","LU1400636657.SGD","LU0122376428.USD","LU0061474960.USD","LU1582987597.SGD","LU2168564065.EUR","IE00B3SWFQ91.USD","LU1043141123.HKD","LU1430594728.SGD","LU2322448957.HKD","LU2471134879.HKD","LU2487616109.SGD","MSFO","IE00BJTD4V19.USD","LU2347655073.USD","LU0640476718.USD","IE00BFSS7M15.SGD","LU0203347892.USD","IE00B775SV38.USD","IE00BQXX3F31.USD","LU191777794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400G，業界首款","url":"https://stock-news.laohu8.com/highlight/detail?id=2619151194","media":"芯视点","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619151194?lang=zh_tw&edition=fundamental","pubTime":"2026-03-12 22:39","pubTimestamp":1773326365,"startTime":"0","endTime":"0","summary":"博通公司表示，该设备符合当前的 IEEE 标准，并可与博通 400G 电吸收调制激光器和光电二极管组件互操作。目前，大多数高端高速光收发器每通道的传输速率为 200G。Taurus 技术将传输速率提升至每通道 400G，从而提高了带宽密度。下一代 204.8T 交换机将采用每通道 400G 的电接口，并匹配 3.2T 光收发器，使用相同的信号速率。","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=nesSN20260313005236a6bb604c&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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19:45","pubTimestamp":1773229546,"startTime":"0","endTime":"0","summary":"美国股票-投资者关注原油价格和通胀报告，华尔街期货走高期货上涨：道指上涨 0.19%，标普 500 指数上涨 0.23%，纳斯达克指数上涨 0.19%国际能源署将于 GMT 13:00 公布石油储备建议 通胀报告预计将显示消费价格上涨报告称摩根大通收紧对私人信贷集团的贷款甲骨文公司 2027 年收入预期乐观，股价上涨价格持续更新Johann M Cherian/Utkarsh    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AI XPU 項目需要高度成熟團隊，暫不對 ASIC 業務構成威脅","url":"https://stock-news.laohu8.com/highlight/detail?id=2618998459","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618998459?lang=zh_tw&edition=fundamental","pubTime":"2026-03-10 14:51","pubTimestamp":1773125506,"startTime":"0","endTime":"0","summary":"3 月 5 日消息，Broadcom 博通总裁兼 CEO 陈福阳在财报会议上回答提问时称，由客户主导的 COT  模式 AI XPU 项目需要世界一流的成熟芯片设计团队，至少在现阶段未对博通的 ASIC 业务构成威胁。陈福阳表示，成功的 AI XPU 不仅需要前沿的制程、互联等技术，也需要其能在合适的时间窗口提供业界一流的实际性能。“足够好”的 AI XPU 已无法在这场“算力战争”中立足，只有更高、最高才能带来 AI 业务上的优势。","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=nesSN20260310145214a6b48257&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, 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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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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":"a28c820a7ad26a7033348a3bfc3ba8ef","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":["NVD3.UK","NVDU","LU2125154778.USD","LU0154236417.USD","LU0724617625.USD","AVGU","NVDS","WDCX","LU0081259029.USD","NVDG","IE00B19Z8X17.USD","NVDX","AVL","3NVD.UK","LU2360106780.USD","NVIW.SI","LU2077746001.SGD","LU1623119135.USD","LU1037948541.HKD","LU0094547139.USD","LU1242518857.USD","LU0965508806.USD","AVGX","LU0234570918.USD","LU0820561909.HKD","NVII","IE00BDGV0183.EUR","NVD2.UK","NVDQ","LU0127658192.USD","NVDS.UK","LU2237438978.USD","NVDB","ANV","2NVD.UK","AVGW","NVD","SNVD.UK","LU2471134523.USD","AVGG","DIPS","NVDD","AVS","NVDY","NVDW","LU1732800096.USD"],"gpt_icon":1},{"id":"2618676770","title":"美國股票-原油價格飆升加劇通脹擔憂，華爾街股市下滑，科技股反彈","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_tw&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":"5dc740888178f746e74114e33c39a0a7","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":["LU0820562030.AUD","3NVD.UK","BK4567","IE00B3M56506.USD","LU1162221912.USD","LU2272731865.HKD","BK4605","LU1366333091.USD","IE00BKDWB100.SGD","IE00BJTD4N35.SGD","LU1821325948.USD","LU0256863902.USD","LU1400636491.USD","LU0820561909.HKD","LU2471134523.USD","LU2461242641.AUD","LU1435385759.SGD","IE00BZ9MQY76.HKD","BK4585","LU2491050154.USD","LU0472753341.HKD","LU2417539215.USD","LU0708995401.HKD","NVII","LU1670710661.SGD","LU1868836757.USD","SG9999014567.USD","LU2265009873.SGD","SGXZ81514606.USD","LU2462157665.USD","LU1914381329.SGD","LU2242649171.HKD","LU1934455277.USD","LU0985320562.USD","LU2111349929.HKD","LU2264538146.SGD","LU0061475181.USD","LU1153585028.USD","AVGW","LU2746668461.USD","WDCX","LU0267386448.USD","LU2237443895.HKD","SG9999002232.USD","LU2065171311.SGD","LU0345768153.USD","LU0011850046.USD","IE00B775H168.HKD","LU2125909247.SGD","SG9999004303.SGD","LU1935043023.USD","LU0943347566.SGD","NVDS","LU2896262040.SGD","LU1551013342.USD","LU0738911758.USD","SGXZ99366536.SGD","LU2272731600.USD","LU1674673428.USD","IE0003U64NQ7.SGD","IE00B5949003.HKD","LU0957791311.USD","LU2458330243.SGD","NVDQ","LU0006061336.USD","LU0006306889.USD","LU1868836591.USD","LU0354030511.USD","LU1989764664.SGD","LU2403377893.USD","SG9999014914.USD","SG9999014898.SGD","LU2430703178.SGD","LU1316542783.SGD","LU0553294199.USD","HK0000914660.USD","USO","DIA","LU1951198990.SGD","IE00BLSP4239.USD","IE00BKVL7J92.USD","LU2168564222.USD","LU2272731782.SGD","LU2125909593.SGD","LU0210536198.USD","NVD3.UK","LU2168564495.EUR","AVS","HK0000306701.USD","LU1670627923.USD","BK4551","LU0127658192.USD","LU2506951792.HKD","LU2357125470.USD","IE00BVYPNV92.GBP","LU1119994496.HKD","NVDS.UK","IE00B3S45H60.SGD","LU0417517546.SGD","LU0265550359.USD","LU2294711713.HKD","AVGU","LU2092937148.SGD","LU2746668974.SGD","LU0310799852.SGD","LU0157215616.USD","LU0642271901.SGD","LU0942090050.USD","IE0004445015.USD","LU2054465674.USD","LU1116320901.HKD","IE0004091025.USD","IE00B775SV38.USD","LU1917777945.USD","LU0077335932.USD","LU2249611893.SGD","LU1261432733.SGD","LU1815333072.USD","LU1868837300.USD","LU2552382058.USD","LU1720051017.SGD","LU0203201768.USD","LU2271345857.HKD","LU0106261372.USD","LU1066051498.USD","LU2125154778.USD","LU1861127337.USD","SG9999014559.SGD","LU0109391861.USD","LU1934455863.HKD","IE00BK4W5L77.USD","LU1551013425.SGD","BK4608","LU0234572021.USD","LU0124676726.USD","LU0957808578.USD","SG9999001424.SGD","IE00BJJMRX11.SGD","LU2092937221.SGD","LU0882574139.USD","LU1732800096.USD","LU0708994859.HKD","LU2065169927.USD","LU0310800379.SGD","LU0215105999.USD","LU1069344957.HKD","LU1366192091.USD","LU0823421333.USD","LU2063271972.USD","SG9999015986.USD","LU1267930490.SGD","LU0211328371.USD","LU2322448957.HKD","LU0347712357.USD","LU0784385170.HKD","IE00B894F039.SGD","LU1868837136.USD","LU2237443978.SGD","LU1721428933.USD","LU0545039389.USD","LU1496350502.SGD","LU1989764748.USD","BK4529","GB00BDT5M118.USD","LU1244550221.USD","LU1037948541.HKD","LU1267930573.SGD","LU0154236417.USD","LU2491050071.SGD","NVD2.UK","BK4575","LU0784383803.USD","LU1935042488.USD","LU1035775433.USD","LU0390134368.USD","LU1629891620.HKD","LU2931357623.SGD","SPY","LU2133065610.SGD","LU0265550946.USD","LU2125909759.SGD","IE00B1XK9C88.USD","LU2347655156.SGD","LU1670711123.USD","LU0158827948.USD","LU0266013472.USD","LU0096364046.USD","LU0965509283.SGD","LU2023251221.USD","LU1066051811.HKD","IE00B3SWFQ91.USD","LU1235294995.USD","LU0511384066.AUD","LU1202635105.USD","LU0786609619.USD","LU1791710400.SGD","LU2250418816.HKD","LU0079474960.USD","IE0005OL40V9.USD","LU0348723411.USD","LU0683600562.USD","LU1670711040.USD","BK4581","AVL","LU0081259029.USD","LU0210528500.USD","LU2420271590.USD","LU2361045086.USD","LU2236285917.USD","LU2089284900.SGD","LU1861215975.USD","SG9999011175.SGD","IE0004445239.USD","LU1803068979.SGD","LU0345770308.USD","ANV","LU2097344357.USD","SG9999014906.USD","LU2764263203.CNY","LU1571399168.USD","LU2083900584.USD","IE00BK4W5M84.HKD","LU0979878070.USD","LU1064131342.USD","SG9999014575.USD","IE00BFSS7M15.SGD","LU0724617625.USD","IE0001KFT4U8.USD","LU0256863811.USD","LU1145028129.USD",".SPX","IE00B1BXHZ80.USD","LU2028103732.USD","LU1935042215.USD","LU2089283258.USD","IE00B19Z9505.USD","IE00BHPRN162.USD","LU1951200564.SGD","LU2237438978.USD","LU2413666426.HKD","NVDY","IE00B19Z8W00.USD","LU2279689827.SGD","LU2023250504.SGD","IE0009356076.USD","LU2023250330.USD","SG9999015952.SGD","LU1718418525.SGD","LU0640476718.U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SerDes依然堅守銅纜","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_tw&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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稱其為2026年\"首選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_tw&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":["LU2236285917.USD","LU0154236417.USD","LU0061474960.USD","LU0795875169.SGD","LU0353189763.USD","IE00B775SV38.USD","LU0466842654.USD","LU2265009873.SGD","LU1720051017.SGD","SG9999003800.SGD","IE00B5949003.HKD","LU2458330169.SGD","LU2756315318.SGD","LU2322448957.HKD","LU0345770993.USD","BK4554","LU0642271901.SGD","LU2133065610.SGD","BK4533","LU0985320562.USD","LU0889565833.HKD","LU0080751232.USD","IE00B7KXQ091.USD","LU1992135472.HKD","LU2023250330.USD","LU2125154778.USD","LU1153585028.USD","LU2746668461.USD","IE00B1XK9C88.USD","LU1267930730.SGD","LU2357305700.SGD","LU2458330243.SGD","IE00BJTD4V19.USD","LU1551013425.SGD","LU0965509101.SGD","LU0957791311.USD","IE0004445015.USD","LU1674673428.USD","LU2244417387.USD","LU0215105999.USD","LU0708995401.HKD","IE00BVYPNQ40.USD","LU0949170772.SGD","LU0320765059.SGD","IE00BN8TJ469.HKD","IE00B19Z9P08.USD","LU0198837287.USD","LU2023251221.USD","IE00BMPRXR70.SGD","LU0786609619.USD","LU1069344957.HKD","LU2602419157.SGD","IE00B3S45H60.SGD","IE00BVYPNV92.GBP","IE00BGHQDM52.EUR","IE00BFSS8Q28.SGD","LU2860962120.EUR","LU1934455194.USD","LU0256863811.USD","LU0348723411.USD","IE00BMPRXQ63.HKD","LU2471134796.USD","LU1668664300.SGD","LU1670627923.USD","LU1691799644.USD","IE00BZ9MQY76.HKD","LU2023250504.SGD","AVGG","LU0965508806.USD","LU2461242641.AUD","IE00B19Z9Z06.USD","LU1037948897.HKD","LU2471134952.CNY","LU0726765562.USD","LU0234570918.USD","LU2065170008.USD","LU1804176565.USD","LU1244550577.SGD","AVS","LU2322448791.USD","LU2347655073.USD","AVL","LU0661504455.SGD","LU0971096721.USD","LU1551013342.USD","LU1815333072.USD","LU0320765646.SGD","IE0034235303.USD","LU0234572021.USD","LU1712237335.SGD","LU1074936037.SGD","LU0097036916.USD","LU2211815571.USD","LU2417539215.USD","BK4512","LU2543165471.USD","LU0170899867.USD","LU1852331112.SGD","BK4588","LU1323610961.USD","LU2360032135.SGD","LU0187121727.USD","LU1778281490.HKD","LU2089284900.SGD","LU1242518931.SGD","LU1363072403.SGD","LU0203347892.USD","LU1914381329.SGD","LU2420271590.USD","LU0109391861.USD","LU1935042215.USD","SGXZ99366536.SGD","LU0289961442.SGD","LU1127390331.HKD","LU0689626769.HKD","MS","LU2764263203.CNY","LU1935042991.SGD","LU0795875086.SGD","IE00BKDWB100.SGD","LU0672654240.SGD","IE0009356076.USD","LU0238689110.USD","LU2272731782.SGD","LU0787776722.HKD","AVGW","LU1244550221.USD","LU0868494708.USD","IE00BMCWC346.EUR","LU0942090050.USD","LU0820562030.AUD","LU1623119135.USD","LU2756315664.SGD","LU0124676726.USD","LU1162221912.USD","LU2237443549.SGD","LU2237443622.USD","BK4585","SG9999015986.USD","LU0964807845.USD","LU2125154935.USD","IE00BQXX3F31.USD","LU0868494617.USD","SGXZ81514606.USD","IE00BKVL7J92.USD","LU2041044095.USD","BK4534","LU0096362180.USD","LU0965509283.SGD","LU2764263039.SGD","LU2106854487.HKD","LU1732799900.SGD","SG9999015978.USD","LU1242518857.USD","IE00BJTD4N35.SGD","LU2361044949.HKD","LU0640476718.USD","LU1917777945.USD","AVGU","BK4575","LU0511384066.AUD","LU0354030438.USD","LU0011850046.USD","LU2750360997.AUD","LU1629891620.HKD","IE00B4JS1V06.HKD","LU2211814178.USD","LU2242649171.HKD","IE00B3PB1722.GBP","LU0251132253.USD","LU2361045086.USD","LU0210533765.USD","LU2746668974.SGD","LU1670710661.SGD","IE00BMPRXN33.USD","LU0949170426.SGD","LU2083900584.USD","SG9999001424.SGD","LU0912757837.SGD","IE00BJLML261.HKD","LU2237957902.USD","LU1868836757.USD","LU2092937221.SGD","LU0345769128.USD","IE00BDGV0183.EUR","IE0005OL40V9.USD","LU0965509010.AUD","LU0203345920.USD","IE00BLSP4239.USD","LU2764262908.HKD","LU1989764748.USD","LU0943347566.SGD","LU0210536198.USD","LU0683600562.USD","LU1366192091.USD","LU2089985449.USD","LU2430703178.SGD","IE00BWXC8680.SGD","LU0472753341.HKD","LU1670711123.USD","IE00B894F039.SGD","BK4566","LU0345769631.USD","LU0823434583.USD","LU0444971666.USD","LU2403377893.USD","LU0557290698.USD","LU0861579265.USD","LU2111349929.HKD","LU0098860793.USD","BK4598","SG9999015952.SGD","IE00B1BXHZ80.USD","LU1301847155.USD","LU2247934214.USD","IE00BQXX3D17.EUR","LU2168564149.EUR","LU0081259029.USD","LU1316542783.SGD","LU1064131342.USD","LU1868836591.USD","BK4605","LU0267386448.USD","IE00BVYPNP33.GBP","IE0004445239.USD","LU1988902786.USD","IE00BK4W5L77.USD","LU0979878070.USD","LU1868837136.USD","LU0157215616.USD","LU2237443465.HKD","SGXZ23171101.USD","LU224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18:32","pubTimestamp":1773052323,"startTime":"0","endTime":"0","summary":"博通日前的财报会议上对外证实，公司已经完成超前部署，顺利掌握了直到2028年AI芯片生产所需的所有HBM数量以及台积电的先进制程产能。博通深知HBM与台积电的供应极度受限，为了维持业务的稳定发展，签署事前合约是不可或缺的策略。半导体业界相关人士也分析指出，台积电的先进制程生产线与HBM在目前的半导体市场上，需求成长极为陡峭，甚至到了会引发供应荒的地步。","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=nesSN20260309210727a45bb8dc&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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