8月4日，博通盘中上涨4.01%，报411.40美元/股，成交额16.19亿美元。当日美股半导体板块普涨，迈威尔科技涨超11%，英特尔涨超7%，板块整体做多情绪强烈。
消息面上，博通近期利好密集释放：公司与三星电子签署五年期战略合作备忘录，涵盖HBM供应、2纳米以下先进制程代工及2.5D封装，合作规模预计突破2000亿美元；苹果CEO库克亦公开表示，苹果与博通的合作是迈向美国端到端芯片供应链的重要一步。此外，期权市场主力资金显著偏多，一笔504万美元远期虚值Put卖出叠加百万美元级Call买入，反映机构对后市持积极看涨态度。公司将于9月2日公布第三季度财报。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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