半导体巨头博通(AVGO)获得华尔街重磅评级更新。知名投行奥本海默今日宣布，将博通股票目标价从每股265美元大幅调升至305美元，此次调升幅度高达15%，彰显机构对博通未来发展前景的强劲信心。
此次目标价调整发生在美东时间7月15日交易时段，正值全球半导体板块经历周期性调整之际。分析师指出，博通在人工智能芯片领域的领先地位及数据中心解决方案的持续突破，成为驱动估值上修的核心动能。值得注意的是，此次调升距离该机构上次调整目标价仅三个月，反映其加速看好博通的盈利增长曲线。
市场观察人士特别强调，博通在完成VMware收购后的整合效益正超预期释放，其打造的端到端企业解决方案生态已形成显著竞争壁垒。随着AI服务器需求激增和网络升级周期来临，博通在交换芯片、光纤控制器等高端组件的技术优势有望转化为实质业绩增量。
（本文根据公开市场分析师评级信息编译）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.