6月10日，博通盘前下跌3.08%，报380.73美元/股，成交额8066.3万美元。消息面上，博通此前发布的财年第二季度财报虽创下纪录营收，但第三财季AI半导体收入指引160亿美元低于市场预期的163亿美元，且CEO拒绝上调2027财年AI营收目标，仅重申"超过1000亿美元"，引发市场持续消化估值压力。
财报发布后博通曾单日暴跌逾12%，市值蒸发约2860亿美元。尽管部分机构将回调定性为"买入机会"并上调目标价，但短期内市场情绪仍偏谨慎。当前半导体板块整体走弱，美光科技跌3.06%、英伟达跌1.94%、英特尔跌1.57%、美国超微公司跌1.23%、迈威尔科技跌1.03%，板块联动效应进一步加剧博通的下行压力。
（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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