博通Q3 AI芯片收入超预期增63%,神秘新客户下单百亿,料下财年AI前景“大幅”改善

华尔街见闻
Sep 05

第三财季博通营收创同期新高、同比增22%;四财季营收指引同比增近24%强于预期,AI芯片收入料环比加速增19%至62亿美元、较分析师预期高6%以上。CEO称,上季度,一家AI加速器的潜在客户向博通发出生产订单、价值100亿美元,博通现在预计,2026财年AI收入前景较上季度预测大幅改善,从2026年起出货将很强劲。博通股价盘后涨近4%。博通上个财季保持了两位数的收入劲增势头,比本已较高的华尔街预期...

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