博通股价今日盘中大涨5.02%,引起了市场的广泛关注。
消息面上,博通人工智能芯片业务表现强劲。公司在2024财年AI业务收入同比大幅增长220%至122亿美元,凭借在ASIC芯片领域的优势地位,预计将充分受益于算力需求从预训练向推理发生转移。
据悉,博通已与谷歌、Meta、字节跳动等科技巨头合作,开发定制AI芯片。有消息人士透露,未来几年博通有望向这些巨头客户提供高达100万枚芯片集群,进一步推动公司人工智能业务高速增长。
对于公司发展前景,博通CEO陈福阳持乐观态度,表示科技公司在AI领域的投资热潮将持续到至少2030年底,将为博通带来长期发展动能。此外,博通一举突破万亿美元市值大关,也进一步提振了市场情绪。
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.