6月10日，博通盘中下跌3.52%，报377.88美元/股，成交额12.3亿美元。此次下跌延续了公司财报发布以来的调整态势。
消息面上，博通6月3日发布财报后连续多日遭到抛售。尽管二季度营收首次突破222亿美元、AI半导体收入同比增长143%，但三季度AI芯片营收指引160亿美元低于分析师预期的172亿美元，全年AI业务指引560亿美元亦低于市场预期的576亿美元。更关键的是，CEO陈福阳仅重申2027财年AI营收"超过1000亿美元"的目标而未上调，触发获利了结。此前博通股价两个月内暴涨超65%，估值已充分透支乐观预期，在"没有惊喜即利空"的市场逻辑下持续承压。多家华尔街机构认为抛售属于过度悲观，德银将目标价上调至515美元，花旗称回调是买入机会。
（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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