9月8日，博通盘中上涨3.27%，报365.655美元/股，成交额17.9亿美元。
消息面上，中信证券将博通评级从"增持"上调至"买入"，目标价定为525美元，进一步提振市场情绪。此前花旗亦将目标价上调至515美元，摩根士丹利称博通估值仍具"吸引力"。多家机构集体看多的背景是，博通上周公布的第三财季业绩超预期，营收295.9亿美元，同比增长86%，AI半导体收入同比飙升221%；公司还首次明确FY28 AI收入目标2300亿美元，并将FY27 AI收入指引从1000亿美元上调至1150亿美元。CEO陈福阳表示，定制芯片性能媲美英伟达且成本减半，Anthropic有望在FY27成为最大XPU客户。市场认为博通当前估值在AI硬件赛道中处于显著低估状态，驱动资金持续流入。
（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。）
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.