9月29日，博通盘中上涨3.24%，报359.105美元/股，成交额6.49亿美元。当日半导体板块普涨，迈威尔科技、阿斯麦、ARM、博通、美光科技均涨超2%，板块整体做多情绪回暖。
消息面上，Anthropic近期正与Stream Data Centers洽谈租赁高达1GW数据中心产能，相关设施或将部署谷歌与博通联合设计的TPU芯片。此外，摩根大通预计定制AI ASIC出货占比将于明年超过GPU，市场规模达600亿至700亿美元。博通上季度AI半导体收入167亿美元，同比大增221%，CEO陈福阳重申AI半导体营收目标不变，进一步巩固市场对公司AI业务高增长预期。
（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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