6月8日，博通盘前上涨3.03%，报397.58美元/股，成交额1.37亿美元。此前博通因Q2财报AI芯片收入指引低于预期，连续两个交易日累计大跌逾20%，本次反弹系超跌修复叠加华尔街多家大行力挺所致。
消息面上，博通财报发布后，德银将目标价大幅上调至515美元，杰富瑞上调至550美元，Rothschild上调至595.20美元，均维持买入评级，多位分析师明确将回调定性为"买入机会"。摩根士丹利指出公司指引偏保守，美银证券认为AI增长仍在正轨，预计2027财年AI营收同比增速接近100%。当前半导体板块整体反弹，迈威尔科技盘前涨超9%，美光科技涨近7%，行业情绪回暖。
（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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