本周二(6月24日)美股盘初,半导体股全线上扬, 博通 拉升涨近4%再创历史新高, 美国超微公司 涨超3%, 英伟达 涨超1%, 台积电 涨近3%:
消息面上,汇丰此前将博通评级上调至买入,认为其股价近60%上涨空间,对博通在专用集成电路(ASIC)领域的业务持乐观态度。
汇丰在给客户的报告中指出:“我们对博通转为正面看法,因我们现在认为,凭借更清晰的 ASIC 项目能见度及 ASP(平均售价)定价权,其 ASIC 收入将显著超出市场预期。”
该机构还大幅将目标价从此前的 240 美元上调至 400 美元。这一新预测较该股周一 253.77 美元的收盘价,意味着高达 58% 的上涨空间。
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