9月17日，博通盘中上涨3.03%，报349.8美元/股，成交额16.87亿美元。半导体板块当日集体走强，英特尔涨7.99%、迈威尔科技涨5.83%、美光科技涨5.47%、AMD涨4.33%、英伟达涨2.6%，板块整体做多情绪浓厚。
消息面上，博通CEO陈福阳近日公开回击"AI刹车论"，重申公司2027财年AI半导体营收目标1150亿美元、2028财年翻番至2300亿美元不变，强调AI基础设施需求依然强劲。此外，公司披露截至8月2日合同剩余履约义务约1792亿美元，彰显长期订单能见度。此前因欧盟审查VMware许可改革，博通股价一度承压，当前板块回暖叠加基本面支撑，推动股价反弹修复。
（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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