博通第二财季业绩所承载的过高期望本就难以企及。该芯片制造商对第三财季的业绩指引虽高于华尔街普遍预期,却依然未能打动市场。分析师指出,更为激进的预测者此前已将人工智能收入加速增长的预期计入了股价。在第三财季展望中,一个未达共识的领域是人工智能半导体收入,其数额比预期低了约4亿美元。该分析师认为,这份展望反映了一种保守立场,更多是出于出货时间安排和管理预期的考量。博通股价在盘前交易中应声暴跌14%。
博通第二财季业绩所承载的过高期望本就难以企及。该芯片制造商对第三财季的业绩指引虽高于华尔街普遍预期,却依然未能打动市场。分析师指出,更为激进的预测者此前已将人工智能收入加速增长的预期计入了股价。在第三财季展望中,一个未达共识的领域是人工智能半导体收入,其数额比预期低了约4亿美元。该分析师认为,这份展望反映了一种保守立场,更多是出于出货时间安排和管理预期的考量。博通股价在盘前交易中应声暴跌14%。
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