9月3日，博通盘中下跌3.8%，报347.815美元/股，成交额20.38亿美元。
消息面上，博通发布FY26第三财季业绩：营收295.9亿美元，同比增长86%，超市场预期的292.4亿美元；调整后每股收益3.32美元，同比增96%，高于预期的3.22美元；AI半导体收入同比暴增221%至167亿美元。然而，公司Q4营收指引约348亿美元，低于部分分析师预期的350.5亿美元乃至360亿美元，同时Q4毛利率指引降至约73%，较去年同期78%明显回落，引发市场抛压。此外，汇丰将博通目标价从600美元下调至560美元，进一步加剧市场担忧。不过公司将全年AI半导体收入指引从560亿美元上调至580亿美元，CEO预计AI收入到FY28将达2300亿美元，长期前景仍获多数分析师看好。
（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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