6月8日，博通盘中上涨4.02%，报398.605美元/股，成交额19.07亿美元。此前博通因AI芯片营收指引未达市场最乐观预期，股价一度暴跌超12%，但多家华尔街机构随即定性为过度抛售并逆势上调目标价。
消息面上，德银将博通目标价大幅上调至515美元，杰富瑞调至550美元，均维持买入评级。分析师指出长期指引未上调主因管理层保守立场，而非基本面恶化。同时博通CEO披露OpenAI和Anthropic消耗AI算力速度快于预期，订单已排至2028年，AI半导体Q2营收108亿美元同比飙升143%。当日半导体板块整体走强，迈威尔科技涨9.59%、英特尔涨9.31%、美光科技涨8.25%。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.