博通第二季度预测:超大规模数据中心运营商持续增加资本支出

美股研究社
21 May

作者 |Lighting Rock Research编译 | 华尔街大事件鉴于超大规模数据中心运营商已公布业绩,且数据中心的整体资本支出保持稳健,这可能支撑博通公司(NASDAQ:AVGO)在数据中心市场短期增长,因此分析师重申“强力买入”评级,其公允价值为每股247美元。博通的半导体解决方案业务与整体数据中心的资本支出密切相关。因此,这些超大规模数据中心运营商的资本支出预算可能会对整体市场和博通...

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