财报前瞻 | AI芯片需求强劲 博通(AVGO.US)Q2有望实现营利双增

智通财经
Jun 03, 2025

智通财经APP获悉,博通(AVGO.US)将于周四美股盘后公布第二财季业绩,市场预计工智能(AI)芯片需求旺盛将推动该公司营收和利润增长。分析师平均预计博通Q2营收为150.2亿美元,同比增长20%;调整后净利润为78亿美元,高于上年同期的53.9亿美元。人工智能业务营收预计同比增长42%,环比增长7%,达到44.2亿美元。

Oppenheimer分析师发布报告称,博通是“仅次于英伟达的第二大人工智能特许经营商”,并将其目标价从225美元上调至265美元。分析师表示,博通在网络、无线、宽带、服务器/存储以及软件支持等领域的“核心业务支撑着可持续增长。我们仍将保持长期买家的立场。”

在VisibleAlpha跟踪的14名分析师中,有13位对博通股票给出了“买入”或同等评级,仅有1位给出了“持有”评级。分析师们给出的平均目标价约为247美元。

上周三,英伟达发布了强劲的销售报告,帮助这家芯片制造商短暂地重新夺回全球最有价值公司的头衔。摩根士丹利分析师随后表示,“对(博通)在人工智能领域的表现也持乐观态度,但我们也很难再激发更多的热情了。”

截至周一美股收盘,博通涨2.74%,报248.71美元。该股今年以来累计上涨7.6%。

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