大行评级丨花旗:上调博通目标价至276美元 预期次季销售额将超预期

金融界
Jun 03, 2025

花旗发表研究报告指,博通公司将于6月5日盘后发布2025财年第二财季业绩。该行预期博通2025财年次季的销售额将超过市场共识及该行预估的150亿美元(按季增长1%),主要受惠于AI销售额的提升;预计毛利率(含股票薪酬成本)为77.5%,略低于市场共识的77.9%,原因在于产品组合影响;每股盈利预测(EPS)为1.36美元,略高于市场共识的1.33美元,这得益于较低的税负。该行重申对其“买入”评级,...

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