专题：聚焦美股2025年第一季度财报

　　博通本财季营收展望不温不火，显示人工智能（AI）算力支出热潮未如部分投资者预期般强劲。

　　这家向谷歌母公司Alphabet和苹果等企业供应芯片的科技巨头周四盘后公布财报，预计截至8月3日的财季营收约为158亿美元。这虽然略高于分析师的平均预期157亿美元，但比一些分析师预测低了约10亿美元。

　　这一营收展望显示，投资者对于AI推动博通增长的乐观预期可能过于激进。与英伟达一样，博通被视为人工智能支出激增的主要受益者。数据中心依赖博通的芯片和网络组件来处理AI计算任务。

　　博通股票在盘后交易中下跌约3%。周四收盘报259.93美元，今年以来上涨12%。

　　该公司截至5月4日的财季营收增长20%，达到150亿美元。扣除部分项目后每股收益1.58美元。分析师的预估为营收约150亿美元，每股收益1.56美元。

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责任编辑：王永生

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