【博通:网络的重要性】事件:博通发布FY25 Q2 季报(截至 2025 年4 月),实现营收150 亿美元,同比增长20%,公司合并毛利率为79%,业绩增长主要得益于AI 业务的增长和VMware 的并表整合。从产品结构来看,半导体解决方案营收84 亿美元,同比增长17%截其中AI 业务44 亿美元,同比增长46%);基础设施软件营收66 亿美元,同比增长25%。公司指引FY25 Q3 营收...
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