格隆汇6月9日｜花旗发表报告指，博通4月底止次财季业绩和指引喜忧参半，AI业务持续强劲，占2025财年第二季度销售的29%，但因产品组合变化和期权费用增加，利润率下降。由于半导体业务占比提高，占2025财年第二季度销售的56%，预计毛利率将进一步下降。博通预计其AI业务在2025财年和2026财年将按年增长60%，受AI采用率增加推动。该行重申对博通的“买入”评级，目标价从276美元上调至285美元。

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