半导体:博通二季度业绩点评:业绩稳健,关注AI推理进展

招银国际
Jun 09, 2025

(以下内容从招银国际《半导体:博通二季度业绩点评:业绩稳健,关注AI推理进展》研报附件原文摘录)博通(AVGO,未评级)在 2025 财年二季度再次交出创纪录的业绩,营收达150 亿美元,同比增长 20.2%、环比持平,超出彭博一致预期和公司指引0.3%/0.7%。本季度毛利率为 79.4%,高于上季度的 79.1%和去年同期的76.2%,超出彭博预期 0.51 个百分点。公司收入继续受到 AI ...

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