博通Q3芯片收入冲51亿美元,CEO放话“2027年900亿市场”是画饼吗?

美港股观察社
Jun 09, 2025

作者:Stone Fox Capital编译:美港股观察社博通是一家庞大的技术基础设施公司,目前将业务重点转向人工智能基础设施领域。该公司为行业领导者制造前景广阔的定制人工智能芯片,但市场已经对人工智能的热度计价良多。现在分析师对该股票持中性态度,因为在财报公布前的突破可能会在接下来的一段时间内决定股价走势。来源:Finviz人工智能布局博通面临的一个主要问题是,其业务中实际的人工智能部分预计在...

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