格隆汇6月9日｜摩根士丹利发表研究报告指，博通首季表现及指引符合预期，强劲的AI业务稍为被疲弱的传统半导体业务抵消。首季AI收入录44亿美元，符合预期，但集团指引次季51亿美元，则高于预期10%，而对强劲推论投资的可见性，推动了对2026财年AI前景的积极信心。

该行料博通2025年收入627亿美元，每股盈利6.68美元，非公认会计准则毛利率78.6%；将2026年的收入预测上调至719亿美元，每股盈利预测上调至7.81美元，非公认会计准则毛利率预测上调至77.7%，以反映对2026财年AI增长的信心提高；目标价由260美元上调至270美元，维持“增持”评级。

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