格隆汇6月9日｜瑞银发表研究报告，认为博通是明确的AI赢家，维持“买入”评级，目标价从270美元上调至290美元。报告提及，博通在电话会议上对AI需求的评论非常乐观，远期增长评论支持2026年收入比市场预期高出约10%，这进一步强化了瑞银对博通2026年每股盈利预测约9美元、2027年可能达10美元的看法。然而，短期内的问题在于，投资者预期早已在此范围内(有些对2027年的预期更高)，因此瑞银不预期这组非常正面的业绩会带来大幅上涨。

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