金吾财讯 | 汇丰研究报告指，认为博通(AVGO)ASIC业务在2026及27财年收入潜力仍被市场低估。该行将2026及27财年ASIC业务收入预测分别大幅上调58%及96%，至284亿美元及428亿美元，高于市场预测分别达42%及69%，因认为分配至ASIC项目超大规模AI服务器的资本开支增加，并料ASIC项目的规模会逐渐扩大，意味着价格溢价明显提高。该行早前对博通持相对保守的看法，因希望见到ASIC客户管线情况更明确，同时亦忧虑在苹果(AAPL.US)无线板块市场份额流失，以及威睿(VMware)的潜在放缓。然而，该行现时对公司持更积极看法，因相信ASIC业务的收入将大胜市场预期，因ASIC项目的可见度更高，以及平均售价的定价能力更好；将评级由“持有”升至“买入”，目标价由原先240美元大幅上调至400美元。
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