摩根大通发布研报称该行近日与博通的管理层进行了投资者小组会议讨论重点围绕强劲的人工智能(AI)需求趋势这不仅推动了博通定制AI XPU业务的增长也带动了对其高性能网络产品组合的强劲需求。此外订单回暖突显出非AI业务也出现了逐步复苏的趋势VMware业务持续增长。该行重申对博通的“增持”评级对该股在2025年12月的目标价为325美元。这一目标价较博通7月10日收盘价275.4美元有约18%的上涨空间。
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