【AI强劲需求助推博通(AVGO.US)业务多线增长 小摩重申“增持”评级】智通财经APP获悉,摩根大通发布研报称,该行近日与博通(AVGO.US)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。
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