金吾财讯 | 高盛发表研报指出，进入本季后，市场对博通(AVGO)预期有所上升，但监于估值偏高及市场预期公司明年将实现健康增长，加上缺乏短期催化剂，投资者大多持谨慎态度。高盛预计博通本季业绩及指引将符合预期，但2026财年AI收入的评论可能影响股价。高盛预计，因关键客户的强劲支出，博通第三季及第四季的AI业务将保持强劲势头，料其第三季AI收入达52亿美元，略高于公司指引的51亿美元，并预测第四季AI收入达56亿美元。高盛预测博通今明两年的AI收入分别为193亿及306亿美元，并预计在无线业务季节性因素以及企业业务复苏的推动下，第四季的非AI收入将按季增长17%。此外，高盛认为博通明年约60%的AI收入增长已反映在股价中。该行对其目标价从315美元上调至340美元，予“买入”评级。
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