智通财经APP获悉，在博通(AVGO.US)公布第三季度业绩前，投行奥本海默重申其“跑赢大盘”评级，并将目标价从305美元上调至325美元。
市场预计这家半导体和软件巨头第三季度营收同比增长21%，达到158.2亿美元;每股收益为1.66美元，而上年同期为1.24美元。
该行预计，鉴于该公司在人工智能网络和计算业务领域的领先地位，该公司将公布强劲的季度业绩，并有望在第四季度取得强劲增长。奥本海默强调了博通作为定制人工智能 ASIC 芯片领先供应商的地位，其项目已与谷歌、Meta 和字节跳动等领先科技公司合作。
此前不久，花旗分析师克里斯托弗·丹尼利重申了博通“买入”评级，并将目标价定为315美元。他预计第三季度收益将超过市场预期，人工智能相关收入将贡献2025财年销售额的30%左右。丹尼利还指出，博通更广泛的产品组合有助于抵消潜在的利润率压力。
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