博通财报整体持平买方预期,而电话会议上陈福阳再出奇招透露了新客户,英国金融时报助攻客户为openAI,使得股价大幅上涨,而英伟达和AMD则承压。展望后市,我们看好其后续表现。许多人认为,博通的英伟达时刻才刚刚开始,真正的增速还没到来,后面三到五年的ASIC大爆发会使得其拥有和英伟达掰手腕的能力。【文末附详细分析】具体来看,博通2025三季报主要财务数据如下:01利润表现营业收入159.52亿美元,...
Source Link博通财报整体持平买方预期,而电话会议上陈福阳再出奇招透露了新客户,英国金融时报助攻客户为openAI,使得股价大幅上涨,而英伟达和AMD则承压。展望后市,我们看好其后续表现。许多人认为,博通的英伟达时刻才刚刚开始,真正的增速还没到来,后面三到五年的ASIC大爆发会使得其拥有和英伟达掰手腕的能力。【文末附详细分析】具体来看,博通2025三季报主要财务数据如下:01利润表现营业收入159.52亿美元,...
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