AI硬件圈最近正在上演“新王登基”的戏码——当市场还在为英伟达的增速争论不休时,博通(AVGO)用一份炸裂财报撕开了缺口:FY25Q3AI半导体收入同比暴涨63%,1100亿积压订单像块巨石压舱,更放话FY26增速要远超今年的63%(JP摩根甚至上调到125%!)。这波操作直接让“ASIC叙事”从科技圈的小众讨论,变成资本市场的当红炸子鸡。要知道,ASIC(专用集成电路)这东西,早几年还被当作...
Source LinkAI硬件圈最近正在上演“新王登基”的戏码——当市场还在为英伟达的增速争论不休时,博通(AVGO)用一份炸裂财报撕开了缺口:FY25Q3AI半导体收入同比暴涨63%,1100亿积压订单像块巨石压舱,更放话FY26增速要远超今年的63%(JP摩根甚至上调到125%!)。这波操作直接让“ASIC叙事”从科技圈的小众讨论,变成资本市场的当红炸子鸡。要知道,ASIC(专用集成电路)这东西,早几年还被当作...
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