通信行业周跟踪:博通ASIC预期再上调 深圳光博会预热

山西证券
Sep 12

1)博通最新财报显示AI 业务继续高增,新的ASIC 客户百亿订单已下达。根据光纤在线报道,博通2025 财年第三季度财报实现营收159.5 亿美元,同比增长22%,实现non-GAAP 美股盈余1.69 美元,同比增长36.3%,均超出分析师预期。博通预计第四财季营收约为174 亿美元,实现接近双位数的环比增长。博通的AI 收入实现了连续10 个季度增长,第三财季AI 业务营收同比增长63%达...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10