美股异动丨博通盘前涨1.34% 瑞穗上调其目标价至435美元

格隆汇
Oct 22, 2025

博通(AVGO.US)盘前涨1.34%报347.25美元。消息上,瑞穗将博通的目标价从430美元上调至435美元,维持“跑赢大市”评级。据瑞穗证券称,可能已经赢得了一个重要的人工智能模型新客户。相信Anthropic是博通的第四大客户,预计到2026年下半年通过‘AI [服务器] 机架’实现100亿美元的收入。据悉,上个月,博通宣布已获得一份价值100亿美元的新客户AI芯片订单,但未透露买家身份。(格隆汇)

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