BUZZ-瑞银和花旗集团上调 Broadcom PT,因其收入增长前景看好

路透中文
Dec 16, 2025
BUZZ-<a href="https://laohu8.com/S/UBS">瑞银</a>和<a href="https://laohu8.com/S/C">花旗集团</a>上调 Broadcom PT,因其收入增长前景看好

12月15日 - ** 瑞银将网络和定制人工智能芯片制造商博通AVGO.O的PT值从472美元上调至475美元;花旗集团将PT值从415美元上调至480美元。

** 花旗集团的PT意味着AVGO最后收盘价359.93美元上涨33.36%,瑞银的PT上涨约32

** 瑞银将该公司 26 财年人工智能半导体 营收预期 上调至 600 亿美元以上,是上年的三倍

** 券商称,AVGO 重申 26 财年营收增速将高于 25 财年增速

** 瑞银补充说,Co' s VMware前景有所改善,有机会在基本硬件之外提供专业服务和类似云的功能

** 花旗集团称,AVGO 已宣布 Anthropic 成为其第四个人工智能客户;预计未来将有更多人工智能客户和上升空间

** 花旗集团认为,该公司较低的毛利率指引导致股价走低,但预计随着上行,股价将有所回升。

** 截至 上次收盘,AVGO 的年累计涨幅 约为 55

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