投资要点1）博通发布FY25 Q4财报，Anthropic加单，积累订单已达730亿美元。博通最新季报显示，公司营收为180.2亿美元，同比增长28%，合并调整后EBITDA为121.2亿美元，同比增长34%，均超市场预期。其中，半导体业务营收为111亿美元，同比增长35%，得益于AI半导体业务65亿美元营收（同比大增74%）。博通CEO陈福阳透露，博通四季度获得了Anthropic上个季度100...
Source Link投资要点1）博通发布FY25 Q4财报，Anthropic加单，积累订单已达730亿美元。博通最新季报显示，公司营收为180.2亿美元，同比增长28%，合并调整后EBITDA为121.2亿美元，同比增长34%，均超市场预期。其中，半导体业务营收为111亿美元，同比增长35%，得益于AI半导体业务65亿美元营收（同比大增74%）。博通CEO陈福阳透露，博通四季度获得了Anthropic上个季度100...
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