以下是海豚君整理的关于博通 Broadcom 2026 财年第一季度财报电话会纪要,财报解读请移步《博通 AVGO:AI 火力全开,英伟达对头更飒?》$博通(AVGO.US)纪要核心要点:1)AI 业务:①AI 收入在一季度同比增长 106%,二季度指引增长将加速至同比 140%,达到 107 亿美元;②AI 网络业务一季度营收同比增长 60%,占当期 AI 收入的三分之一;二季度预计将大幅加速,...
Source Link以下是海豚君整理的关于博通 Broadcom 2026 财年第一季度财报电话会纪要,财报解读请移步《博通 AVGO:AI 火力全开,英伟达对头更飒?》$博通(AVGO.US)纪要核心要点:1)AI 业务:①AI 收入在一季度同比增长 106%,二季度指引增长将加速至同比 140%,达到 107 亿美元;②AI 网络业务一季度营收同比增长 60%,占当期 AI 收入的三分之一;二季度预计将大幅加速,...
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