点击招商研究小程序查看PDF报告原文事件:博通(NASDAQ:AVGO)发布FY2026Q1季报,营收193.11亿美元,同比+29%/环比+7%,毛利率76.99%,同比-2.11pcts/环比-0.94pct。综合财报及交流会议信息,总结要点如下:评论:1、FY26Q1营收创历史新高,受益AI半导体业务预计后续增长势头将加速。FY26Q1营收193.11亿美元,创历史单季新高,同比+29%/...
Source Link点击招商研究小程序查看PDF报告原文事件:博通(NASDAQ:AVGO)发布FY2026Q1季报,营收193.11亿美元,同比+29%/环比+7%,毛利率76.99%,同比-2.11pcts/环比-0.94pct。综合财报及交流会议信息,总结要点如下:评论:1、FY26Q1营收创历史新高,受益AI半导体业务预计后续增长势头将加速。FY26Q1营收193.11亿美元,创历史单季新高,同比+29%/...
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