股价大涨近5%!华尔街看好博通:AI收入前景超出预期!

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公司宣布已锁定关键零部件供应至2028年,由于规模效应和良率改善,不再预计机架级出货提升会在未来几个季度稀释利润率。华尔街认为,博通超预期指引与公司对毛利,供应链和新增客户的最新表态,正在引导市场重新估值。高盛将12个月目标价从450美元上调至480美元,并列入确信名单。高盛认为,博通超预期的业绩指引以及公司对毛利改善,关键生产部件锁定和新增定制芯片客户的最新表态,正在引导市场对其进行重新估值。3...

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