电子行业周报:存储涨价致消费电子市场承压,博通受益AI需求业绩超预期

东海证券
Yesterday

(以下内容从东海证券《电子行业周报:存储涨价致消费电子市场承压,博通受益AI需求业绩超预期》研报附件原文摘录)投资要点:电子板块观点:受存储芯片价格上涨影响,2026年PC及智能手机市场或面临终端售价提升与产品降配的双重压力。博通第一财季业绩超预期,AI收入翻倍增长,并预计第二财季营收同比增长47%,主要受益于AI需求增长带动的ASIC需求扩张。当前海外电子半导体企业出现大幅度回调,国际局势变化...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10