摩根大通给予博通“增持”评级:市场仍低估其AI芯片领域的绝对领先优势

智通财经
Aug 21
【摩根大通给予博通“增持”评级:市场仍低估其AI芯片领域的绝对领先优势 】摩根大通认为,目前的市场低估了芯片制造商博通的发展潜力。这家总部位于帕洛阿尔托的公司,预计其AI相关销售额将实现180%的年度大幅增长。摩根大通认为,这主要得益于博通与Alphabet之间稳固的产品合作关系。分析师哈兰·瑟尔在周三发给客户的报告中指出:“我们认为,市场依然低估了博通所具备的显著主导地位与领先优势、在芯片和封装设计上的领导力、激进的新设计迭代节奏、庞大的知识产权组合,以及其出色的执行记录。在过去12年里,博通已协助谷歌将14款最先进的芯片设计成功推向市场。”

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