专题：聚焦美股2026年第二季度财报
博通披露，截至 8 月 2 日的季度营收同比大涨 86%，达到 296 亿美元。这表明，该公司为谷歌、Meta、OpenAI 等企业提供 AI 芯片设计的业务规模仍在爆发式扩张。
在财报电话会议上，博通 CEO 陈福阳（Hock Tan）预测：公司 AI 业务收入将从今年预期的 570 亿美元，在 2027 年翻倍至 1150 亿美元。同时博通已有清晰业务预期，2028 年 AI 芯片收入有望再度翻倍，达到 2300 亿美元。博通预计 2028 年每股收益有望突破 30 美元；而去年公司每股收益尚不足 5 美元。
刚刚过去的这个季度，博通 AI 芯片收入暴涨 221%，达到 167 亿美元。博通预计，截至 10 月所在季度，AI 芯片收入增速将进一步加快至 236%。
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.