大行评级丨高盛:上调博通目标价至540美元,维持“买入”评级

格隆汇
Sep 03
高盛发表报告指,博通公布强劲的AI收入展望至2028财年,认为公司有望超出该展望,并维持对该股看好。该行指,对博通未来数年增长的信心建基于多项因素,包括AI半导体收入强劲增长、客户日益多元化,以及已确保关键零部件供应。该行将其目标价由525美元上调至540美元,维持“买入”评级。

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