大行评级丨花旗:上调博通目标价至515美元,上调AI半导体收入展望

格隆汇
Sep 04
花旗发表报告,维持博通“买入”评级,目标价由500美元上调至515美元,相当于预测2028财年每股盈利19倍再贴现。该行同时上调2027财年AI半导体收入展望,由1000亿美元上调至1150亿美元,相当于同比升约100%;并指引2028财年AI半导体销售达2300亿美元,相当于同比再升约100%。该行将博通2026至28财年各年每股盈利预测分别上调2%、1%及18%,至11.68美元、18.5美元及30.48美元,以配合最新展望。

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