博通(AVGO)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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AVGO 博通

已收盘 12-04 16:00:00 EST

381.03

+0.42

+0.11%

盘后381.60

+0.57+0.15%

19:59 EST

最高383.89	最低376.53	成交量1,585万
今开380.68	昨收380.61	日振幅1.93%
总市值1.80万亿	流通市值1.77万亿	总股本47.22亿
成交额60.35亿	换手率0.34%	流通股本46.43亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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| CPO光模块产业链 10 大核心公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2588080470","media":"future投研室","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588080470?lang=zh_cn&edition=full","pubTime":"2025-12-04 12:21","pubTimestamp":1764822090,"startTime":"0","endTime":"0","summary":"CPO 光模块产业链 10 大核心公司深度解析一、CPO 技术概览CPO是一种将光引擎与 ASIC/CPU/GPU 等计算芯片直接集成在同一基板上的创新技术，通过缩短电互连距离，实现了功耗降低 50%-70%、延迟减少 50% 以上、带宽密度提升数倍的突破，是 AI 数据中心解决 \"功耗墙\" 和 \"带宽墙\" 的关键技术。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251204134745a72306f9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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CoWoS 扩产、ASIC 发展动向与亚洲实地调研","url":"https://stock-news.laohu8.com/highlight/detail?id=2588579120","media":"信息自留地","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588579120?lang=zh_cn&edition=full","pubTime":"2025-12-02 22:35","pubTimestamp":1764686110,"startTime":"0","endTime":"0","summary":"人工智能供应链：台积电 CoWoS 扩产、ASIC 发展动向与亚洲实地调研摘要：今天要分享的是摩根士丹利亚太科技团队在 2025 年 12 月 1 日发布的一份人工智能供应链专题研究。下面进入正文内容，以下内容全部基于摩根士丹利 Morgan Stanley 在 2025 年 12 月 1 日发布的研究报告《AI Supply Chain: TSMC CoWoS Expansion; ASIC Dynamics; Asia Field Trip》，中文可以理解为《人工智能供应链：台积电 CoWoS 扩产、ASIC 发展动向与亚洲实地调研》。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203002127a71f947a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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谷歌外销TPU对其构成明显利好","url":"https://stock-news.laohu8.com/highlight/detail?id=2588868290","media":"格隆汇","labels":["rating"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588868290?lang=zh_cn&edition=full","pubTime":"2025-12-02 11:49","pubTimestamp":1764647374,"startTime":"0","endTime":"0","summary":"格隆汇12月2日｜美银证券发表报告，基于谷歌顺利推出基于TPU训练的Gemini 3，且公司未来有望向外部客户出租TPU，该行认为TPU使用比例持续提升，对其核心设计合作伙伴博通构成明显利好。目前TPU的平均售价约在5000至6000美元，预计2025年出货量约200万颗；到2026年，平均售价有望提升至12000至15000美元，出货量进一步增长至300万颗以上。若需求持续超预期，出货量甚至有望达到360万至380万颗，取决于供应能力。基于上述展望，该行重申对博通的“买入”评级，并将目标价从400美元上调至460美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202115007978af684&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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财年，博通和 AMD的 AI 处理器营收增速将略快于英伟达，但这主要反映了营收流高达 2050 亿美元的供应链限制——所有关键产品在 2026 年之前都受到供应限制。”深入分析后，分析师们表示，他们通过业内联系人得到的信息让他们“毫不动摇”地相信，英伟达将在大多数应用中拥有最佳的经济效益。","market":"us","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"df5cad14723e1d43902c7187db4f6db2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1376329.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"大摩上调英伟达、博通目标价，断言AI需求明年将“实质性”加速","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["NVDA","AVGO"],"gpt_icon":1},{"id":"2588775453","title":"博通跌2.28% 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