BUZZ-博通因美光业绩强劲而上涨，TD Cowen 因押注人工智能而上调其评级

Reuters03-21

((自动化翻译由路透提供，请见免责声明 ))

3月21日 - ** 博通股价盘前上涨 2.51%，报 1308 美元

** 同为芯片制造商的美光强劲的第三季度增长前景提振了股价，TD Cowen将其评级上调至 "跑赢大盘 "也有所帮助。

** 在博通于圣何塞举行 "启用人工智能基础设施 "活动之后，道明证券也将其预测价格从 1400 美元上调至 1500 美元。

** 称博通有可能从定制芯片和后端人工智能网络中获益，以及从现已关闭的 VMWare 收购中获得更高的利润和收益

** 周三晚些时候，美光公布的第二季度利润令人吃惊， (link)，并给出了强劲的第三季度利润预测，原因是人工智能采用率激增

** 截至周三收盘，AVGO 年内累计上涨 14.3%，美光上涨 12.8

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