“世界级AI选手”！分析师热捧，博通股价大涨5%

华尔街见闻03-22

考虑到博通已为其定制AI芯片业务找到第三个客户，TDCowen将其股票评级上调至“跑赢大盘”，并将目标价从1400美元上调至1500美元。当地时间周四，博通在举办一场AI主题活动后意外赢得了华尔街分析师的高度评价，股价顺势起飞。博通隔夜美股大涨5.6%至1348美元/股，过去一年累计上涨了114%。TD Cowen的分析师Matthew Ramsay一转往日态度，以《迟到总比不到好？》为题写了一篇...

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Analysts are enthusiastic, and Broadcom's share price has risen by 5%","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0b9e93979ad84b080335493967e46ebc","symbols_score_info":{"AVGO":1},"content_text":"考虑到博通已为其定制AI芯片业务找到第三个客户，TDCowen将其股票评级上调至“跑赢大盘”，并将目标价从1400美元上调至1500美元。当地时间周四，博通在举办一场AI主题活动后意外赢得了华尔街分析师的高度评价，股价顺势起飞。博通隔夜美股大涨5.6%至1348美元/股，过去一年累计上涨了114%。TD Cowen的分析师Matthew Ramsay一转往日态度，以《迟到总比不到好？》为题写了一篇报告，将博通股票的评级上调至“跑赢大盘”，并将其目标价从1400美元上调至1500美元。其中一个理由是，博通已为其定制AI芯片业务找到第三个客户。尽管博通未透露这个客户的具体信息，但表示项目已开始加速进行，并将在今年晚些时候批量出货。Ramsay认为，这可能会显著提升公司网络部门的收入，因为博通不太可能参与到一个小规模的定制芯片项目中，这种项目符合公司偏好的利润率。此外，Ramsay指出，博通在完成对VMware的交易后，其增长和运营费用方面的协同效应可能会出现意外的正面影响。Baird的Tristan Gerra则表示，博通在AI网络方面是“世界级”竞争者，但目前的估值并未反映出这一点。他指出，博通通过多种方式降低了AI互连的成本和功耗，这些技术突破强化了博通高毛利率的业务模型。从Gerra的视角来看，博通的股票以21倍的预期每股收益（排除股票补偿）来交易，对于一个在网络AI技术领域处于领先地位且具有高利润率的公司来说，这是相对低估的。他同样给予博通股票“跑赢大盘”评级，并将目标价格定为1500美元。Raymond James的Srini Pajjuri对这次活动也持积极态度，尽管他维持了对股票的市场表现评级。Pajjuri领导的分析团队在最新的报告中表示，对博通针对数据中心和AI市场的产品线广度和深度表示印象深刻，并预计生成式AI将继续成为公司半导体领域的关键增长动力。博通AI业务在第一财季迎来大爆发，收入较上年同期翻两番至23亿美元，预计今年将飙升至100亿美元，占公司总收入的近五分之一。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2421885496"}