电子行业周报：博通AI业务收入增长超预期

中山证券有限责...00:00

投资要点：博通AI 业务收入增长超预期。据CNBC 报道，博通的股价当地时间12月13 日周五大涨24%以上，首次突破1 万亿美元市值，创下公司历史最佳交易日表现。公司表示，AI 收入在过去一年大幅增长220%，达到了122 亿美元。机构预计2025 年半导体销售额有望实现15%增长。市场调研机构IDC 表示，预计2025 年全球半导体市场将在AI、HPC 需求增长的推动下实现15%的同比规模增长...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2493020178?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-12-23 00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2493020178","market":"us","top_or_hot":-1,"title":"电子行业周报：博通AI业务收入增长超预期","media":"中山证券有限责...","content":"<div>\n<p>投资要点：博通AI 业务收入增长超预期。据CNBC 报道，博通的股价当地时间12月13 日周五大涨24%以上，首次突破1 万亿美元市值，创下公司历史最佳交易日表现。公司表示，AI 收入在过去一年大幅增长220%，达到了122 亿美元。机构预计2025 年半导体销售额有望实现15%增长。市场调研机构IDC 表示，预计2025 年全球半导体市场将在AI、HPC 需求增长的推动下实现15%的同比规模增长...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241223115227a2039e88&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>电子行业周报：博通AI业务收入增长超预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n电子行业周报：博通AI业务收入增长超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-23 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241223115227a2039e88&s=b><strong>中山证券有限责...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资要点：博通AI 业务收入增长超预期。据CNBC 报道，博通的股价当地时间12月13 日周五大涨24%以上，首次突破1 万亿美元市值，创下公司历史最佳交易日表现。公司表示，AI 收入在过去一年大幅增长220%，达到了122 亿美元。机构预计2025 年半导体销售额有望实现15%增长。市场调研机构IDC 表示，预计2025 年全球半导体市场将在AI、HPC 需求增长的推动下实现15%的同比规模增长...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241223115227a2039e88&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4551","symbol_name":"寇图资本持仓","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241223115227a2039e88&s=b","article_id":"2493020178","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241223115227a2039e88&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, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2493020178","pubTimestamp":1734883200,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"公司表示，AI 收入在过去一年大幅增长220%，达到了122 亿美元。电子行业表现弱于大市。电子在申万一级行业排名第八。行业动态：博通AI 业务收入增长超预期；机构预期2025 年折叠屏手机出货量同比下降；机构预期明后两年半导体设备销售量同比维持增长；机构预计2025 年半导体销售额有望实现15%增长。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4551":"寇图资本持仓","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","BK4512":"苹果概念","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4554":"元宇宙及AR概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","AVGO":"博通","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","SG9999002232.USD":"Allianz Global High Payout USD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC"},"translate_title":"Electronics Industry Weekly: Broadcom's AI business revenue growth exceeds expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":1},"content_text":"投资要点：博通AI 业务收入增长超预期。据CNBC 报道，博通的股价当地时间12月13 日周五大涨24%以上，首次突破1 万亿美元市值，创下公司历史最佳交易日表现。公司表示，AI 收入在过去一年大幅增长220%，达到了122 亿美元。机构预计2025 年半导体销售额有望实现15%增长。市场调研机构IDC 表示，预计2025 年全球半导体市场将在AI、HPC 需求增长的推动下实现15%的同比规模增长，其中内存部分增幅有望超过24%，非内存部分预计增长13%。回顾本周行情（12 月12 日-12 月18 日），本周上证综指下跌1.46%，沪深300 指数下跌1.18%。电子行业表现弱于大市。申万一级电子指数下跌1.76%，跑输上证综指0.3 个百分点，跑输沪深300 指数0.59 个百分点。电子在申万一级行业排名第八。行业估值方面，本周PE 估值下降至54.78 倍左右。行业数据：三季度全球手机出货3.16 亿台，同比增长4.01%。中国10月智能手机出货量2788 万台，同比增长-1.10%。10 月，全球半导体销售额568.8亿美元，同比增长22.1%。10 月，日本半导体设备出货量同比增长33.46%。行业动态：博通AI 业务收入增长超预期；机构预期2025 年折叠屏手机出货量同比下降；机构预期明后两年半导体设备销售量同比维持增长；机构预计2025 年半导体销售额有望实现15%增长。公司动态：东山精密：计划定向发行A 股。投资建议：电子行业需求持续复苏，建议关注有国产替代逻辑相对独立于行业景气周期的上游设备材料。安卓系库存有望逐步回归正常，建议关注国内品牌消费电子企业。半导体设计公司受益于下游补库存，建议关注。风险提示：宏观需求转弱，上游原材料成本超预期，行业竞争格局恶化，贸易冲突影响。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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":"4.29.3","shortVersion":"4.29.3","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/2493020178"}