AI热潮未消！博通Q2指引超预期，预计大客户高投入持续，盘后涨17%

华尔街见闻2025-03-07

博通（Broadcom）周四美股盘后公布财报显示，该公司第一财季业绩、第二财季应收指引双双超出预期，并且预计第二财季AI半导体营收将达到44亿美元，向投资者传递出AI计算支出仍然强劲的信号，刺激该公司股价盘后上涨17%。以下为博通2025财年第一财季财报要点：1. 主要财务数据营收：博通第一财季营收149.2亿美元，同比增长25%，t分析师预期146.1亿美元。非GAAP净利润：博通第一财季非...

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Broadcom's Q2 guidance exceeded expectations, and it is expected that high investment from major customers will continue, rising 17% after hours","themeId":"7fdf891fcc5bbc5087252172f98fff01","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":1,"BRCM":0.9},"content_text":"博通（Broadcom）周四美股盘后公布财报显示，该公司第一财季业绩、第二财季应收指引双双超出预期，并且预计第二财季AI半导体营收将达到44亿美元，向投资者传递出AI计算支出仍然强劲的信号，刺激该公司股价盘后上涨17%。以下为博通2025财年第一财季财报要点：1. 主要财务数据营收：博通第一财季营收149.2亿美元，同比增长25%，t分析师预期146.1亿美元。非GAAP净利润：博通第一财季非GAAP净利润为78.23亿美元调整后EBITDA：博通第一财季调整后EBITDA为100.83亿美元，占营收的68%调整后EPS：博通第一财季调整后EPS为1.60美元，高于分析师预期的1.50美元运营现金流：博通第一财季运营现金流为61.13亿美元，扣除1亿美元资本支出后，自由现金流达60.13亿美元，占营收的40%2. 分业务数据半导体收入：82亿美元，同比增长11%，高于市场预期的81亿美元AI芯片业务营收：第一财季AI相关收入同比增长77%，达到41亿美元，主要得益于公司定制AI加速器的强劲采用率。基础设施软件收入：67亿美元，同比增长47%，高于市场预期的65亿美元2. 业绩指引营收：预计第二财季营收大约149亿美元，同比增长19%，高于分析师预期的145.9亿美元。AI半导体营收：预计第二财季AI半导体营收将达到44亿美元分析认为，博通最新财报表明，AI领域的历史性支出热潮仍在持续。博通是这一支出的主要受益者，其数据中心客户正在投入巨资建设新的基础设施。AI热潮的推动一度使博通的市值突破1万亿美元。然而，2025年投资者变得更加谨慎，他们希望看到AI需求增长的长期可持续性。受此消息影响，博通股价在盘后交易中上涨超过10%。该股在纽约股市常规交易时段收于179.45美元，2025年以来下跌23%。博通首席执行官陈福阳（Hock Tan）表示，在截至2月2日的第一财季，公司受益于AI相关支出，并预计该公司的AI半导体营收第二财季将达到44亿美元，因为超大规模数据中心客户正积极投资于定制AI芯片以优化数据中心的计算能力。\"博通在第一财季创下了历史最高的营收和调整后EBITDA，这主要得益于AI半导体解决方案和基础设施软件的增长。第一财季AI相关收入同比增长77%，达到41亿美元，而基础设施软件收入同比增长47%，达到67亿美元。\"我们预计，随着超大规模数据中心合作伙伴持续投资于AI XPU和AI数据中心的连接解决方案，第二财季AI半导体收入将继续保持强劲增长，达到44亿美元。\"虽然博通在AI数据中心的网络设备领域面临英伟达以太网式Infiniband产品的激烈竞争，但它依然是AI数据中心网络设备的最大供应商之一，并从AI数据中心的扩展中受益。分析师认为，随着AI计算任务的复杂性和个性化需求的增加，大型科技公司将进一步转向定制芯片，而非依赖标准芯片。这一趋势有望让博通继续受益。相比之下，博通的竞争对手Marvell Technology虽然同样报告了AI业务的强劲增长，但未能满足投资者的高期望。尽管博通生产各种类型的芯片，包括用于iPhone的连接组件和网络技术，但投资者近期最关注的是其定制芯片设计业务。该部门帮助数据中心客户开发专门用于处理海量AI流量的芯片。此外，博通现在也是企业级软件的主要供应商，为公司运营和网络管理提供支持。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2517128881","isCrawlerRequest":true}