博通赚翻了，本季营收149亿美元

芯财富2025-03-08

博通（Broadcom）周四盘后股价狂飙近18%，不仅上季销售激增，本季展望也很乐观，这让投资人确信AI运算支出仍然强劲，也扭转了AI股最近几乎一发布财报就因为财测不够惊艳而惨跌的命运。截至5月4日的本季，营收预估可达149亿美元。分析师预估均值是146亿美元，但也有超过151亿美元的预测。AI支出潮还是很强。博通一直是主要受益者，数据中心客户向新基础设施投入大量资金，推动去年股价上涨一倍多，市值...

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