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美股異動|博通盤前大漲超13% 第一財季業績超預期 AI芯片需求展望積極
格隆匯 03-07 17:04
博通(AVGO.US)盤前大漲超13%,報203美元。消息面上,博通公佈2025財年第一財季業績,營收同比增長25%至149.2億美元,高於分析師預期的146.1億美元;調整後每股收益爲1.6美元,亦高於分析師預期的1.5美元。其中,半導體收入同比增長11%至82億美元,高於市場預期的81億美元;AI相關收入同比增長77%達41億美元。展望第二財季,公司預計營收約爲149億美元,相當於同比增長19%,高於分析師預期的145.9億美元。博通首席執行官Hock Tan預計,第二財季AI半導體營收將達44億美元,因爲超大規模數據中心客戶正積極投資於定製AI芯片以優化數據中心的計算能力。在過去三個月內,又有兩家大型科技公司開始與博通合作,計劃大規模定製AI芯片。(格隆匯)

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