大行評級|美銀:上調博通目標價至260美元 去年末季業績和今年首季展望穩固
美銀證券發表報告指,博通去年末季業績和今年首季展望穩固,重申了其在人工智能領域的實力。公司重申,到2027年其服務的可尋址市場機會在600億至900億美元之間,涵蓋三個現有AI客戶,同時將客戶合作從2個新增至4個,使總數達到7個,對AI市場情緒是積極信號,但可能對競爭對手如英偉達和邁威爾科技構成壓力。報告指,博通反駁了關於關稅、非美國客戶限制以及近期併購傳聞的擔憂,提升了投資者信心。該行將2025至2027財年各年每股盈測分別上調4%、2%和6%,並將目標價從250美元上調至260美元,評級“買入”。
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