《大行》花旗升博通(AVGO.US)目標價至285美元 AI持續強勁推動收入
花旗發表報告,指博通(AVGO.US)4月底止次財季業績和指引喜憂參半,AI業務持續強勁,佔2025財年第二季度銷售的29%,但因產品組合變化和期權費用增加,利潤率下降。由於半導體業務佔比提高,佔2025財年第二季度銷售的56%,預計毛利率將進一步下降。博通預計其AI業務在2025財年和2026財年將按年增長60%,受AI採用率增加推動。該行重申對博通的「買入」評級,並將目標價從276美元上調至285美元。
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