《大行》摩通升博通(AVGO.US)目標價至325美元 重申「增持」
摩根大通研究報告指,博通(AVGO.US)4月底止次財季季績略高於預期,當中AI需求加速,並指引AI收入由次財季的44億美元增至7月底止第三財季的51億美元,符合該行早前預測。集團指引2025財年AI業務將按年增60%以上,意味10月底止末財季收入為60億美元以上,全財年則達195億美元,並預測有關AI收入增長勢頭可持續至2026財年。
該行指,集團在宏觀波動的時期仍然持續有穩健的收入增長,得益於其產品組合的廣泛度、多元化以及產品周期,料集團今年將產生自由現金流260億美元,按年升34%,意味著全財年股息將有所增加;目標價由250美元升至325美元,重申「增持」評級,並指博通仍然是其於半導體行業的首選。
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