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大行評級丨瑞銀:上調博通目標價至290美元 公司對AI需求的評論非常樂觀
格隆匯 06-09 14:31
瑞銀髮表研究報吿,認為博通是明確的AI贏家,維持“買入”評級,目標價從270美元上調至290美元。報吿提及,博通在電話會議上對AI需求的評論非常樂觀,遠期增長評論支持2026年收入比市場預期高出約10%,這進一步強化了瑞銀對博通2026年每股盈利預測約9美元、2027年可能達10美元的看法。然而,短期內的問題在於,投資者預期早已在此範圍內(有些對2027年的預期更高),因此瑞銀不預期這組非常正面的業績會帶來大幅上升。
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