[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioba80e898":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioba80e898","博通(AVGO)绩后获华尔街看好：AI算力需求前景强劲，营收破千亿美元预期或仍“太保守”","\u002Fdoc\u002Fdcioba80e898","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，博通(AVGO)公布业绩后，华尔街分析师称赞这家半导体和软件巨头对2027 年的前景“强劲” ，这表明该公司将继续在人工智能领域投入巨资。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">杰富瑞分析师Blayne Curtis在致客户的报告中写道“预计2027财年人工智能市场规模将超过1000亿美元，这可能过于保守，因为博通预计将提供10GW的计算能力，其中包括向其第六位已公布的客户OpenAI提供超过1GW的计算能力。人工智能支出过剩的局面仍将持续，但博通已充分证明其人工智能收入将超过市场平均水平，并在2028年前保持持续增长。” Curtis对博通的评级为“买入”，目标价为500美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Curtis进一步指出，博通管理层在电话会议上表示，他们2027财年的需求量已达10GW，其中包括前文提到的OpenAI的1GW和Anthropic的3GW。鉴于该公司预计2027年人工智能芯片收入将超过1000亿美元，Curtis认为，这或许还是保守估计。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Curtis推测道“我们的计算表明，2025 年的收入为 130 亿美元\u002FGW，2026 年将略低于 180 亿美元，我们预计到 2027 年将达到 200-250 亿美元\u002FGW，这意味着人工智能的收入实际上有可能超过 2000 亿美元。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Curtis补充道“总的来说，博通(以及英伟达)的争论焦点仍然是云资本支出增长在2028年是否可持续，这次电话会议并没有直接回答这个问题，但这有助于我们预见到2027财年每股收益将达到25-30美元(高于我们之前预测的20美元)，我们很难想象这些计算类股票还能保持如此低的估值。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">RBC Capital Markets 的 Srini Pajjuri也对博通2027 年的前景印象深刻，但他表示，有些问题可能是博通无法控制的。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Pajjuri在一份报告中写道“博通拥有稳健的执行记录，我们几乎没有理由质疑管理层的洞察力。与此同时，2027财年10GW的预期产能(2026财年约为3GW)意味着产能爬坡速度很快，可能会遇到电力\u002F数据中心方面的限制。此外，主要客户Anthropic\u002FMETA\u002FOpenAI与英伟达\u002FAMD签订了股权激励的供货协议，这些协议可能会优先于博通的产能爬坡。”Pajjuri维持对博通的“与行业一致”评级，并在业绩公布后将目标股价从340美元上调至360美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">花旗分析师Atif Malik在业绩公布后重申了他的“买入”评级，因为任何关于利润率或竞争的担忧都已消除。Malik在致客户的报告中写道“管理层表示，Anthropic机架的出货量不会对利润率造成压力，并确认OpenAI成为其第六家人工智能客户。公司还强调，业绩前景显著改善，有望在2027财年实现1000亿美元的人工智能收入。因此，我们将2026财年和2027财年的每股收益(含SBC)预期分别上调14%和17%，至10.15美元和15.4美元。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]