[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciofc886835":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},"dciofc886835","博通公布AI芯片新进展，财报临近股价再创新高","\u002Fdoc\u002Fdciofc886835","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp data-pm-slice=\"1 1 []\">博通在财报前夕突然抛出\"突破性\"数据中心交换机芯片，股价创历史新高。\u003C\u002Fp>\n\u003Cp data-pm-slice=\"1 1 []\">6月3日，当所有人都在等待博通财报时，这家芯片巨头却宣布开始出货其最新的数据中心交换机芯片Tomahawk 6，声称\u003Cstrong>其以太网交换容量达到每秒102.4太比特，是目前市场上任何以太网交换机带宽的两倍\u003C\u002Fstrong>。\u003Cstrong>这款芯片专为运行AI处理器集群的数据中心需求而设计\u003C\u002Fstrong>。\u003C\u002Fp>\n\u003Cp>博通核心交换业务高级副总裁兼总经理Ram Velaga在新闻稿中强调：\u003C\u002Fp>\n\u003Cblockquote>\n\u003Cp>Tomahawk 6不仅仅是升级——它是一个突破。它标志着AI基础设施设计的转折点，将最高带宽、功率效率和自适应路由功能结合到一个平台中。\u003C\u002Fp>\n\u003C\u002Fblockquote>\n\u003Cp>据媒体报道，该芯片采用台积电3纳米工艺制造，相比前代Tomahawk 5的5纳米工艺实现了制程升级。博通强调，\u003Cstrong>带宽翻倍的直接好处是减少了系统所需的网络设备数量，从而降低功耗并提高可靠性\u003C\u002Fstrong>。\u003C\u002Fp>\n\u003Cp>此外，Tomahawk 6基于开放标准构建。这意味着客户不会被锁定在专有网络交换技术中，比如英伟达推广的那些技术。这一点直击英伟达封闭生态系统的软肋。\u003C\u002Fp>\n\u003Cp data-pm-slice=\"1 1 []\">在财报发布前48小时释放\"突破性\"产品消息，博通股价应声上涨近3.3%，一举突破去年12月的历史高点，市值首次逼近1.2万亿美元。\u003C\u002Fp>\n\u003Cp data-pm-slice=\"1 1 []\">\u003Cimg class=\"zoomer-cover\" style=\"display: block; margin-left: auto; margin-right: auto;\" src=\"https:\u002F\u002Fwpimg-wscn.awtmt.com\u002Fdc4e96f1-de6c-4338-9f4c-bfdda167ee85.png\" width=\"640\" data-v-a1f118ca=\"\">\u003C\u002Fp>\n\u003Ch2 data-testid=\"stHeadingWithActionElements\">华尔街一致看多的财报前奏\u003C\u002Fh2>\n\u003Cp>在过去一周内，至少六家华尔街公司在博通即将于周四晚间发布的第二财季财报前上调了该股目标价。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>花旗分析师Christopher Danely周一重申对博通股票的买入评级\u003C\u002Fstrong>，并将目标价从210美元上调至276美元。\u003C\u002Fp>\n\u003Cp>Danely在客户报告中表示，他预计博通将报告高于市场一致预期的业绩，主要驱动力来自AI业务的持续强劲表现。他预计AI业务今年可能占博通收入的约30%。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Cantor Fitzgerald的分析师也预测博通将实现\"超预期并上调指导\"的报告\u003C\u002Fstrong>。他特别关注定制硅芯片的近期需求以及谷歌下一代TPU v6和即将推出的v7p的产能爬坡情况。\u003C\u002Fp>\n\u003Cp>虽然英伟达在AI芯片市场占据主导地位，但博通和Marvell科技公司正通过为大型科技客户提供定制硅解决方案获得关注。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Seaport公司分析师Jay Goldberg指出\u003C\u002Fstrong>，尽管Marvell在定制ASIC方面的竞争地位存在担忧，但该公司上季度的业务增长超过了英伟达，这对博通来说是积极信号。\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Melius Research分析师则在上周的报告中称博通仍是\"必须持有\"的AI股票之一\u003C\u002Fstrong>，作为网络等领域无晶圆厂芯片供应商的领导者。该公司的交换业务约占其AI总收入的30%，预计在未来几年随着公司扩展AI芯片集群而增长。\u003C\u002Fp>\n\u003Cp class=\"p1\"> \u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202506-stk\u002FUploadermxlnitqgfd5_2025_06_03_22_28_56.jpg","2025-06-04T05:20:33.317","2025.06.04","2025\u002F06\u002F04",35045,[22],"AVGO","Article",0,"免费","success",{"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":28,"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},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: 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"]