美股详情

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博通

191.36

-2.8700-1.48%

盘后：193.101.74+0.91%18:43 EDT

成交量：2,713.29万

成交额：52.19亿

市值：8,997.61亿

市盈率：91.40

高：196.32

开：193.15

低：189.47

收：194.23

数据加载中...

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苹果、博通竞合关系走向何方","url":"https://stock-news.laohu8.com/highlight/detail?id=2493476428","media":"媒体滚动","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2493476428?lang=zh_cn&edition=fundamental","pubTime":"2024-12-21 17:27","pubTimestamp":1734773220,"startTime":"0","endTime":"0","summary":"　　近日，彭博社报道称，苹果将在iPhone和旗下家居产品中采用自研芯片替代博通的产品，知情人士透露，苹果已经花了好几年时间开发代号为Proxima的自研芯片，并雄心勃勃地计划，该芯片从明年开始投入新产品中使用，替代目前博通供应的Wi-Fi/蓝牙芯片。外界认为，由于苹果是博通最大的客户之一，此举预计将对博通产生影响。因为苹果自研Wi-Fi/蓝牙芯片的消息，博通股价多次受到影响。","market":"sh","thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/jjxw/2024-12-21/doc-ineaecqc8621942.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"自研与合作并行 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| 人工智能芯片强劲表现 博通股价大涨5%一举突破万亿市值","url":"https://stock-news.laohu8.com/highlight/detail?id=1138422791","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138422791?lang=zh_cn&edition=fundamental","pubTime":"2024-12-21 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23:42","pubTimestamp":1734709320,"startTime":"0","endTime":"0","summary":"格隆汇12月20日｜博通(AVGO.US)拉升涨近5%，报228.58美元。Evercore ISI 将博通的目标价从250美元上调至267美元，维持跑赢大盘评级。(格隆汇)\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/bxjj/2024-12-20/doc-ineacxhf8727233.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["AVGO"],"gpt_icon":0},{"id":"2492442500","title":"博通上涨3.13%，报225.15美元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2492442500","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2492442500?lang=zh_cn&edition=fundamental","pubTime":"2024-12-20 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19:57","pubTimestamp":1734695823,"startTime":"0","endTime":"0","summary":"12月20日，AI人气龙头寒武纪（688256.SH）继续大涨6.28%，可谓A股最靓的仔，公司收报675.95元/股，股价仅次于贵州茅台（600519.SH）的1522元/股，领先于北方华创（002371.SZ）的414.2元/股，属于A股第二贵的股票。","market":"us","thumbnail":"https://images.finet.hk/photoLib/title/202412_1/8839272f-b223-4c11-92d5-b6d6046b531c.png","type":0,"news_type":0,"thumbnails":["https://images.finet.hk/photoLib/title/202412_1/8839272f-b223-4c11-92d5-b6d6046b531c.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.finet.hk/newscenter/news_content/67655b8fbde0b304ff09d263","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"finet_stock","symbols":["LU1732799900.SGD","NVDY","LU1815333072.USD","LU1267930730.SGD","SG9999001424.SGD","LU0353189763.USD","LU2237443978.SGD","2NVD.UK","NVDS","NVDS.UK","LU0957791311.USD","LU1242518931.SGD","LU1242518857.USD","LU0320765646.SGD","LU0957808578.USD","LU1989764748.USD","NVDD","LU1778281490.HKD","LU0979878070.USD","LU2458330169.SGD","NVD","NVDX","LU0795875086.SGD","BK4587","LU0289961442.SGD","NVDU","LU2264538146.SGD","IE0004445239.USD","NVIW.SI","IE00BDRTCR15.USD","IE00BWXC8680.SGD","NVD3.UK","LU2237957811.SGD","LU0965508806.USD","3NVD.UK","NVD2.UK","IE00BKDWB100.SGD","LU2430703251.USD","LU2491049909.HKD","IE00B19Z8W00.USD","LU0079474960.USD","NVDA","SG9999002232.USD","SNVD.UK","IE0034235295.USD","LU1429558221.USD","LU0345769631.USD","LU2242649171.HKD","AVGO"],"gpt_icon":1},{"id":"2492419798","title":"消息称SK海力士获得博通HBM大单 用于AI计算芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2492419798","media":"TechWeb","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2492419798?lang=zh_cn&edition=fundamental","pubTime":"2024-12-20 17:11","pubTimestamp":1734685912,"startTime":"0","endTime":"0","summary":"而从外媒最新的报道来看，在为英伟达大量供应高带宽存储器的SK海力士，也已获得了博通的一笔高带宽存储器大单。SK海力士获得博通的高带宽存储器大单，是由韩国媒体率先开始报道的，不过他们未提及订单的规模，但有提到预计在明年下半年开始供货。外媒在报道中还提到，知情人士透露此次的大单，是博通积极接洽的SK海力士，所订购的高带宽存储器将用于一家科技巨头的AI计算芯片。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241220193907a1fdb045&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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| 投研报告","url":"https://stock-news.laohu8.com/highlight/detail?id=2492491703","media":"中国能源网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2492491703?lang=zh_cn&edition=fundamental","pubTime":"2024-12-20 15:14","pubTimestamp":1734678840,"startTime":"0","endTime":"0","summary":"中银证券近日发布计算机行业事件点评：博通业绩亮眼，ASIC有望迎来“GPU时刻”， 以下为研究报告摘要：  博通公布了其2024财年第四季度及全年业绩，再创历史新高。中银证券近日发布计算机行业事件点评：博通业绩亮眼，ASIC有望迎来“GPU时刻”。支撑评级的要点ASIC有望成为下阶段算力投入重点。ASIC市场空间广阔，产业有望进入业绩加速兑现期。博通和Marvell是ASIC AI核心公司，市场份额领先。博通和Marvell突出的业绩表现彰显了ASIC需求的提升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241220162811ab8673b6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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09:28","pubTimestamp":1734658080,"startTime":"0","endTime":"0","summary":"每经AI快讯，美信科技在互动平台表示，美国博通不是公司的客户。（文章来源：每日经济新闻）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/relnews/cn/2024-12-20/doc-ineaamez6083521.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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18:06","pubTimestamp":1734602771,"startTime":"0","endTime":"0","summary":"事件：博通发布2024年第四季度财报，公司2024Q4收入140.54亿美元；GAAP净利润为43.24亿美元；经营活动净现金流为56.04亿美元。全年营收创历史新高，FYQ4营收符合此前指引。受益于AI XPU和以太网产品组合的驱动，AI收入122亿美元，同比增长220%。半导体解决方案收入82.30亿美元，同比增长12%，毛利率为67%，其中AI收入37亿美元，同比增长150%，非AI收入45亿美元，同比下降23%。FY25Q1业绩指引积极，AI业务持续高增。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241219180621a1fadf16&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:42","pubTimestamp":1734597769,"startTime":"0","endTime":"0","summary":"英伟达的股票最近有所下跌，而投资者对博通的兴趣正在升温。然而，为什么英伟达在AI芯片领域仍然稳居上风？","market":"us","thumbnail":"https://img.jin10.com/news/24/09/aNCBzhX44_5KeblFtiFA8.png/lite","type":0,"news_type":0,"thumbnails":["https://img.jin10.com/news/24/09/aNCBzhX44_5KeblFtiFA8.png/lite"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://xnews.jin10.com/webapp/details.html?id=156567&type=news&data_type=0","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"英伟达稳坐AI芯片王座：博通的挑战会成功吗","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"xnew_highlight","symbols":["IE00BBT3K403.USD","LU2294711713.HKD","LU2237957902.USD","LU1670628061.USD","NVD","2NVD.UK","LU1934455194.USD","NVIW.SI","IE00BYXW3230.USD","LU0719512351.SGD","LU1066053197.SGD","NVDS","IE00BZ9MQY76.HKD","LU2413666699.HKD","LU2491049909.HKD","LU1670710588.SGD","LU1861220033.SGD","NVDU","3NVD.UK","NVDD","LU0238689110.USD","SNVD.UK","IE00BQXX3C00.GBP","NVDX","LU0345768153.USD","LU2063271972.USD","LU2133065610.SGD","IE00BKPKM429.USD","LU2430703095.HKD","LU2430703251.USD","NVDS.UK","LU0265550946.USD","LU1721428933.USD","LU0820562030.AUD","HK0000306701.USD","LU1923622291.USD","LU2286300806.USD","LU0345769631.USD","NVDA","NVD2.UK","NVDY","AVGO","LU0061474705.USD","NVD3.UK","IE00B894F039.SGD","LU2237438978.USD","LU0225283273.USD","LU1064131342.USD","LU0048584097.USD"],"gpt_icon":1}],"pageSize":16,"totalPage":25,"pageCount":25,"totalSize":400}]}}