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美股
详情
本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务
博通
169.58
+3.37
2.03%
盘后:
174.25
4.67
+2.75%
19:59 EDT
成交量:
1,850.49万
成交额:
31.22亿
市值:
7,973.56亿
市盈率:
80.99
高:
170.52
开:
167.43
低:
165.22
收:
166.21
数据加载中...
总览
公司
新闻
公告
期权大单丨科技巨头期权交投火热,英伟达激增至逾540万张;博通绩后飙涨逾8%,看涨比攀升至62%
期权女巫
·
03-10
大行评级|美银:上调博通目标价至260美元 去年末季业绩和今年首季展望稳固
港股那点事
·
03-10
Marvell 塌方、英伟达蛰伏?博通来当定海神针了
海豚投研
·
03-10
博通CEO:我很忙,没空收购
半导体行业观察
·
03-08
美股收盘三大指数集体上涨 博通涨超8%
人民财讯
·
03-08
博通赚翻了,本季营收149亿美元
芯财富
·
03-08
美股三大指数小幅收涨,博通涨超8%,中概指数本周累涨近5%
港股那点事
·
03-08
美国股市:收盘走高但周线大跌,之前美联储主席鲍威尔发表讲话
路透中文
·
03-08
【美股三大指数集体收涨 博通涨超8%】美股三大指数集体收涨,道指涨0.52%,纳指涨0.7%,标普500指数涨0.55%,大型科技股多数上涨,博通涨超8%,英伟达涨近2%,苹果涨超1%。半导体、零售商业涨幅居前,柯尔百货涨超8%,梅西百货、Arm涨超6%,美光科技涨超4%,恩智浦、高通涨超3%。加密货币、航空公司跌幅居前,Strategy跌超5%,达美航空跌超3%。
金融界
·
03-08
大摩:维持Broadcom(AVGO.US)评级,由增持调整至增持评级, 目标价由246.00美元调整至260.00美元。
金融界
·
03-08
Truist Securities:维持Broadcom(AVGO.US)评级,由买入调整至买入评级, 目标价由260.00美元调整至267.00美元。
金融界
·
03-08
摩根士丹利:将美国钢铁(X.N)目标价从39.00美元上调至43.00美元。将博通(AVGO.O)目标价从246.00美
美港电讯
·
03-08
博通:AIASIC项目节奏超预期 拓客进展顺利
中金公司
·
03-08
博通股价上涨5% 因人工智能增长推动强劲业绩预期
环球市场播报
·
03-07
美国股票-华尔街因能源提振而上涨;就业数据、鲍威尔成为焦点
路透中文
·
03-07
美股异动丨博通涨超7%,第一财季业绩超预期
港股那点事
·
03-07
博通涨近4% 第一财季业绩胜预期 AI芯片需求前景强劲
金吾资讯
·
03-07
美股开盘,三大股指低开,道指跌0.42%,标普500指数跌0.28%,纳指跌0.2%。博通(AVGO.O)开涨4.8%,
美港电讯
·
03-07
美股异动 | 2025财年第一财季AI半导体收入同比大增77% 博通(AVGO.US)盘前涨近9%
智通财经
·
03-07
金十数据整理:每日美股市场要闻速递(3月7日 周五)
美港电讯
·
03-07
更多
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10:50","pubTimestamp":1741575000,"startTime":"0","endTime":"0","summary":"美银证券发表报告指,博通去年末季业绩和今年首季展望稳固,重申了其在人工智能领域的实力。公司重申,到2027年其服务的可寻址市场机会在600亿至900亿美元之间,涵盖三个现有AI客户,同时将客户合作从2个新增至4个,使总数达到7个,对AI市场情绪是积极信号,但可能对竞争对手如英伟达和迈威尔科技构成压力。报告指,博通反驳了关于关税、非美国客户限制以及近期并购传闻的担忧,提升了投资者信心。该行将2025至2027财年各年每股盈测分别上调4%、2%和6%,并将目标价从250美元上调至260美元,评级“买入”。\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":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-03-10/doc-inepcsmq0853285.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["AVGO"],"gpt_icon":0},{"id":"2518259343","title":"Marvell 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11:47","pubTimestamp":1741405620,"startTime":"0","endTime":"0","summary":"对此,Hock Tan明确表示,目前并没有并购计划。Hock Tan的评论正值有报道称博通正在关注英特尔的芯片设计和营销业务,而台积电则考虑收购英特尔的一部分或全部芯片工厂之际。博通公布了第一季度的营收为149.2亿美元,超出了分析师预期的146.1亿美元,营收较去年同期的 119.6 亿美元增长了 25%。。在财报发布后,博通的股价周四收于179.45美元,反映出当天下跌了6.33%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/us/2025-03-08/doc-inenxkpq3025088.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0011850046.USD","LU2430703251.USD","LU0109391861.USD","LU0795875169.SGD","LU1732800096.USD","LU0545039389.USD","LU2750360641.GBP","LU1003077747.HKD","LU2106854487.HKD","LU0672654240.SGD","AVGO","LU1868837300.USD","SG9999002232.USD","LU2360106780.USD","LU1551013342.USD","LU0061475181.USD","IE00BLSP4452.SGD","LU0689472784.USD","IE00BMCWC346.EUR","LU0203345920.USD","LU0127658192.USD","LU2471134879.HKD","LU0965509010.AUD","LU1242518857.USD","LU1914381329.SGD","LU2602419157.SGD","LU2505996509.AUD","LU0444971666.USD","LU1974910355.USD","LU0353189763.USD","BK4588","LU0553294199.USD","LU0476273544.USD","IE00BVYPNP33.GBP","LU0096362180.USD","SG9999015952.SGD","IE00BZ1G4Q59.USD","LU2471134952.CNY","LU0198837287.USD","LU0345769631.USD","LU2133065610.SGD","LU2361045086.USD","LU2237957902.USD","SG9999003800.SGD","LU2063271972.USD","LU0708995401.HKD","LU2272731600.USD","LU2360032135.SGD","LU0081259029.USD","LU2054465674.USD"],"gpt_icon":1},{"id":"2517518460","title":"美股收盘三大指数集体上涨 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2.37%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250307:nL6T3PQ0QR:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SGXZ23171101.USD","HPE","IE00B42XCP33.USD","LU2322448791.USD","IE00B894F039.SGD","LU2360106780.USD","LU1974910355.USD","LU0096364046.USD","LU1366333091.USD","IE00BVYPNQ40.USD","IE00B19Z3B42.SGD","LU0912757837.SGD","LU0198837287.USD","LU0127658192.USD","LU1551013425.SGD","LU2461242641.AUD","BK4581","LU0345770993.USD","JHG","BK4566","LU1732799900.SGD","LU0096362180.USD","LU1803068979.SGD","BK4135","IE00BKPKM429.USD","LU0154236417.USD","LU2237957811.SGD","LU0109392836.USD","IE00BVYPNP33.GBP","LU0061475181.USD","LU0079474960.USD","IE00BJLML261.HKD","AVGO","LU1116320901.HKD","LU0256863902.USD","LU0949170772.SGD","LU1242518931.SGD","LU2210149790.SGD","LU2357305700.SGD","LU2592432038.USD","BK4504","LU0553294199.USD","SG9999001440.SGD","LU1868836591.USD","LU0965509283.SGD","IE00BMCWC346.EUR","LU0385154629.USD","LU0203347892.USD","IE00BSNM7G36.USD"],"gpt_icon":1},{"id":"2517801465","title":"【美股三大指数集体收涨 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拓客进展顺利","url":"https://stock-news.laohu8.com/highlight/detail?id=2517494720","media":"中金公司","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517494720?lang=zh_cn&edition=fundamental","pubTime":"2025-03-08 00:00","pubTimestamp":1741363200,"startTime":"0","endTime":"0","summary":"发展趋势AI ASIC 已量产客户推进顺利,新项目推进节奏超预期,持续拓展新客户,目前AI ASIC 已有7 家客户;AI 交换芯片迭代顺利。我们认为4 家新客户将在此前提到的AI SAM 上提供额外增量,由于博通在选择AI ASIC 客户过程中重视多代际的持续合作关系以及实际部署量,我们看好AI ASIC 新项目量产带动博通AI 收入在中长期持续增长。我们认为博通凭借其技术和性能领先且齐全的IP 核、约10 年的量产经验以及拓客能力,有望在AI ASIC 行业中持续占据较高市场份额。","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=nesSN20250308111123a2656e3c&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, 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该公司在此期间的人工智能业务收入较去年增长77%,达到41亿美元。陈福阳表示,博通预计本季度人工智能半导体业务收入将达到44亿美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-03-07/doc-inenwatx5476337.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0354030511.USD","LU0466842654.USD","BK4551","LU2505996509.AUD","LU1814569148.SGD","LU2272731600.USD","LU1868836591.USD","BK4585","LU2347655156.SGD","LU2361045086.USD","SG9999015952.SGD","LU0820561909.HKD","LU2473716301.USD","LU0417517546.SGD","LU0256863811.USD","AVGO","LU1868837136.USD","SG9999011175.SGD","LU1670710661.SGD","IE0009356076.USD","LU0056508442.USD","LU2237957902.USD","LU2125154778.USD","LU1242518931.SGD","161631","LU2361044949.HKD","LU2471134952.CNY","IE00BMCWC346.EUR","LU0965508806.USD","LU1852331112.SGD","LU2023250504.SGD","BK4575","IE00BWXC8680.SGD","BK4612","SG9999015986.USD","LU1244550577.SGD","BK4512","LU1035775433.USD","LU0096364046.USD","LU1935043536.SGD","SGXZ23171101.USD","LU1935042488.USD","LU2458330243.SGD","LU1069344957.HKD","LU0061474960.USD","LU2357305700.SGD","LU2286300806.USD","LU1670627923.USD","IE00BLSP4452.SGD"],"gpt_icon":1},{"id":"2517349484","title":"美国股票-华尔街因能源提振而上涨;就业数据、鲍威尔成为焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=2517349484","media":"路透中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517349484?lang=zh_cn&edition=fundamental","pubTime":"2025-03-07 23:15","pubTimestamp":1741360526,"startTime":"0","endTime":"0","summary":"美国股票-华尔街因能源提振而上涨;就业数据、鲍威尔成为焦点如需了解路透社关于美国、英国和欧洲股市的实时博客,请单击 LIVE/ 或在新闻窗口中输入 LIVE/。美联储主席鲍威尔将于美国东部时间下午 12:30 发表评论惠普第二季度业绩预告不佳,股价下滑二月份非农就业人数增加 151,000 人指数上涨:道指上涨 0.29%,标普 500 指数上涨 0.46%,纳斯达克指数上涨 0.66开盘后更新Johann M Cherian/Sukriti 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22:55","pubTimestamp":1741359300,"startTime":"0","endTime":"0","summary":"格隆汇3月7日|博通盘初涨大超7%,报193.18美元。消息面上,博通公布2025财年第一财季业绩,营收同比增长25%至149.2亿美元,高于预期的146.1亿美元;调整后每股收益为1.6美元,亦高于预期的1.5美元。博通首席执行官Hock Tan预计,第二财季AI半导体营收将达44亿美元,因为超大规模数据中心客户正积极投资于定制AI芯片以优化数据中心的计算能力。在过去三个月内,又有两家大型科技公司开始与博通合作,计划大规模定制AI芯片。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-03-07/doc-inenwatz2245981.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":["IE00BK4W5L77.USD","IE00BGHQF631.EUR","LU2272731865.HKD","SG9999015945.SGD","LU1642822529.SGD","LU1992135472.HKD","LU2125154778.USD","LU0965509283.SGD","LU1989764748.USD","LU2125154935.USD","LU0476273544.USD","LU0053666078.USD","LU0345769631.USD","LU0082616367.USD","LU0203347892.USD","LU0353189763.USD","LU0943347566.SGD","LU1732799900.SGD","IE00BZ9MQY76.HKD","IE00BZ1G4Q59.USD","LU1366192091.USD","LU1244550494.USD","LU1868836757.USD","AVGO","IE00BVYPNW00.USD","LU0957791311.USD","LU0353189680.USD","LU1551013342.USD","BK4533","LU0672654240.SGD","LU0096364046.USD","LU0553294199.USD","LU1852331112.SGD","LU0417517546.SGD","LU1670628061.USD","IE00BBT3K403.USD","LU1935042215.USD","BK4566","LU1244550577.SGD","LU0061474960.USD","BK4141","LU0820561909.HKD","LU1815333072.USD","LU0738911758.USD","LU2750360641.GBP","BK4543","IE0009356076.USD","LU2361044865.SGD","LU2106854487.HKD","LU1003077747.HKD"],"gpt_icon":0},{"id":"2517439904","title":"博通涨近4% 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2025财年第一财季AI半导体收入同比大增77% 博通(AVGO.US)盘前涨近9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2517435743","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2517435743?lang=zh_cn&edition=fundamental","pubTime":"2025-03-07 22:09","pubTimestamp":1741356569,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,周五,博通美股盘前涨近9%,报195.41美元。财报显示,博通2025财年第一财季营收为149.2亿美元,较上年同期增长25%,高于146.1亿美元的预期;Non-GAAP净利润约78.23亿美元,同比增长49%。其中,AI半导体收入表现尤为亮眼,达到41亿美元,同比大增77%;基础设施软件部门收入也同比增长47%,至67亿美元。该公司还预计,受大型科技企业持续投资AI 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