博通周一盘中股价大涨5.04%,引起了市场广泛关注。
消息面上,博通受益于生成式人工智能蓬勃发展,AI相关业务增长强劲,今年AI收入同比大增220%至122亿美元。公司也预期到2027年AI业务收入可达600-900亿美元。
就此,高盛上周重申其"买入"评级,并上调博通12个月目标价至240美元,看好公司未来收入和盈利增长前景。摩根士丹利也提高目标价至265美元。此外,巴克莱和Truist也上调了目标价,认为博通进一步扩张AI业务的空间巨大。
不过,也有分析人士提及未来AI的安全隐患,假如知名模型能通过欺骗性输出逃避被修改,将对导师系统产生挑战。但整体上,市场乐观情绪更为高涨,博通股价在多重利好因素推动下大涨。
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