博通盘前大涨,Q1业绩超预期,Q2业绩指引强劲

老虎资讯综合
07 Mar

周五,博通盘前大涨超12%。博通2025财年第一财季营收同比增长25%至149.2亿美元,高于分析师预期的146.1亿美元;调整后每股收益为1.6美元,亦高于分析师预期的1.5美元。其中,半导体收入同比增长11%至82亿美元,高于市场预期的81亿美元;AI相关收入同比增长77%达41亿美元。

展望第二财季,公司预计营收约为149亿美元,相当于同比增长19%,高于分析师预期的145.9亿美元。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。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10