赛道Hyper | 英伟达抗住AI新贵博通业绩冲击

华尔街见闻
24 Dec 2024

作者:周源/华尔街见闻最近博通在12月12日发布的2024财年业绩报告中,展现的AI技术和产品的业绩实力,震撼全球。由于博通ASIC(专用芯片)显示的市场接受度,导致通用算力芯片公司英伟达一度下跌近7%,盘中跌至自10月18日以来的股价新低。博通究竟是干嘛的?博通的业务主要涵盖半导体技术与基础设施软件两大领域,展现出实力强悍的多元化特征。2024财年,博通的净收入高达516亿美元,毛利率达...

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