博通2025财年第一财季AI半导体收入同比增长77%，盘后股价上涨超12%
IT之家 3 月 7 日消息，博通美国当地时间 6 日美股收盘后公布了 2025 财年第一财季（截至 2025 年 2 月 2 日）的财务数据。在该季度中博通实现 149.16 亿美元（当前约 1080.88 亿元人民币）营业收入，较去年同期增长 25%，环比则增长了 6%。
博通总裁兼 CEO 陈福阳提到，该企业的 AI 半导体收入在第一财季达到了 41 亿美元，同比大增 77%，而基础设施软件部门（主要包含 VMware）的收入也相较去年提升 47% 来到 67 亿美元。
陈福阳称，由于大型科技企业继续投资于 AI XPU 和数据中心互联，博通来自 AI 半导体的收入预计将在第二财季保持强劲势头，进一步增长至 44 亿美元。而博通第二财季的整体营收则将维持在与第一财季大致相当的水平。
受本分财报等因素的影响，截至IT之家发稿时博通股价在 6 日盘后交易时段上涨 12.82% 至每股 202.45 美元，较前一交易日收盘价也上升了 5.67%。
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