格隆汇3月7日｜博通(AVGO.US)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。其中，半导体收入同比增长11%至82亿美元，高于预期的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。(格隆汇)

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