美东时间3月6日美股盘后，博通发布第一季度财报，第一财季业绩、第二财季应收指引双双超出预期，并且预计第二财季AI半导体营收将达到44亿美元，向投资者传递出AI计算支出仍然强劲的信号，刺激公司股价盘后一度上涨17%。 第一财季，博通营收149.2亿美元，同比增长25%，高于分析师预期146.1亿美元。其中，半导体收入82亿美元，同比增长11%，高于市场预期的81亿美元 以下为博通财报电话会要点总结：...
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