美银证券发表报告指，博通去年末季业绩和今年首季展望稳固，重申了其在人工智能领域的实力。公司重申，到2027年其服务的可寻址市场机会在600亿至900亿美元之间，涵盖三个现有AI客户，同时将客户合作从2个新增至4个，使总数达到7个，对AI市场情绪是积极信号，但可能对竞争对手如英伟达和迈威尔科技构成压力。

报告指，博通反驳了关于关税、非美国客户限制以及近期并购传闻的担忧，提升了投资者信心。该行将2025至2027财年各年每股盈测分别上调4%、2%和6%，并将目标价从250美元上调至260美元，评级“买入”。

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