AI行业周观察:博通业绩反映ASIC高景气度 MANUS引发AGENT热潮

国金证券股份有...
11 Mar

摘要甲骨文即将发布FY25Q3 财报。上季度,甲骨文的云服务及授权业务表现稳健,尤其是IaaS 业务受GPU 需求强劲驱动,显示出市场高景气度和合同积压的显著提升。然而,尽管营收增速受AI 需求支撑,但由于数据中心高额投入,盈利能力受到一定侵蚀,Non-GAAP EPS 略低于预期。尽管美满电子与博通财报均超预期,但美满电子因数据中心业务增速大幅回落(由98%降至78%)及定制硅指引模糊而盘后股价...

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