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AVGO 博通
交易中 12-15 11:20:08 EST
346.70
-13.23
-3.68%
最高
361.94
最低
342.61
成交量
2,610万
今开
361.89
昨收
359.93
日振幅
5.37%
总市值
1.64万亿
流通市值
1.61万亿
总股本
47.22亿
成交额
91.24亿
换手率
0.56%
流通股本
46.43亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
博通股价在上一交易日暴跌超11%后，再度下跌2.5%
每日经济新闻 · 12-15 23:03
博通股价在上一交易日暴跌超11%后，再度下跌2.5%
AI板块遭市场持续抛售！博通续跌逾2%、甲骨文续跌逾4%
老虎资讯综合 · 12-15 22:54
AI板块遭市场持续抛售！博通续跌逾2%、甲骨文续跌逾4%
【券商聚焦】美银重申博通(AVGO)“买入”评级 指股价下跌或许归因于一些不必要的担忧
金吾财讯 · 12-15 21:20
【券商聚焦】美银重申博通(AVGO)“买入”评级 指股价下跌或许归因于一些不必要的担忧
研报掘金丨中金：维持博通“跑赢行业”评级 目标价475美元
中金财经 · 12-15 19:57
研报掘金丨中金：维持博通“跑赢行业”评级 目标价475美元
传三星拟扩大HBM3E供应量 有望成为博通(AVGO)最大供应商
金吾财讯 · 12-15 16:50
传三星拟扩大HBM3E供应量 有望成为博通(AVGO)最大供应商
消息称三星拟扩大HBM3E供应量 有望成博通最大供应商
格隆汇 · 12-15 15:44
消息称三星拟扩大HBM3E供应量 有望成博通最大供应商
期权大单｜博通、甲骨文大跌，认购合约引关注，多张PUT暴涨200%
老虎资讯综合 · 12-15 14:48
期权大单｜博通、甲骨文大跌，认购合约引关注，多张PUT暴涨200%
大行评级丨摩根大通：上调博通目标价至475美元 维持其为半导体板块首选
中金财经 · 12-15 14:17
大行评级丨摩根大通：上调博通目标价至475美元 维持其为半导体板块首选
大行评级丨美银：上调博通目标价至500美元 重申其为首选股及“买入”评级
中金财经 · 12-15 13:57
大行评级丨美银：上调博通目标价至500美元 重申其为首选股及“买入”评级
满分100考了110，博通股价暴跌对AI算力的启示
估值之家 · 12-15 10:09
满分100考了110，博通股价暴跌对AI算力的启示
博通CEO：硅光是必经之路，但还要时间
半导体行业观察 · 12-15 09:31
博通CEO：硅光是必经之路，但还要时间
连续崩了两个大的！
新浪财经 · 12-15 08:23
连续崩了两个大的！
AI狂欢的警钟：当甲骨文与博通大跌揭示的算力泡沫
泓屹观 · 12-14 18:59
AI狂欢的警钟：当甲骨文与博通大跌揭示的算力泡沫
崩了甲骨文，周五又崩了一个博通！泡沫真的会大范围扩散吗？
核心周期投研 · 12-14 17:10
崩了甲骨文，周五又崩了一个博通！泡沫真的会大范围扩散吗？
博通，暴跌
半导体行业观察 · 12-14 11:38
博通，暴跌
甲骨文、博通财报：市场预期越高，砸盘砸的越狠
华尔街见闻 · 12-14 10:24
甲骨文、博通财报：市场预期越高，砸盘砸的越狠
AI惊魂一日：甲骨文、博通大跌，Fermi差点“一日腰斩”
华尔街见闻 · 12-14 08:51
AI惊魂一日：甲骨文、博通大跌，Fermi差点“一日腰斩”
美股甲骨文、博通周五大跌 Fermi一度腰斩
格隆汇 · 12-14 08:22
美股甲骨文、博通周五大跌 Fermi一度腰斩
【半导体】大厂自研芯片加速，逃离英伟达
人工智能产业链... · 12-14 08:00
【半导体】大厂自研芯片加速，逃离英伟达
博通获Anthropic超200亿美元AI芯片订单
爱集微 · 12-13 22:07
博通获Anthropic超200亿美元AI芯片订单
暂无数据
公司概况
公司名称：
博通
所属市场：
NASDAQ
上市日期：
--
主营业务：
Broadcom Inc.前身为Broadcom Limited，是一家新加坡公司，公司于2018年4月4日在美国进行重组（“Redomicialization Transaction”）。公司是一家设计、开发和提供各种半导体和基础设施软件解决方案的全球技术领导者。公司开发半导体器件，专注于基于复杂数字和混合信号互补金属氧化物半导体（“CMOS”）的器件和基于模拟III-V的产品。公司在半导体行业有着创新的历史，并提供数千种用于最终产品的产品，如企业和数据中心网络、家庭连接、机顶盒、宽带接入、电信设备、智能手机和基站、数据中心服务器和存储系统，工厂自动化，发电和替代能源系统，以及电子显示屏。
发行价格：
--
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22:54","pubTimestamp":1765810442,"startTime":"0","endTime":"0","summary":"12月15日，$博通(AVGO)$续跌逾2%、$甲骨文(ORCL)$续跌逾4%！因博通令人失望的业绩指引和甲骨文项目延迟的传闻，引发市场剧烈抛售。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ORCL","AVGO"],"gpt_icon":0},{"id":"2591464166","title":"【券商聚焦】美银重申博通(AVGO)“买入”评级 指股价下跌或许归因于一些不必要的担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2591464166","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591464166?lang=zh_cn&edition=full","pubTime":"2025-12-15 21:20","pubTimestamp":1765804836,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美银证券发研报指，博通 公布业绩后股价在盘后交易中下跌，或许归因于一些不必要的担忧：1)积压订单与最乐观预期的差距：730亿美元的AI积压订单，相对于市场共识的690亿美元，以及一些可能超过800亿美元的最乐观预期。该机构重申博通为首选股，以及“买入”评级，将2026及2027财年每股盈利预测各上调8%，分别至10.33美元及14.4美元，目标价由460美元调升至500美元，基于不变的33倍2027财年预测市盈率。","market":"other","thumbnail":"https://static.szfiu.com/news/20210810/OTE1MjMxNjI4NTkwNjg5MDI0.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/OTE1MjMxNjI4NTkwNjg5MDI0.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"295373","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AVGO"],"gpt_icon":1},{"id":"2591364523","title":"研报掘金丨中金：维持博通“跑赢行业”评级 目标价475美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2591364523","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591364523?lang=zh_cn&edition=full","pubTime":"2025-12-15 19:57","pubTimestamp":1765799822,"startTime":"0","endTime":"0","summary":"中金公司维持博通(AVGO.US)跑赢行业评级，目标价475美元，FY25Q4业绩及AI订单超预期，AI ASIC收入强劲，Backlog达730亿美元，未来18个月收入可见度高。受益于AI计算与网络需求，上调FY26/FY27盈利预测，AI业务估值提升，目标价上调至475美元，对应FY26 44倍P/E，上行空间16.9%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251215/31866687.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["AVGO"],"gpt_icon":0},{"id":"2591261197","title":"传三星拟扩大HBM3E供应量 有望成为博通(AVGO)最大供应商","url":"https://stock-news.laohu8.com/highlight/detail?id=2591261197","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591261197?lang=zh_cn&edition=full","pubTime":"2025-12-15 16:50","pubTimestamp":1765788635,"startTime":"0","endTime":"0","summary":"金吾财讯 | 消息称三星电子向博通供应HBM3E 12层芯片的份额预计将会增加，博通(AVGO)正在为谷歌设计TPU。谷歌(GOOGL)最新的第七代TPU采用了三星电子和SK海力士提供的HBM3E 8层芯片，并计划在性能更强劲的第七代TPU（TPU 7E）上采用HBM3E 12层芯片。目前量产产品测试正在进行中，据说两家公司在性能方面已经达到了几乎相同的水平。博通已将三星电子视为战略合作伙伴，以取代SK海力士，三星电子在性能和价格谈判方面展现出了灵活性。据报道，三星电子将其供应价格较SK海力士目前供应的HBM3E产品降低了约20%。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZmY2NTQyNTc0MzU2NTg=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"295359","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0128525689.USD","LU2237443382.USD","LU2403377893.USD","LU2764263039.SGD","BK4588","LU1935043536.SGD","LU0094547139.USD","LU0170899867.USD","LU1633808545.USD","LU2430703178.SGD","LU0320765489.SGD","LU0345768153.USD","LU0742534661.SGD","LU1232071149.USD","IE00BYV24P56.USD","SG9999018857.SGD","IE00B19Z8W00.USD","LU2361044949.HKD","LU2133065610.SGD","LU2089985449.USD","LU2242649171.HKD","LU2458330243.SGD","IE0004091025.USD","LU1674673691.USD","LU1720051017.SGD","SGXZ31699556.SGD","IE00BLSP4239.USD","LU1815336760.USD","LU1935042215.USD","LU0251142724.SGD","AVGO","LU0444971666.USD","LU2023250843.SGD","LU2087625088.SGD","LU1989764664.SGD","LU0048573561.USD","IE00BJTD4V19.USD","LU0957791311.USD","LU2491049909.HKD","LU0426417589.USD","LU0868494617.USD","LU0354030438.USD","IE00BFMHRM44.USD","LU0320765059.SGD","LU0256863811.USD","IE00BDGV0183.EUR","LU2125154935.USD","LU0640476718.USD","IE00BMPRXQ63.HKD"],"gpt_icon":0},{"id":"2591615990","title":"消息称三星拟扩大HBM3E供应量 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14:48","pubTimestamp":1765781300,"startTime":"0","endTime":"0","summary":"上周五美股期权市场成交71,255,468张合约。","market":"us","thumbnail":"https://community-static.tradeup.com/news/af37c960332a7e28720138e9f82a0315","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/af37c960332a7e28720138e9f82a0315"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"cd0844fa02501c7b506ac27dc602e190","theme_name":"🔥热榜No.2 · 甲骨文与博通因OpenAI合作及财报不佳引发股价大跌及市场担忧，美股期权市场大单交易","theme_type":2,"isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AVGO","ORCL"],"gpt_icon":1},{"id":"2591669028","title":"大行评级丨摩根大通：上调博通目标价至475美元 维持其为半导体板块首选","url":"https://stock-news.laohu8.com/highlight/detail?id=2591669028","media":"中金财经","labels":["shareholding","rating"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591669028?lang=zh_cn&edition=full","pubTime":"2025-12-15 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重申其为首选股及“买入”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2591690305","media":"中金财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591690305?lang=zh_cn&edition=full","pubTime":"2025-12-15 13:57","pubTimestamp":1765778221,"startTime":"0","endTime":"0","summary":"美银证券重申博通为首选股以及“买入”评级，将2026及2027财年每股盈利预测各上调8%，分别至10.33美元及14.4美元，目标价由460美元上调至500美元，基于不变的33倍2027财年预测市盈率。 该行认为，博通公布业绩后股价在盘后交易中下跌，或许归因于一些不必要的担忧：1)积压订单与最乐观预期的差距：730亿美元的AI积压订单，相对于市场共识的690亿美元，以及一些可能超过800亿美元的最乐观预期。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251215/31865602.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["AVGO"],"gpt_icon":1},{"id":"2591696106","title":"满分100考了110，博通股价暴跌对AI算力的启示","url":"https://stock-news.laohu8.com/highlight/detail?id=2591696106","media":"估值之家","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591696106?lang=zh_cn&edition=full","pubTime":"2025-12-15 10:09","pubTimestamp":1765764574,"startTime":"0","endTime":"0","summary":"随着博通财报的披露，博通股价当日放量暴跌11.43%。图片说明：美股AI基础设施主题ETF暴跌6.14%，数据来源于Wind满分100分，考了110分回顾博通财报，得益于AI半导体收入同比增长74%，博通于FY2025Q4实现营业收入180亿美元，同比增长28%，环比增长+12%，创下历史新高。换句话说，FY2025Q3博通AI相关产品的积压订单超过550亿美元，而FY2025Q4博通AI相关产品的积压订单环比增长了约180亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215101554a6a30a46&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:23","pubTimestamp":1765758204,"startTime":"0","endTime":"0","summary":"公司预期下季度AI业务收入82亿美元，环增提升至17亿美元。一方面是公司指引博通的AI收入毛利率低于其非AI收入毛利率。另一方面是公司预计与OpenAI的合同在2026年不会开始产生太多收益。除了多模态方面， 谷歌 取得了明显的进步，其他AI大模型的撞墙非常明显。这就是最近海外大模型领域正在发生的事， 谷歌 对OpenAI实现了反超。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215083753a44b9544&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:59","pubTimestamp":1765709949,"startTime":"0","endTime":"0","summary":"甲骨文盘中跌幅一度扩大至6%以上，最终收跌近4.5%，而前一日其股价已因令人失望的财报暴跌11%。更令人担忧的是，甲骨文将本财年资本支出指引上调至500亿美元，较9月的预测增加150亿美元。OpenAI在未来8年已签订高达1.4万亿美元的算力支出协议，但其2025年上半年亏损已达135亿美元，年收入仅100亿美元，根本无法支撑年均600亿美元的合同支付额。生成式AI的营收困境，与其技术原理密切相关。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214190052a449e858&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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