异动解读｜博通盘中上涨3.12%，多家大行上调目标价叠加新合作协议提振

行情直击05-20 23:17

5月20日，博通盘中上涨3.12%，报423.7美元/股，成交额22.68亿美元。

消息面上，近日多家投行集中上调博通目标价：瑞银将目标价从475美元上调至490美元，维持买入评级，认为未来数季业绩有望超预期；富国银行将目标价大幅上调至545美元；花旗上调至500美元并重申其为半导体板块首选。此外，伦敦证券交易所集团（LSEG）5月19日宣布与博通续签五年合作协议，扩大VMware Cloud Foundation使用范围。此前博通已与谷歌签署五年定制AI芯片开发协议，并与Anthropic达成计算能力高达3.5吉瓦的AI芯片大单，AI收入前景持续增强。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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