美股异动丨博通盘前涨超7%，业绩超预期+与OpenAI合作启动自研AI芯片量产计划

格隆汇09-05

博通(AVGO.US)盘前涨超7%，报327.75美元。消息面上，英国金融时报称，OpenAI明年将与博通合作，联合生产自主研发的人工智能芯片，削弱对英伟达的依赖。该芯片将于明年交付。另外，博通第三财季业绩优于预期，经调整后每股赚1.69美元，分析员估计为1.65美元；经调整后净营业收入录得159.5亿美元，市场预期为158.4亿美元，同比增长22%；其中，AI业务营收增长63%，达到52亿美元...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2565538315?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-05 16:31","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2565538315","market":"us","top_or_hot":-1,"title":"美股异动丨博通盘前涨超7%，业绩超预期+与OpenAI合作启动自研AI芯片量产计划","media":"格隆汇","content":"<div>\n<p>博通(AVGO.US)盘前涨超7%，报327.75美元。消息面上，英国金融时报称，OpenAI明年将与博通合作，联合生产自主研发的人工智能芯片，削弱对英伟达的依赖。该芯片将于明年交付。\n另外，博通第三财季业绩优于预期，经调整后每股赚1.69美元，分析员估计为1.65美元；经调整后净营业收入录得159.5亿美元，市场预期为158.4亿美元，同比增长22%；其中，AI业务营收增长63%，达到52亿美元...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n","source":"live_gelonghui","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动丨博通盘前涨超7%，业绩超预期+与OpenAI合作启动自研AI芯片量产计划</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动丨博通盘前涨超7%，业绩超预期+与OpenAI合作启动自研AI芯片量产计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-05 16:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>博通(AVGO.US)盘前涨超7%，报327.75美元。消息面上，英国金融时报称，OpenAI明年将与博通合作，联合生产自主研发的人工智能芯片，削弱对英伟达的依赖。该芯片将于明年交付。\n另外，博通第三财季业绩优于预期，经调整后每股赚1.69美元，分析员估计为1.65美元；经调整后净营业收入录得159.5亿美元，市场预期为158.4亿美元，同比增长22%；其中，AI业务营收增长63%，达到52亿美元...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://www.gelonghui.com/rss/live/live.xml","article_id":"2565538315","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2565538315","pubTimestamp":1757061090,"columns":[],"sourceInfo":{"source_id":"live_gelonghui","name":"格隆汇"},"weMediaInfo":null,"summary":"博通(AVGO.US)盘前涨超7%，报327.75美元。消息面上，英国金融时报称，OpenAI明年将与博通合作，联合生产自主研发的人工智能芯片，削弱对英伟达的依赖。该芯片将于明年交付。\n另外，博通第三","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159813":"芯片","161631":"人工智能","BK4585":"ETF&股票定投概念","NVD2.UK":"2X NVIDIA ETP","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SNVD.UK":"LS -1X NVIDIA","PIPR":"派杰投资","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","NVDL":"2倍做多NVDA ETF-GraniteShares","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","NVDA":"英伟达","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","BK4588":"碎股","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","AVGO":"博通","3NVD.UK":"LS 3X NVIDIA","NVIW.SI":"NVDA 3xLongSG261006","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","2NVD.UK":"2X NVIDIA ETP","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","BK4512":"苹果概念","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","NVDD":"1倍做空NVDA ETF-Direxion"},"translate_title":"Changes in U.S. stocks | Broadcom rose more than 7% before the market, and its performance exceeded expectations + cooperated with OpenAI to launch a self-developed AI chip mass production plan","themeId":"37d92a7d0c4ca95ac9f2b896894d597f","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159813":1,"161631":1,"2NVD.UK":0.6,"NVDS.UK":0.6,"AVGO":1,"NVD":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"PIPR":1,"NVD3.UK":0.6,"NVIW.SI":0.6,"NVDY":0.6,"NVDX":0.6,"NVDU":0.6,"NVDD":0.6,"NVDA":1,"NVDL":0.6,"NVDS":0.6},"content_text":"博通(AVGO.US)盘前涨超7%，报327.75美元。消息面上，英国金融时报称，OpenAI明年将与博通合作，联合生产自主研发的人工智能芯片，削弱对英伟达的依赖。该芯片将于明年交付。\n另外，博通第三财季业绩优于预期，经调整后每股赚1.69美元，分析员估计为1.65美元；经调整后净营业收入录得159.5亿美元，市场预期为158.4亿美元，同比增长22%；其中，AI业务营收增长63%，达到52亿美元，超过公司早前预测。博通预计，第四财季营收为174亿美元，高于分析员的预期。\n国际投行纷纷上调博通目标价。其中：伯恩斯坦、小摩将博通目标股价上调至400美元；大摩将博通目标价上调至382美元；派杰投资将博通目标股价上调至375美元；奥本海默将博通目标价上调至360美元；杰富瑞将博通目标价上调至350美元。","kind":"live","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2565538315","isCrawlerRequest":true}