研报掘金｜中金：上调博通目标价至375美元维持“跑赢行业”评级

格隆汇09-09

格隆汇9月9日｜中金发表研究报告指，博通第三季营收159.52亿美元，按年增22%，基本符合该行预期；NonGAAP毛利率78.4%，略高于该行预期，主因系高利润率的软件业务收入增长及半导体业务收入结构优化；调整后EBITDA利润率约67%，略高于公司此前至少66%的指引；Non-GAAP净利润84.04亿美元，按年37.3%，基本符合该行预期。中金维持博通2025财年营收预测基本不变，由于...

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研报掘金｜中金：上调博通目标价至375美元 维持“跑赢行业”评级

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研报掘金｜中金：上调博通目标价至375美元维持“跑赢行业”评级