大行评级丨美银：上调博通目标价至460美元谷歌外销TPU对其构成明显利好

格隆汇12-02

格隆汇12月2日｜美银证券发表报告，基于谷歌顺利推出基于TPU训练的Gemini 3，且公司未来有望向外部客户出租TPU，该行认为TPU使用比例持续提升，对其核心设计合作伙伴博通构成明显利好。目前TPU的平均售价约在5000至6000美元，预计2025年出货量约200万颗；到2026年，平均售价有望提升至12000至15000美元，出货量进一步增长至300万颗以上。若需求持续超预期，出货量甚至有望...

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大行评级丨美银：上调博通目标价至460美元 谷歌外销TPU对其构成明显利好

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大行评级丨美银：上调博通目标价至460美元谷歌外销TPU对其构成明显利好