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2025-12-15

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%(尽管面临更高的税率及产品组合带来的毛利率压力)，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(且持续增长)的AI...

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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

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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