博通股价三日暴跌18% 华尔街反视为买点？摩根大通点名其为半导体首选

爱集微12-18

博通( AVGO-US ) 股价近日出现明显修正，但这波回档反而吸引华尔街看多派的高度关注。摩根大通( JPM-US ) 分析师直言，博通股价短线大跌并非基本面恶化，而是投资人难得的布局机会，并将博通列为明年半导体产业的首选标的。根据《巴隆周刊》报导，道琼市场数据显示，博通股价在截至周一（15 日）收盘的三个交易日内累计下跌约18%，创下自2020 年3 月以来最严重的三日跌幅，此前该公司上周公布...

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JPMorgan names it as a top semiconductor pick","themeId":"971bc56afe9989610583c87937e65c61","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDS.UK":0.6,"NVDD":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"AVGO":1.98,"2NVD.UK":0.6,"NVDA":0.9,"NVIW.SI":0.6,"NVDS":0.6,"SOXX":0.6,"NVD3.UK":0.6,"NVD":0.6,"SMH":0.6,"NVDY":0.6,"NVDU":0.6,"SNVD.UK":0.6,"NVDX":0.6},"content_text":"博通( AVGO-US ) 股价近日出现明显修正，但这波回档反而吸引华尔街看多派的高度关注。摩根大通( JPM-US ) 分析师直言，博通股价短线大跌并非基本面恶化，而是投资人难得的布局机会，并将博通列为明年半导体产业的首选标的。根据《巴隆周刊》报导，道琼市场数据显示，博通股价在截至周一（15 日）收盘的三个交易日内累计下跌约18%，创下自2020 年3 月以来最严重的三日跌幅，此前该公司上周公布的财报表现不佳。尽管博通股价波动加剧，摩根大通分析师Harlan Sur 的看法依然偏多。他维持对博通“增持”评级，并给予475 美元的目标价，显示其对博通中长期成长动能仍具高度信心。Sur 在最新研究报告中强调：“博通仍是我们在整体半导体产业中的首选标的。”在市场情绪逐步回稳下，博通股价于周二（16 日）早盘一度反弹1.2%，来到343.74 美元，终场仍小幅收高0.44%，收在341.30 美元。摩根大通认为，博通在客制化人工智能（AI）芯片与网路设备领域的布局，将成为未来数年推动营收与股价表现的核心引擎。Sur 预估，博通在2026 会计年度的AI 相关营收可望达到550 亿至600 亿美元，并在2027 年进一步突破1,000 亿美元水准，远高于2025 年约200 亿美元的规模。虽然市场仍在讨论博通自行设计的AI 芯片（如Google 的TPU）是否能从英伟达( NVDA-US ) 手中夺取显著市占，但摩根大通认为，AI 产业成长空间庞大，足以让多家业者同时受惠。除了英伟达之外，博通与迈威尔科技( MRVL-US ) 也被视为此一趋势下的主要赢家。摩根大通估计，目前高阶客制化芯片市场规模约为每年300 亿美元，且正以40% 至45% 的年复合成长率快速扩张。Sur 指出，在这波客制化芯片设计复苏浪潮中，市占排名第一的博通，以及排名第二的迈威尔科技，将成为最大受益者。近期博通股价承压，另一原因在于市场对其与ChatGPT 开发商OpenAI 合作细节的疑虑。双方先前宣布，将部署由客制化芯片驱动、总规模达10GW 的AI 运算能力，但博通在最新财报中并未公开点名OpenAI 为主要客户之一。不过，Sur 并未因此转趋保守。他仍看好该合作案自2027 年起逐步放量，对博通而言，每1GW 的AI 运算规模，潜在营收最高可达250 亿美元。同时，他也预期其他大型科技公司将持续加码AI 基础建设投资。Sur 在报告中总结指出，AI 基础建设投资周期仍处于早期阶段，未来数年仍有数兆美元规模的投资空间。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","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":"4.35.12","shortVersion":"4.35.12","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/2592941653","isCrawlerRequest":true}