大行评级丨瑞银：上调博通目标价至475美元上调2027财年收入及每股盈利预测

格隆汇2025-12-17

格隆汇12月17日｜瑞银发表研究报告指，日前与博通管理团队交流后，认为上周五公司股价显著回调属市场过度反应，并因应管理层的最新展望，将2026财年AI半导体收入预测上调至超过600亿美元，即按年增长近三倍。该行指出，管理层透露AI相关积压订单额达到730亿美元，第四财季总订单积压按季增长约50%，当中AI半导体订单积压增长超过一倍，意味着若排除来自Anthropic的110亿美元新订单，积压订单仍...

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大行评级丨瑞银：上调博通目标价至475美元 上调2027财年收入及每股盈利预测

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大行评级丨瑞银：上调博通目标价至475美元上调2027财年收入及每股盈利预测