美股异动丨博通盘前涨6.4%，上季业绩超预期，预计明年AI芯片收入突破千亿美元

格隆汇03-05

博通(AVGO.US)盘前涨6.4%，报337.84美元。消息面上，博通公布2026财年第一财季业绩，营收同比增长29%达到创纪录的193.11亿美元，高于市场预期的191.8亿美元；净利润同比增长34%至73.49亿美元，调整后每股收益为2.05美元，略高于市场预期的2.03美元。期内，AI业务收入同比增长106%达到84亿美元，主要由定制AI加速器和AI网络产品的强劲需求所推动。在财报电话会上...

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