股价大涨近5%！华尔街看好博通：AI收入前景超出预期！

invest wallstreet03-06

公司宣布已锁定关键零部件供应至2028年，由于规模效应和良率改善，不再预计机架级出货提升会在未来几个季度稀释利润率。华尔街认为，博通超预期指引与公司对毛利，供应链和新增客户的最新表态，正在引导市场重新估值。高盛将12个月目标价从450美元上调至480美元，并列入确信名单。高盛认为，博通超预期的业绩指引以及公司对毛利改善，关键生产部件锁定和新增定制芯片客户的最新表态，正在引导市场对其进行重新估值。3...

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wallstreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>公司宣布已锁定关键零部件供应至2028年，由于规模效应和良率改善，不再预计机架级出货提升会在未来几个季度稀释利润率。华尔街认为，博通超预期指引与公司对毛利，供应链和新增客户的最新表态，正在引导市场重新估值。高盛将12个月目标价从450美元上调至480美元，并列入确信名单。高盛认为，博通超预期的业绩指引以及公司对毛利改善，关键生产部件锁定和新增定制芯片客户的最新表态，正在引导市场对其进行重新估值。3...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026030607593997a841ca&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0889565833.HKD","symbol_name":"FRANKLIN TECHNOLOGY \"A\" (HKD) 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Wall Street Bullish on Broadcom: AI Revenue Outlook Beats Expectations!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":1.98,"AVL":0.6,"AVS":0.6,"AVGW":0.6,"AVGX":0.6,"AVGG":0.6,"AVGU":0.6},"content_text":"公司宣布已锁定关键零部件供应至2028年，由于规模效应和良率改善，不再预计机架级出货提升会在未来几个季度稀释利润率。华尔街认为，博通超预期指引与公司对毛利，供应链和新增客户的最新表态，正在引导市场重新估值。高盛将12个月目标价从450美元上调至480美元，并列入确信名单。高盛认为，博通超预期的业绩指引以及公司对毛利改善，关键生产部件锁定和新增定制芯片客户的最新表态，正在引导市场对其进行重新估值。3月4日，高盛分析师James Schneider Ph.D.等在报告中称，公司给出的FY27 AI半导体收入展望显著超过1000亿美元，叠加季度指引上调，股价有望明显走高。博通管理层表示，已锁定支持收入预测所需的关键零部件（内存，激光器，封装）供给至FY28，并由于规模效应和良率提升不再预计机架级出货提升会在未来几个季度稀释利润率。高盛据此维持买入并列入确信名单，将12个月目标价从450美元上调至480美元，同步大幅上调FY26/27/28年AI半导体收入预测至600亿/1300亿/1710亿美元。本季业绩大体符合市场预期，但2Q指引明显高于共识。公司预计2Q收入220亿美元，AI半导体107亿美元，高盛称这体现了需求加速与积压订单能见度提升。管理层把中期目标定得更高，称在最多10GW数据中心部署下，FY27 AI半导体收入可显著超过1000亿美元，并预计FY28仍将增长。高盛称这是一轮“预期锚点上移”。在上述假设下，高盛将FY26，FY27，FY28 AI半导体收入预测上调至约600亿美元，1300亿美元，1700亿美元，并强调这是对投资者模型的实质性上修。高盛称，博通已提前锁定内存，激光器，封装等关键部件供应，足以支撑其收入预测至FY28，毛利下行压力因此减轻。公司也收回了“机架级系统出货会稀释利润”的早前暗示，认为更大规模生产和良率改善可吸收影响。高盛预计，这将帮助博通在中期维持现有AI产品利润结构。高盛随之“重写”盈利路径，将归一化EPS估计从12美元上调至16美元，以30倍市盈率得出480美元目标价，并称博通在AI网络与定制硅上的降本节奏可与Nvidia同步。在产品层面，高盛看好以太网与交换芯片持续放量，Tomahawk 6领跑，Tomahawk 7预计强劲爬坡。该行预计网络收入占AI半导体比重2Q升至40%，后续维持33%至40%。同时提示风险，包括AI基础设施支出放缓，定制计算份额流失，非AI业务库存消化拖延，以及VMware领域竞争加剧。Benchmark重申博通的买入评级和485.00美元的目标价,理由是该公司第二季度展望强于预期以及长期AI收入预测。这家半导体巨头市值达1.55万亿美元,截至2026财年第一季度,过去十二个月的收入增长达到令人印象深刻的25%。分析师Cody Acree指出,在2026财年第一季度业绩基本符合预期后,博通股价在盘后交易中上涨约5%。该股过去一年回报率达67%,尽管InvestingPro分析显示,相对于其公允价值估计,该股目前估值偏高。这一积极的市场反应与Nvidia最近业绩公布后的平淡反应形成对比,尽管后者的表现强于预期。博通预测其AI收入明年将增长至远超1000亿美元。该公司还指出供应承诺已延续至2028日历年。管理层强调,由于六大核心平台客户群体不断扩大,这些客户正在扩展训练和推理能力,公司的多年可见性得到改善。公司表示需求日益集中在这些超大规模合作伙伴中。博通保持着77%的令人印象深刻的毛利率,反映出其作为半导体行业重要参与者的强大定价能力。博通明确规划了AI芯片收入在2026年、2027年、2028年及以后持续加速增长的路径。市场的核心担忧仍然是,超大规模企业和大语言模型的资本支出能否在没有近期投资回报暂停的情况下持续下去。在其他近期动态方面,博通在一系列分析师更新和财务指引公告后引起关注。该公司公布的2026财年第一季度业绩符合预期,并提供了超出市场共识预期10%的第二季度收入指引。分析师对博通的AI收入预测反应积极,Wolfe Research强调2027财年AI收入指引增加至超过1000亿美元,超过此前约850亿美元的市场共识。Cantor Fitzgerald重申增持评级,目标价为525美元,注意到该公司2027财年的AI收入展望。Rosenblatt和Baird均上调了目标价,Rosenblatt设定新目标价为500美元,Baird将目标价上调至630美元,理由是AI客户增长强劲。RBC Capital也将目标价调整至360美元,维持行业表现评级,并指出博通2026财年第二季度展望稳健。这些更新反映出强劲的AI收入增长轨迹正在影响分析师信心和目标价。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2617577412","isCrawlerRequest":true}