tedcui
08-26 19:38
目标价位是560$↑
BMO绩前唱多博通，AI定制芯片+网络互联构筑护城河
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北美吴彦祖
08-26 22:43
北美吴彦祖
最近一直在跌 都不带一点反弹的
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left;\">在分析师看来，<strong>博通在AI数据中心领域拥有两项难以被替代的核心能力</strong>：首先，该公司为大型科技公司设计定制芯片，这项工作已持续了十余年;其次，该公司制造网络组件，使数千颗芯片能够高速相互传输数据。若芯片间数据无法快速传输，大型AI集群的价值将大打折扣，而博通正是这一关键领域的核心供应商。</p><p style=\"text-align: left;\">基于上述原因，Kumar认为未来两年博通产品的需求将保持强劲。博通几乎与所有主流云服务提供商和自主研发芯片的AI实验室都有合作。博通管理层预计，到2027财年，其AI芯片收入将超过1000亿美元。</p><p style=\"text-align: left;\">这一评级出炉之际，博通正值消息密集期。据报道，博通正洽谈通过债务融资筹集超600亿美元，用于为Anthropic等客户提供AI芯片融资。<a href=\"https://laohu8.com/S/BX\">黑石</a>、阿波罗可能参与其中，最终融资金额可能达到1000亿美元。</p><p style=\"text-align: left;\">市场长期担心<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>等大客户会自研芯片、从而减少对博通的依赖。BMO的报告反驳了这种悲观看法。谷歌持续扩大的支出和产能目标实际上增加了对博通系统的短期需求。不过，竞争风险依然存在。<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>(MRVL.US)本月早些时候宣扩大与谷歌的定制芯片合作，表明博通在这一领域面临真实竞争。</p><p style=\"text-align: left;\">值得关注的是，博通将于9月2日公布第三季度财报。作为全球头部半导体供应商，博通在AI芯片领域的表现备受投资者关注。该公司第二财季营收突破220亿美元，同比增长约48%。</p><p style=\"text-align: left;\">总体而言，<strong>华尔街分析师对博通持乐观看法，共识评级为“强力买入”，平均目标价为509.96美元</strong>，较当前水平高出43%。</p><p class=\"t-img-caption\"><img 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBMO绩前唱多博通，AI定制芯片+网络互联构筑护城河\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-26 16:45 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1485895.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月26日，BMO Capital Markets开始覆盖博通，给予“跑赢大盘”评级，目标价455美元。BMO分析师Harsh Kumar表示，博通是定制ASIC(XPU)和网络领域的领先AI供应商，也是仅次于英伟达的全球第二大AI芯片公司。专用集成电路(ASIC)是专为特定任务设计的芯片。谷歌、OpenAI 和 Anthropic 等公司使用这些定制芯片来运行其AI系统，而不是仅仅依赖英伟达的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1485895.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b363b4971d50ea233e090af3747b05e","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS 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