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06-05
数据都是错的，这也敢发出来么？
异动解读｜博通盘中下跌3.26%，财报后抛售延续，AI芯片指引未达预期持续承压
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21:54","market":"us","language":"zh","title":"异动解读｜博通盘中下跌3.26%，财报后抛售延续，AI芯片指引未达预期持续承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1116422793","media":"行情直击","summary":"6月5日，博通盘中下跌3.26%，报402.55美元/股，成交额31.54亿美元，延续前一交易日财报后超12%暴跌的跌势。消息面上，博通此前公布Q2财报，总营收221.9亿美元同比增48%，AI半导体营收108亿美元同比增145%，均超预期；但Q3 AI芯片营收指引160亿美元低于市场一致预期的172亿美元，CEO未上调全年AI营收超1000亿美元的目标，成为抛售导火索。麦格理将其评级从跑赢大盘下调至中性，目标价由513美元降至437美元。","content":"<p><p>6月5日，博通盘中下跌3.26%，报402.55美元/股，成交额31.54亿美元，延续前一交易日财报后超12%暴跌的跌势。</p><p>消息面上，博通此前公布Q2财报，总营收221.9亿美元同比增48%，AI半导体营收108亿美元同比增145%，均超预期；但Q3 AI芯片营收指引160亿美元低于市场一致预期的172亿美元，CEO未上调全年AI营收超1000亿美元的目标，成为抛售导火索。麦格理将其评级从跑赢大盘下调至中性，目标价由513美元降至437美元。不过德银、杰富瑞等机构逆势上调目标价，认为回调属管理层保守所致而非基本面恶化。当日半导体板块整体承压，美光科技跌6.5%，迈威尔科技跌8.15%。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-06-05 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>6月5日，博通盘中下跌3.26%，报402.55美元/股，成交额31.54亿美元，延续前一交易日财报后超12%暴跌的跌势。</p><p>消息面上，博通此前公布Q2财报，总营收221.9亿美元同比增48%，AI半导体营收108亿美元同比增145%，均超预期；但Q3 AI芯片营收指引160亿美元低于市场一致预期的172亿美元，CEO未上调全年AI营收超1000亿美元的目标，成为抛售导火索。麦格理将其评级从跑赢大盘下调至中性，目标价由513美元降至437美元。不过德银、杰富瑞等机构逆势上调目标价，认为回调属管理层保守所致而非基本面恶化。当日半导体板块整体承压，美光科技跌6.5%，迈威尔科技跌8.15%。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116422793","content_text":"6月5日，博通盘中下跌3.26%，报402.55美元/股，成交额31.54亿美元，延续前一交易日财报后超12%暴跌的跌势。消息面上，博通此前公布Q2财报，总营收221.9亿美元同比增48%，AI半导体营收108亿美元同比增145%，均超预期；但Q3 AI芯片营收指引160亿美元低于市场一致预期的172亿美元，CEO未上调全年AI营收超1000亿美元的目标，成为抛售导火索。麦格理将其评级从跑赢大盘下调至中性，目标价由513美元降至437美元。不过德银、杰富瑞等机构逆势上调目标价，认为回调属管理层保守所致而非基本面恶化。当日半导体板块整体承压，美光科技跌6.5%，迈威尔科技跌8.15%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"AVGO":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":571987962077592,"gmtCreate":1780673165510,"gmtModify":1780673534523,"author":{"id":"3552544641018868","authorId":"3552544641018868","name":"麻辣水煮鱼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3552544641018868","idStr":"3552544641018868"},"themes":[],"title":"","htmlText":"数据都是错的，这也敢发出来么？","listText":"数据都是错的，这也敢发出来么？","text":"数据都是错的，这也敢发出来么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571987962077592","repostId":"1116422793","repostType":2,"repost":{"id":"1116422793","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1780667641,"share":"https://www.laohu8.com/m/news/1116422793?lang=zh_CN&edition=full","pubTime":"2026-06-05 21:54","market":"us","language":"zh","title":"异动解读｜博通盘中下跌3.26%，财报后抛售延续，AI芯片指引未达预期持续承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1116422793","media":"行情直击","summary":"6月5日，博通盘中下跌3.26%，报402.55美元/股，成交额31.54亿美元，延续前一交易日财报后超12%暴跌的跌势。消息面上，博通此前公布Q2财报，总营收221.9亿美元同比增48%，AI半导体营收108亿美元同比增145%，均超预期；但Q3 AI芯片营收指引160亿美元低于市场一致预期的172亿美元，CEO未上调全年AI营收超1000亿美元的目标，成为抛售导火索。麦格理将其评级从跑赢大盘下调至中性，目标价由513美元降至437美元。","content":"<p><p>6月5日，博通盘中下跌3.26%，报402.55美元/股，成交额31.54亿美元，延续前一交易日财报后超12%暴跌的跌势。</p><p>消息面上，博通此前公布Q2财报，总营收221.9亿美元同比增48%，AI半导体营收108亿美元同比增145%，均超预期；但Q3 AI芯片营收指引160亿美元低于市场一致预期的172亿美元，CEO未上调全年AI营收超1000亿美元的目标，成为抛售导火索。麦格理将其评级从跑赢大盘下调至中性，目标价由513美元降至437美元。不过德银、杰富瑞等机构逆势上调目标价，认为回调属管理层保守所致而非基本面恶化。当日半导体板块整体承压，美光科技跌6.5%，迈威尔科技跌8.15%。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读｜博通盘中下跌3.26%，财报后抛售延续，AI芯片指引未达预期持续承压\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-06-05 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>6月5日，博通盘中下跌3.26%，报402.55美元/股，成交额31.54亿美元，延续前一交易日财报后超12%暴跌的跌势。</p><p>消息面上，博通此前公布Q2财报，总营收221.9亿美元同比增48%，AI半导体营收108亿美元同比增145%，均超预期；但Q3 AI芯片营收指引160亿美元低于市场一致预期的172亿美元，CEO未上调全年AI营收超1000亿美元的目标，成为抛售导火索。麦格理将其评级从跑赢大盘下调至中性，目标价由513美元降至437美元。不过德银、杰富瑞等机构逆势上调目标价，认为回调属管理层保守所致而非基本面恶化。当日半导体板块整体承压，美光科技跌6.5%，迈威尔科技跌8.15%。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116422793","content_text":"6月5日，博通盘中下跌3.26%，报402.55美元/股，成交额31.54亿美元，延续前一交易日财报后超12%暴跌的跌势。消息面上，博通此前公布Q2财报，总营收221.9亿美元同比增48%，AI半导体营收108亿美元同比增145%，均超预期；但Q3 AI芯片营收指引160亿美元低于市场一致预期的172亿美元，CEO未上调全年AI营收超1000亿美元的目标，成为抛售导火索。麦格理将其评级从跑赢大盘下调至中性，目标价由513美元降至437美元。不过德银、杰富瑞等机构逆势上调目标价，认为回调属管理层保守所致而非基本面恶化。当日半导体板块整体承压，美光科技跌6.5%，迈威尔科技跌8.15%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"AVGO":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
