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04-23

台积电呢

美股史上第六家！博通抱上谷歌大腿，跻身2万亿美元市值俱乐部

博通市值正式跨越2万亿美元大关，成为美股史上第六家达成此里程碑的科技巨头。谷歌发布的第八代TPU及延伸至2031年的供应协议成为核心催化剂，不仅平息了市场对其份额流失的疑虑，更触发股价创历史新高。瑞银随即上调博通2027财年AI收入预测至1454亿美元，认为谷歌与Anthropic的算力需求将持续驱动其业绩爆发。

美股史上第六家！博通抱上谷歌大腿，跻身2万亿美元市值俱乐部

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src=\"https://wpimg-wscn.awtmt.com/b91ec92f-6bf7-412e-8bbb-a3623d1b7699.png\"/></strong></p>\n<p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>此次发布同步确认了双方延伸至2031年的长期TPU及网络设备供应协议，在一定程度上平息了市场对博通是否在谷歌处流失份额的争议。当日半导体板块全线走强，<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF（SOXX）涨约3%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>和<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>收涨均超8%。</p>\n<p>Seaport Research分析师Jay Goldberg在接受MarketWatch采访时将谷歌的TPU公告定性为当日最主要的催化剂，并称对博通而言这读起来是正面信号。据追风交易台消息，据瑞银于4月13日发布的研报，该行将博通2027财年AI收入预测大幅上调至约1454亿美元，维持\"买入\"评级及475美元目标价。</p>\n<h2>谷歌第八代TPU成最大催化剂</h2>\n<p><strong>博通与谷歌签有协议，共同开发TPU并向后者提供网络设备，合同期限延伸至2031年。</strong>周三谷歌宣布推出第八代TPU，Jay Goldberg将其列为当日行情的首要驱动力。他表示，华尔街此前对博通是否在谷歌处向联发科或<a href=\"https://laohu8.com/S/MRVL\">迈威尔</a>流失份额存在大量争议，此次公告\"并不能证明什么\"，但对博通而言解读偏向正面。</p>\n<p>Morningstar分析师William Kerwin将当日定性为\"半导体行业确实不错的一天\"，并指出，作为谷歌TPU的\"首席主导设计商\"，博通在新一代芯片上有望同时受益于定价提升和出货量增长——每一代新TPU因存储器容量增加而对应更高的价格节点。他对博通的公允价值估计为500美元，高于当日422.65美元的收盘价，并强调以TPU为主的AI芯片收入是博通当前增长与估值的核心驱动力。</p>\n<h2>协议延伸2031年，份额争议暂获缓释</h2>\n<p>市场此前的核心疑虑在于，谷歌是否会借联发科TPU量产、逐步削减对博通的依赖。谷歌此次宣布的第八代TPU发布以及双方合作协议的延伸，为这一争论提供了阶段性的正面注脚。</p>\n<p>据瑞银4月13日研报，<strong>博通与谷歌宣布的延伸至2031年的长期协议，涵盖未来多代TPU及机架级关键组件的供应保证，从一定程度上回应了投资者对谷歌推进自主芯片设计转型风险的担忧。</strong>尽管如此，瑞银亦指出，随着联发科TPU出货量持续提升，博通在AI定制芯片（ASIC）以外的业务多元化进展，仍将是投资者长期聚焦的核心议题，相关风险并未完全消散。</p>\n<h2>瑞银大幅上调预测，AI收入目标剑指1454亿美元</h2>\n<p>谷歌TPU协议延伸叠加Anthropic合作扩展，促使瑞银于4月13日研报中显著调高对博通的盈利预测。瑞银将博通2027财年（F27）和2028财年（F28）营收预测分别上调至1949亿美元和2484亿美元，较此前估计分别提升约7%和8%；F27非GAAP每股收益上调7%至22.56美元，F28上调7%至28.59美元。</p>\n<p>AI收入方面，<strong>瑞银将F27 AI收入预测从1327亿美元上调至1454亿美元，并将2027日历年TPU出货量预测从约600万颗上调至约730万颗。</strong>在谷歌云（GCP）TPU支出层面，瑞银将C27和C28的预测分别从460亿、610亿美元上调至610亿、790亿美元。</p>\n<p>Anthropic的高速扩张亦构成重要增量。据Anthropic披露，其年化收入已突破300亿美元，相较2025年底约90亿美元的规模大幅跃升；年均ARR超过100万美元的客户数量从2月的约500家增至逾1000家。Anthropic将于2027年起获得约3.5吉瓦的TPU算力支持，相关基础设施扩建将全部落地美国境内。</p>\n<h2>估值高于历史均值，多元化进展仍是长期风险</h2>\n<p>瑞银维持博通\"买入\"评级及475美元目标价，采用分部加总估值法（SOTP），以约26倍EV/FCF倍数对应2027日历年半导体自由现金流贡献730亿美元，以约12倍倍数对应同期软件自由现金流贡献420亿美元。</p>\n<p>从当前估值水平来看，博通NTM市盈率约26倍，高于10年历史均值18倍；EV/FCF约27倍，同样高于历史均值19倍，均处于相对偏高区间。在盈利预测层面，据瑞银估算，其F27营收及EPS预测分别较市场一致预期高出约23%和25%，但瑞银指出，其接触的多数投资者已预期实际数字将处于这一量级。</p>\n<p>瑞银同时提示，尽管上述公告对短期TPU风险争论具有边际积极效应，但博通在AI定制芯片之外的客户及业务多元化进展，仍是市场为其长期估值提供支撑所需的关键验证，这一议题将随联发科规模持续扩张而愈发凸显。</p>\n</body></html>","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\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股史上第六家！博通抱上谷歌大腿，跻身2万亿美元市值俱乐部</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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美股史上第六家！博通抱上谷歌大腿，跻身2万亿美元市值俱乐部\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-23 14:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/AVGO\">博通</a>市值跨越2万亿美元门槛，成为美股历史上第六家达成这一里程碑的公司，与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>等科技巨头并肩，标志着AI芯片浪潮正将这家半导体企业重塑为顶级市值机构。</p>\n<p>周三，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>宣布推出与<a href=\"https://laohu8.com/S/600455\">博通</a>联合研发的第八代张量处理单元（TPU），触发博通股价单日飙涨约5%，收于422.65美元，创下2009年有完整数据记录以来的历史收盘新高，亦是2026年以来首度改写历史高位。据道琼斯市场数据，<strong>博通市值由此正式突破2万亿美元，成为继<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Alphabet、微软、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和苹果之后，美股史上仅有的第六家触及这一关口的公司。</strong></p>\n<p><strong><img src=\"https://wpimg-wscn.awtmt.com/b91ec92f-6bf7-412e-8bbb-a3623d1b7699.png\"/></strong></p>\n<p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>此次发布同步确认了双方延伸至2031年的长期TPU及网络设备供应协议，在一定程度上平息了市场对博通是否在谷歌处流失份额的争议。当日半导体板块全线走强，<a href=\"https://laohu8.com/S/EEMA\">iShares</a>半导体ETF（SOXX）涨约3%，<a href=\"https://laohu8.com/S/MU\">美光科技</a>和<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>收涨均超8%。</p>\n<p>Seaport Research分析师Jay Goldberg在接受MarketWatch采访时将谷歌的TPU公告定性为当日最主要的催化剂，并称对博通而言这读起来是正面信号。据追风交易台消息，据瑞银于4月13日发布的研报，该行将博通2027财年AI收入预测大幅上调至约1454亿美元，维持\"买入\"评级及475美元目标价。</p>\n<h2>谷歌第八代TPU成最大催化剂</h2>\n<p><strong>博通与谷歌签有协议，共同开发TPU并向后者提供网络设备，合同期限延伸至2031年。</strong>周三谷歌宣布推出第八代TPU，Jay Goldberg将其列为当日行情的首要驱动力。他表示，华尔街此前对博通是否在谷歌处向联发科或<a href=\"https://laohu8.com/S/MRVL\">迈威尔</a>流失份额存在大量争议，此次公告\"并不能证明什么\"，但对博通而言解读偏向正面。</p>\n<p>Morningstar分析师William Kerwin将当日定性为\"半导体行业确实不错的一天\"，并指出，作为谷歌TPU的\"首席主导设计商\"，博通在新一代芯片上有望同时受益于定价提升和出货量增长——每一代新TPU因存储器容量增加而对应更高的价格节点。他对博通的公允价值估计为500美元，高于当日422.65美元的收盘价，并强调以TPU为主的AI芯片收入是博通当前增长与估值的核心驱动力。</p>\n<h2>协议延伸2031年，份额争议暂获缓释</h2>\n<p>市场此前的核心疑虑在于，谷歌是否会借联发科TPU量产、逐步削减对博通的依赖。谷歌此次宣布的第八代TPU发布以及双方合作协议的延伸，为这一争论提供了阶段性的正面注脚。</p>\n<p>据瑞银4月13日研报，<strong>博通与谷歌宣布的延伸至2031年的长期协议，涵盖未来多代TPU及机架级关键组件的供应保证，从一定程度上回应了投资者对谷歌推进自主芯片设计转型风险的担忧。</strong>尽管如此，瑞银亦指出，随着联发科TPU出货量持续提升，博通在AI定制芯片（ASIC）以外的业务多元化进展，仍将是投资者长期聚焦的核心议题，相关风险并未完全消散。</p>\n<h2>瑞银大幅上调预测，AI收入目标剑指1454亿美元</h2>\n<p>谷歌TPU协议延伸叠加Anthropic合作扩展，促使瑞银于4月13日研报中显著调高对博通的盈利预测。瑞银将博通2027财年（F27）和2028财年（F28）营收预测分别上调至1949亿美元和2484亿美元，较此前估计分别提升约7%和8%；F27非GAAP每股收益上调7%至22.56美元，F28上调7%至28.59美元。</p>\n<p>AI收入方面，<strong>瑞银将F27 AI收入预测从1327亿美元上调至1454亿美元，并将2027日历年TPU出货量预测从约600万颗上调至约730万颗。</strong>在谷歌云（GCP）TPU支出层面，瑞银将C27和C28的预测分别从460亿、610亿美元上调至610亿、790亿美元。</p>\n<p>Anthropic的高速扩张亦构成重要增量。据Anthropic披露，其年化收入已突破300亿美元，相较2025年底约90亿美元的规模大幅跃升；年均ARR超过100万美元的客户数量从2月的约500家增至逾1000家。Anthropic将于2027年起获得约3.5吉瓦的TPU算力支持，相关基础设施扩建将全部落地美国境内。</p>\n<h2>估值高于历史均值，多元化进展仍是长期风险</h2>\n<p>瑞银维持博通\"买入\"评级及475美元目标价，采用分部加总估值法（SOTP），以约26倍EV/FCF倍数对应2027日历年半导体自由现金流贡献730亿美元，以约12倍倍数对应同期软件自由现金流贡献420亿美元。</p>\n<p>从当前估值水平来看，博通NTM市盈率约26倍，高于10年历史均值18倍；EV/FCF约27倍，同样高于历史均值19倍，均处于相对偏高区间。在盈利预测层面，据瑞银估算，其F27营收及EPS预测分别较市场一致预期高出约23%和25%，但瑞银指出，其接触的多数投资者已预期实际数字将处于这一量级。</p>\n<p>瑞银同时提示，尽管上述公告对短期TPU风险争论具有边际积极效应，但博通在AI定制芯片之外的客户及业务多元化进展，仍是市场为其长期估值提供支撑所需的关键验证，这一议题将随联发科规模持续扩张而愈发凸显。</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN 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