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是如梦

是如梦

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01-15

中国AI真的要看阿里，首先就是杭州六小龙的地杭州现在科技蓬勃发展地理位置的得天独厚，其次拥有庞大的用户数据，第三方商家，厂家，消费用户群体，可以把AI应用到实际生活当中商业场所中落地干脆利落，再有阿里出的产品体验处于领先水平，稳定的技术支持不断提供更新以及庞大的硬件供应阿里一定是2026年中国人工智能领头企业

01-15

1

2025-10-03

@小虎活动:【中秋特别活动】开盲盒，遇见你的幸运股！

2025-10-01

阿里巴巴，行业标杆，也注重创新能力，与时俱进，注重科技

2025-09-26

大a转来，从来没中过签的我中了绿茶开心的不行，下一秒就亏了，原来新股会破发，小白学到了

2025-09-15

客户虐你什么了，一针见血

2025-08-08

拼命加杠杆，一局翻身后者破产的就是赌博了

2025-06-05

说说你对这篇新闻的看法...

博通再创新高，新款芯片已出货，小摩认为有望交出亮眼业绩

去老虎APP查看更多动态

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21:55","market":"us","language":"zh","title":"博通再创新高，新款芯片已出货，小摩认为有望交出亮眼业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1114888018","media":"智通财经网","summary":"博通的AI相关收入需求保持强劲。","content":"<html><head></head><body><p>周三，博通盘初涨超3%，再创历史新高，总市值超1.24万亿美元。消息面上，博通昨日宣布开始出货其最新的数据中心交换机芯片Tomahawk 6，声称其以太网交换容量达到每秒102.4太比特，是目前市场上任何以太网交换机带宽的两倍。这款芯片专为运行AI处理器集群的数据中心需求而设计。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94dd0ac0e610864b921fc2a51a6c0413\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>摩根大通发表研报表示，<strong>在人工智能(AI)产品需求旺盛、非AI半导体业务趋稳以及VMware业务持续发力的共同作用下，博通预计将公布符合或略高于市场预期的第二季度财报，并对第三季度业绩给出乐观指引。该行维持对博通的“增持”评级，目标价为250美元。</strong></p><p style=\"text-align: justify;\">摩根大通表示，博通的AI相关收入需求保持强劲，成为业绩增长的主要驱动力。谷歌TPU v6 3nm ASIC芯片已开始量产爬坡，预计将为博通2025财年剩余时间及2026财年带来显著收入贡献。摩根大通预测，该芯片项目生命周期内收入将超过150亿美元，成为全球最强定制XPU AI加速器。</p><p style=\"text-align: justify;\">在AI网络领域，博通的Tomahawk 5/Jericho 3 AI产品需求持续旺盛，下一代3nm工艺的Tomahawk 6芯片预计于2025年下半年开始量产。综合来看，受益于谷歌TPU处理器的持续放量、Meta/字节跳动等其他ASIC项目的推进以及AI网络产品的稳定需求，博通2025财年AI业务收入有望达到190亿至200亿美元，同比增长约60%。</p><p style=\"text-align: justify;\">非AI半导体业务方面，随着行业周期性趋势改善，无线领域有望实现收入增长，企业级、服务器/存储、宽带等板块需求趋于稳定。软件基础设施业务中，威睿凭借强大的软件续约能力(向高平均售价的VCF全栈解决方案转换和升级)，与大型企业客户的合作持续深化，业务势头保持强劲。</p><p style=\"text-align: justify;\">摩根大通预计，博通第二季度营收、盈利和自由现金流(FCF)将符合或略高于市场预期，订单情况保持稳固。基于第二季度较高的营收基数，预计第三季度营收环比增长5%-7%，达到161亿美元左右，高于市场普遍预期，其中AI业务收入有望突破50亿美元。</p><p style=\"text-align: justify;\">总的来说，凭借在AI基础设施领域的领先地位(全球第二大AI半导体供应商、第一大定制芯片AI ASIC供应商及云/AI网络交换/路由芯片供应商)，以及多元化的终端市场布局和行业领先的毛利率、运营利润率和自由现金流利润率，摩根大通将博通视为其半导体覆盖领域的首选。</p></body></html>","source":"highlight_zhitongcaijin","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\" 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6，声称其以太网交换容量达到每秒102.4太比特，是目前市场上任何以太网交换机带宽的两倍。这款芯片专为运行AI处理器集群的数据中心需求而设计。摩根大通发表研报表示，在人工智能(AI)产品需求旺盛、非AI半导体业务趋稳以及VMware业务持续发力的共同作用下，博通...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1301097.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/fc2385c65e329fa9a627004332baf9fa","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.zhitongcaijing.com/content/detail/1301097.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1114888018","content_text":"周三，博通盘初涨超3%，再创历史新高，总市值超1.24万亿美元。消息面上，博通昨日宣布开始出货其最新的数据中心交换机芯片Tomahawk 6，声称其以太网交换容量达到每秒102.4太比特，是目前市场上任何以太网交换机带宽的两倍。这款芯片专为运行AI处理器集群的数据中心需求而设计。摩根大通发表研报表示，在人工智能(AI)产品需求旺盛、非AI半导体业务趋稳以及VMware业务持续发力的共同作用下，博通预计将公布符合或略高于市场预期的第二季度财报，并对第三季度业绩给出乐观指引。该行维持对博通的“增持”评级，目标价为250美元。摩根大通表示，博通的AI相关收入需求保持强劲，成为业绩增长的主要驱动力。谷歌TPU v6 3nm 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6芯片预计于2025年下半年开始量产。综合来看，受益于谷歌TPU处理器的持续放量、Meta/字节跳动等其他ASIC项目的推进以及AI网络产品的稳定需求，博通2025财年AI业务收入有望达到190亿至200亿美元，同比增长约60%。</p><p style=\"text-align: justify;\">非AI半导体业务方面，随着行业周期性趋势改善，无线领域有望实现收入增长，企业级、服务器/存储、宽带等板块需求趋于稳定。软件基础设施业务中，威睿凭借强大的软件续约能力(向高平均售价的VCF全栈解决方案转换和升级)，与大型企业客户的合作持续深化，业务势头保持强劲。</p><p style=\"text-align: justify;\">摩根大通预计，博通第二季度营收、盈利和自由现金流(FCF)将符合或略高于市场预期，订单情况保持稳固。基于第二季度较高的营收基数，预计第三季度营收环比增长5%-7%，达到161亿美元左右，高于市场普遍预期，其中AI业务收入有望突破50亿美元。</p><p style=\"text-align: justify;\">总的来说，凭借在AI基础设施领域的领先地位(全球第二大AI半导体供应商、第一大定制芯片AI ASIC供应商及云/AI网络交换/路由芯片供应商)，以及多元化的终端市场布局和行业领先的毛利率、运营利润率和自由现金流利润率，摩根大通将博通视为其半导体覆盖领域的首选。</p></body></html>","source":"highlight_zhitongcaijin","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\" 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6，声称其以太网交换容量达到每秒102.4太比特，是目前市场上任何以太网交换机带宽的两倍。这款芯片专为运行AI处理器集群的数据中心需求而设计。摩根大通发表研报表示，在人工智能(AI)产品需求旺盛、非AI半导体业务趋稳以及VMware业务持续发力的共同作用下，博通...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1301097.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/fc2385c65e329fa9a627004332baf9fa","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.zhitongcaijing.com/content/detail/1301097.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1114888018","content_text":"周三，博通盘初涨超3%，再创历史新高，总市值超1.24万亿美元。消息面上，博通昨日宣布开始出货其最新的数据中心交换机芯片Tomahawk 6，声称其以太网交换容量达到每秒102.4太比特，是目前市场上任何以太网交换机带宽的两倍。这款芯片专为运行AI处理器集群的数据中心需求而设计。摩根大通发表研报表示，在人工智能(AI)产品需求旺盛、非AI半导体业务趋稳以及VMware业务持续发力的共同作用下，博通预计将公布符合或略高于市场预期的第二季度财报，并对第三季度业绩给出乐观指引。该行维持对博通的“增持”评级，目标价为250美元。摩根大通表示，博通的AI相关收入需求保持强劲，成为业绩增长的主要驱动力。谷歌TPU v6 3nm 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